Frequently asked questions

An accredited investor is someone who meets specific financial or professional criteria set by the SEC. This usually means having an annual income of $200,000 ($300,000 with a spouse) for the last two years with the expectation of the same in the current year, or having a net worth over $1 million excluding your primary residence. Certain licenses (Series 7, 65, or 82) also qualify.

Private investments carry higher risks and are not registered with the SEC like public stocks. The accredited requirement ensures investors have the financial knowledge and capacity to understand and bear these risks.

We connect investors to private deals such as real estate syndications, private equity-style businesses, and other curated opportunities. Specific offerings are only shared once a substantive relationship is established.

Simply complete our Investor Profile and schedule a short call. After we establish a relationship, you’ll gain access to private opportunities.

This varies by deal but typically starts at $25,000–$50,000. Each opportunity will clearly state its minimum requirement.

Returns depend on the investment structure. Some deals may pay quarterly preferred returns, while others may provide returns at exit or sale. Educational resources will explain these timelines before you invest.

No. All private investments carry risks. Our role is to provide education and clarity so you can make an informed decision.

Once invested, you will receive regular updates by email. These often include financial performance, progress reports, and any key milestones.