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Private Equity Investment Process for Individuals

A Step-by-Step Guide for Accredited U.S. Investors

Step-by-step visual guide to the private equity investment process for individuals. Shows 10 key steps from browsing opportunities to receiving quarterly updates, with $50,000 minimum investment requirement. Includes eligibility requirements.

Getting Started with Private Equity Investments

Private equity has long been the domain of institutional investors and ultra-high-net-worth individuals. However, accredited U.S. investors now have opportunities to participate in private equity deals through platforms like Pass the Hat. Before diving into your first PE investment, it's important to understand the process.

Our visual guide walks you through each step of investing in private equity deals through Pass the Hat - from initial deal review to receiving quarterly investment updates.

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PRIVATE EQUITY

REAL ESTATE

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“Investing with Borgman Capital has opened another path to achieving my financial goals and diversification. The team's thorough diligence and investment approach, along with Sequoya's leadership, provide me with peace of mind. Their expertise and commitment to transparency make all the difference.”

-Randy S., Executive Search Partner, Investor since 2018