Joining BIG

BIG is a referral-only investment club. If you’ve been referred by an existing member, complete the application below.

If you do not know a member, send us an email conveying your interest in joining BIG. Exceptions are considered.

Membership Requirements

  • Investment Activity

    Reasonable likelihood of investing in at least one BIG-showcased offering per year

  • Qualified Client Status

    Investable assets of $2.2 million

  • Attendance

    Commitment to join 4 virtual events per year (out of 9)

Core BIG Member Traits

  • Looking for quality deal flow, but limited time to source offerings

  • Prefer sponsors that you know through an associate who has invested

  • Seeking a community to compare diligence notes with other seasoned investors

  • Trying to achieve 12%+ total annual return (combo of CoC and appreciation)

  • Targeting annual cash flow on invested capital ranging from 8-12%

  • Wanting to move $250k+ from public equities to alternative assets (RE, credit, PE)

  • Desiring to learn more about—and get comfortable with—alternatives

  • Tired of limiting your portfolio to only the funds your financial advisor shows you

  • Intent on increasing both your cash flow and NW

To apply, read BIG’s Membership Protocols, then click the Begin Application button.
BIG’s tech provider requires a one-time $250 fee to activate new accounts.

BIG Membership Gives You Access to…

9 live virtual events per year
8 One-Offs (special situations)
25 pre-screened opportunities per year
225+ past pitches (recordings, decks, raise results)
Updates on previous offerings
Members-only online community
BIGpro subgroup forums
Peer-to-peer deal groups
Monthly newsletter
Social event gatherings (in person)