How It Works | Partners Finance

Easy 4-Step Online Investing

Step 01

Create your account

Signing up is a breeze. Review and agree to the Terms of Use and affirm you’re an accredited investor. Partners Finance reviews each investor profile and once you are approved you’ll receive an email confirmation and access to your new account.

Step 02

Review current investment opportunities

After your account has been created you can review all existing investment opportunities and high-level details of current and historical deals.

Step 03

Select the investment opportunity you like

Account holders have exclusive access to current eligible investments and historical deals from the sponsor. Review the overview, PPM, and legal documents of each open investment to determine whether an investment is right for you given your investment strategy, time horizon, and tolerance of risk.

Step 04

Invest now!

Click “Invest Now” to invest in the opportunity and follow the instructions to complete the documents and fund your investment.

Of course, at any time please feel free to reach out to us or phone at 713 985 4613. We are happy to help with the process, answer questions about the investment and/or sponsor, or assist with anything else you need.

How We Vet Our Sponsors

Partners Finance conducts in-depth background and diligence checks on all prospective sponsor firms—including principals—and evaluates their track records.

Sponsor firms whose projects, strategies, asset classes, and representative deal materials align with Partners Finance’s goals may then be added to the Partners Finance investment opportunity offerings section and made available on our platform.

Corporate Office + 713 629 0500
1360 Post Oak Blvd. #1900
Houston TX, 77056

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Important Disclosures

This website lists private placement investments available for purchase through PCR Finance Group, LLC., (“Partners Finance”), which is a FINRA member broker dealer and a member of SIPC. Information about Partners Finance and its licensed representatives can be found on FINRA’s BrokerCheck.

Private placement investments, such as those available on this website, are not registered and have not been reviewed or approved by any regulatory authorities. Private placement investments on this website are speculative and present a significant risk of loss. Further, the investments are largely illiquid and there is not a public market for these investments. Accordingly, you should not invest unless you do not need access to the invested funds and you can sustain the risk of loss, including the risk of total loss of your investment. The listing of an investment opportunity on this website is not intended to constitute a recommendation by Partners Finance or any of its affiliates. All investors should consider their individual factors in consultation with a professional advisor of their choosing when deciding if an investment is appropriate.

Information on this website reflecting the performance of certain investments should not be relied upon as an indicator or guaranty of the future investment performance of any investment listed on this website. The actual performance of investments purchased from Partners Finance may differ significantly from the projected performance. The projections provided herein by Partners Capital are based on models that are uncertain and subject to change. The assumptions underlying these models may not prove to be true.

Performance information presented on this website has not been audited or verified by a third party. By accessing the Partners Finance Marketplace, you agree to be bound by its Terms of Use, Privacy Policy, and any other policies posted on this website. The Partners Finance website is only intended for accredited investors.

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