Access requires verification
If aligned, we will provide an NDA and invite you to a private briefing.
Fit Indicators
These are guidance, not gates. We look for alignment across multiple dimensions.
Accredited or QP Status
Our placements are offered under Reg D and similar exemptions. Accredited investor or qualified purchaser status is required.
Liquidity for Private Allocations
Capital available for illiquid investments. These aren't day-traded. Expect multi-year holding periods.
Multi-Year Horizon & Documentation Discipline
Patience for value realization. Willingness to read and understand legal documents. No shortcuts.
Existing Counsel You Trust
Attorney and CPA already in place. We coordinate with them, not replace them. If you don't have advisors, we can introduce you.
Introductions often come from family offices, counsel, or current members.
1-Minute Fit Check
Complete this brief assessment. Based on your responses, we'll route you to next steps or recommend waiting until criteria are met.
About This Check
This is not an application to invest. It's a preliminary fit assessment. Your information is confidential and will only be used to determine next steps. We do not share your data with third parties. If you're not a fit now, we'll respectfully suggest waiting—it's about timing, not you.