The Smart, Simple Way to Invest in High-Growth Startups.
Venture Capital is an important asset class that the ultra-wealthy and institutions have been investing in for decades. Now through Blue Rock VC Fund, professional venture capital investing is open to you.
Early investors in private companies reap BIG benefits that others will not. That's why getting in on the ground floor (acquiring stock BEFORE the company goes public) can be extremely beneficial.
The Blue Rock VC Fund was created to provide investors with access to private companies not yet trading on public exchanges. The goal of the fund is to invest in these companies through the transition from a private company to a public company through an IPO event.
FREQUENTLY ASKED QUESTIONS:
What is the minimum investment?
Our minimum investment varies with each fund introduction. Typically the minimum investment is $50,000.
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How are the investments structured?
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Investors are members of a fund, organized as an LLC, that purchases a company’s shares or the economic interests in shares. Most funds we introduce will have a manager, who will establish a series of interests for the purpose of making a separate and distinct investment in a specific company or companies identified by the manager; purchasing securities in such company or companies from secondary sources (directly or through forward purchase contracts); or investing in interests of investment funds, special purpose vehicles, and other entities (including investment funds and other entities associated with the manager or affiliates), whose investment portfolios are comprised of one or more companies consistent with the fund’s general investment focus. Each series will remain segregated from others.
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Do I own stock in these companies?
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No, you’ll be a member of an LLC that owns either the shares or the participation interests in the economic upside and downside of the shares.
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What kind of paperwork will I receive?
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The paperwork is similar to that of any fund investment, but simpler. Investors sign a subscription agreement, through which they purchase an interest in the fund, a W-9 (W-8 BEN for foreign investors), and a suitability form. An annual Schedule K-1 is issued, which provides an update on the investment. All legal and financial documents are prepared by outside counsel/accountants.
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Will I receive legal investment banking documents stating my investment?
Yes, you'll receive the countersigned subscription document indicating your membership in the fund. You'll also receive a welcome letter, outlining the series of participation and breakdown of your investment.
Will I receive any financial updates?
Yes. The fund's third-party fund administrator will issue K1’s annually. We'll also update you on any material impact to your investment (company news, new funding rounds, secondary transactions, or indicators to new valuation).
The company I invested in has an initial public offering (IPO). What happens next?
If a company series in which you’ve invested goes public, we would register the shares and work with your brokerage account custodian to transfer the shares. Typically, the common stock is subject to a 180-day lockup, so we would facilitate the transfer after this period.
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