Read the general investor planning overview
A Saint-Mathieu-de-Beloeil investor may budget in one currency and pay suppliers in another. Record actual conversion and receipt evidence rather than treating a preferred exchange-rate assumption as completed investment. A first review should reconcile each source account, conversion, transfer, and recipient record into one dated funds path. It should identify which amount is actually committed to the enterprise and what remains available to be recalled. E-2 requires lawful funds that are substantially invested, committed beyond easy withdrawal, and exposed to commercial risk in a real enterprise that is not marginal. Tie the amount to the investor’s ownership or control and authority to develop and direct, rather than treating a currency worksheet as the entire case.
Keep the estimate and transaction in separate fields
List the original amount, currency, estimated conversion, actual transfer and recipient confirmation where available. Hypothetical example: the final received amount differs from the planning sheet after conversion and charges. Explain the difference rather than revising the bank record or continuing to use an unconfirmed estimate. Hypothetical example: a modular bicycle-parking fabricator pays a deposit in Canadian dollars, and the supplier receives fewer U.S. dollars than forecast. The decision is whether the record accurately explains the committed amount. The bank debit, conversion confirmation, receipt, and contract answer it.
Assess the capital actually committed
E-2 requires substantial lawful investment committed at risk, with source and path established. A conversion quote does not itself commit funds to the enterprise. Enterprise-secured debt is not qualifying capital; other financing and any properly structured visa-contingent escrow need assessment of the actual terms. This exercise does not predict exchange rates or recommend a conversion date. Keep the source document beside the conclusion so a later reader can see why the point was accepted or deferred.
Connect the reconciled figure to the business
Identify the actual resources acquired and the remaining obligations of the real nonmarginal enterprise. The investor’s treaty nationality, qualifying ownership and control to develop and direct still need evidence. A precise currency worksheet explains the financial record; it does not replace the applicant or business assessment. Do not let a label decide the issue when the contemporaneous facts point elsewhere.
What else is on your mind?
Is there one minimum investment that guarantees E-2 eligibility?Is holding money or owning an asset enough for E-2?Editorial source review: 2026-09-07. General preparation guidance, not an individual assessment.