Step by Step Investing Instructions

Step1

Log In

  • Visit blackswan.investnext.com to log into your portal.

  • Enter your username and password and click Sign In

  • If you don’t remember your password, click “Forgot your password?”

    • Enter your username, and click Send Recovery Link. Check your email inbox for a password reset link.

    • If you don’t remember your username, click “Forgot your username? Click here.” Enter the email associated with your account and click Send Reminder Email.

You’re ready to create your commitment!

Step 2

Create your Commitment

  • Once you’re logged in, click Offerings in the navigation menu

  • Then, click Invest Now to create your commitment

1.Select your Equity Class

  • If you would like the compounding option, select a) A-1 Compounding

  • If you would like monthly cashflow option, select b) A-1 Monthly Cashflow

  • Then, click Next

2.Enter your Commitment Amount

  • Enter your commitment amount. The minimum investment is $25,000, and commitments must be in $1,000 increments.

  • Then, click Next

3.Select your Investing Account

  • If you already have an account, it will appear in the menu for you to choose from. You may have multiple investing accounts in the menu if you have invested from different accounts (i.e. personal, self-directed IRA, LLC) in the past. Select the investing account you would like to invest with.

  • If you DO NOT have an account, select the Create a new account option.

  • Then, click Next

  • You will then be prompted to verify that your account details are correct. Please carefully review your Account Type, Tax ID, and Contact Information.

  • Then, click LOOKS GOOD!

4.Acknowledge the Disclaimer

  • Once you have verified that all of the information you have provided is correct, click the checkbox to certify that you have read and understood the Investment Disclaimer.

  • Then, click Next

  • You will be prompted to review your investing information one more time.

  • Then, click Continue

You’re ready to sign documents!

Step 3

Sign Documents

You will review and sign the following documents in a secure Dropbox Signature window within the InvestNext portal:

  • Private Placement Memorandum

  • Operating Agreement

  • Investor Questionnaire

  • Subscription Agreement

For Individual and Joint account types, you will first be prompted to indicate whether your spouse needs to sign the commitment documents. Select 'Yes' or 'No' accordingly.

  • If you select yes, you will be prompted to enter your spouse’s name and email. They will be emailed a link to complete their signatures.

Signing Documents

Your commitment documents will load in a secure Dropbox Signature window. To begin, click Get Started.

  • Some fields will require you to type in the box.

  • Some fields will require you to click to sign.

Add Your Signature

  • The first time you click to sign, you will be prompted to add your signature. This is a legal representation of your signature.

  • You may draw, type, or upload your signature. Typing is recommended.

  • Then, click Insert

  • Once you’ve completed a required field, click Next

  • Continue with this process through all required fields

  • Once you’ve completed your final signature, click Continue

  • Then, finish signing your legal documents by clicking I Agree

Your documents are complete! You are now ready to fund your investment!

Step 4

Fund your Investment

Once you have completed your paperwork, the final step is to fund your investment.

If you anticipate any delays in your funding timeline, please communicate that to rachel@blackswanteam.com. Spots will be available on a first funded basis. 

You have two secure funding options:

  1. ACH Payment

  2. Wire Transfer

Both options are extremely secure.

ACH payments are fully encrypted and processed through trusted banking networks. This process takes 3-5 business days.

Wires Transfers are direct bank-to-bank transfers. This process takes 1-2 business days. Do note that Black Swan Real Estate will never communicate via email regarding wiring instructions to prevent wire fraud. The only way to access the wiring instructions is in the secure InvestNext portal.

Select the option you’re most comfortable with that aligns with your bank’s capabilities.

1.ACH Payment Instructions

  • Click Get Started

  • Select a bank account to fund your investment.

  • If you do not have an account set up in InvestNext yet, click Link New Bank Account. You will then be prompted to connect a bank account through Plaid.

  • Then, click Next

ACH Funding Confirmation

  1. Verify your account and bank details are correct.

  2. Check the box to authorize withdrawal of funds from your bank account to fund your investment. Please ensure you have sufficient funds before continuing.

  3. Then, click Complete Transfer

Your ACH Payment has been initiated! This process takes 3-5 business days to complete. You will receive an email confirmation from InvestNext once your ACH payment has been initiated and again when it’s complete.


2.Wire Transfer Instructions

  • View the wire instruction details, including Payable To, Receiving Bank, ABA/Routing Number, Account Number, and Bank Account Type in your InvestNext portal.

  • Initiate the transfer with your bank by providing the wire details and specifying your investment amount

  • Confirm the transfer has been initiated by clicking I Have Sent Funds

Your Wire Transfer has been initiated! This process takes 1-2 business days to complete. Do note that Black Swan Real Estate will never communicate via email regarding wiring instructions to prevent wire fraud. The only way to access the wiring instructions is in the secure InvestNext portal. You will receive an email confirmation from InvestNext once your funds have been received.

To comply with SEC regulations for a Reg D 506(c) offering, we are required to verify that all investors are accredited. An accredited investor meets specific income or net worth criteria set by the SEC. Generally, you qualify if:

  • You have an individual income of at least $200,000 (or $300,000 with a spouse) in each of the last two years, with the expectation of maintaining that level.

  • You have a net worth exceeding $1 million, excluding your primary residence.

  • If you invest at least $200,000 as an individual in a 506(c) offering, you only need to self-attest that you are an accredited investor—no third-party verification required.

  • If an entity invests at least $1,000,000, it may also self-attest its accredited status without further verification.

Please submit your accreditation verification WITHIN 30 DAYS OF INVESTING to remain in compliance.

How to Verify Your Accreditation

You can verify your accreditation using one of the following methods:

  1. CPA, Attorney, or Financial Advisor Verification

  2. Third-Party Verification

    • Use a third-party service like VerifyInvestor.com to quickly verify your status online. Email your completed verification to rachel@blackswanteam.com

If we do not receive proof of your accredited investor status, we will unfortunately need to decline your investment.

Please note: if you have previously provided accreditation verification to Black Swan for an investment, it remains valid for five years, and no updated verification is required.

Step 5

Verify Accreditation

PAPERWORK: Frequently Asked Questions

Q: What does State of Domicile mean?

A: This is the state you live in.

Q: What is the difference between Subscriber and Signatory?

A: The subscriber is the name of the investor. This could be your personal name, or it could be the name of your Trust, LLC, or self-directed IRA account. The signatory is the party signing the paperwork; this will be your personal name.

Q: My self-directed IRA custodian needs additional documents, how do I get those?

A: Have your custodian email Rachel at rachel@blackswanteam.com.

Q: How can I get a copy of my paperwork?

A: All of your signed paperwork is stored in the portal. Log into InvestNext and click Documents on the top navigation menu. You can download your paperwork from there.

FUNDING: Frequently Asked Questions

Q: How long does it take to transfer funds?

A: If you fund your investment via ACH, it will take ~3-5 business days. If you fund your investment via wire transfer, it will take ~1-2 business days. You will receive an email confirmation once your funds have been received.

Q: Who should my bank contact to confirm wire instructions?

A: Call Rachel at 952-393-0281.

ACCOUNT SETUP: Frequently Asked Questions

Q: How do I reset my username or password?

A: Follow these step-by-step instructions.

Q: How do I set up my bank account to receive distributions?

A: Follow these step-by-step instructions.

Q: How do I update my account information?

A: Follow these step-by-step instructions.

Have more questions about using InvestNext?

Visit the Investor Support portal.

FAQs

InvestNext Questions