How much you can invest in any 12-month period depends on a combination of your net worth (less the value of your primary residence if you own a home) and your annual income.
Note, that you don't have to make these calculations: your limit is automatically calculated when you become an investor.
If either your annual income or your net worth is less than $107,000, you can invest up to the greater of either $2,200 or 5% of the lesser of your annual income or net worth during any 12-month period.
If both your annual income and your net worth are equal to or more than $107,000 then you can invest up to 10% of annual income or net worth, whichever is lesser up to a maximum of $107,000 during any 12-month period.
Remember, this is your limit for all Title III investments, not just those on Republic.
The following table provides a few examples:
|Annual Income||Net Worth||Calculation||12-month Limit|
|$30,000||$105,000||greater of $2,200 or 5% of $30,000 ($1,500)||$2,200|
|$150,000||$80,000||greater of $2,200 or 5% of $80,000 ($4,000)||$4,000|
|$150,000||$107,000||10% of $107,000 ($10,700||$10,700|
|$200,000||$900,000||10% of $200,000 ($20,000||$20,000|
|$1,200,000||$2,000,000||10% of $1,200,000, subject to cap||$107,000|
See more examples in the SEC Investor Bulletin.
Related: How do I calculate my net worth?
Republic does not verify information provided by companies on this Portal and makes no assurance as to the completeness or accuracy of any such information. Additional information about companies fundraising on the Portal can be found by searching the EDGAR database.