All investor information is maintained in your secured online account with holdings, balance and distribution information

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 or bank wire.
2
Funds Received
Your investment is maintained in our secured escrow account while we complete a required compliance review. We usually finalize reviews in around 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.
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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 interests in 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.
  • Administrative and tax information
    Relevant financial, tax and administrative information is made available to you by our team.