Frequently Asked Questions

Bluefox makes it easy for investors to invest in various asset classes without having to do their own asset due diligence. We utilize proven tech and hundreds of hours of professional time to source investments and allow investors to invest in private markets with reasonable investment allocations.

First, you'll need to request access to the Bluefox portal. To begin, click the "Become An Investor" button above. After submitting your information and speaking with one of our investment staff, you'll gain access to our investor portal. Complete the onboarding steps and be notified on offerings as they come available. To make your first investment, log in to your Bluefox investor account, visit the offering page, and then click the "Invest" button. Following that, choose your desired investment amount and then click "Invest". Then you will be asked to sign an electronic agreement. After that, you will receive payment instructions.

Distributions are made on a monthly, quarterly, semi-annual or annual basis, depending on the asset class. Distributions are automatically deposited into the investor’s bank account. Returns from asset price appreciation will be received at the end of the hold period. Investors can track distributions to date and any accrued preferred return within their Bluefox investor portal.

You can invest with cash under your personal name or through an entity including trusts, using Self-Directed IRA’s, 1031 Exchanges and more. For each investment, you will be able to select how you will make the investment, which bank account the investment will come from, and which bank account will receive distributions. Entities must be based in the United States. You can fund your investment via ACH or wire transfer.

Don’t worry, this is a truly passive investment that requires no involvement on your part. Bluefox actively manages the investment on your behalf and provides consistent updates on the performance of the investment.

For all tax related questions, always consult with your accountant.  At the beginning of a calendar year starting after your initial investment, Bluefox will have a Schedule K-1 tax report for you on your investor portal. The K-1 is a tax document that includes all of the pertinent tax information that you will use to fill out your tax forms. You can always access your investor portal on bluefoxprivate.com

You can invest with cash, through an entity including trusts, using Self-Directed IRA’s, 1031 Exchanges and more. For each investment, you will be able to select which entity will be used to make the investment, which bank account the investment will come from, and which bank account will receive distributions. Entities must be based in the United States. For cash payments, Bluefox allows you to fund your investment via ACH or wire transfer.

You can set up a self-directed IRA account with a custodian to invest in our investment opportunities. To do this, you will have to work with a self-directed IRA custodian and transfer funds from an existing IRA or roll over assets from a current 401(K). Self-directed IRA custodians let you invest in Bluefox while protecting the tax-advantaged status of your retirement account.