Your Journey Begins Now

But CopperMoose is more than just an investment opportunity – it is a smart financial move that allows you to meet your capital gains requirements without liquidating your holdings. By investing in CopperMoose, you can generate the cash you need to satisfy these requirements while still maintaining the value of your restricted stock.

And because we only accept qualified investors, you can be sure that you're joining a community of like-minded individuals who are committed to making smart, strategic investments. Plus, our team is always available to answer any questions and provide guidance on your investment journey.

ONE

Get Qualified

Before you dive into the exciting world of CopperMoose, we want to make sure you meet you are an "accredited investor" as defined by the SEC and that your stock holdings meet our criteria. [Let's discuss process for reviewing eligibility. Email, call or fill out a form on the website. I think we should embed a calendar link here to schedule a quick intro call. That's a built in functionality of HubSpot.]

TWO

Congratulations. You're Qualified.

Great news, you're an accredited investor and your restricted stock holdings meet the CopperMoose Fund criteria. Now it's time to review the Private Placement Memorandum (PPM) with your trusted advisors such as your attorney, accountant or financial planner. PPMs are not light reading and we will walk you through it in the next step.

THREE

Schedule Your Consultation

It's time to talk. You can schedule an in-depth consultation with us by phone, email, or on the website.

FOUR

Get Your Questions Answered

During the consultation, we'll provide you with all the information you need to feel confident in your decision to invest in the CopperMoose Fund. We'll go over how the fund works, the benefits and risks involved, and anything else you'd like to know.

We will describe our innovative approach and cover how our unique methodology will unlock all of the potential benefits of transferring your Restricted Stock into the CopperMoose Fund.

FIVE

Processing The Transfer

If you decide to join the CopperMoose family, we'll guide you through the process of transferring a portion of your restricted stock. This may involve completing some additional paperwork and providing documentation to confirm your accredited investor status and ownership of the restricted stock.

SIX

Welcome to the Moose Family!

As a CM fund investor, you'll be able to participate in the growth of promising companies while preserving your principal and generating cash to satisfy capital gains requirements. We'll keep you updated on the performance of the fund and the companies in which it is invested, and we're here to answer any questions you might have along the way. Thanks for choosing the CM fund - we're excited to have you on board!