Your investment
Tell us how much you'd like to invest in Freedom Fund X. You can adjust this before you sign.
Minimum is $100,000
This offering is limited to accredited investors.
That's a Rule 506(c) requirement, not a judgment — plenty of serious investors aren't there yet, and accreditation can be closer than you think. We're glad to walk through what qualifies — Carter does this every day and keep you posted on what's ahead.
About you
Where should we send your subscription documents and updates?
Details you enter here may be saved as you type — even if you don’t continue — so we can follow up. See disclosures.
We'll email you a secure link so you can pick up where you left off any time.
Your address
Your mailing address as it should appear on the subscription agreement.
How will you invest?
How the investment will be titled on the subscription agreement.
Your IRA is the investor of record, so you sign the agreement and then your custodian countersigns it. Tell us who holds the account so we can send it to them.
Where they receive paperwork. We'll look it up if you don't have it.
Your IRA's reference with the custodian, if you have it handy — it speeds up the paperwork.
The date the trust was executed — it appears in the vesting line on your agreement.
The IRS requires a taxpayer ID for your Form W-9 and year-end K-1. It's encrypted in transit and at rest, and reachable only by the team preparing your subscription and tax documents.
Not a U.S. person?
We can still work with you — international subscriptions need a Form W-8 instead of a W-9, which we handle directly rather than online. Carter will walk you through it.
Accreditation
Rule 506(c) requires us to verify accreditation before your subscription is accepted. Nothing to upload today — verification happens after you sign.
Review & acknowledgments
One last look before your subscription agreement is prepared.
Investment
- Amount
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- Class
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- Accredited investor
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About you
- Name
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- Phone
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Address
- Mailing address
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Vesting
- Vesting
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- Entity
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- Co-investor
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- Tax ID
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- Custodian
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Accreditation
- Qualification
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- Verification
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Sign your subscription agreement
Your answers have been merged into the subscription agreement for Freedom Fund X.
You'll review and sign electronically in a secure signing session, then land right back here. Signing takes about two minutes; nothing is final until the fund countersigns.
You'll sign first, then we send the agreement to your IRA custodian to countersign — custodians want to see your signature before they authorize the investment. Signing takes about two minutes; we'll tell you when your custodian signs.
You're all set — we'll confirm next steps.
Your signed subscription agreement is in. Here's what happens from here — we'll email you at each step.
Your signed subscription agreement is in, and your custodian's countersignature is the last piece. Here's what happens from here — we'll email you at each step.
We're finalizing your signature — this can take a moment. You're free to close this page; we'll email you a confirmation shortly.
You're all set — we're preparing your signing email; you'll receive it shortly. Your subscription details are saved, so there's nothing more to do right now.
- Accreditation verificationYour chosen verification method kicks off — most complete within a day or two.
- CountersignatureOnce verified, the fund manager countersigns and your subscription is accepted.
- Funding instructionsYou'll receive wiring instructions by email from our investor-relations team.
