WHAT KIND OF PAPERWORK DO I RECEIVE AS AN INVESTOR?
Most funds paperwork is like that of any fund investment, but simpler. An investor would sign a Subscription Agreement, through which they would purchase an interest in the fund (company). In addition, and investor would also complete a W-9 (W-8 BEN for foreign investors) and Suitability form once. On an annual basis, Investors would receive a Schedule K-1 that updates them on their investment. All legal and financial documents are prepared with the involvement of outside counsel or accountants, as applicable.