Got questions? We've got answers!

What type of investments would be available to Club members?

While the Coinvestor Club’s prime directive is to be where the best opportunities live, our core strategy is to leverage our extensive relationships and research to identify and invest alongside the most proven, best-in-class lead investors across asset classes.  Our primary focus includes:

1. Seed to Series A Venture Capital 
2. Lower- to Middle-Market Private Equity: 
3. Search and Independent Sponsor Opportunities
4. Private Debt: First Lien, Hybrid, Mezzanine or Bonds 
5. Preferred or Convertible Equity (Public & Private Companies)
6. Microcap 

Who can be a Co/Investor Club member?

There are two tiers of the Co/Investor Club.

1. Tier 1 is for the general investing public who want to educate themselves on where real wealth is being made. They receive the Weekly Insights Newsetter.
2. Tier 2, the Premium Club Membership includes the ability to invest alongside us and best-in-class lead investors in private deals as well as attendance at our live events and our bimonthly live Zoom Presentations with leading investors where we will showcase what we have found to be the most compelling current investment opportunities. 

The Co/Investor Club truly is a club, a trust community and we expect our members to share investment ideas & expertise with fellow Club Members where relevant. We prioritize honor and responsibility, politeness and a helping hand within our ranks.

Do I Have to Be an Accredited Investor?

Some investment opportunities will only be available to accredited investors

Under the Securities Act of 1933, a company that offers or sells its securities must register the securities with the SEC or find an exemption from the registration requirements. The Act provides companies with a number of exemptions. For some of the exemptions, such as rules 505 and 506 of Regulation D, a company may sell its securities to what are known as “accredited investors.” The federal securities laws define the term accredited investor in Rule 501 of Regulation D as:

• A net worth of at least $1 million (excluding the value of their primary residence), or
• An earned income for the past two years of at least $200,000 (or $300,000 with their spouse, or equivalent).
• “Certain professional certifications, designations or credentials or other credentials issued by an accredited educational institution, which the SEC may designate from time to time by order,” including holders in good standing of the FINRA administered licenses: Series 7, Series 65, and Series 82.

For more information about the SEC’s registration requirements and common exemptions, read our brochure, Q&A: Small Business & the SEC.

http://www.sec.gov/answers/accred.htm

Will there be minimum investments required?

Some recommended investments will have a minimum, but our goal is to syndicate with other Club members, which can reduce minimum investments, particularly in private equity opportunities by 10-fold or more.  Our goal is to present the best opportunities at the lowest possible entry point for our club members by leveraging our collective power through Special Purpose Vehicles (SPVs).

What is an SPV?

A Special Purpose Vehicle (SPV) is a legal entity created to pool investments for a specific, often high-value asset or project, such as a startup, real estate, or private equity deal. By investing through an SPV, investors gain access to an individual asset while limiting their liability to only the SPV’s activities. This structure allows investors to participate in unique opportunities with minimized risk and enhanced focus, making it especially valuable for those seeking concentrated investments.

Who analyzes investment opportunities submitted by Co/Investor Club members?

The Co/Investor Club’s team of expert analysts is culled from our extensive network of veteran CEOs and investors. We not only examine opportunities that come in through our professional network but also those submitted by Co/Investor Club members.