Investor Visas (E-2, EB-5): Prepare Your Petition

How the E-2 treaty investor visa and the EB-5 immigrant investor visa work, what each requires, and the steps to apply. Claudette prepares your business plan evidence, source of funds and filing package with you.

Investor Visas (E-2, EB-5)

Invest in the U.S., and in your future. If you are thinking about investing in the U.S. economy and gaining immigration benefits, the E-2 and EB-5 visas may offer a path to work authorization and permanent residency. Entrepreneurs and investors from around the world use investor-based visas.

Visa Options

E-2 Treaty Investor Visa

• Requires a "substantial investment" in a U.S. business
• Must be a national of a treaty country
• Renewable indefinitely

EB-5 Immigrant Investor Visa

• Invest $800,000 to $1,050,000 in a U.S. enterprise
• Create at least 10 jobs
• Path to permanent residency (green card)

What an Investor Visa Case Involves

• Business plan review
• Source of funds tracking
• USCIS petitions
• Embassy documentation

Preparing the case also means evaluating your eligibility, preparing and filing all applications, attending interviews, handling waivers if needed, and avoiding delays or denials.

Everything You Need to Know About Investor Visas

Investor visas allow foreign nationals to start or invest in U.S. businesses and gain immigration benefits.

E-2 Treaty Investor Visa:

• Investment must be substantial
• Applicant must direct the business
• Renewable indefinitely

EB-5 Immigrant Investor Visa:

• Investment of $800,000 to $1.05 million
• Create 10+ jobs
• Leads to permanent residence

Step-by-Step: How to Apply for an Investor Visa

1. Choose your visa type.

• E-2: Must be from a treaty country
• EB-5: Requires $800,000 to $1.05 million investment and job creation

2. Prepare a business plan. It must demonstrate investment, job creation, and viability.

3. Document the source of funds. Trace all funds used for the investment back to legal sources.

4. File the petition.

• E-2: File at the U.S. consulate with DS-160 and required documents
• EB-5: File Form I-526 (or I-526E if investing in a regional center)

5. Attend the visa interview. Present a clear and well-documented case.

6. Apply for adjustment of status (EB-5 only). Once the petition is approved and a visa is available, apply for a green card.

Important Warning

Investor visas are complex. USCIS and consulates closely scrutinize evidence. Your business case and petition should be prepared and filed with precision.

How Claudette helps with this

Claudette is an AI, not an attorney. She interviews you about your business, your investment and where the money came from, then builds your document plan, including the source-of-funds trail and business plan evidence. She prepares the forms, audits the packet for gaps and inconsistencies, and assembles your filing package with a checklist for each step. If you want a licensed attorney to review your packet before it is filed, you can add attorney review.