The Investor Discovery Call

For us, our investors are the single most important part of our business. We value building long term relationships with them in order to be in a position to serve them individually.

Either; an in person meeting or video call is imperative for us to provide a tailored investment approach and ensure that we are a right fit for each other.

We only send investment opportunities to investors who either we have met in person or had an initial investor call with first.

In this 30-45 min Zoom meeting, we’ll cover the following:

Your investment goals and risk appetite.

Your past investing experience.

Retirement and legacy goals.

Our investment thesis.

Target returns and timelines.

Next steps.

Please note that we are not investment or financial advisors. Please do not construe the content of the call to be any form of financial advice. We operate in accordance with regulations set forth by the Securities and Exchange Commission (SEC).