Investment Recommendation Form
Please complete and submit the form below. We will confirm receipt of this recommendation and apprise you of any pertinent next steps in the review and finalization of the investment. Meanwhile, feel free to contact us with any questions or concerns, including whether your Fund balance is sufficient to cover the investment requested and related fee assessments.
In submitting this recommendation as the Fund’s advisor, you acknowledge the following:
- This recommendation is subject to the approval of Abundance Capital and its Board of Directors, as stated in the Abundance Capital Terms and Conditions.
- Abundance Capital did not officially represent this investment opportunity, nor did it solicit on its behalf. You may have been made aware of this opportunity through Abundance Capital’s pre-screened ongoing options, OR once the investment was independently recommended by another Angel (donor-advised fund holder).
- Abundance Capital is responsible for qualifying a recommended investment following the guidelines outlined in its Investment Policy, with priority given to impact outcomes. As a 501 (c) (3) public charity, Abundance's donor-advised investments must advance our charitable mission. To aid in making this determination, we use the 17 Sustainable Development Goals (SDGs), which indicate various aspects of community economic development and sustainability.
- Unless otherwise noted, no formal underwriting, financial analysis, or extensive risk assessment was or will be conducted by Abundance Capital in considering this investment. Angels must rely on their own examination of the investment opportunity and its terms, including the associated merits and risks. Proprietors of recommended investments are responsible for all information provided through Abundance Capital and its partners. See Investment Policy for more information regarding investment philosophy, principles, and process, including acknowledgment of financial risk.
- Your funds may be pooled with other Angels at Abundance Capital in making this recommended investment. If an investment minimum is required, the investment will be made only once, and if the minimum is achieved, whether by a single Angel or by aggregating Angel recommendations.
- Prior to Abundance Capital executing your recommended investment, your account must have sufficient funds to cover the amount recommended. Abundance Capital may also require enough funding up front to cover administrative fees for some designated period of time.
- You will be notified of the final terms of the recommended investment before it is executed (if different from the terms disclosed at the time of this recommendation).
- Any repayment or returns from the recommended investment will be redeposited into your account in proportion to your account’s participation and net of any fees disclosed.