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Accreditation: Adding to a Capital Raise
Accreditation: Adding to a Capital Raise

How to require investor's to verify their accreditation when committing funds to a capital raise?

Jay Krause avatar
Written by Jay Krause
Updated over 2 weeks ago

Note: This article/video has been updated to reflect recent changes in the software. Please review the new information to stay up to date with the latest features and improvements.

Video Step-by-Step:


Sponsors can elect to have investors only use our third-party provider, ACCREDD, to verify their accreditation status rather than being able to supply their own letters/documentation. This setting can be enabled within the Advanced Settings of the General Settings. The video below walks through how this setting can be enabled/disabled.


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