Accredited Investors prefer… saving time and getting straight to the point
Accredited Investors prefer… an easy, streamlined evaluation process
Accredited Investors prefer… to choose when they evaluate information
Tired of poorly timed phone calls for new investment offers?
Have you had it with searching your email inbox for the latest investment offer?
Is your calendar full of investment opportunities with no promise?
Access & manage offers with access to your private portal. Only offers you prefer are placed in your portal for review. Archive deals you decide to pass on are saved chronologically. Offers are standardized for easy comparison and review.
View offers information easily on any mobile device. Chat directly to the investment opportunity personnel via a direct chat. Watch videos and view marketing material for quick insight on offer fit in your portfolio.
Everybody has their preferred communication channel. Some love a text message while others hate that. Others want a phone call while others only want calls scheduled at certain times. Others want to use WhatsApp and still, others have no idea what it is. What’s our opinion? We prefer to do things your way. We use the channels you select.
Don’t be overwhelmed with offers! Just set the preference in your portal and leave the searching to us. Choose the industries that best represent what you believe are current economic trends. An ever-changing array of offers across multiple industry sectors fed to you at your pace. Rely on your knowledge base for the investments best understood by you.
Choose the financial models that fit your investment goals. Sometimes passive income is the right play. Maybe you had a big score and it’s time to allocate money with more risk but a high yield. An investment backed by real estate can protect your investment capital. Being a General Partner in an offer may make sense for you to actively influence your investment performance.
Your profile is protected as an avatar on the network. You don’t have to worry about fake investors scraping your information and bombarding you with offers. First, each investor is verified as an Accredited Investor. Second, you can only network through the network as an avatar. You can learn what you need from other experienced investors without your identity being compromised.
Build Your Profile
Register and set your investor preferences according to industry and risk tolerance.
Match Offers to Investors
The VenSurf platform starts to cue offers for your review based on your preferences.
Review Offers and Choose
Review the redacted profile of investment offers and choose which ones you want to
know more about.
Investor Profile is Reviewed
The investee reviews your profile to determine if your profile is a good fit as one
of their investors.
A Match is Confirmed
After both parties accept; all the redacted information is revealed and you can
communicate directly with the founding members.
VenSurf gets answers for you
Our agents contact you through your preferred channel and help get any answers
not addressed with online digital assets.
VenSurf Schedules meetings
Our agents can facilitate difficult scheduling issues and get you connected
with investment offer meetings and founders.
Tools and Investor Community
Research made easy from a vast array of planning tools to come and our investor
community to help learn from each other.
These types of private equity investments are restricted by the SEC (Securities and Exchange Commission) to a designation called “Accredited Investors,” meaning you have 1 million dollars net assets -- excluding home residence equity, or an annual single income of 200K for the past two years, or 300K as an annual joint return for the past two years. (these criteria will be verified prior to investment on The VenSurf Investment platform)
✓ Redacted tax return
✓ Redacted banking financial details
✓ Letter from your CPA Or Attorney
✓ Talk to an Account Executive about 3rd party verifiers.
Unfortunately, these types of investments are restricted by the SEC (Securities and Exchange Commission) to a designation called “Accredited Investors,” meaning you have 1 million dollars net assets -- excluding home residence equity, or an annual single income of 200K for the past two years, or 300K as an annual joint return for the past two years. (these criteria will be verified prior to investment on The Preferred Investment platform)
But the good news is that we are meeting many people like yourself who have funds to invest and want to get their money working for them. In response to this demand, TPI is creating a new platform to allow “the rest of us” to invest like the uber-rich, with above-market returns and a low $100 minimum investment.
No commitment… Sign up below for insider-scoop, early access, and to opt-in to our new investment platform when we launch Q-2 2021!
Learn more