A household invoice does not establish each independent principal’s qualifying capital and jobs. Identify which people are investors and which may be eligible derivatives before allocating the total.
Build separate principal and derivative columns
Name each actual petitioner and trace their genuine contribution. Each investor must meet the applicable current US$1,050,000 or qualifying US$800,000 targeted employment area or infrastructure requirement, subject to petition-date adjustments beginning January 1, 2027, and the applicable ten qualifying permanent full-time jobs per investor. Do not count the same jobs twice. Eligible accompanying derivatives do not become separate investors simply because they share a bill. Separate their fees and household expenses from the capital analysis. A combined transfer needs a documented allocation; dividing it among adults according to the preferred application structure is not proof of actual ownership or contribution.
Project administrative and subscription fees charged by the offering, government filing fees at the amounts in the USCIS fee schedule, Form G-1055, and professional fees for independent legal review, source-of-funds preparation and accounting. An advertised all-in price can omit material obligations, and a projected return figure does not describe the investor's full financial exposure, so separate professional advice on the commercial and tax consequences is appropriate.