FirstWave Investment Fund - Form 2
Before filling out this form please review the FirstWave term sheet. If you have not received the FirstWave term sheet please email us at jonah@luptoncapital.com or jonah@firstwavefund.com and request a copy. Please do not request a copy of the term sheet unless you are an accredited investor or qualified purchaser.
Name *Email *Phone *Are you an accredited investor or qualified purchaser? *Select an optionAre you based in the US or outside the US? *Select an optionAssuming you have reviewed the term sheet and you agree with the terms, how much are you planning to invest in the FirstWave Fund? *Any message for Jonah or the FirstWave team?Accredited Investor
In order to qualify as an accredited investor, individuals must meet one of the following criteria:
FINANCIAL CRITERIA:
- Net worth over $1 million, excluding primary residence (individually or with spouse/partner)
- Income over $200,000 (individually) in each of the prior two years and expects the same for the current year
- Income over $300,000 (with spouse/partner) in each of the prior two years and expects the same for the current year
PROFESSIONAL CRITERIA:
- Investment professionals in good standing holding the general securities representative license (Series 7), the investment adviser representative license (Series 65), or the private securities offerings representative license (Series 82)
Qualified Purchaser
In order to qualify as a qualified purchaser, individuals or entities must meet one of the following criteria:
- Individual investors: Have $5 million or more in investments
- Family, trust, or estate planning entity: Have $5 million or more in investments
- Institutional investors: Have $25 million or more in investments
- Qualified institutional buyers: Have $100 million or more in investments
