Immediately before. Verify the qualifying amount, the claimed basis, the regional centre position if one is involved, and whether the offering has changed since you first read it. Statutory adjustments to the amounts begin January 1, 2027, so a quote given months earlier may no longer describe your filing. Re-verification is somebody's job, so name them. An investor who assumes the adviser is watching, while the adviser assumes the investor will ask, produces a file nobody checks during the weeks that matter most. Put that responsibility in the engagement letter.
A last check before the money moves
Escrow terms decide when your funds leave your control and on what condition, so read the release trigger before signing rather than after. Some structures allow an investor to be actively in the process of investing, so full payment before filing is not universally required — the legal standard and actual documents require review. After conditional residence, the I-829 is ordinarily filed in the ninety days before the second anniversary.
Order the final steps by what each one forecloses. Reading the escrow release trigger costs nothing and can be undone; transferring funds cannot. Confirm the claimed basis and the project's current position before signing, then confirm the escrow condition before money moves, because those are two separate moments and only the second is irreversible.
Where a sponsor resists putting a current answer in writing shortly before signature, treat the reluctance as the answer.