Request the offering documents

What you receive

Three documents, sent together.

• Private placement memorandum The offering in full: the structure, the use of proceeds, how repayment is intended to work, the job creation model, and the risk factors. This is the document to read first.
• Limited partnership agreement The agreement between the partnership and its limited partners. It sets out what you own, how distributions are allocated, and the rights and limits that attach to a limited partner interest.
• Subscription agreement The document you sign to invest, including the representations you make about accredited status and source of funds.

Why we ask what we ask

The form is longer than a name and an email because the answers determine whether we can send you the documents, and what else is useful to send with them.

Country of residence and country of origin

Securities rules differ by jurisdiction, and so does the EB-5 visa queue. Both answers affect what we are permitted to send and what a realistic timeline looks like for you.

Investment readiness

Classes are filled in order of filing. Knowing where you are tells us which class is realistic and whether a place is likely to be available.

Source-of-funds documentation

Source of funds is the most common cause of delay in an I-526E petition. If you have not started, we can tell you what is involved before you commit time to the rest.

Immigration counsel

We do not give immigration advice. If you are not yet working with an immigration attorney, we can point you to firms that handle EB-5 petitions.

What happens next

1. 1 We review your request Usually within 24 hours.
2. 2 The documents are sent All three, by email, with a point of contact for questions.
3. 3 Accredited status is verified — only if you go ahead Rule 506(c) requires reasonable steps to verify accredited status before an investment is accepted, not before the documents are sent. If you decide to move forward, we will tell you which method applies to you and what it involves.