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Roll your proceeds

Tell us about your sale and what you want to invest in. We use this to line up qualifying rounds that can close inside your 60-day window.

Takes about 5 minutes. Don’t enter account numbers, Social Security numbers, or tax documents. We’ll ask for verification later, separately.

1. Platform agreement

Before we collect anything else, read and sign the Investor Platform Agreement. In short: we share information and make introductions. We don’t give investment or tax advice, don’t guarantee QSBS status or any outcome, and aren’t liable for investment losses.

I’ve read and agree to the Investor Platform Agreement (v0.1), and I consent to signing electronically.

Type your full legal name to sign *

2. About you

Full name *

Email *

Phone

State of residence *

Stock held by *

Accredited investor status * Check all that apply

Income over $200K ($300K joint) in each of the last 2 yearsNet worth over $1M, excluding primary residenceHold a Series 7, 65, or 82 licenseEntity with over $5M in assetsNone of these

Qualified purchaser I own $5M or more in investments (or my entity owns $25M or more)

3. The stock you’re selling

Company *

Sale status *

Date you acquired the shares * For options, the exercise date

Sale closing date * Actual or expected

How you acquired the shares *

Estimated proceeds *

Amount you want to roll *

Cost basis Optional

Has the company confirmed QSBS status? *

4. What you want to invest in

How long you want to hold *

Number of companies *

Typical check size per company *

Considering rolling into your own new company?

Anything else we should know?

How did you hear about us?