Participate in 3-Steps

Discover the Future Leaders, Be Smart and Get in Early

To  participate in a Direct Offering (DO), you will need to follow iValueRich’s  3-Step Program. All three steps below must be completed in the order. Please refer to our FAQ’s if you have any additional concerns.

1. Complete a User Profile

An iValueRich member must meet the accredited and/or qualified investor status before proceeding to the company presentation section of the site. The new member sign up process will consist of several questions but most important is that during your new member sign up you read the “accredited investor” standards and choose your status accordingly.  Your acknowledgement as an accredited or non-accredited investor will determine whether you can proceed to the featured offering section of the site.  Accredited investors will be allowed to place indications and directly connect with companies that are seeking to raise capital, attract shareholders and go public.

Note: The completion of your user profile must be completed on a per-offer basis. Your user profile will only be accessible for completion when there is a specific offering available. 

2. Review Prospectus and Private Placement documents

When an issuing company's shares are approved for resale to the public, ValueRich will notify you that its prospectus is available for review. Regulatory requirements mandate acknowledgement of receipt of a company's prospectus. The prospectus is all pertinent information regarding the issuing company and the impending offering. It is important to read these documents and consider all of the information before you choose to invest.

3. Indicate for Shares 

After members carefully review the prospectus and/or Private placement documents, the member can decide if they want to indicate for the shares in that particular offering. Members who decide to participate in the Direct Offerings will simply click on the green “indicate your interest now” button, which allows qualified investors to indicate how much money they want to invest the issuing company. Your email will go directly to the issuing company regarding your interest, with the amount and price offered to purchase shares. The issuing company will either call you or send a response e-mail to update you on the status of the financing. At such time you have filled out the appropriate documents directly with the company and you will then be directed where to send or wire your money to.  In most cases the issuing company will have set up an escrow account to collect investor funds and will not be turned over to the issuing company until the financing minimums have been met or the Direct Offering of the securities is completed. When the offering becomes effective, the stock will begin trading on the open market. After closing monies are released from escrow to the company, who will then distribute stock certificates according to each member Subscription Agreement.

Stay in the know. 

ValueRich DPO Center

The ValueRich DPO Center offers a list of up and coming Direct Offerings, and provides frequent updates on their status. The time period to submit your Indication for Shares can end quickly, so we encourage you to visit our DPO Center often.

You may also visit our DPO FAQs (Frequently Asked Questions) section for more inforamtion or call us at 561-370-3617, M-F, 8:00 am - 5:00 pm Eastern Time.