Four steps from request to funding
Request the Private Placement Memorandum
Start by requesting the offering documents. We will send the PPM and related subscription materials to verified accredited investors.
Verify accredited-investor status
We verify your status ourselves from documents you provide: IRS forms showing income for the last two years, or bank, brokerage and credit-report statements dated within the last three months, or a FINRA BrokerCheck record showing a Series 7, 65 or 82 license. A letter from your CPA, attorney, broker-dealer or registered investment adviser is also accepted but not required.
Sign the Subscription Agreement and Investor Questionnaire
After your accredited status is verified, complete and sign the subscription documents that accompany the PPM.
Fund by wire or certified check
Make payment payable to Cole Investment Fund LLC. Always confirm wire instructions with us by phone at (863) 969-7790 before sending. We never change wire instructions by email.
What is an accredited investor?
An accredited investor meets at least one of these tests:
$200,000+ in each of the last two years (or $300,000+ with a spouse), with a reasonable expectation of the same this year.
$1,000,000+ (excluding primary residence).
Holds a Series 7, 65 or 82 license in good standing.
Total assets over $5,000,000, or all owners accredited.