EB-5 deal sourcing, handled.

We find, qualify, and package EB-5 eligible businesses for your investor clients—so you can focus on case strategy, not deal hunting.

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Finding qualified EB-5 deals is slow, manual, and unreliable.

20+ hours a week on sourcing. Your team manually searches BizBuySell, broker networks, and listing sites—most of which don’t meet USCIS requirements.

Documentation is a dead end. Brokers rarely respond to requests for tax returns, payroll records, or incorporation documents. Deals stall before they start.

Your clients are waiting. Every week without qualified opportunities is a week your investors question your pipeline.

From your criteria to qualified leads.

1

Define your criteria. Target states, industries, price range, and employee minimums. We configure everything.

2

We source and qualify. Our systems scan thousands of listings daily, score each for EB-5 eligibility, and contact brokers for documentation.

3

You receive packaged leads. Qualified deals arrive with eligibility assessments, financial summaries, and broker contact status—ready to present to clients.

Every lead comes ready to present.

EB-5 Eligibility Assessment

Each business scored against USCIS troubled business criteria: age, employee count, financial status.

Financial Summary

Key metrics extracted: revenue, SDE, asking price, multiples, and investment threshold.

Broker Outreach Status

We contact brokers for required documentation and track response status so you don’t have to.

Client-Ready Reports

Branded under your firm’s name. Present opportunities professionally without additional prep work.

We screen for USCIS requirements automatically.

Requirement Threshold Verification
Business Age 2+ years Secretary of State records
Employee Count 10+ full-time Payroll documentation request
Financial Status 20%+ net loss P&L and tax return analysis
Investment Amount $800K (TEA) / $1.05M Deal pricing filter

Also screens for E-2 Treaty Investor eligibility as an alternative pathway.