E-2 Visa Case Study: Tech Investor from New Zealand Approved in Under Two Months 

With the business plan now updated, the team’s task was to build a new application that reflected the company’s evolution while preserving its E-2 eligibility. 

As Attorney Rojas explained: “When market conditions changed, the company’s E-2 path changed too. The case needed to show that the business could restructure, bring in a new investor, and still meet the E-2 requirements.” 

The petition had to explain the updated business clearly while preserving the company’s treaty eligibility. Because E-2 status requires majority ownership (at least 51 percent) by nationals of the treaty country, the team confirmed the new ownership structure still met that threshold. The legal team also documented that the investment funds were genuinely committed to the business, exposed to financial risk if the business failed, and obtained through lawful means, all requirements for E-2 eligibility. 

The updated business plan reflected a company that was still growing and could employ people beyond the investor himself, with a credible path toward broader revenue, operations, and hiring. 

The client brought two decades of experience in financial technology and a track record of building companies in this space, which strengthened the credibility of the new business plan. The business plan was the centerpiece of the case. The plan explained how the investment would support product development, operations, client work, and future hiring. Because the company was still in its early stages, the petition needed to show a real business model supported by committed funds and credible growth projections.

As Attorney Rojas explained: “The goal was to protect the required New Zealand ownership and present a stronger business plan centered on AI and predictive analytics. This was not just about preserving E-2 status. It was about showing that the company had become stronger, clearer, and better positioned for growth.”

The U.S. consulate approved the new E-2 visa in under two months, with no Request for Evidence. The client can direct daily operations, carry out the business plan, and work toward the growth the petition laid out.

The business met the core E-2 requirements, and the petition presented clear evidence of each one.

The company had treaty-country ownership. The investment was committed and documented. The business had active operations and a plan to grow beyond supporting only the investor. The client also had the professional background needed to lead the enterprise. Most importantly, the petition connected every legal requirement to evidence.