Invest (213) 327-5920

Investment Form

Click on the image above to review and complete the  attached investment form (2 minutes)

Get Started

1.

Fill in the investment form online and specify your investment commitment

2.

Provide proof you are an accredited investor and complete your funds transfer

3.

We’ll provide you with your pre-IPO fund agreement documents

4.

Welcome! A senior professional will  provide you with key information and frequent pre-IPO portfolio updates

INVESTING IN A CROSSWORK FUND

Transparent , Highly Strategic And Simple

1
Make An Investment In a CrossWork Fund
Investments can be made via ACH or online bank transfer.
2
Funds Maintained In Escrow
Your investment is maintained in a secure escrow account while we complete an administrative review. We generally finalize reviews within 48 business hours.
3
Account Set up Finalized At Crosswork.us
Following our initial review your capital balances are added to your online account so that you can keep track of cash balances, investments, holdings and liquidity events.
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4
Complimentary AIlocations Made To Your Account
If your account qualifes for complimentary equity allocations, we immediately allocate equity to your account that you can review online.
5
Fund Completes Investments In Companies
As the fund makes investments, we update your online account with information regarding your fund interests to keep you informed of investments. Investments are generally reviewed by the manager or an investment committee and/or advisory board members.

HOW INVESTMENT RETURNS ARE DISTRIBUTED TO YOU

  • What happens after companies that the fund invests in (1) go public, (2) are acquired or (3) otherwise produce returns?
    Once companies go public, are acquired, or otherwise provide us with returns, we realize cash (and/or other transferrable securities) from investments. We generally distribute proceeds to you immediately.
  • Distributions
    Distributions are generally made to you through your bank account on record or through other custody arrangements that you can establish. Your online account balance information is typically updated within 48 hours of distributions.
  • Account information
    Timely account information is provided to you online.