Partnership Criteria.
Partnership paints a broad stroke in business. So, what attributes make up the right criteria for a fit with PetroVybe?
ACCREDITED STATUS*.
YES No
INFLATION SENSITIVITY.
Low Moderate HIGH
EXPECTED TAX BURDEN.
Low Moderate HIGH
RISK TOLERANCE.
Low MODERATE High
CASHFLOW URGENCY.
LOW Moderate High
WEALTH build focus.
Low Moderate HIGH
VOLATILITY SENSITIVITY.
Low MODERATE High
TIME PERSPECTIVE.
Short Mid LONG
IDEAL liquidity.
$50k $100k $200k+
DAYS TO CLOSE.
7-21 22-30 31+
If even one of these 10 criteria gives reasonable pause about partnership fit, it’s likely partnership with PetroVybe is not going to be a fit. If all criteria are directionally agreeable, a conversation is the right next step.
*An accredited investor is an individual or entity deemed by the SEC to be financially sophisticated and able to handle the risks associated with certain types of securities, including those offered in private placements. Accredited investors meet specific financial thresholds, generally based on income or net worth, or hold professional credentials demonstrating financial expertise.
Individuals must either have a net worth exceeding $1 million (excluding the value of their primary residence) or have a gross income of at least $200,000 (or $300,000 jointly with a spouse) in each of the two most recent years, with reasonable expectations of the same income level in the current year. Individuals holding certain professional certifications, such as Series 7, Series 65, or Series 82 licenses, also qualify as accredited investors. Entities, such as trusts, businesses, or organizations, can also qualify as accredited investors if they meet certain criteria, such as having assets exceeding $5 million or if all equity owners are accredited investors. Investors who choose to become PetroVybe Partners will be required to confirm their accredited status by a qualified third-party person or entity, such as a CPA, Tax Attorney, or other licensed financial advisor. Prospective Investors can also google search or Chat prompt for a short list with a search/prompt statement of “how to get a third-party accreditation letter as an individual investor”.
Why is this important? The SEC defines accredited investors to allow them access to investment opportunities not generally available to the public, such as private offerings and high-risk securities. These investments often have fewer regulatory requirements and disclosure rules compared to those available to the general public, reflecting the belief that accredited investors are financially capable of assessing and managing the risks involved.