We wanted to let you know that the CalTier Inc Reg D Accredited Investor opportunity is closing on June 30th. We created this Reg D offering to provide our accredited investor community with an opportunity to become a shareholder while taking advantage of more bonuses. The bonuses are structured as below:
- $10K – 8% bonus shares*
- $12.5K – 10% bonus shares*
- $20K – 15% bonus shares*
- $25K – 17% bonus shares*
- $50K – 20% bonus shares*
- $100K – 25% bonus shares*
- $250K – 35% bonus shares*
*Please read the PPM and Subscription documents for details
Qualifying Bonus shares are automatically applied to your holding. There is still time to invest with either ACH, Wire or your Self Directed IRA.
What are we using the capital for?
You can see the full use of funds here. In summary, we plan to continue growing the user base, improve our technology, open new funds and offerings, boost our brand, PR and marketing and expand our RIA reach. The last one is a key part of our strategy. We believe a massive opportunity exists to roll up smaller RIAs with AUM, revenue, and a target user base. Have a look at this article on FA Mag. Research from Cerulli also says:
Over the next decade, 109,093 advisors plan to retire, comprising 37.5% of industry headcount and 41.5% of total assets. Meanwhile, the rookie failure rate hovers around 72%.
If you would like to set up a call to discuss the business model in more detail, reply to this email. Of course, any investment into a growing company can be speculative; however, we feel strongly that we are on the right path.
*Please read the PPM and Subscription documents for details
IN MAKING AN INVESTMENT DECISION, INVESTORS MUST RELY ON THEIR OWN EXAMINATION OF THE ISSUER AND THE TERMS OF THE OFFERING, INCLUDING THE MERITS AND RISKS INVOLVED. REGULATION A OFFERINGS ARE SPECULATIVE, ILLIQUID, AND INVOLVE A HIGH DEGREE OF RISK, INCLUDING THE POSSIBLE LOSS OF YOUR ENTIRE INVESTMENT.
