Schedule a Consultation

The First step in the Limited Partner process


Your first step is to schedule a consultation with one of our general partners. This is an opportunity for you to get to know us, our philosophy and process. We want to get to know you, your investment and life goals. This is a no-obligation meeting. Think of it like a virtual happy hour.  You don't have to be an accredited investor to meet with us.

FAQs


Do I Have To Be An Accredited Investor?

No. You do not have to be an accredited investor to schedule a consultation. Our investment engine allows us a certain number of non-accredited investors. However typical investment minimums are $50,000. An accredited investor meets one of the following three requirements: 1) Has an annual income of at least $200,000, or $300,000 if combined with a spouse‚Äôs income; 2) Holds a valid Series 7, 65, or 82 license; 3) Has a net worth of >$1 million or more, excluding the value of a primary residence.

How Long is the Consultation?

Typically consultations last for 15-20 minutes. This is a casual meet-and-greet where we get to know you and you get to know us.

Do I Have To Have a Consultation to Invest?

Yes, we have to have a consultation before we can present investment opportunities per SEC regulations.  

Who Is My Consultation With?

One of our General Partners will meet with you depending on availability.