For Deal Sponsors & Syndicators

Verify your 506(c) investors without slowing your raise

AccreditedNow gives every investor a fast, low-friction accredited verification experience — backed by CPA-signed letters and a defensible reasonable-steps audit trail. You close the round; we handle the paperwork.

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CPA-signed 506(c) letters
Reasonable-steps audit trail
Investors verified in days, not weeks
Why Sponsors Choose Us

Built around the one thing that kills a 506(c) raise

Verification friction. When accreditation is slow or invasive, investors stall — and committed capital slips. AccreditedNow is engineered to keep your investors moving toward the wire.

"Reasonable steps," documented

Rule 506(c) requires you to take reasonable steps to verify each investor is accredited. We produce independent, third-party CPA verification for every investor — the standard issuers and their counsel expect.

CPA-signed letters

Every letter is reviewed and signed by a licensed CPA, dated, and valid for 90 days — accepted by Reg D issuers and ready to drop into your subscription package.

Fast, predictable turnaround

Investors upload documents through a guided, bank-level-secure flow and letters come back in days. No back-and-forth with your team, no chasing paperwork.

A branded link you just send

We give you a single verification link to send to your investor list. Every investor who verifies is automatically tagged to your deal — no spreadsheets, no manual tracking on your side.

A low-friction investor experience

Your investors see a clean, professional, mobile-friendly flow that reflects well on your firm — not a clunky compliance portal that makes them second-guess the deal.

Full visibility as you raise

See exactly where every investor stands — verified, pending documents, or not started — so you always know how much of your round is cleared to close.

A verification partner your counsel can sign off on

The safeguards that protect your investors' data and your reasonable-steps record — built in, not bolted on.

90-day automatic document deletionInvestor financial documents are purged automatically by a daily deletion job 90 days after a letter is issued. Sensitive data doesn't linger.
CPA-signed, dated lettersEach letter is issued and signed by a licensed CPA — independent third-party verification, not a self-certification checkbox.
Complete audit trailEvery verification is time-stamped and logged with audit fields — who verified, when, by which method — so your reasonable-steps record is defensible.
Bank-level encryptionDocuments are encrypted in transit and at rest, uploaded through a secure flow, and accessible only to the assigned CPA.
How It Works

Three steps from investor list to cleared capital

You do step one. We handle the rest.

1

Send your branded link

We set up a verification link tied to your deal. You send it to your investor list — by email, in your data room, wherever they already are.

2

Investors verify themselves

Each investor completes a quick, secure, mobile-friendly flow and uploads their documents. A licensed CPA reviews and issues a signed letter in days.

3

You track progress to close

Every investor is tagged to your deal automatically. You see who's verified, who's pending, and who hasn't started — with no manual tracking.

Prepaid seats — your investors verify free

Buy a pack of verification seats up front and your investors complete verification at no cost to them. The larger the pack, the lower the per-seat price — and every seat is a full CPA-signed 506(c) letter.

Zero friction for your raise: you cover verification, your investors just upload and go — no paywall, no awkward ask.
PackPer seatTotal
10 seats $99 $990 Buy
25 seats Most popular $79 $1,975 Buy
50 seats $69 $3,450 Buy
100+ seats $59 Custom Let's talk

Every seat includes a CPA-signed 506(c) verification letter, your branded verification link, automatic investor tagging, and 90-day renewal reminders. Seats don't expire. Prefer a one-off? Individual verification is available at $199.

Prefer to Talk First?

Book a walkthrough

Ready to go? You can buy a pack above and start today. Running a larger raise or want to see it first? Tell us about your deal and we'll set up a short walkthrough — including your branded verification link and volume pricing.

Request received

Thank you — we've got your details and someone from our team will reach out within one business day to set up your walkthrough and branded verification link.

Questions sponsors ask us

Rule 506(c) requires issuers to take reasonable steps to verify that each investor is accredited. A written confirmation from a licensed CPA who has reviewed the investor's documentation is one of the methods the SEC has identified as satisfying that standard. AccreditedNow provides an independent, CPA-signed letter for each investor so you have third-party verification on file rather than relying on self-certification.
Most investors complete the secure upload flow in a few minutes, and a licensed CPA typically issues the signed letter within two to three business days on the sponsor plan. Turnaround depends on the investor providing complete documents, but our guided flow is designed to get everything right the first time.
Your investor clicks the branded link you send them, uploads supporting documents such as recent tax returns, W-2s, or brokerage statements through a secure flow, and confirms a few details. That's it. A CPA reviews the documents and emails them a signed letter. There is nothing for your team to process.
Documents are encrypted in transit and at rest and are accessible only to the assigned CPA. Financial documents are automatically deleted 90 days after a letter is issued by a daily purge job, so sensitive data does not sit in storage indefinitely. Every verification is logged with audit fields for a defensible record.
Yes. Every investor who verifies through your branded link is automatically tagged to your deal, and we provide a status view showing how many of your investors are verified, how many are pending documents, and how many have not yet started — so you always know how much of your round is cleared to close.
You buy a pack of verification seats up front and your investors verify at no cost to them. Packs start at 10 seats for $990 ($99 each), and the per-seat price drops as the pack grows — 25 seats at $79 each, 50 at $69, and custom pricing for 100 or more. Every seat is a full CPA-signed 506(c) letter, and seats don't expire.