Not ready to commit yet? Fill out this quick form and one of our specialists will reach out fast. We move quickly because your 180 day window does not wait.
Tell us a little about your situation and we will match you with the best funds within 24 hours.
You have exactly 180 days from realizing a capital gain to invest in a Qualified Opportunity Fund or lose the tax deferral benefit entirely. Our specialists understand your urgency and respond the same day in most cases.
After you submit we review your information and match you with the two or three most appropriate funds for your gain size, timeline, and market preference. A specialist follows up within 24 hours.
We primarily work with accredited investors with capital gains from the sale of a business, real estate, or investment portfolio. Minimum gain size varies by fund from $25,000 to $5,000,000.
Your information is shared only with fund managers who match your criteria. We never sell your data to third parties. You can opt out at any time.