Accredited Investor Qualification
Next Steps: After submission, our team will review your qualification and contact you within 1-2 business days to discuss the current investment opportunity and schedule a brief consultation call.
Frequently Asked Questions
What if I'm close to the income/net worth thresholds?
SEC rules are strict - you must meet the exact thresholds. However, there are other ways to qualify as accredited (professional certifications, entity status). Contact us to discuss your specific situation.
Can I invest through an entity?
Yes, certain entities can qualify as accredited investors (e.g., entities with $5M+ in assets, banks, investment companies). Contact us if you're considering entity investment.
What documentation will I need to provide?
We may request income statements, tax returns, or net worth documentation to verify accredited status. This is required by SEC regulations for private placements.