Evaluate the major E-2 planning considerations before a consultation and identify the information and documentation you still need to prepare.
Interactive tool
E-2 Investor Readiness Assessment
A readiness picture across the five planning areas an E-2 matter turns on and a list of what you still need to prepare.
Step 1 of 8
Please do not enter confidential or sensitive information.
What this assessment covers
The assessment walks through treaty nationality, source and commitment of funds, the state of the U.S. enterprise, ownership and control, the business plan, premises and staffing. Each is an area a consular officer or adjudicator examines.
What it does not do
It does not decide whether your investment is substantial, whether the enterprise is more than marginal, or whether your nationality qualifies. Those are legal judgments that require review of your documents.
Answers
Frequently asked questions
- Does a good score mean my E-2 will be approved?
- No. The assessment reports how settled your planning is, not whether a filing would succeed. No outcome is predicted or guaranteed.
- Should I enter financial details?
- No. The assessment asks only for general ranges and states of readiness. Do not enter account numbers, balances, or other confidential information.
Official sources
Consult the official sources above for current rules and procedures.