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Welcome to Phalanx Strategic Services Investor Syndicate Registration Form

Your gateway to ownership in transformative start-up ventures, insightful value creation opportunities, and impactful cash-flowing businesses. [Estimated time to complete 2 min]

Are you an accredited investor or qualified purchaser under the SEC guidelines? (To qualify as an accredited investor, an individual must meet at least one of the following requirements listed below)
Yes
No

  • Earned income exceeding $200,00 (or $300,000 together with a spouse or spousal equivalent) in each of the two most recent years, with a reasonable expectation of maintaining the same income level in the current year.

  • Net worth over $1 million, either individually or jointly with a spouse or spousal equivalent, excluding the value of the primary residence.

  • Hold in good standing a Series 7, Series 65, or Series 82 license.

  • A qualified purchaser is an individual or entity with $5M+ of net assets.

Please list an individual, news article, or any other way you learned about us. We value those who help us build our network.

What categories of investments would you like to see?

You can select multiple options

Do you have any particular affinity for certain types of investments?

You can select multiple options

Do you prefer to invest on a deal-by-deal basis or in a committed fund?
On a Deal-By-Deal Basis (Minimum investments will range from $5-$50,000 depending on opportunity)
In a Committed Fund (Minimum of $250K per Fund)
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