Accredited Investor Application

Are you an accredited investor and want to learn more about the investment options SVSM Capital LLC has available as an investment alternative to your hard earned money?

Excellent, fill out the standard Accredited Investor Application form below. This makes sure we’re working with a qualified individual. After you fill out the application we’ll connect with you to show you our available options.

Private Mortgage Lending Application

Accredited investors have the opportunity to invest with our affiliated companies and future investment opportunities. An accredited investor is a person or a business entity who is allowed to deal in securities that may not be registered with financial authorities. In the United States, to be considered an accredited investor, one must have a net worth of at least $1,000,000, excluding the value of one’s primary residence, or have income at least $200,000 each year for the last two years (or $300,000 combined income if married) and have the expectation to make the same amount this year. The term “accredited investor” is defined in Rule 501 of Regulation D of the U.S. Securities and Exchange Commission (SEC) as: -a bank, insurance company, registered investment company, business development company, or small business investment company; -an employee benefit plan, within the meaning of the Employee Retirement Income Security Act, if a bank, insurance company, or registered investment adviser makes the investment decisions, or if the plan has total assets in excess of $5 million; -a charitable organization, corporation, or partnership with assets exceeding $5 million; -a director, executive officer, or general partner of the company selling the securities; -a business in which all the equity owners are accredited investors; -a natural person who has individual net worth, or joint net worth with the person’s spouse, that exceeds $1 million at the time of the purchase, or has assets under management of $1 million or above, excluding the value of the individual’s primary residence;[11][12] -a natural person with income exceeding $200,000 in each of the two most recent years or joint income with a spouse exceeding $300,000 for those years and a reasonable expectation of the same income level in the current year;[13] or -a trust with assets in excess of $5 million, not formed to acquire the securities offered, whose purchases a sophisticated person makes.”[14][15]

Name*
First Last
Phone*
Email*
Do you have previous experience as a real estate private lender?*
- Yes
- No
Are you an accredited investor?
- Yes
- No
How much capital are you looking to invest?
How long are you looking to invest for? (approx.)
What type of annualized rate of return are you seeking?
Are you looking for monthly interest payments or accrued interest?
What is the source of your funds? Ex. Cash, IRA or other
How soon would you like to Invest?
Are you only seeking 1st Lien Position? Or would you like to seek Junior Lien opportunities for smaller capital investments?
Are you willing to provide documented proof of funds if you are accepted into our database of lenders?
Have you read our disclosure statement? If not, please read here before proceeding:
- Yes
- No
ELECTRONIC SIGNATURE CONSCENT*
By typing in your name, the date and checking YES below, you are consenting to the use of your electronic signature throughout this agreement in lieu of an original signature on paper. You have the right to request that you sign a paper copy instead. By checking here, you are waiving that right. After consent, you may, upon written request to us, obtain a paper copy of an electronic record. No fee will be charged for such copy and no special hardware or software is required to view it. Your agreement to use an electronic signature with us for any documents will continue until such time as you notify us in writing that you no longer wish to use an electronic signature. There is no penalty for withdrawing your consent. You should always make sure that we have a current email address in order to contact you regarding any changes, if necessary.
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