Investment Docs / (213) 327-5920

Investment Form

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

Get Started

1.

Review the fund executive summary and management presentation 

2.

Review and sign the Investment Form (subscription agreement + partnership agreement)  on this page. Indicate your investment amount. 

3.

Complete your transfer of funds to the fund’s escrow account. Escrow will review and approve or highlight any issues.

4.

Welcome! A senior professional will  review your docs and 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, online bank transfer, bank wire or Zelle. Transfers initiated through our site are processed securely via AES 256 and SSL secured by leading financial and technology organizations.
2
Funds Transferred To Secured Escrow
Your investment is transferred to a secured escrow account while we complete a required compliance review. Our accounting and administration staff 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. Key documentation is also maintained in your online account.
00:14
-01:18
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 relative allocation of fund investments and provide you with basic company information to keep you informed of investments. Investments are generally reviewed by the manager, 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.
  • Accounting and administrative information
    Timely accounting, tax and administrative information is provided to you by our accounting and administration team.