Refer the investors who need to prove accreditation and they get a CPA-signed letter at your partner rate — while you get a branded link and a live dashboard to track every one.
If investors regularly come to you and then have to go prove they're accredited before they can invest, you're exactly who this is for.
Three steps, and you're never out of pocket.
Tell us who you are in about two minutes. No cost, no seats to buy, no contract.
We set up a verification link carrying your name and a live dashboard that tags every investor who comes through you.
Your clients verify at the partner rate and get a CPA-signed letter, usually within 24 hours. You watch it all close in real time.
The $89 partner rate on individual verification — below our $99 public price — plus 10% off every entity tier. Each one is a full CPA-signed 506(c) letter, typically within 24 hours, accepted by Reg D sponsors nationwide.
Two ways to work with us — pick the one that fits how you'd rather handle cost.
Nothing out of your pocket. Your clients verify at $89 (individual) and 10% off entity tiers. Best when you'd rather not cover the cost but still want your investors handled fast.
Become a Partner →Buy a block of seats and every investor in your raise verifies completely free through your branded link. Best when you want to remove all friction for your investors.
See seat packs →No. The program is free to join and there's nothing to prepay. You get a branded verification link and a live dashboard at no cost — you simply refer investors who need to prove accredited status.
Investors who verify through your branded link get the $89 partner rate for individual verification — below our $99 public price — plus 10% off any entity tier. Every verification is a full CPA-signed 506(c) letter, typically within 24 hours.
You get a live status dashboard that automatically tags every investor who uses your branded link and shows where each one stands — invited, documents submitted, or verified.
Anyone who regularly sends investors who must prove accreditation: real estate syndicators and fund GPs, fund administrators, securities attorneys, RIAs and wealth advisors, and investment platforms or portals.
As a Referral Partner you pay nothing and your clients verify at the discounted $89 rate. With sponsor seat packs, you prepay a block of seats so your investors verify completely free. Partner if you'd rather not cover the cost; buy a pack if you want verification free for your investors.
Free to join, nothing to prepay, and your clients get a better rate and a faster letter. Apply now and we'll set up your branded link and dashboard.
Become a Partner — Free →