Investor Onboarding

Full Name

First

Last

Birthdate:

Address:

Address Line 1

Address Line 2

City

State

Zip Code

Email:

Phone:

Are you investing as an individual, joint investor, or through an entity?

Individual
Joint
Entity

I have an individual annual income exceeding $200,000 in each of the past two years and expect the same in the current year.

Yes
No
This does not apply to me.

My joint income with my spouse or spousal equivalent exceeds $300,000 in each of the past two years and I expect the same in the current year.

Yes
No
This does not apply to me.

I have a net worth exceeding $1 million, excluding the value of my primary residence.

Yes
No
This does not apply to me.

I hold a Series 7, Series 65, or Series 82 securities license in good standing.

Yes
No
Doesn't apply, I'm an accredited investor through net worth and income.

Entity Accreditation:

The entity has total assets exceeding $5 million and was not formed solely to invest in this offering.
The entity is wholly owned by accredited investors.
The entity is a qualified institutional buyer (QIB) such as a bank, insurance company, registered investment company, or business development company.
This does not apply to me.

Verification Documentation (Required for 506(c)) (If you prefer to email or mail these, please notify our investor relations team in advance)

Click or drag files to this area to upload. You can upload up to 15 files.

Because 506(c) requires reasonable verification, SEC requirements and law require investors to provide supporting documents. This could include: Income Verification Documents IRS Tax Returns (last two years) W-2, 1099, or K-1 Forms CPA or attorney certification Net Worth Verification Brokerage or bank statements (last three months) Real estate appraisals (excluding primary residence) CPA or attorney certification Entity Verification (for corporate investors) Articles of incorporation or operating agreement Financial statements proving $5M+ assets Letter from a financial institution or attorney Professional Certification Verification (for licensed investors) Copy of active Series 7, 65, or 82 license

Investor Attestations:

I certify that the information provided is accurate and truthful.
I understand that providing false information may be considered securities fraud.
I agree to provide further documentation if requested.

Investor Signature:

Clear Signature

Investor Name:

Date:

Custom Captcha

=

Call Us: 916 268 2862

About Us

Quick Links

Contact Info