Investor Onboarding Form | Gadde Capital

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EB-5 Investment Application

Begin Your EB-5 Investment Process
with Gadde Capital

Please complete this secure application to provide the information needed for preliminary investor review, suitability assessment, EB-5 documentation, and preparation of your subscription package.

This application is available only to authorized prospective investors. Your information will be kept confidential and used solely for investor communication, diligence, compliance, EB-5 documentation, and related administrative purposes.

Completion of this application does not constitute an offer, acceptance of an investment, or admission as an investor. Any investment remains subject to final review, completion of required documents, and acceptance by the applicable EB-5 fund.

$600M+

Assets Managed

100%

I-526E Approved

400+

Families Served

20+

Years Experience

Personal Info

Contact

Family

Immigration

Financial

Investment

Source of Funds

Documents

Agreements

Section 01

Personal Information

Legal name and personal details exactly as they appear on your passport.

First Name (Given Name) *

Middle Name (if applicable)

Last Name (Family Name) *

Name in Native Script (if applicable)

Date of Birth *

Gender *

Country of Birth *

City of Birth *

Country of Citizenship / Nationality *

Do you hold dual citizenship?

If yes, second country of citizenship

Passport Details

Passport Number *

Passport Issuing Country *

Passport Issue Date *

Passport Expiration Date *

Section 02

Contact Information

Current residential address and preferred contact details.

Street Address (Line 1) *

Street Address (Line 2)

City *

State / Province / Region *

Postal / ZIP Code *

Country *

Primary Phone Number *

WhatsApp / WeChat Number (if different)

Email Address *

Preferred Language

Preferred Method of Communication

Email Phone Call WhatsApp WeChat

Section 03

Family & Dependents

Your spouse and unmarried children under age 21 may be included as derivative beneficiaries on your EB-5 petition.

Marital Status *

Spouse Information (if married)

Spouse Full Legal Name

Spouse Date of Birth

Spouse Country of Birth

Spouse Country of Citizenship

Spouse Passport Number

Spouse Passport Expiration

Will your spouse be included as a derivative beneficiary?

Yes No

Dependent Children (unmarried, under 21)

Number of Dependent Children

Note: For each dependent child, full name, date of birth, country of birth, citizenship, and passport details will be collected in a follow-up request. Please have these documents available.

Child 1 — Full Name & Date of Birth

Child 2 — Full Name & Date of Birth

Child 3 — Full Name & Date of Birth

Section 04

Immigration History

Current and prior U.S. immigration status, visa history, and travel information.

Currently residing in the United States? *

Yes No

Current U.S. visa / immigration status

Visa Expiration Date (if applicable)

I-94 Arrival/Departure Number (if in the U.S.)

Ever been denied a U.S. visa or entry to the U.S.? *

Yes No

If yes, please explain the circumstances

Previously filed an immigration petition (I-130, I-140, I-526)?

Yes No

If yes, provide details

Do you have an immigration attorney? *

Yes No No — I need a referral

Attorney Name (if applicable)

Attorney Firm / Contact

Section 05

Employment & Financial Background

Used to assess accredited investor eligibility and prepare source-of-funds documentation.

Current Occupation / Job Title *

Employer / Business Name *

Employer Address

Industry / Sector

Years in Current Position

Accredited Investor Verification

Already confirmed: You self-certified as an accredited investor at the start of this form. Please select the specific criteria that apply to you for our compliance records.

Applicable criteria *

Individual IncomeOver $200,000/year for the last two years, same expected this year Joint Income with SpouseOver $300,000/year joint for the last two years, same expected this year Net WorthExceeds $1,000,000 individually or jointly, excluding primary residence Professional LicenseActive Series 7, Series 65, or Series 82 securities license in good standing

Estimated Annual Income (USD) *

Estimated Net Worth (USD) *

Section 06

Investment Selection

Select your preferred Gadde Capital EB-5 project and investment details.

Which EB-5 project are you interested in? *

New Project — Launching June 2026Full details available soon — express interest now UndecidedI would like guidance on selecting the right project

Anticipated Investment Timeline *

How did you hear about Gadde Capital?

Referring Agent / Attorney Name (if applicable)

Section 08

Document Upload

Upload supporting documents. Additional items may be requested during review.

Passport Copy (Primary Investor) *

PDF, JPG, or PNG — Max 10MB

Spouse Passport Copy (if applicable)

PDF, JPG, or PNG — Max 10MB

Children Passport Copy (if applicable)

PDF, JPG, or PNG — Max 10MB

Proof of Address

Utility bill, bank statement, etc.

Accredited Investor Verification Letter

From CPA, attorney, or financial advisor

Source of Funds Documentation

Tax returns, bank statements, sale deeds

Additional Documents

Any additional supporting documents — you can select multiple files

Section 09

Acknowledgments & Representations

Please review and confirm all statements before submitting your application.

I certify that all information provided is true, complete, and correct. I understand that misrepresentation may result in denial of my EB-5 petition. * I confirm I meet the definition of an "accredited investor" under SEC Regulation D. * I confirm all investment funds were obtained through lawful means and I can provide full documentation tracing the path of funds. * I understand this form does not constitute a commitment to invest. Investment is subject to review and acceptance of the PPM, Subscription Agreement, and all related offering documents. * I understand EB-5 investments involve significant risk including potential loss of capital, with no guarantee of immigration benefits or capital return. * I consent to Gadde Capital collecting and sharing my information with authorized third parties (attorneys, fund administrators, USCIS) for EB-5 processing purposes. * I confirm I am not a Politically Exposed Person (PEP) unless disclosed, and have not been charged with money laundering, fraud, or any financial crime. *

Electronic Signature

Full Legal Name (as signature) *

Today's Date *

Important Disclosure

This form is for informational and intake purposes only and does not constitute an offer to sell securities. Any offering will only be made to accredited investors by means of a confidential Private Placement Memorandum, conducted in accordance with Regulation D and Regulation S under the Securities Act of 1933. Past performance is not indicative of future results. Consult your own legal, tax, and financial advisors before making any investment decision.

Encrypted & strictly confidential · gadde@gaddecapital.com · +1 (248) 787-6994

Begin Your EB-5 Investment Process with Gadde Capital

Personal Information

Contact Information

Family & Dependents

Immigration History

Employment & Financial Background

Investment Selection

Source of Funds

Document Upload

Acknowledgments & Representations

Important Disclosure

Begin Your EB-5 Investment Process
with Gadde Capital