Investment Process

How To Invest

A comprehensive guide to our investment process, qualification requirements, and the steps to become a VSJ Ventures investor.

Investor Qualification

Our investments are available to qualified investors meeting specific regulatory and investment criteria.

Individual Investors
Accredited
  • Net worth exceeding $1,000,000 (excluding primary residence)
  • Annual income of $200,000+ (individual) or $300,000+ (joint)
  • Professional certifications (CFA, CPA, etc.) with investment experience
  • Minimum investment: $250,000
Institutional Investors
Qualified
  • Assets under management of $5,000,000+
  • Pension funds, endowments, foundations
  • Insurance companies and banks
  • Minimum investment: $1,000,000
Corporate Entities
Entity
  • Total assets exceeding $5,000,000
  • Investment company or business development company
  • Entity wholly owned by accredited investors
  • Minimum investment: $500,000

Investment Process

Our streamlined four-step process ensures efficient onboarding while maintaining rigorous compliance standards.

1

Initial Consultation

1-2 days

Schedule a consultation with our investment team to discuss your objectives and investment criteria.

Requirements & Activities

Investment objectives discussion
Risk tolerance assessment
Preliminary qualification review
Investment minimums discussion
2

Qualification Verification

3-5 days

Complete the investor qualification process and provide required documentation for compliance.

Requirements & Activities

Accredited investor verification
KYC/AML documentation
Financial statements review
Legal entity documentation (if applicable)
3

Investment Selection

5-10 days

Review available opportunities and select investments that align with your portfolio objectives.

Requirements & Activities

Investment memorandum review
Due diligence materials access
Risk disclosure acknowledgment
Investment committee approval (if applicable)
4

Documentation & Funding

7-14 days

Complete subscription agreements and arrange funding for your selected investments.

Requirements & Activities

Subscription agreement execution
Investment allocation confirmation
Wire transfer instructions
Custodial arrangements (if needed)

Required Documentation

Prepare these documents to expedite your application and qualification process.

Required

Investment Application

Complete investor information and qualification form

Type: Form
Required

Accreditation Verification

Documentation proving accredited investor status

Type: PDF
Required

Financial Statements

Recent audited financial statements or tax returns

Type: PDF
Required

KYC Documentation

Know Your Customer and Anti-Money Laundering forms

Type: Form
Optional

Corporate Documents

Articles of incorporation, operating agreements (entities only)

Type: PDF
Optional

Power of Attorney

If investing on behalf of another party

Type: PDF

Typical Timeline

From initial application to investment funding - what to expect during the process.

1

Application Submitted

Day 1
2

Documentation Review

Days 2-5
3

Compliance Approval

Days 6-8
4

Investment Selection

Days 9-15
5

Funding Complete

Days 16-21

Your Investment Team

Dedicated professionals to guide you through every step of the investment process.

Michael Zhang

Managing Director, Investor Relations

m.zhang@vsjventures.com
+1 (555) 123-4567
Institutional Investors

Sarah Williams

Vice President, Client Services

s.williams@vsjventures.com
+1 (555) 234-5678
Individual Investors

David Chen

Director, Compliance

d.chen@vsjventures.com
+1 (555) 345-6789
Regulatory & Documentation

Frequently Asked Questions

What is the minimum investment amount?

Minimum investments vary by investor type: $250,000 for individuals, $500,000 for corporate entities, and $1,000,000 for institutional investors.

How long does the qualification process take?

Typically 5-10 business days once all required documentation is submitted and reviewed by our compliance team.

Are there any fees for the application process?

No, there are no fees for submitting an application or going through the qualification process.

Can international investors participate?

Yes, we accept qualified international investors subject to additional documentation and compliance requirements.

Ready to Begin?

Start your investment journey with VSJ Ventures today. Our team is ready to guide you through the process.