This form constitutes an inquiry and is not a formal proposal, letter of commitment, acceptance, or contract of any kind. Upon approval, recipients will be provided with our formal business plan, budget, and other materials to inform their decision.
Accredited Investor Criteria per the SEC
Financial:
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Net worth over $1 million, excluding primary residence (individually or with spouse or partner)
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Income over $200,000 (individually) or $300,000 (with spouse or partner) in each of the prior two years, and reasonably expects the same for the current year
Professional:
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Investment professionals in good standing holding the general securities representative license (Series 7), the investment adviser representative license (Series 65), or the private securities offerings representative license (Series 82)
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Directors, executive officers, or general partners (GP) of the company selling the securities (or of a GP of that company)
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Any “family client” of a “family office” that qualifies as an accredited investor
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For investments in a private fund, “knowledgeable employees” of the fund
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