Investor Intake

Begin a conversation

This form is for organizational purposes only. It is not an offer to sell securities, and submitting it does not create a binding agreement. Self-identification responses are not formal verification.

1. Contact information

Full legal name *

Company / entity name

Email *

Phone

Address

Country

State / Region

2. Investor classification

What type of investor are you? *

Individual InvestorFamily OfficeInstitutional InvestorStrategic PartnerFundCorporate InvestorOther

3. Accredited investor self-identification

Self-identification only. Not a formal verification. Please consult your own legal or tax counsel regarding accredited investor status under U.S. securities laws.

YesNoUnsure

4. Investment interest

Areas of interest (select all that apply)

Energy InfrastructureHydrogen-Ready EnergyReal EstateAI / Data Center InfrastructureSoftwareOther

Typical investment range

Under $100k$100k–$500k$500k–$1M$1M–$5MOver $5M

5. Relationship source

How did you hear about Birch Nexus?

LinkedInReferralWebsiteConferenceExisting RelationshipOther

Existing relationship with Birch Nexus?

YesNo

6. NDA acknowledgments

I understand materials shared by Birch Nexus may be confidential.I agree not to distribute confidential materials without authorization.I understand no investment offer is being made through this portal alone.

By submitting, you confirm the information is accurate. Birch Capital LLC will review and follow up with the standard NDA for your signature.