Learn all you can about the investment you are interested in. This may include visiting the investment page, making calls to our investment team, and speaking with your financial advisor.
Setup Portal Account
If you have enough information, you will need to setup an account on our investment portal. From the portal you will be able to make a pledge for the amount you wish to invest.
Once you have an account setup, we will need proof that you are an accredited investor. You can get a letter of accreditation from you accountant or a third party accreditation service.
After your accreditation has been approved, your portal will have additional information to fill out. This will include your bank account information for distribution.
A contract will be created laying out the terms of the investment that will require your signature.
The final step will be to wire your investment to the account specified in the contact documents.
Life of investment
Through the life of the investment we will provide quarterly reports and distributions (as dictated by the investment).