Your Investment Journey

From account creation to portfolio management, we've designed a transparent and efficient process.

1

Create Your Account

Begin by completing our secure online registration. You'll need to provide basic information and verify your identity. Our platform uses bank-grade encryption to protect your personal data.

Time Required: 5-10 minutes

2

Verify Accredited Investor Status

In compliance with SEC regulations, we verify your accredited investor status. This may include providing documentation of income, net worth, or professional certifications. Our compliance team reviews all submissions within 24-48 hours.

Time Required: 1-2 business days

3

Schedule Advisory Consultation

Once verified, you'll have access to schedule a complimentary consultation with one of our investment advisors. They'll discuss your financial goals, risk tolerance, and help you select the appropriate investment plan.

Duration: 30-45 minutes

4

Review and Sign Documentation

You'll receive comprehensive investment documentation including the Private Placement Memorandum, Subscription Agreement, and Risk Disclosures. We encourage you to review these with your legal and financial advisors before signing.

Documents: PPM, Subscription Agreement, Risk Disclosures

5

Fund Your Investment

Transfer your investment capital via wire transfer or ACH. Once received and confirmed, your investment is deployed according to your selected plan's allocation strategy. You'll receive confirmation and your first quarterly report within 90 days.

Welcome to SMPR!

Ongoing Portfolio Management

Once invested, you'll have full visibility and support throughout your investment journey.

Quarterly Reporting

Detailed quarterly reports including portfolio performance, partner updates, market analysis, and distribution information.

Dedicated Support

Access to our investor relations team for questions, concerns, or strategic discussions about your portfolio.

Portfolio Rebalancing

Annual portfolio review and rebalancing to optimize performance and maintain risk parameters.

Distributions

Regular distributions based on your plan's schedule, with options for direct deposit or reinvestment.

Tax Documentation

Annual tax documents (K-1s) provided promptly for your tax filing needs, with support from our tax team.

Investor Education

Access to webinars, market reports, and educational resources about the cannabis industry.

Typical Investment Timeline

Day 1

Account Creation

Day 2-3

Verification

Week 1

Advisory Call

Week 1-2

Documentation

Week 2-3

Investment Active

Start Your Investment Journey Today

Create your account in minutes and take the first step toward accessing regulated cannabis investment opportunities.

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