Free EB-5 Project Evaluation Automated EB-5 Project Subscription Agreement

About Our Automated EB-5 Project Subscription Agreement

EB5 Affiliate Network (“EB5AN”) and Arnstein & Lehr, LLP (“Arnstein & Lehr”) have jointly developed an Automated Subscription Agreement for EB-5 regional centers that saves time and money and minimizes errors in the EB-5 project subscription process.

The Automated Subscription Agreement allows investors to efficiently complete the EB-5 project subscription agreement by entering in two (2) pages of personal data, which auto-fills fields throughout the remaining 20+ pages of the agreement, drastically reducing the time required to complete the agreement and minimizing the potential for errors.

Similar to the assumptions page of a traditional financial model, blue colored text indicates data fields that need to be entered by the investor. Entered data then automatically populates the entire agreement, easily and correctly completing all required fields. Additionally, all areas requiring signatures or initials are clearly marked with red arrows.

Watch an Instructional and Behind the Scenes Video of How We Built It 

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Saves Time and Money and Minimizes Errors

By eliminating the need to fill out a lengthy legal document by hand, entering the same information on multiple pages with different prompts, the Automated Subscription Agreement saves time and reduces the likelihood of errors that result in a costly back-and-forth between the regional center, the agent or broker, and the EB-5 investor.

Jointly developed with Arnstein & Lehr, the Automated Subscription Agreement was created by coding and reprogramming all of the required forms in a traditional EB-5 subscription agreement while fully integrating the NES Financial Subscriber Worksheet as well as current copies of IRS Forms W-8BEN and W-9. 

Regarding the Automated Subscription Agreement, EB5AN Managing Partner Sam Silverman said, “We are thrilled to collaborate with Arnstein & Lehr to create a tool for regional centers that streamlines a vital step in the EB-5 process. The Automated Subscription Agreement greatly simplifies a time-consuming and potentially costly process and significantly reduces the risk of an EB-5 investor’s wire transfer being rejected by an escrow bank due to an incomplete or incorrectly filled out subscription agreement.”

“The Automated Subscription Agreement is an outstanding tool,” said Ronald Fieldstone of Arnstein & Lehr. “It saves valuable time and reduces complexity for both regional centers and EB-5 investors. EB-5 escrow banks will reject wire transfers and will not open an EB-5 investor sub-account if a subscription agreement contains errors or is incomplete. If an investor’s wire is rejected, there is a significant time delay and risk of losing the EB-5 investor to another project, and this tool dramatically reduces the chances of that occurring. Every EB-5 project in the market should have an automated subscription agreement to save time and money and minimize errors in the investor subscription process. That is why we are proud to offer this cutting-edge tool as part of our EB-5 offering to clients.”

Rohit Kapuria of Arnstein & Lehr said, “One of Arnstein & Lehr’s goals is to ensure that our EB-5 regional center and investor clients have the best tools available to make the EB-5 process accurate and simple. Our work with EB5AN to create the Automated Subscription Agreement helps achieve this goal.”

Reid Thomas of NES Financial said, “This new automated subscription agreement is just one example of the innovative, value-add approach EB5AN has taken as a regional center operator and EB-5 consulting firm in streamlining the EB-5 investment process using the latest technology.”