iSelect Fund enables individual investors and their trusted financial advisors to create an individualized, diversified portfolio of the securities of early stage companies.
Each company in the iSelect Fund has gone through a rigorous selection and due diligence process before being placed in the Fund. Through iSelect’s virtual data room, investors and their financial advisors can access (1) an executive summary about each company in the Fund, (2) a comprehensive file of due diligence materials about each company, (3) a copy of each company’s private placement memorandum, or “PPM,” that describes the company and its offering and (4) a report written by an independent SEC registered broker-dealer that contains the results of the broker-dealer’s own due diligence review of the company.
iSelect maintains these materials in a separate file for each company that is available through iSelect’s virtual data room to qualified investors and their financial advisors (see HOW CAN I FIND OUT MORE ABOUT THE COMPANIES IN THE ISELECT FUND?). Investors and their advisors can use this information to perform their own evaluation of each company and create their own portfolio of venture capital investments. Thereafter, investors can use iSelect’s website to monitor their portfolio’s performance. In addition, investors can monitor iSelect’s website to find new companies to invest in as iSelect adds more portfolio companies to the Fund (see HOW DO I DETERMINE WHICH COMPANIES TO INCLUDE IN MY PORTFOLIO?)