The minimum investment threshold is $50,000. 

Investors become part of a fund, structured as an LLC, which acquires shares or economic interests in a company's shares. Typically, the funds we offer are managed by a manager who creates a Series of Interests aimed at investing in specific companies. This includes buying securities from secondary markets or investing in entities with portfolios that align with the Fund's investment focus. Each Series is kept separate from others. 

Locating a verified shareholder willing to sell their equity is challenging. Our fund acquires large blocks of shares, making them accessible to our members at a reasonable cost. 

No, your membership in an LLC grants you ownership of shares or rights to the financial benefits of the shares, not the shares themselves. 

Valuation is guided by the latest financing round and anticipated IPO range, among other factors such as investor demand, access to the company, and other secondary market activities. 

Investors typically sign a Subscription Agreement to join the fund, along with a W-9 (or W-8 BEN for international investors) and a Suitability form. Annually, a Schedule K-1 is provided to update investors on their investment. All documents are prepared with professional legal or accounting advice. 

Yes, you will receive a countersigned Subscription Document confirming your fund membership, along with a Welcome Letter detailing your investment series and breakdown. 

Our network does not have direct access to the company's latest financials or investor presentations. We rely on the due diligence of recent investors and base our offerings on their investment terms. 

Investments are taxed similarly to other fund investments, with the fund's gains and losses passing through to investors. Long-term investments are generally taxed at the capital gains rate. Investors receive a Schedule K-1 annually for updates. Note: This information is for general purposes and not tax advice. Consult a tax professional for personal guidance. 

Yes. A third-party Fund Administrator issues annual K1's, and our network provides updates on significant developments affecting your investment. 

The Right of First Refusal allows the company the first opportunity to buy shares before they are sold to a third party, under the same terms. The company has 30 days to decide after receiving a bona fide offer. 

After an IPO lockup period, the fund can transfer shares to your brokerage account, allowing you to hold or sell them as you see fit. The timeline for a company to go public or be acquired is not guaranteed, but typically ranges from 2-5 years. 

While we view investments as long-term, selling your interest may be possible with manager approval. We assist in finding a buyer within our investor network, though a sale is not guaranteed. 

Post-IPO, we facilitate the transfer of shares to your brokerage account, observing a typical 180-day lockup period before the transfer. 

Our network offers private investments exclusively to accredited and qualified investors. 

Yes, certain funds within our network support investments from self-directed IRAs.