Use the applicable supported analysis and explain material changes from earlier versions.
Preserve the assumptions behind the result
Ask what changed in inputs, methodology or investor allocation. Keeping only the version with the largest number conceals the very issue that needs review; do not invent an explanation for the analyst.
Preserve every model with date, author, inputs, methodology, investor count, and sources. Request a written explanation for each revision, then choose the analysis applicable to the actual filing instead of the largest projection. Capital records independently must prove lawful source and complete path. EB-5 demands ten qualifying full-time jobs per investor and US$1,050,000 generally; US$800,000 applies to a targeted employment area or infrastructure project. Form I-526E serves regional-center investment, while a standalone direct case uses Form I-526. Following the residence step, conditions last two years and Form I-829 addresses removal. Eligible derivatives include a spouse and unmarried children under 21.
Hypothetical example: a North Hatley translator considers a direct senior-care enterprise whose consultant lowers its job forecast after correcting wage and opening-date assumptions. She should retain both spreadsheets, the signed explanation, source data, and final business plan. Because her investment is standalone, the petition evidence should match that structure instead of borrowing regional-center methodology. Deleting the earlier version would hide a material change; explaining it allows assessment of whether the corrected plan still supports ten positions.