Angel investors are normally individuals who have gained “accredited investor” status but this isn’t a prerequisite. The Securities and Exchange Commission (SEC) Reg-D defines an “accredited investor” as one with a net worth of $1M in assets or more (excluding personal residences), or have earned $200k in income for the previous two years, or having a combined income of $300k for married couples.2 Conversely, being an accredited investor is not synonymous with being an angel investor.
or;
Any entity in which all of the equity owners are accredited, investors.
or;
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

This regulation is designed to provide a certain level of a safety net to the investor and to ensure that they will not be taking advantage or be defrauded by unqualified entities that are dealing with and or selling securities to the public.

Using our exclusive platform, Sidepitch, CitySide will provide the members with a full service backroom support which will include:

Pre-Deal Service

• Deal Flow Sourcing  – Managing an online deal flow management with visibility and transparency
• Deal Screening  – Managing a team of Deal Screeners to ensure the quality and integrity

• Deal Qualifying  – Match the deals to the desired sectors and investors preferences and market intelligence
• Due-diligence  – An online innovative In-Depth collaborative Due-Diligence process
• Capital Call Management  – Generating and managing an online Capital Call Process  for transparency and immediate accessibility

Post-Deal Services

• Portfolio Management – Setting and follow up Startup Performance and Execution Tracking
• Investment Governance – Actively managing the investment governance according to the Term Sheet and Pace Investments
• Mentoring, Coaching & Support – Providing Startups with the critical and necessary resources to succeed
• Investors Financial Reporting – Managing the online dashboard reporting for accuracy and timely information
• Annual Portfolio Audit – Provide investors with an online annual portfolio audit

Admin & Ongoing Services

• Legal Management – Help and assist the investors and the startups with legal management
• Tech Lab & Venture Studio – Offer Startups high level senior technology staff to ensure the right architecture and design
• Tax Advising – Assist the investors with the right choices with regard to their investment strategy 
• Regulatory Compliance – Ensure that all transactions are regulatory compliant
• Market Intelligence – Provide valuable, timely, and consistent Market data to support the decision making process
• Executive-In-Residence – Throughout our extensive network of experienced business people, corporate executives and high level professionals, we will offer the right people in the right seat.
• Branding & Marketing Support  – Through our credible and highly rated vendors and business partners, we will provide a portfolio of companies with the right providers for maximum return.
• Revenue Generation & Sales Channels – Our business partners and extensive network of partners and door openers, we will support our investment with revenue lead generation
• Hardware Engineering & Design – With our core partner Amtech we can provide engineering, design and prototyping services for hardware based companies. 

Each Investor will have their personal account on Sidepitch which will give them online access to all group events and activities with complete visibility and transparency.

City Side Ventures Startup [ + ] model is a progressive platform of incubation, acceleration and launch all in one. 

THE 60 DAYS PROCESS

Using our system we are committed to making decisions on investment opportunities within 60 days or less. The process will include:

Pay-as-You-Go Membership : $360 Per Deal

This membership level is designed for New Angels that are exploring the space of angel investing and willing to do it on a deal by deal basis, and  that are interested in investing in a highly qualified and well vetted investment opportunities and would like to contribute their time and expertise to support theirs and others investments and will include:

• Deal Flow Sharing
• Investment Ready Opportunities (Full Due-Diligence)
• Capital Call Management
• Deal Closing Services
• Portfolio Management

** Other fees may applay for other services. 

Annual Membership Fee: $1,800

This membership level is designed for Active investors that are interested in investing in a highly qualified and well vetted investment opportunities with no intention or desire for any other involvement and will include:

• Deal Flow Sharing
• Investment Ready Opportunities (Full Due-Diligence)
• Capital Call Management
• Deal Closing Services
• Portfolio Management
• Free Account on Sidepitch

Annual Membership Fee: $2,400

This membership level is designed for Semi-Active investors that are interested in investing in a highly qualified and well vetted investment opportunities and would like to contribute their time and expertise to support theirs and others investments and will include:

