Investment Docs / (213) 327-5920
Complete your transfer of funds to the fund’s escrow account. Escrow will review and approve or highlight any issues.
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
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.
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.
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.
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.
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.