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INVESTORS

New Investor Questionnaire

New Investor Questionnaire
Before you are able to invest, you are required by law to complete an investor suitability questionnaire in order to determine your accredited status. Upon completion of the application, we will contact you by phone to confirm your accredited status. Once we have verified your accreditation status and activated your account, you will be able to begin evaluating our exclusive private offerings and even invest online. There is no obligation....
OVERVIEW OF THE FUNDING PROCESS

REVIEWING OFFERINGS AND FUNDING
DOCUMENTS

Once you have access you will have the ability review our offerings and funding documents online.

YOUR INVESTMENT IS SAFE IN ESCROW UNTIL DEAL IS DONE

Your funds are held in a dedicated US Bank escrow account until the deal is closed. US Bank is the largest provider of financial services escrows in the world.

PINPOINT THE INVESTMENT
OPPORTUNITY AND ACT

When you find an investment that you are interested in, you will have direct access to our team of registered and highly experienced professionals who can walk you through the investment process.

WORRY FREE UNTIL DEAL
CLOSE

If the deal does not close for any reason your money will be refunded with no fees taken out.

You can look at some of our previous opportunities on our Portfolio page which include:
Investor Verification

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  • Account Information
  • Investor Verification
  • Personal Information
  • Financial Information

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