Read the general investor planning overview
A Vaudreuil-sur-le-Lac investor may rely on an initial inventory order in the E-2 capital schedule. Explain the actual purchase and operating use rather than counting an unfulfilled order as though all goods had been delivered. The first review should turn the capital schedule into a transaction ledger: supplier, amount, payment date, delivery status, refund right, and operating purpose. Hypothetical example: A maker of automated organ-pipe regulators pays a supplier for controllers that will ship after a custom enclosure is completed. The decision is whether the executed contract and payment terms show capital placed beyond unqualified withdrawal and at risk, or whether the amount remains too contingent to describe as committed.
Separate ordered, paid and received quantities
Match the purchase agreement, payment evidence and delivery record. Identify any refundable amount, supplier credit or goods still awaiting shipment. Preserve discrepancies for assessment rather than adjusting quantities to make the documents agree. This inventory reconciliation describes the facts; it does not declare every undelivered purchase ineligible. Keep a dated reconciliation of invoices, cancelled cheques or transfers, supplier confirmations, and receiving records. Where an item has not arrived, state the contractual delivery date and the buyer's rights if it does not arrive. The key decision is whether the file accurately describes a paid business commitment, not whether every item can be made to look like delivered inventory.
Explain the inventory’s place in the business
Show who owns the goods, where they will be held and how the enterprise intends to sell or use them. E-2 requires substantial capital committed at risk to a real, operating, nonmarginal enterprise. A stock list should support that operation, not stand in for a credible explanation of the business. Connect the schedule to the business plan's revenue model, staffing, premises, and launch sequence. The enterprise must be real and operating or credibly in the process of becoming operational; it cannot be marginal. The investor must develop and direct it. A large purchase can be relevant, but it does not answer whether the overall operation is viable on the facts presented.
Keep the source and authority questions visible
Document the lawful source and path of the purchase funds and the actual financing terms. Enterprise-asset-secured borrowing is not qualifying capital. The applicant also needs the relevant treaty nationality and authority to develop and direct, with qualifying treaty ownership of the enterprise. A reconciled shipment does not establish those separate conditions. Trace every dollar back to its lawful source and forward to the enterprise, distinguishing personal collateral from assets of the enterprise. The capital must be placed irrevocably into the enterprise and exposed to risk of loss. Before filing, decide whether financing, ownership records, treaty nationality, and control are documented strongly enough to support the amount shown in the ledger.
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.