For accredited investors

Co-invest with us.

Now and then we find an opportunity that is a good fit for more than one family. When we do, we share it with a small circle of accredited investors we already know.

How it works

Introduce yourselfTell us a little about you and what interests you. It takes about two minutes.
A conversationWe’ll reach out to get acquainted. We want to know you before we ever talk about a specific investment.
Opportunities, when they fitWhen something matches your interests, we share it privately, with full offering documents. There is never any obligation to invest.

What we look for in co-investors

Accredited investors, as defined by the SEC
Comfort with private, illiquid investments
Interest in private businesses, real estate or sponsor-led deals
People who value plain dealing and honest numbers

This page does not offer or describe any specific investment. Opportunities are available only to accredited investors and are offered only through formal offering documents.

Introduce yourself

Fields marked * are required.

First name *

Last name *

Email *

Phone

City and state *

Investing as *

Typical investment size

Accredited investor status *As defined by the SEC in Rule 501 of Regulation D. If you are unsure, choose “Not sure” and we can talk it through.

Yes, I am (or my entity is) accredited Not sure No

Areas of interest

Operating businesses Real estate Sponsor-led deals

How did you hear about us?

Anything else you’d like us to know?

I understand that this form is an introduction only, not an offer or commitment to invest, and I agree to be contacted by Birch Equity. *