An accredited investor, in the context of a natural person, includes anyone who:
  • Earned income that exceeded $200,000 (or $300,000 together with a spouse or spousal equivalent) in each of the prior two years, and reasonably expects the same for the current year, OR
  • Has a net worth over $1 million, either alone or together with a spouse or spousal equivalent (excluding the value of the person’s primary residence), OR
  • Holds in good standing a Series 7, 65, or 82 license.
There are other categories of accredited investors, including the following, which may be relevant to you:
  • Any trust, with total assets in excess of $5 million, not formed specifically to purchase the subject securities, whose purchase is directed by a sophisticated person, OR
  • Certain entity with total investments in excess of $5 million, not formed to specifically purchase the subject securities, OR
  • Any entity in which all of the equity owners are accredited investors.
In this context, a sophisticated sophisticated person means the person must have, or the company or private fund offering the securities reasonably believes that this person has, sufficient knowledge and experience in financial and business matters to evaluate the merits and risks of the prospective investment. For more information about accredited investors, click this link

Terms of Service

I understand that the project sponsor will be relying on my certification as to if I am an accredited investor or not, in making opportunities available to me, and that the consequences of a false certification would be significant (including the possibility of a loss of an otherwise available registration exemption to the issuer). I agree that I will be responsible for any losses that are incurred as a result of a false certification or my continued use of the website after obtaining knowledge that a prior certification is no longer true. I agree to immediately inform the project sponsor of any change to my status as an investor.

I further understand that, there are certain investment opportunities that are only open to accredited investors and that during that investment process, I will be required, by the United States Securities Regulations, to provide or upload documents which support my certification above that I qualify as an accredited investor, such as W-2s, tax returns, investment account statements, a third-party confirmation from my lawyer, accountant, or broker, and/or any other documents (in each case redacted to eliminate social security numbers, account numbers or other similar sensitive personal identifying or financial information) that will enable the project sponsor or issuers to reasonably evaluate my accredited investor status.

If these documents cannot be provided, I understand that I cannot participate in the offerings.