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FundMomentum is a financial technology platform that connects people to projects through investment funds — making private market opportunities more accessible, transparent, and informed. Our mission is to democratize access to private markets by combining technology, investor education, and fund structures that make impactful investing more approachable and informed.

FundMomentum connects investors to curated private market opportunities through compliant investment funds. Our focus includes U.S. real estate developments, alternative investments, and community impact projects that drive growth and lasting value. From mixed-use and medical campuses to income-producing real assets, each offering is structured for transparency and long-term performance — accessible to both accredited and retail investors through Reg D and Reg CF offerings hosted on our trusted partner platforms.

Each investment opportunity is managed by independent fund issuers responsible for the project’s operations and performance. FundMomentum, Inc. does not directly manage or advise funds — we provide the technology platform that connects investors to these opportunities through registered funding portals and experienced sponsors operating under Reg D and Reg CF.

The minimum investment amount depends on the specific offering and is determined by the issuer or fund manager. Each offering available through FundMomentum discloses its minimum investment requirement in the associated offering materials and on the project’s detail page. As a general reference, Regulation Crowdfunding (Reg CF) offerings may permit smaller minimums, while Regulation D (Rule 506(c)) offerings typically require higher minimum investments for accredited investors. Investors should review the applicable offering documents for complete terms and requirements.

Private investments offered through FundMomentum are generally illiquid and not redeemable on demand. Redemption or withdrawal rights, if any, are determined by the specific fund or issuer and outlined in the offering documents for that investment. Most offerings under Reg D (Rule 506(c)) and Reg CF (Section 4(a)(6)) do not permit early redemption or resale of shares, and investors should be prepared to hold their investment for an extended period—often several years. Investors are encouraged to carefully review each project’s Private Placement Memorandum (PPM) or offering circular for details on transferability, redemption, and liquidity provisions.

Investments made through FundMomentum are typically not freely transferable and may be subject to holding periods and resale restrictions under federal securities laws. For offerings conducted under Regulation D (Rule 506(c)), securities are considered restricted and generally cannot be resold for at least one year, unless an exemption applies. For Regulation Crowdfunding (Reg CF) offerings, securities cannot be resold for one year except in limited circumstances, such as to the issuer, an accredited investor, or as otherwise permitted by law. Any transfer or sale of your investment must comply with the terms set forth in the offering documents and applicable securities regulations. Investors should carefully review each offering’s Private Placement Memorandum (PPM) or Form C for specific details regarding transferability.

Performance reporting for investments made through FundMomentum is managed by the independent fund managers or issuers responsible for each project. Reporting frequency and format vary by offering and are outlined in the respective offering documents. FundMomentum partners with Juniper Square, a leading fund administration and investor management platform, to provide investors with secure, transparent access to performance updates, capital account statements, and project communications. Investors can view available performance information and related reports by logging into their Juniper Square investor portal or by referring to updates provided directly by the fund manager or issuer.

Yes. All investments involve risk, including the potential loss of principal. Offerings available through FundMomentum are typically private market investments, which may carry higher risk than publicly traded securities. Risks can include, but are not limited to: Illiquidity – investments are not easily sold or redeemed; Market and economic risks – changes in market conditions may impact performance; Operational and management risks – success depends on the performance of the issuer or fund manager; and Regulatory and compliance risks – changes in law or non-compliance could affect returns or structure. Each offering includes a detailed description of its specific risks in the Private Placement Memorandum (PPM), Form C, or other offering materials. Investors should carefully review those documents and consult with their financial, legal, and tax advisers before investing. Please review our Risks Disclosures before investing.

FundMomentum is committed to helping investors make informed decisions through education, transparency, and access to information. While FundMomentum does not provide investment advice or recommendations, we help investors understand and evaluate risk by: Providing clear offering materials prepared by each issuer or fund manager; Hosting educational resources and insights on our Learn Page to explain key concepts like liquidity, diversification, and due diligence; and Partnering with registered funding portals and professional fund administrators, such as Juniper Square, to ensure investors receive timely disclosures and performance reporting. Ultimately, each investor is responsible for reviewing offering documents and consulting with their own financial, legal, and tax advisers to assess suitability and risk tolerance.

Distributions, if any, are made by the fund manager or issuer responsible for each investment. The timing, frequency, and method of distribution depend on the terms outlined in the investment’s offering documents — such as the Private Placement Memorandum (PPM), Operating Agreement, or Form C. When distributions occur, they are typically processed by the fund administrator and delivered directly to the investor’s designated account. FundMomentum does not hold or disburse investor funds; all transactions and payments are handled by the respective issuer, administrator, or registered funding portal. Investors can view distribution details and payment history through their Juniper Square investor portal, where fund managers provide updates, statements, and confirmation of any payments made.

The timing of distributions varies by investment and is determined by the fund manager or issuer based on the project’s performance, cash flow, and the terms outlined in the offering documents. Some offerings may make periodic distributions—such as quarterly or annually—while others may defer distributions until a project reaches key milestones or a liquidity event, such as a sale or refinance. FundMomentum does not control or guarantee distribution timing. All details regarding distribution schedules, frequency, and eligibility are described in the investment’s Private Placement Memorandum (PPM), Operating Agreement, or Form C. Investors can monitor updates and view payment confirmations through their Juniper Square investor portal.

Investing through FundMomentum begins by creating an account and reviewing available offerings listed on our platform. Each project or fund includes detailed offering materials outlining terms, risks, and eligibility requirements. Investments are completed securely through registered funding portals, such as Issuance.com or North Capital, which handle all compliance, identity verification, and payment processing. Before investing, individuals should review the applicable offering documents — including the Private Placement Memorandum (PPM) or Form C — and confirm they meet the eligibility criteria under Reg D (Rule 506(c)) or Reg CF (Section 4(a)(6)). FundMomentum itself does not accept investor funds or provide investment advice; it serves as a technology platform connecting investors with opportunities managed by independent issuers and fund managers.

Eligibility to invest depends on the type of offering and the regulatory exemption under which it is conducted. Regulation D (Rule 506(c)) Offerings: Only accredited investors may participate. To qualify, an individual must meet certain income or net worth thresholds (for example, annual income over $200,000 individually or $300,000 jointly, or a net worth exceeding $1 million excluding the primary residence). Verification is completed through the registered funding portal — such as Issuance.com or North Capital — before an investment is accepted. Regulation Crowdfunding (Reg CF) Offerings: These offerings are available to both accredited and non-accredited investors, subject to annual investment limits based on income and net worth. Investors will be asked to complete identity verification (KYC) and accreditation checks as part of the onboarding process through the platform partner handling the transaction. FundMomentum does not approve or verify investor eligibility directly, but works with regulated intermediaries to ensure compliance with SEC and FINRA requirements.

Detailed fund and project documents — including the Private Placement Memorandum (PPM), Operating Agreement, Subscription Agreement, and Form C (for Reg CF offerings) — are available directly on each investment’s project page or through the registered funding portal hosting the offering, such as Issuance.com or North Capital. These documents contain key information about the investment terms, risks, eligibility requirements, and fund management structure. Investors must review these materials carefully before making an investment decision. Once an investment is completed, investors can access ongoing reports, performance data, and fund documents through their Juniper Square investor portal or as provided by the fund manager or issuer.