Investor First is a tech company and private investment firm dedicated to putting our investors’ goals at the center of everything we do. We provide access to exclusive, high-quality private equity and alternative investment opportunities designed to deliver consistent returns and long-term wealth growth. Our mission is simple: put investors first, with transparency, trust, and tailored strategies that align with their financial vision.

We focus on private market opportunities—primarily private equity and other alternative investments—curated for income, growth, or balanced outcomes. Each deal goes through a strict due-diligence process before we present it to clients.

Most offerings are for accredited investors under U.S. securities regulations. If you’re unsure about your accreditation status, we’ll walk you through a quick checklist to confirm eligibility.

Minimums vary by deal (often $25k–$100k+), and fees depend on the structure (e.g., SPV, fund, or direct). We disclose all fees up front—no surprises—and align incentives so we win when you win.

Private investments can be illiquid and carry higher risk than public markets. We help you understand timelines, risk factors, and exit scenarios so each allocation fits your portfolio and cash-flow needs.

We evaluate sponsors, financials, track records, incentives, downside protection, and third-party audits/assumptions where available. You’ll receive a clear summary and primary documents so you can make an informed decision.

You’ll get regular reporting (typically quarterly) plus material event updates. Distributions, if applicable, follow the deal’s operating plan; we outline expected cadence before you commit.

Book a 15-minute discovery call, share your goals and constraints, and complete a brief investor profile. From there, we propose deals that fit your objectives—and move at your pace, with full transparency.

We don't invest directly, but we fully support capital raisers by our all-in-one fundraising and fund management platform. Through this integration, you gain access to streamlined tools for creating and marketing investment offerings, managing investor onboarding, conducting secure accreditation and KYC, and maintaining investor relationships via a powerful CRM. Essentially, our partnership enables you to raise capital faster, more efficiently, and with professional-grade infrastructure.

Our Simple Investment Process

We make investing with us transparent and straightforward. Here’s what you can expect step by step:

1. Initial Discovery Call

We start with a short call to understand your goals, answer your questions, and see if our opportunities are a fit.

2. Deep Dive Conversation

Next, we schedule a longer strategy call where we walk you through our firm, track record, and upcoming deals in detail.

3. Access to Deal Room

If there’s alignment, we’ll provide access to our secure deal room, where you can review offering materials, financials, and supporting documents.

4. Fund Manager Introduction

You’ll be introduced to the fund manager or operating partner leading the investment, so you can ask direct questions and gain confidence in the team.

5. Investment Review

We’ll walk you through the terms, structure, and return profile of the opportunity, making sure everything is clear and aligned with your objectives.

6. Commit & Subscribe

When you’re ready, you complete the subscription process to officially secure your allocation in the investment.

7. Ongoing Updates

After you invest, we keep you in the loop with regular performance updates, financial reporting, and communication.