Equation Fund
Accredited Investor Representation &
Data Room Access Request

This form must be completed in full before data room access is granted. Equation Fund I, LLC is conducting a private placement under Regulation D, Rule 506(c). All purchasers must be accredited investors as defined under Rule 501(a) of Regulation D. This form does not constitute a subscription agreement or commitment to invest.

Important Notice

Submission of this form does not alone constitute completed verification. Verification is complete only upon internal review and written confirmation by an authorized representative. Data room access will not be provisioned until that review is complete.

Section 1 — Investor Information
Section 2 — Investor Type

Please select one: *

Section 3 — Proposed Investment Amount

Equation Fund I, LLC requires a minimum investment of $250,000 (250 preferred shares at $1,000 per share). The maximum subscription by any single investor is $20,000,000. Please indicate your intended commitment below.

Important:

The minimum investment amount is $250,000. Subscriptions below this threshold will not be accepted. Indicating an investment amount does not constitute a binding commitment.

Section 4 — Accreditation Basis (Select All That Apply)

Please check the box(es) below that accurately describe your basis for qualifying as an accredited investor under Rule 501(a) of Regulation D. You must check at least one box. The issuer is relying on the accuracy of your selection.

A. Natural Persons (Individuals)
Income Test

Individual income exceeding $200,000 (or joint income with spouse exceeding $300,000) in each of the two most recent calendar years, with reasonable expectation to reach the same income level in the current year.

Net Worth Test

Individual net worth, or joint net worth with spouse, exceeds $1,000,000, excluding the value of primary residence.

Professional Certification — I hold in good standing one of the following FINRA licenses:
Knowledgeable Employee

I am a knowledgeable employee of the fund as defined under the Investment Company Act.

B. Entities
Assets Test

The entity has total assets exceeding $5,000,000 and was not formed for the specific purpose of acquiring the securities offered.

All-Accredited Owners

All equity owners of the entity are themselves accredited investors.

Registered Entity

The entity is a registered investment company, SEC-registered investment adviser, bank, insurance company, broker-dealer, or other institutional accredited investor.

Family Office

Family office with at least $5,000,000 in AUM, not formed for the specific purpose of investing in this offering, whose investment decisions are directed by a person with knowledge and experience in financial matters.

Trust

Total assets exceeding $5,000,000, not formed for the specific purpose of acquiring these securities, and investment decisions directed by a sophisticated person as described in Rule 506(b)(2)(ii).

Other — please describe basis below:
Section 5 — Required Written Representations (Rule 506(c))

The following representations are required under the SEC's March 2025 no-action guidance for Rule 506(c) offerings where the minimum investment meets or exceeds the applicable threshold. You must initial each representation to confirm your agreement.

5.1  Accredited Investor Status

I hereby represent and warrant that I am an accredited investor as defined under Rule 501(a) of Regulation D under the Securities Act of 1933, as amended. The accreditation basis I have identified in Section 4 above is true, accurate, and complete as of the date of this form. I understand that the issuer is relying on this representation in connection with its compliance with Rule 506(c) of Regulation D.

5.2  No Third-Party Financing

I hereby represent and warrant that the minimum investment amount I intend to commit to Equation Fund I, LLC is not being financed, in whole or in part, by any third party for the specific purpose of making this investment. I am investing my own capital, and no portion of the minimum investment amount has been or will be borrowed specifically for the purpose of participating in this offering.

5.3  No Contrary Facts

I am not aware of any facts or circumstances that would cause the representations made in this form to be inaccurate, misleading, or inconsistent with my actual financial situation or the financial situation of the entity I represent.

5.4  Acknowledgment of Non-Solicitation

I understand and acknowledge that access to the Equation Fund I, LLC data room does not constitute an offer to sell or a solicitation to purchase securities. Actual investment in the fund is subject to a separate subscription process, additional KYC, AML, and background diligence, and acceptance by the fund in its sole discretion prior to acceptance of any capital commitment.

5.5  Confidentiality

I understand that all materials contained within the data room are confidential and proprietary. I agree not to reproduce, distribute, or share any materials from the data room with any third party without the prior written consent of Equation Fund I, LLC. Materials are watermarked and access is logged.

Section 6 — Signature & Certification

By submitting below, I certify that all information provided in this form is true, accurate, and complete to the best of my knowledge. I understand that Equation Fund I, LLC is relying on these representations for purposes of Rule 506(c) compliance.

Type your full name — serves as your electronic signature

Equation Fund I, LLC  ·  Confidential  ·  Reg D, Rule 506(c)
Your submission is encrypted and securely stored with a compliance timestamp.

Form Submitted Successfully

Your Accredited Investor Representation & Data Room Access Request has been securely received and logged with a compliance timestamp.

Our team will review your representations and respond within 2–3 business days.

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For inquiries about Equation Fund I, LLC, please contact us by email.

Email
info@equationfund.com
Inquiries are reviewed and responded to within 2–3 business days.