Broadway shows seek only accredited* investors who meet certain earnings and net worth guidelines. Broadway Investing takes care to ensure that each investor is a good fit because I hope to establish a long term relationship spanning several years and many shows.

Before you invest in a show, you will typically receive a great deal of confidential information about the show, including the projected budget, the weekly running expenses, breakeven charts and schedules that anticipate when the show may recoup its investment under different scenarios. Broadway Investing, of course, will educate you to understand these documents. If you decide you are interested in a show, the next step is to review and sign a formal offering agreement.

You are then officially on the Broadway Investing team for that production. You will be invited to the show’s opening night and the exclusive after-party where you will be able to meet the cast and creative team and mingle with other producers. Throughout the production, Broadway Investing will provide you with regular updates on how the show is progressing and the show’s financial reports. And, of course, profits from the show will be distributed to the investors. Carl will provide you with regular insider updates.

*An “accredited investor” is one whose individual or joint (with spouse) net worth exceeds $1 million at the time of investment. Or, an accredited investor is an individual whose income exceeded $200,000 (or $300,000 for joint accreditation) in the previous year; the investor must have a reasonable expectation of the same income level in the current year.