Get Started
Early investors in Private stocks can reap BIG benefits getting in on the ground floor. Acquiring companies BEFORE they go public can be excellent for your portfolio.
Want to invest with Cahill Financial Group?
Here is the step-by-step process for you to get started.
Gain Free Access and Register As A Member
Gain free access to our network, to sign up as a member and we will verify your accreditation status. Your membership will be activated immediately, and you will gain full access to the networks opportunities. Please note that you must meet the SEC’s definition of an “Accredited Investor” to view our offerings. There are multiple ways to qualify and a full questionnaire is available when you create membership on the platform.
Reserve Your Membership Holdings Within Our Network
Browse all available investments in the network and get access to your membership holdings with your consultant. Your consultant will walk you through the steps of finding the company shares, then receiving the PPM and filling out the paperwork. The executed subscription documents will confirm your position.
The Funds we select from our network will keep you abreast of any important membership holdings updates via email and you will receive a partnership holdings statement monthly. The Funds we work with have already done the work with the company and the shareholders to complete the transaction, including resolving important issues like the company’s Right of First Refusal or any other issues that may come up. The Funds we work with will only offer shares after it has already secured them and completed the right of first refusal process.
Complete Final Paperwork Easily Within Our Network
You will need to execute the final subscription documentation and initiate a wire transfer to complete the transaction. Upon receiving all the necessary documents and the wire transfer you will then be a member of the Fund and will be able to take a position in any companies that are offered through the fund without having to complete this process again.
