FAQ’s

How do I invest in a Trueline Direct opportunity?

Please fill out the form, send us an email at info@truelincapital.com, or call us at (800) 292-6561 to learn more about the investment opportunity with Trueline Direct. Once we have received the desired investment amount and entity information, one our team members will follow up with additional participation information

When will the preferred return or excess distributable cash (EDC) be deposited in my account or send to me?

Normally, your monthly preferred return will be available within the first two weeks of the following month. For example, you will receive your July preferred return around August, 11th. Your monthly excess distributable cash follows the same cadence and should be deposited or sent for Q1in early April, Q2 in early July, or Q3 in early October. The Fund goes through an annual audit at the closing of the year; your Q4 distribution reflecting the year-end balance and K-1 tax form will only be available after the completion of the audit in March.

Is my capital distributed across all loans in the fund?

Yes, all equity investors are immediately diversified across all the loans in the portfolio.

Where do I access my monthly and quarterly statements?

If you are invested in Fund II, your monthly statements will be in your online investor portal at https://truelinecapital.junipersquare.com/login. If you invested into the fund via Crowdstreet, please request access to our updated investor portal by emailing investorrelations@truelinecapital.com. Please email info@truelinecapital.com if you need help accessing your investor portal.

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