Accreditations
Capture and decide accredited-investor claims for US regulated offerings under Reg D, Reg A+ or Reg S. Supports self-attestation, third-party letters, and vendor-issued verifications.
What you can do
- Submit a claim (income, net worth, or licensed professional)
- Attach supporting evidence — bank statements, CPA letters, license IDs
- Track review status: pending / approved / rejected
- Reuse valid claims across multiple deal subscriptions