Please always refer to the SEC website and consult your counsel for the most up to date definition of being an accredited investor and if you meet this criteria.

Financial Criteria

Net worth over $1 million, excluding primary residence (individually or with spouse or partner)

Income over $200,000 (individually) or $300,000 (with spouse or partner) in each of the prior two years, and reasonably expects the same for the current year

Professional Criteria

Investment professionals in good standing holding the general securities representative license (Series 7), the investment adviser representative license (Series 65), or the private securities offerings representative license (Series 82)

Directors, executive officers, or general partners (GP) of the company selling the securities (or of a GP of that company)

Any “family client” of a “family office” that qualifies as an accredited investor

For investments in a private fund, “knowledgeable employees” of the fund

(Please speak with your accountant or counsel for more information on this).

When you invest in a professionally-managed fund, your money is collectively pooled together with other Limited Partners/investors to make up the full fund. Seasoned professionals that have extensive experience in the Venture Capital investment space are designated the Managing Directors of the Fund, and will perform all day-to-day operations including sourcing, screening, and managing portfolio investments. For most venture funds, your investment is split evenly across all investments that the Fund makes*. When a fund makes an investment into a company, the fund subsequently own a percentage of their company. When you invest into that fund, you own a percentage of the fund, and therefore a pro-rata share of the companies that fund invests in.

*An exception to this might be if there is an acquisition prior to your investment and that has already paid out and is no longer a company of the Fund.

Different funds have the ability to invest and invite investors from local or global regions. Please contact us for more information.

We see ourselves doing about 40 deals over the course of Fund I. As we noted in our fund strategy, we work extremely close with each of these companies and give them additional capital and resources post-investment.

As with other professionally managed funds, The BFM Fund has a team of General Partners/Managing Directors who oversee the operations of the fund and make investment decisions. We routinely pull from the expertise of our Limited Partner/investor base to help facilitate industry-specific deal screening. We also pull from our Limited Partner/investor base for company advisor and board member opportunities.

We generally invest between the Series Seed and Series A round.

Venture investing is a high-risk, high-reward environment where returns can take 5-10 years to pay out. The primary way that any equity-focused venture fund gets a pay out is through a liquidation event. Broadly speaking, this is when a portfolio investment either gets acquired or goes public through IPO.

Please consult your counsel on more specifics around the risks of venture investing.

This are a variety of ways to invest into a venture fund. Please contact us for more information on various investment instruments.

We love warm introductions! Please be sure to connect with us through the Contact Form to schedule some time for a chat.