• All of the benefits of level 1 +
• Paid advisory & consulting opportunities to startups
• The right for First Refusal for any Board or Advisory position availability in startups
• The right for First Refusal for startups offering Advisory Shares. 
• Providing industry & subject matter expertise to startups on a pre negotiated compensation
• Participate in the Deal Selection Committee - (Optional)

Annual Membership Fee: $3,600

This membrship level is designed for Small Family Offices and Small LP’s that are exploring the space of angel investing and willing to do it on a deal by deal basis, and  that are interested in investing in a highly qualified and well vetted investment opportunities and would like to contribute their time and expertise to support theirs and others investments and will include:

• All of the benefits of level 2 + 3
• Unlimited family members and or LP under the same membership
• Participate in our Exclusive Deal Club - a highly vetted extraordinary investment opportunities with 10X potential
• Utilize the use of our backroom services on a discount rates
• Participate in the Deal Selection Committee - (Optional)

 The CitySide Angels Fund represents a strategic $10M investment vehicle meticulously crafted to empower new and passive investors. Our mission is to provide a seamless entry point for those looking to construct a robust, diversified portfolio of high-potential early-stage startups without the burden of day-to-day management. By participating in this fund, investors can remain entirely hands-off while the dedicated CitySide executive team leverages its extensive experience to perform all the heavy lifting, from rigorous due diligence to active portfolio management.

• Minimum Participation: The entry threshold is set at 1 unit, equivalent to a $50,000 investment.
• Maximum Participation: To ensure portfolio balance, the upper limit is capped at 20 units, totaling a $1,000,000 investment.

To explore this opportunity further or to schedule a comprehensive discovery session tailored to your investment goals, please contact our Portfolio Manager, Lezlie Foreman, at lforeman@citysidevc.com or via phone at 248-310-9452.

I understand that Birmingham Angels LLC (“BA”) and City Side Ventures LLC (“CSV”) offer investment advisory and venture management services to qualified venture capital funds, private equity funds and family offices funds ONLY under contract. CSV is operating under the exemption of Section 203(I) of the Investment Advisers Act of 1940 (the “Advisors Act”) pursuant to the final rules promulgated by the SEC1. Birmingham Angels LLC (“BA”) is a Private firm that is in the business of offering a variety of services which includes, but is not limited to, Early Stage Investment, Venture Management and Syndication Management

CITYSIDE VENTURES LLC or BIRMINGHAM ANGEL LLC ARE NOT A REGISTERED “INVESTMENT ADVISOR” UNDER STATE AND FEDERAL REGULATION. CSV IS NOT IN THE BUSINESS OF OFFERING INVESTMENT ADVICE TO THE PUBLIC, INDIVIDUAL INVESTORS NOR IN THE BUSINESS OF OFFERING, ENGAGED IN ANY ACTIVITIES OF SELLING OR TRADING SECURITIES OF ANY KIND TO THE PUBLIC.

I, the undersigned certify that I am an Accredited Investor and desire Membership in Birmingham Angels as described above. I understand that any decision I make regarding my investment is my decision alone. I will hold CitySide Ventures and or Birmingham Angels, directors, officers and or staff responsible in any way for my investments decisions. Birmingham Angels will provide its members with screening, qualifying, and Due-Diligence services. Furthermore, I will not hold CitySide Ventures, LLC and Birmingham Angels responsible in any way for the outcome of my Investments.

As part of my membership in Birmingham Angels I, the undersigned natural person, hereby certify that I am acting on my own behalf and possess full legal capacity. I confirm that I am fully familiar with and understand the definition of an “accredited investor” as defined in Rule 501 of Regulation D of the Securities Act of 1933, as amended (the "Securities Act"). This self-certification is made to demonstrate my eligibility to participate in offerings of securities that are exempt from the registration requirements of the Securities Act.