From Initial Review to Closing and Ongoing Oversight
Receive a concise executive summary outlining the target business and key investment highlights Decide whether the opportunity matches your mandate and risk-return profile
Sign a one-click confidentiality agreement to unlock comprehensive materials
Access the SMB VIG investment memo, detailed financials, and the sponsor’s due-diligence package all housed in our secure data room
Join a live group call with the sponsor/operator to discuss strategy, risks, and upside Ask questions directly; benefit from peer perspectives
Submit your desired commitment amount through the portal Indicate any allocation minimums or maximums
Receive an allocation notice and wiring instructions Complete Subscription agreement Fund your commitment into the Special Purpose Vehicle (SPV) by the deadline
Get formal confirmation once the transaction closes Track performance with quarterly financial and operational updates—available 24/7 in the investor portal Receive annual K-1 tax form
At SMB VIG, we offer private market investment opportunities exclusively to qualified individuals who meet the following criteria:
Investors must satisfy the SEC’s definition of an accredited investor, which generally includes individuals with a net worth over $1 million (excluding primary residence) or annual income exceeding $200,000 ($300,000 for joint filers) for the past two years
Each opportunity requires a minimum investment of $25,000, unless otherwise specified
SMB VIG is a platform built by and for value investors with a shared mission: to identify, evaluate, and invest in overlooked, high-potential small and medium-sized businesses (SMBs) across Main Street America
This website is intended for accredited investors only.
All content on www.smbvig.com is proprietary information of SMB Value Investing Group (“SMB VIG”) and is for informational purposes only.
SMB VIG is not a registered investment adviser, broker-dealer, law firm, or tax advisor. Nothing here constitutes financial, legal, or tax advice, or an offer or solicitation of securities. Private securities are speculative and illiquid investments that carry substantial risk, including the potential loss of all invested capital. Investors should undertake independent due diligence and consult with qualified financial, legal, and tax advisors before making any commitment. SMB VIG LLC is not affiliated with, endorsed by, or associated with any of the companies mentioned on this site. All trademarks are the property of their respective owners.
