Modern Investor

Scale your operations and stay SEC compliant

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Built for Compliance

Why We Are The Best

We focus exclusively on verifying investors for SEC Rule 506(c) offerings. We save your team time, while shifting liability away from you.

You’re already busy as a sponsor. Why take on a compliance risk? Offload this liability and task to us and save your team time.

Following Federal Law

Stay Compliant
Save time

Can you prove you’ve taken reasonable steps to the SEC? 

How long should you keep your investors’ financial documents to do so? 

How much time does your team actually spend reviewing docs?

Verify all of your investors while saving time and getting insights

Our Differentiators


Response Time

We use software to read and review investor documents. Verifying investors within 12 hours.


Investor Experience

Our dashboard lets you see who’s verified, who’s not, and details on where they are in the process.


Data-Driven Insights

Our tech aggregates investor data (from verification docs) and delivers insights to help you grow your investor base.

Save time, remove risks

Automate accreditation at Scale

Trusted by Industry Leaders

Our Clients

Reliant Management logo
Invest Next logo
Acquire Invest logo

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