InvestNext

Announcing accreditation process updates and enhancements for sponsors as well as investors

Accreditation Process Updates

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

How to update (replace or delete) and manage the accreditation status of an investor through InvestNext.

How to review feedback and resubmit documents for a second review.

How to review feedback given to an investor when they do not pass accreditation checks.

The following article provides an overview of the self-service accreditation process when an investor is using an entity (LLC, LP, Trust, etc.)

This article will show a sponsor how to manage the self-serve accreditation option for their investors.

Use the steps in this article to upload a third party accreditation letter in the self-service Accreditation feature

This article will show you how to attach an accreditation letter to an existing commitment for a Capital Raise.

Getting started with investor accreditation

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