1.Who is FIG Tree Capital Ventures?
FIG Tree Capital Ventures is a privately held venture capital firm located in McKinney Texas. FIG Tree’s team of expert industry professionals specialize in helping sophisticated accredited investors identify, evaluate, and acquire, direct participation investments in Energy, Real Estate, and Technology with the goal being to generate the potential for long term monthly cash flow, tax benefits, and asset appreciation.
2.How long has FIG Tree been in business?
FIG Tree first opened its doors in the Fall of 2008.
3.What are the requirements to qualify as an accredited investor?
An accredited investor, in the context of a natural person, includes anyone who:
- earned income that exceeded $200,000 (or $300,000 together with a spouse) in each of the prior two years, and reasonably expects the same for the current year, OR
- has a net worth over $1 million, either alone or together with a spouse (excluding the value of the person’s primary residence).
On the income test, the person must satisfy the thresholds for the three years consistently either alone or with a spouse, and cannot, for example, satisfy one year based on individual income and the next two years based on joint income with a spouse. The only exception is if a person is married within this period, in which case the person may satisfy the threshold on the basis of joint income for the years during which the person was married and on the basis of individual income for the other years.
In addition, entities such as banks, partnerships, corporations, nonprofits and trusts may be accredited investors. Of the entities that would be considered accredited investors and depending on your circumstances, the following may be relevant to you:
- any trust, with total assets in excess of $5 million, not formed to specifically purchase the subject securities, whose purchase is directed by a sophisticated person, or
- any entity in which all of the equity owners are accredited investors.
In this context, a sophisticated person means the person must have, or the company or private fund offering the securities reasonably believes that this person has, sufficient knowledge and experience in financial and business matters to evaluate the merits and risks of the prospective investment.
FIG Tree also requires the subscriber to submit documentation in order to verify the prospective investors accreditation. Documentation could include but is not limited to; a letter from your CPA or Advisor, W2’s, 1099’s, Brokerage Statements, Bank Statements, or property deeds and appraisals.
4.What are the benefits of investing in FIG Tree projects?
FIG Tree’s projects are designed to achieve one or more of the following goals. The Potential for investors to receive long term monthly cash flow, asset appreciation, and significant tax deductions (oil and gas only).
5.How risky are FIG Tree projects?
As any astute investor knows, all types of investments carry some degree of risk, and the same is true at FIG Tree. We offer many different projects with varying levels of risk. For example, oil and gas general partnerships are considered considerably riskier than a passive real estate fund. As a result, each prospective accredited investor who is interested in evaluating one of FIG Tree’s projects will receive a full private placement memorandum that includes a full risk disclosure for the specific project.
6.What is the minimum investment amount?
The typical amount to purchase a 1-unit investment in one of FIG Tree’s projects is $100,000.00 with a minimum subscription of $25,000.00.
7.Why should I choose FIG Tree projects?
At FIG Tree, we insure the continuity of our business relationships with integrity, honesty, and most importantly transparency. Our accessibility results in an optimum customer service experience unmatched anywhere else in the industry. We strongly believe our unique product structures have set the bar for investor fairness therefore creating the highest standard for direct investments.
Oil and Gas FAQ
1.What does FIG Tree offer for investors that want to participate in Oil and Gas?
We offer the opportunity for investors to invest directly into some of the most sought-after drilling locations in the country as non-operating partners alongside premier publicly traded and large independent operators.
2.What are the benefits of investing in Oil and Gas development?
Partners in successful drilling projects have the potential to generate substantial long term monthly cash flow and significant tax deductions.
3.How will I receive my revenue?
Revenue on successful projects is paid monthly via check or direct deposit.
4.What are the tax deductions for Oil and Gas investments?
- Intangible drilling and completion costs.
- Tangible drilling and completion costs.
5.What is the worst case scenario?
6.How are these projects structured?
7.What areas of the county is FIG Tree participating?
Our Primary focus is the prolific Oklahoma STACK and SCOOP.