Invest with Us

If you would like to receive information on our investment opportunities when they become available for funding, please fill out the form below. We'd love you to be part of the success of our projects.

Contact Information

Business Information

General Background and Investment Information

If an investment opportunity became available within the next thirty to sixty days that interested you, would you have funds available for investment in (please check appropriate box or boxes):

Checking, savings, bank CDs or other bank deposits.
Stocks, bonds or mutual funds.
Retirement account funds that must stay inside the retirement account.
Retirement account funds that can be withdrawn from the retirement account.
No funds available for investment within the next 30 to 60 days.

Investment Objectives

Please rank your investment objectives from 1 to 4 (1 being your highest priority).

Growth
Liquidity
Tax Deferral
Cashflow

Risk Tolerance

Please select the risk tolerance level appropriate for you.

Highly Aggressive
Somewhat Aggressive
Moderate
Conservative
Very Conservative

Speculation

Do your investment objectives allow for speculation?

No
Yes, but depending on the Investment
Yes

Prior Relationships

Do you have a pre-existing personal or business relationship with FT Capital or any of its sponsors?

No
Yes

If yes, please briefly describe the nature of the relationship, including how long that relationship has existed.

Education

Please list your highest level of education and any degrees (including field if applicable) received:

High School
Some College
Bachelor
Master
PhD
DO
MD

Licenses

Please list any job-related licenses that you now hold or have held in the past:

JOB EXPERIENCE

Please briefly summarize any job experience that you have had that may show familiarity with business matters and/or investments:

PRIMARY SOURCE OF INCOME:

Please select the answer most appropriate for you.

Investments
Salary, commissions or other regularly earned compensation

Prior Investment Experience

Please select all that apply:

Rentals and Real Property
Stocks which are listed on a national securities exchange
Mutual funds which hold a portfolio primarily of stocks
Taxable bonds or other debt instruments
Tax exempt bonds
Partnerships, limited liability companies, corporations that invest in real estate or REITs
Other types of investments not mentioned in the previous categories

Current Portfolio Assets

Please estimate the percentage of your assets currently held in each category and write it in next to that category. Your answers should total 100%.

% Cash, Savings and Money Market Accounts
% Principal Residence
% Vacation Home(s)
% Rental Property
% Stocks (including mutual funds)
% Bonds
% Loans payable to you or to companies you own and control
% Other

Certification of Sophisticated Investor Status

I have such knowledge and experience in financial, investment and business matters that I am capable of evaluating the merits and risks of any investment.
I am using a financial advisor, planner, or consultant, or some other advisor who has such knowledge and experience in financial and business matters that he/she/it is capable of evaluating the merits and risks of any investments. (If this is checked, please tell us the name and contact information for this advisor:)

Certification of Accredited Investor Status

Are you a natural person who has either:
(a) my individual net worth, along with the net worth of my spouse, exceeds $1,000,000, excluding the value of my personal residence and excluding from my liabilities the mortgages on my personal residence, provided the mortgages to not exceed the value of my personal residence;
(b) an individual income of at least $200,000.00 over the past two years which is expected to continue in the current year, or $300,000 with your spouse?

Yes, (a) is true
Yes, both (a) and (b) are true
No, neither (a) or (b) are true

Certification of Non-Accredited Investor Status (if neither of the above is true)

Are you a natural person who has either:
(a) an individual net worth of at least five times the investment amount you are considering, which may include home equity, furnishings and other personal assets, or
(b) an individual income of at least $60,000.00 over the past two years which is expected to continue in the current year?

Yes, (a) is true
Yes, both (a) and (b) are true
No, neither (a) or (b) are true

Investment Funds Available

Should I choose at some point to make an investment with the company, the investment amount (range) I may have available would most likely be:

under $100,000
$100,000 to $500,000
$500,000 to $1,000,000
$1,000,000 or more

Date and Signature Confirmation

I confirm, by typing my name in below and electronically submitting this form, that the information supplied herein is current and accurate. I agree to sign a printed copy if asked to do so by recipient.

Please fill in the required fields.