Modernizing Accredited Investor Verification
Frequently Asked Questions
Your main objective is to raise capital and close deals as an issuer. So you’re taking on a lot of risk—both for your firm and your investors—by performing verifications that meet the SEC standards.
Accredd.com ensures that you’re legally compliant with the SEC while also creating privacy and separation for investors’ sensitive documents.
Your investor relations team already handles questions about new opportunities, wire instructions, and your subscription process. Offloading compliance tasks like verification helps them stay focused on what matters most: investor satisfaction and raising more capital.
On average, our customers save 120 hours per year. What could your IR or Operations team do with 120 additional hours?
Storing financial data on your portal, or within your inbox poses a security risk. One bad incident creates a security domino effect.
Separating investor data from your systems removes this liability. Your team won’t be able to lose investors’ information because you won’t have access to these documents to begin with.
We provide a turnaround time of 12 hours or less once we have all the necessary documents, even on weekends and holidays.
Our software and compliance team perform the verification through a seamless user interface, thereby reducing time and friction for your investors.
Your investors will always retain ownership of their data. Your limited partners are protected from any hacks to your systems by uploading their documents to our servers. This creates a separation between your ecosystem and investors’ data.
We use bank-level security when investors upload their data to us. Additionally, we encrypt that data when it is at rest (or not being used). This is miles better than storing your investor documents within a typical cloud storage.
We align with how you fund capital and support your investors. Our pricing and billing match your workflow. Our letters remain valid for 5 years, so investors don’t need to reverify when reinvesting with you. And with 12-hour turnaround times, we help keep your subscription process moving without delay.
Yes. Rule 506(c) does not explicitly state a specific method for verifications. The SEC encourages issuers to take reasonable steps to verify their investors’ accreditation status.
Our company, its software, and its services were built with these guidelines in place under the supervision of counsels, who all specialize in securities.
We offer two options: a standalone platform and an API integration. The standalone is ideal if you want to start verifying investors right away without touching code. It’s used by fund managers, issuers, and sponsors who just need a clean dashboard to manage verifications.
If you’re a tech platform or portal, our API lets you plug accreditation directly into your onboarding flow, keeping investors on your site while staying SEC compliant.
Contact Us
Fill out the form and tell us a bit about your company and your verification needs. The more context you share, the better we can point you in the right direction.
Prefer email? You can also reach us at sales@accredd.com
Ready to see Accredd in action?
Skip the back-and-forth and book a live demo call to walk through the platform and ask questions in real time.
