Client Access

Begin the conversation.

Verified accredited investors and institutional allocators only. The first step is a brief NDA conversation — no commitment, no pressure. Pick your profile below.

Investor Profile

Select the path that matches your mandate.

The diligence package, meeting cadence, and point of contact we assign reflect your profile.

Family Office Path

Direct engagement with the CEO.

Family offices receive a dedicated diligence track. You'll engage directly with Matt Taylor and the executive team. You'll receive the full institutional offering memorandum, the SPLT Legal Opinion, the Diligence Packet, and standing access to our institutional data room. Typical family office timelines run 4–6 weeks from first call to funded position.

1Call with CEO 2NDA · Full Data Room 3Third-Party Verification 4Docs & Funding

RIA / Wealth Manager Path

Advisor-tailored engagement.

RIAs and wealth managers placing client capital engage through our dedicated advisor desk led by Dan Reynaud, VP of Strategy. You'll receive an advisor-specific deck, allocation framework guidance for accredited clients, and the operational materials needed for your own internal diligence review. We provide full support for your compliance and due-diligence teams.

1Advisor Desk Call 2Compliance Review 3Client Rollout Framework 4Onboarding & Ongoing Support

Institutional Allocator Path

Full institutional diligence engagement.

Institutional allocators (endowments, foundations, pensions, funds of funds) engage on an 8–12 week process with full outside counsel involvement. You'll receive the complete diligence data room, direct engagement with outside securities counsel on legal questions, site visits as appropriate, and CPA-attested operational records. We accommodate standard institutional DDQ formats.

1Initial Screening Call 2Full Data Room · DDQ 3Counsel Engagement 4IC Approval · Docs · Wire

Accredited Individual Path

Streamlined process with careful risk disclosure.

Individual accredited investors receive a streamlined 2–4 week process. You'll get the one-pager and summary deck, full risk-disclosure materials, and direct engagement with Michael Taylor, VP of Investor Relations. Given the complexity of these instruments, we'll spend extra time on the risk profile and make sure our offerings are genuinely aligned with your mandate and capacity for loss.

1IR Call 2Risk Review & Docs 3Third-Party Verification 4Sign & Fund

Book Qualification Call

Schedule a 15-minute introductory call.

Select a time that works for you and our team will confirm by email within 15 minutes. No commitment, no prepared pitch — a qualification conversation under NDA to understand your mandate and answer questions.

Michael Taylor

VP of Investor Relations · 15 minutes · Google Meet

Host assignment updates based on your investor profile above

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Or Submit This Form

Prefer email?

Submit the qualification request and we'll respond within two business days. If you already booked a call above, you can skip this form — we'll have your details.

What You'll Receive

A diligence package tailored to your profile.

Once qualified and under NDA, you'll receive offering documents specific to your profile — Corporate Overview, Risk Disclosure, product-specific materials (White Paper, Legal Opinion, One-Pager, Pitch Deck), and access to our institutional data room.

Direct Contact

Or reach us directly.

invest@bettortoken.com
media@bettortoken.com

Qualification Request

Request access.

First Name

Last Name

Business Email

Phone

Firm / Organization

Title / Role

Investor Profile

Offering of Interest

Indicative Allocation Interest (Optional)

Additional Context (Optional)

I confirm I am an accredited investor as defined under Rule 501(a) of Regulation D, or I am inquiring in a professional capacity on behalf of an institutional allocator. I understand that substantive materials — including offering documents, the SPLT Legal Opinion, and the Diligence Packet — are provided under an NDA after qualification. I acknowledge that this request does not constitute a subscription or commitment, and that BettorToken reserves the right to decline engagement with any prospective participant for any reason.

Submissions reviewed within two business days · All inquiries handled confidentially