FAQ

FAQ

The FAQ section is your go-to resource for quick answers to common questions. It's designed to provide brief information about our offerings, services, and policies.

Selling shareholders include current and former employees, early accredited investors, advisors, and infancy institutional investors like VC funds . They usually sell a portion of their holdings to cover costs related to exercising and taxes, address life events like home purchases or family planning, and diversify their holdings.

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Investing in most funds incurs taxation similar to other fund investments. However, our network's funds follow a partnership taxation model, where gains and losses pass through to investors. Typically, holding an investment for over a year before selling results in taxation at the long-term capital gains rate. Investors receive an annual Schedule K-1 for updates. Please note, this information is for informational purposes only, and for personalized tax advice, consult your tax advisors.

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Yes. We use affiliates in our network that accommodate investments from self-directed IRAs.

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Yes. We use a third party administrator, who should issue K1’s annually. Our network will also update you on any material impact to your investment such as company news, new funding rounds, secondary transactions or indicators to new valuation periodically.

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Unfortunatly, non-accredited individuals do not qualify for our offerings due to the risks involved. 

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Following an liquidity event and/or any restriction period such as an IPO, Direct Lisitng, Acquisition (for example), your holdings  can be transferred  to your brokerage account for you to hold or sell at your preference.

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We cannot assure a specific exit or timeline for your holdings. Nevertheless, our investment strategy aims to position companies for a quicker or eagerly anticipated IPO or exit in the near future. Typically, our investment opportunities are later stage and  involve  institutional financing and a usual liquidity event within 1-3 years.

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The market utilizes the latest funding round and the anticipated IPO range as benchmarks for pricing. Additional factors may encompass investor demand, company accessibility, secondary transactions, and publicly accessible information.

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Although our network considers participation interest a long-term commitment, selling your interest may be permissible with manager approval. We can assist by collaborating to find a replacement buyer within the fund. While  ownership is transferable and can be marketed to our investor base, we cannot guarantee finding a buyer.

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Accredited investors become members of a fund, structured as an LLC, dedicated to acquiring specific company shares or economic interests in shares. Typically, the fund will have a manager who establishes distinct Series of Interests to make separate investments in identified companies, purchase securities from secondary sources, or invest in interests of affiliated investment funds and entities. Each Series operates independently, remaining segregated from others within the fund.

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Minimums may vary from one opportuity to another. Please contact us for more specifics.

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Upon the public debut of a company series in which you've invested, our network will register the shares and coordinate with your brokerage account's custodian for the transfer. In certain instances, though not universally applicable, the common stock may be subject to a 30-180 day lockup period, and we will facilitate the transfer accordingly after this duration.

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Right of first refusal (ROFR or RFR) is a contractual right that gives its holder the option to enter a business transaction with the owner of something, according to specified terms, before the owner is entitled to enter into that transaction with a third party. In short, the Right of First Refusal is the company’s right to purchase the shares from the shareholder on the same terms asa third parties bid. The company has up to 30 days to make the decision upon a third party submitting a Bona Fide Offer via a Transfer Notice (they may also waive their right, in which case we can proceed immediately).

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In addition to a K-1 provided by a third party, our fund will send your countersigned Subscription Document indicating your subscription in the Fund. You should also receive an Official Confirmation Letter from the managers outlining the Series of participation and breakdown of your investment. This will prove as proof of ownership.

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While our FAQ's section offers some information, please note that it might not cover every detail. We recommend exploring it for a broad understanding and reaching out for any additional information you may need.

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