Private & Confidential

Data Room

Access Is Granted to Verified Accredited Investors After an Introductory Call

The fund is offered under Rule 506(c) of Regulation D, which requires the fund to verify accredited investor status in writing before any subscription. Offering documents are released only after that verification is complete.

How Access Works

1

Request a 20-minute introductory call with the managing principal.

2

Complete accredited investor verification as required by Rule 506(c).

3

Receive credentialed access to the full document set.

Request Data Room Access

Optional. Give it and we text you a confirmation and reminders for your call, nothing else. Message and data rates may apply. Reply STOP to opt out.

Are you an accredited investor?

You qualify as an accredited investor if any one of these is true:

  • Your net worth exceeds $1 million, not counting your primary home.

  • Your annual income exceeded $200,000 in each of the past two years ($300,000 with a spouse or spousal equivalent) and you expect the same this year.

  • You hold a FINRA Series 7, 65, or 82 license currently in good standing.

Certain self-directed retirement accounts may be eligible to invest, subject to plan, custodian, tax and offering requirements.

We do not sell your personal information. Information may be shared with the fund’s service providers and professional advisers as described in our Privacy Policy.