Work With Us

How It Works

1 Verify your Accredited Investor Status.

2 Review Opportunities with your Consultant.

3 Make your Investment via Wire Transfer.

4 Profit.

Who We Work With

We’re looking to connect with accredited and qualified buyers who are looking for an exceptional investing strategy, or for sellers looking to liquidate stock. We specialize in working with:

  • Individual Accredited Investors
  • Family Offices
  • Private Equity Funds
  • Registered Investment Advisors (RIAs)
  • Investment Banks
  • Financial Advisors
  • & More!

Meet The Team

Anthony Galella

Joseph DiFilippo

Michael Nayden

Diypse Duman

Kyle Oakes

Constantino Lardi

Thomas Jacobson

Frequently Asked Questions (FAQs)

Q: What is your minimum investment size?
A: Our minimum investment varies with each fund introduction.

Q: How are the investments structured?
A: Investors are Members of a fund (organized as an LLC) that purchases a specific company’s Shares or the economic interests in shares. Most funds we introduce will have a manager that will establish a Series of Interests for the purpose of making a separate and distinct investment in a specific company or companies identified by the Manager; purchasing securities in such company or companies from secondary sources (directly or through forward purchase contracts); or investing in interests of investment funds, special purpose vehicles and other entities (including investment funds and other entities affiliated with the Manager or its affiliates) whose investment portfolios are comprised of one or more companies consistent with the Fund’s general investment focus. Each Series will remain segregated from each other Series.

Q: How do you acquire these shares?
A: From selling shareholders that are current and former employees, early investors, and advisors. They are typically selling only a portion of their holdings in order to 1) cover costs associated with exercising and paying taxes on the remainder of their shares 2) life events such as purchasing a home or preparing for a child and to 3) diversify their holdings.

Q: Can I invest through my Retirement or Corporate Account?
A: Yes. There are funds in our network that accommodate investments from certain types of retirement accounts and companies.

Q: What is an “Accredited Investor”?
A: Rule 501 of Regulation D of the Securities Act of 1933 (Reg. D) provides the definition for an accredited investor. Simply put, the SEC defines an accredited investor through the confines of income and net worth in two ways:

  • A natural person with income exceeding $200,000 in each of the two most recent years or joint income with a spouse exceeding $300,000 for those years and a reasonable expectation of the same income level in the current year.
  • A natural person who has an individual net worth, or joint net worth with the person’s spouse, that exceeds $1 million at the time of the purchase, excluding the value of the primary residence of such person.