Confidential · Private Placement

Investor Interest Form

Please complete all fields accurately. This form is for indication of interest only and does not constitute a binding commitment to invest.

You do not need to be an accredited investor to express interest. Turn Two Fund works with both accredited and non-accredited investors. We ask this question so we can share the information and opportunities that fit your situation.

What is an accredited investor? Under SEC Regulation D, you are generally considered an accredited investor if you meet at least one of the following:

  • Income: Over $200,000 per year individually, or over $300,000 together with a spouse or spousal equivalent, in each of the last two years, with a reasonable expectation of the same this year
  • Net worth: Over $1,000,000, alone or together with a spouse or spousal equivalent, not counting your primary residence
  • Professional license: You hold a Series 7, 65, or 82 license in good standing
Are you an accredited investor?
Annual Income
Estimated Net Worth (Excluding Primary Residence)
Intended Investment Amount
Investment Experience
Primary Investment Goal

AML Compliance: In accordance with anti-money laundering (AML) regulations, we are required to understand the origin of funds intended for investment. All information is kept strictly confidential.

Primary Source of Investment Funds
Investment Liquidity
Declaration: By submitting this form, I confirm that the information provided is accurate and complete to the best of my knowledge. I understand that:
  1. this form is for indication of interest only and does not constitute a binding commitment to invest;
  2. participation in any offering is subject to eligibility requirements, which may include verification of investor status;
  3. past performance is not indicative of future results; and
  4. all investments carry risk, including possible loss of principal.
Important Notice: This interest form does not constitute an offer to sell or a solicitation of an offer to buy any securities. Any offering will be made only by means of a formal Private Placement Memorandum (PPM) to qualified investors. This communication is intended solely for the individual to whom it is addressed.

Thank You

Your form has been received. The next step is a short intro call with Darius. Taking you to his calendar now so you can pick a time.

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