Contact - Pre IPO Swap

If you’d like to have an initial consultation with Pre IPO Swap setup a time which is convenient for you and we will assemble the team. We are in EST and PST time zones, so NYC afternoons work best for us, however we can accomodate any time which is convenient for you 24/7.

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Your Full and Legal Name *

First

Last

Phone *

Valid Email Address *

I am an Accredited Investor because: *

My annual income is greater than $200,000 [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]
My net worth, excluding my primary residence, is greater than $1,000,000 [a natural person who has individual net worth, or joint net worth with the person’s spouse, that exceeds $1 million at the time of the purchase, or has assets under management of $1 million or above, excluding the value of the individual’s primary residence]
I/We are a financial institution such as a bank, insurance company, registered investment company, business development company, or small business investment company
I/We represent an employee benefit plan, within the meaning of the Employee Retirement Income Security Act, if a bank, insurance company, or registered investment adviser makes the investment decisions, or if the plan has total assets in excess of $5 million
I/We represent a charitable organization, corporation, or partnership with assets exceeding $5 million
I am a director, executive officer, or general partner of the company selling the securities
I/We represent a business in which all the equity owners are accredited investors
I/We represent a trust with assets in excess of $5 million, not formed to acquire the securities offered, whose purchases a sophisticated person makes.
NONE OF THE ABOVE APPLY - I AM NOT AN ACCREDITED INVESTOR

If you do not meet any of the above criteria, CLICK/TICK this box above NOT ACCREDITED

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