Read the general investor planning overview
For a Riverview investor, a future purchase right can matter commercially without establishing current E-2 ownership or control. Read the option together with the enterprise’s effective voting and shareholder arrangements.
Prepare the current and proposed ownership record
Identify the shares currently held, the option holder, conditions and any exercise event. Do not combine future percentages with today’s cap table. At least 50% relevant treaty-country national ownership and the applicant’s development and direction need support under the actual arrangement.
Account for money committed
Trace the lawful source and path of substantial at-risk funds. Explain an option premium, exercise payment and money merely reserved for later use separately. E-2 has no universal minimum, and a future price is not automatically invested capital.
Keep the enterprise requirements independent
The real business must satisfy nonmarginality through more than minimal living capacity or significant economic contribution under the applicable standard. A purchase option does not establish customers, operations or economic capacity, and E-2 does not use EB-5’s ten-job quota.
What else is on your mind?
Is there one minimum investment that guarantees E-2 eligibility?Is holding money or owning an asset enough for E-2?Editorial source review: 2026-09-07. General preparation guidance, not an individual assessment.