Read the investment terms and genuine supporting assumptions together.
Check consistency across the package
Compare the projected sale with the rights and conditions in the governing agreements. Explain differences without treating a marketing slide as a substitute for the actual contractual terms.
Create a consistency matrix covering the offering memorandum, subscription and partnership agreements, loan documents, appraisal, business plan and any marketing presentation. For each exit statement, record who may trigger a sale, applicable conditions, whether repayment is discretionary and what happens if no buyer appears. Pair those commercial records with evidence of the investor's lawful source and complete path of funds. The filing must also support the applicable US$1,050,000 amount or US$800,000 targeted-area or infrastructure amount and ten qualifying full-time jobs. Use Form I-526E for a regional-center investment and Form I-526 for a direct enterprise. A glossy forecast should never override binding language or be silently discarded when documents conflict.
Hypothetical example: A Bégin greenhouse operator reviews a direct US greenhouse development that predicts a land sale. He gathers the purchase contract, zoning contingencies, valuation assumptions, operating budget and employment model, then explains why an older brochure used a different date. His Form I-526 package should present the real terms and job plan together, not repeat the brochure's headline as a promise.