Most Popular

Phoenix Flex

Registered Offering

6–7%

Annual Interest Rates

Phoenix Access

Registered Offering

9–12%

Annual Interest Rates

Phoenix Reserve

Private Placement

9–13%

Annual Interest Rates

Phoenix Momentum

Private Placement

13–16%

Annual Interest Rates

Minimum Investment $1,000 $5,000 $25,000 $2,000,000
Rates & Terms
RateTerm
6%3 mo
6.25%6 mo
6.5%9 mo
6.75%12 mo
7%18 mo
RateTerm
9%3 yr
10%5 yr
11%7 yr
12%11 yr
RateTerm
9%1 yr
10%3 yr
11%5 yr
12%7 yr
13%11 yr
RateTerm
13%5 yr
14%7 yr
14.5%9 yr
15%11 yr
Investor Type All Investors All Investors Accredited Only Accredited Only
Basic Qualification $70K+ annual income $200K+ income
or $1M+ net worth*
$200K+ income
or $1M+ net worth*
Monthly Compounding
Interest Payments At maturity Monthly payments or monthly compounding interest Monthly payments or monthly compounding interest Monthly payments or monthly compounding interest
Rate Tier Lifts
Tax Reporting 1099-INT 1099-INT K-1 K-1
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Phoenix Reserve

Private Placement

9–13%

Annual Interest Rates

Minimum Investment$25,000
Rates & Terms
RateTerm
9%1 yr
10%3 yr
11%5 yr
12%7 yr
13%11 yr
Investor TypeAccredited Only
Basic Qualification$200K+ income
or $1M+ net worth*
Monthly Compounding
Interest PaymentsMonthly payments or monthly compounding interest
Rate Tier Lifts

* See a full explanation of accreditation requirements here