Verify the rules and actual costs applicable to your filing and arrangement. An earlier case’s amount does not establish the current threshold or today’s official fees.
Distinguish comparison from a usable budget
Current general capital thresholds are US$1.05 million or US$800,000 for a qualifying reduced-threshold case, with statutory adjustments beginning January 1, 2027 under applicable filing-date rules. Project charges and household costs also need their own current figures. Confirm which filing date actually governs the applicant's own case, since the controlling threshold generally follows that date and not the date another investor filed or the date informal research was done.
Ask counsel for a dated written confirmation of the currently applicable amount at the time documents are actually being prepared, rather than reusing a figure gathered earlier in the process. Treat a forum post, prior client's file or older marketing brochure as a starting point for questions only, never as a substitute for checking the offering documents' own stated effective date. Request that the offering documents themselves state the date as of which their figures were last confirmed, and ask what happens contractually if the applicable threshold changes before the investor actually contributes.
Separately verify current professional fees and any official filing charges directly with the provider or the relevant government source rather than carrying forward a number quoted to a different applicant at a different time.