Thank You - Here's What Happens Next

Next Steps

We’re excited to move forward with you.Here’s how the process works;

Schedule a brief introductory call with our team to discuss your interest and answer any initial questions.

After the call, you’ll receive detailed investment documents to review at your convenience.

We’ll guide you through a third-party verification to confirm your accredited investor status.

Once verified, electronically sign the DocuSign agreement to finalize your investment.

Schedule Your Intro Call

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  • Routing logic will ensure the correct internal representative is email.

Frequently Asked Questions

An accredited investor is generally an individual who meets specific income or net worth requirements defined by financial regulations. In most cases, this includes individuals who have earned $200,000+ annually (or $300,000 jointly with a spouse) for the last two years, or have a net worth exceeding $1 million excluding their primary residence. Certain licensed professionals and entities may also qualify. If you’re unsure about your eligibility, our team can help guide you through the criteria.

The full process is designed to be simple and efficient. Scheduling and completing the introductory call typically takes a few days depending on availability. Accredited verification usually takes 1–3 business days once documentation is submitted. Most investors are able to complete the entire process within one week.

Your privacy and data security are a top priority. All sensitive information is handled through secure, encrypted platforms and shared only with authorized personnel or trusted third-party verification providers. We do not sell or distribute your personal information. Our systems follow industry-standard data protection practices to ensure confidentiality.

The verification process involves confirming your accredited investor status through a secure third-party provider. You may be asked to submit supporting documentation such as income statements, tax returns, or net worth verification from a CPA, attorney, or financial advisor. The process is straightforward, confidential, and typically completed within a few business days.

Still have questions? Contact us any time for assistance: