Investment Directions
The documents on this page are official fund documents but are shared here for REVIEW ONLY – not for signing. When you’re ready to move forward, click the APPLY TO INVEST button, fill out the form, and await official documents, which will be sent for e-signing via HelloSign.
Step 1: Review sample documents on this page
Step 2: Complete the investor application form
Step 3: Electronically sign the documents our Investor Relations (IR) team will send to you via HelloSign
Step 4: Follow instructions emailed to you by our IR team to verify your accreditation status
Step 5: Wire your funds
If you have any questions, please click the CHAT icon in the bottom right of your screen or call our Investor Relations department for assistance at 877-395-1290 ext.305.
Review Offering Documents
Opportunity Fund I
Private Placement Memorandum
The Private Placement Memorandum (PPM) is a legal document that outlines the business plan, use of proceeds, risk factors, the management team, tax implications, and the terms of the offering, as well as the investor suitability standards.
Confidential Private Offering
Along with that, the following exhibits are included:
Exhibit A – Company Business Overview
Exhibit B – Subscription Agreement
This serves as an agreement between the issuing company and the investor on the purchase of a number of shares for a specific price.
Exhibit C – Company Agreement
This specifies the overall operations of the fund.
Exhibit D – Accredited Investor Verification Process
This document provides an overview of the ways you may verify your accredited status as an individual, entity, or trust via a 3rd-party system.
Exhibit E – Form W-9
The W-9 form provides information required by the IRS.
Exhibit F – Privacy Notice
Exhibit G – Limited Liability Company Operating Agreement
This specifies the overall operations of the fund’s joint venture with Olympus Pines.
ACH Form
Should you subscribe to the fund, this form will allow our Accounting Department to direct deposit any payments into your account.
Ready to Move Forward?
If you wish to subscribe, simply fill out the Investor Application by clicking the button below.
Questions?
Visit our FAQs page or contact our Investor Relations department at 877-395-1290 or request an appointment below.