Understanding your investment is key. Whether you're an accredited investor¹ or new to the process, we’ve prepared the appropriate documents to guide your decision. Select your path below to access the material written with your qualifications in mind.
Explore the Private Placement Memorandum (PPM) for full details about our Private Placement Bond Offering —including terms, projected returns, and potential risks.
The Prospectus offers everything you need to know about our Registered Offerings, including how they work, what returns to expect, and the associated risks.
Understanding your investment is key. Whether you're an accredited investor or new to the process, we’ve prepared the appropriate documents to guide your decision. Select your path below to access the material written with your qualifications in mind.
Explore the Private Placement Memorandum (PPM) for full details about this investment opportunity—including terms, projected returns, and potential risks. Reading the PPM is an essential step in making an informed investment decision.
The Prospectus offers everything you need to know about this offering, including how it works, what returns to expect, and the associated risks. It’s written to support investors of all experience levels in understanding the opportunity.
Invest in Phoenix Energy. We offer fixed-rate corporate bonds for investors, with even higher rates available for larger investments. Our bond offerings are designed to meet a range of financial goals. Bonds may be purchased with qualified funds, including some IRAs.³
The Private Placement Offering (Regulation D) is exempt from the registration requirements of the Securities Act and only “accredited investors,” as defined in Rule 501 of Regulation D, may invest in such offerings. Accredited investors are defined as individuals with a net worth over $1 million (excluding primary residence) or income over $200,000 (individual) or $300,000 (household) in each of the prior two years, with a reasonable expectation of the same in the current year. Learn more about accreditation requirements. Please refer to the Company’s filings with the SEC. To participate in the Registered Offering, investors do not need to to meet these accreditation requirements.
The Registered Offering and Private Placement Offerings are currently available to residents of all 50 U.S. states as subject to financial suitability requirements.
Registered offerings will be subject to certain criteria, including objective financial suitability standards specific to each offerings and amount invested (see prospectus). Private placement offerings open to “accredited investors” only. Accredited investors as defined in Rule 501 of Regulation D includes individuals with a net worth over $1 million (excluding primary residence) or income over $200,000 (individual) or $300,000 (household) in each of the prior two years, with a reasonable expectation of the same in the current year. Learn more about accreditation requirements.
