A CPA-signed accredited investor letter, from start to finish. Whether you are an investor verifying yourself, a sponsor verifying your whole raise, or a developer building it into your product, the path is short and the result is the same: a letter signed by a named, licensed CPA.
Answer a few questions, upload your documents, and a CPA reviews and signs. Most letters are issued within 24 hours. $99 — or $49 if you qualify by a professional license.
Start verification →Buy a pack of seats, invite your investors with your own branding, and we handle the rest. Per-seat pricing scales down to $59/seat at volume. Your investors pay nothing.
See sponsor plans →A REST API and signed webhooks drop verification into your own product. Free to start, test in a sandbox, and choose whether the investor pays or you cover it.
Get API access →If you are raising under Rule 506(c) and need every investor verified, here is the whole flow — the same walkthrough we used to do on a call, now self-serve.
Buy a pack of seats on the sponsor page, or start free with a developer account. No call and no contract to begin. You land in a dashboard that is yours to control.
A quick, automated business check (registry and beneficial owners) confirms your firm before you point our brand at investors. It runs once and unlocks your branded link and investor invites. You can preview exactly what your investors will see before it is live.
Share a branded link, send email invites (one at a time or by paste/CSV), embed the flow inside your own site, or drive it through the API. Every investor sees your logo and fund name, not a generic form.
Each investor uploads their documents and a licensed CPA makes the determination and signs the letter — usually within 24 hours, with same-day rush available per investor. Identity and sanctions screening are included, and entity letters add a business registry and beneficial-owner check at no extra cost.
Track every investor's status, download the signed letters they consent to share, and pull a consolidated compliance packet for your raise. Seats, rush, and optional auto-reorder keep you from ever running dry, and a webhook, REST API, or Zapier connector pushes results straight into your CRM.
Under SEC Rule 506(c)(2)(ii)(E), an issuer that previously verified an investor may re-rely on that verification for up to five years with a written representation, absent information to the contrary. A returning investor can re-attest in seconds instead of starting over. Whether to re-rely is your decision with your own counsel — not legal advice.
The accreditation determination is made and signed by a named, licensed CPA in their own professional capacity. Everything else supports that signature — it does not replace it.
Not an algorithm and not a self-certification checkbox. A licensed CPA reviews the documents and signs, with their license verifiable. That is what a 506(c) reasonable-steps file is supposed to rest on.
Every verification runs an identity check and a sanctions and watchlist screen against 1,300+ lists — included, not an upsell. These are informational tools that support your own diligence; they do not replace it.
Each letter carries a public certificate ID. A sponsor, platform, or counterparty can confirm it is valid at any time without seeing any of the investor's financial details.
Entity and trust letters include a registry lookup and beneficial-owner check at no added cost, so an LLC, fund, or trust is verified as carefully as an individual.
Most letters are issued within 24 hours of receiving complete documents. Same-day rush is available for an added fee for individuals, and an expedited track is available for entities. The clock starts once we have everything the CPA needs.
An independent, licensed CPA makes the accreditation determination and signs the letter in their own professional capacity. That signature is what turns a 506(c) file from investor self-certification into a defensible reasonable-steps record. You can read more about our signing CPA.
An individual verification is $99, or $49 for the professional-license route. Entity verifications start at $199. Sponsors and funds buy seats that cover their investors, with per-seat pricing scaling down to $59 per seat at volume. Full pricing is on the sponsor page.
Yes. A sponsor or fund buys a pack of seats, then invites investors through a branded link, email invites, an embedded flow, or the API. Each completed verification draws from the sponsor's seat balance, so the investor pays nothing.
The signed letter is valid for 90 days, reflecting how fresh the CPA's review is. Separately, under SEC Rule 506(c)(2)(ii)(E), an issuer that previously verified an investor may re-rely on that verification for up to five years with a written representation, absent information to the contrary. Whether to re-rely is the issuer's decision with its own counsel.
Yes. Single-owner entities and trusts, multi-member entities, and the $5M asset test are all supported, and entity letters include a business registry and beneficial-owner check at no added cost. Start on the entity verification page.
No call required. Investors verify in minutes; sponsors and developers are set up in one sitting.