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The Balance Sheet Company announces $1 Billion offering:
  • Accepting requests for offering and subscription agreements starting Dec 1, investment amount are due 2nd Quarter 2014
  • $500,000 minimum
  • Available to Qualified Purchasers
Q&A Summary:
Most frequent due diligence questions and answers


Follow the link above to a catalog of institutional and individual investor due diligence questions
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Visit the Investor Center to
  • Review informational and due diligence videos
  • Submit Investor Questionnaire to start the process of investing in The Balance Sheet Company
  • Log into Member Account Updates

Submit Investor Questionnaire to obtain offering materials

Private Placement Memorandum Operating Agreement Subscription Agreement

Investor/Member Login

Investment and Distribution Reporting Tax Reporting

Learn how your Registered Investment Advisor Firm or Broker Dealer can invest  your Clients in The Balance Sheet Company

Submit  RIA / Broker Dealer Questionnaire to start business relationship and obtain offering materials

Due Diligence
Agreements & Process


Offering Materials
Private Placement Memorandum Operating Agreement
Subscription Agreement

The Balance Sheet Company

The Balance Sheet Company

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