Accredited Investor Verification for Deal Sponsors

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 typically come back within 24 hours of complete documents. 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.

Alerts that close deals

See exactly where every investor stands — and get emailed automatically the moment an investor is verified, or if someone stalls on documents for 3, 5, or 7 days. You always know how much of your round is cleared to close.

Security & Compliance

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.

PCI Level 1 secure payments. Card details go straight to Stripe — never stored on our servers.

SOC 2- & GDPR-compliant storage

Documents are encrypted in transit and at rest on SOC 2- and GDPR-compliant infrastructure via Uploadcare.

Independent licensed CPA

Every letter is reviewed and signed by an independent licensed CPA — never by AccreditedNow.

Private by design

Documents deleted after 90 days, bot-protected by reCAPTCHA, and served over encrypted HTTPS.

How It Works

Three steps from investor list to cleared capital

You do step one. We handle the rest.

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.

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 — typically within 24 hours.

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 automatic email alerts, no manual tracking.

The Math

Verifying your entire round costs a fraction of one percent of it

The real cost of verification isn't the invoice — it's the committed investor who stalls at a slow or invasive step and never wires. Put your own numbers in.

Investors in this raise

Average investor check

$1.25MCapital you're verifying

$1,725What verification costs you25-seat pack, $69 per investor

0.14%Verification as a share of the round

Lose one $50,000 investor to a slow or invasive verification step and you have given up 29× what it would have cost to verify the entire round.

Based on the published pack pricing below. Raises above 100 investors are quoted individually. Capital figures are your inputs, not a projection.

Sponsor Pricing

Prepaid seats — your investors verify free

One investor who stalls at a clunky verification step can cost you far more than an entire pack of seats. Buy verification seats up front and your investors verify 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.

Pack	Per seat	Total
5 seats	$89	$445	Buy
10 seats	$79	$790	Buy
25 seats Most popular	$69	$1,725	Buy
50 seats	$65	$3,250	Buy
100+ seats	$59	Custom	Let's talk

No subscription — pay once

Seats never expire — use them across every raise

Free for your investors

Nothing to integrate — it's one link

Not sure how many seats you'll need? Start with five. Seats never expire and they aren't tied to one deal, so a pack that outlasts this raise simply carries into the next one — and you can add more at any time.

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 $99.

Not ready to prepay?

Become a Referral Partner — free

Don't want to cover verification costs yourself, but happy to send us every client who needs to get verified? Partner with us at no cost. You get your own branded verification link, your live status dashboard, and automatic tagging of every investor who comes through you — you simply don't pre-purchase seats.

Your clients get our partner rate: $89

An $89 rate for your investors’ individual verifications — held below our $99 public price — plus 10% off any entity verification tier. Every verification is still a full CPA-signed 506(c) letter with the same fast turnaround.

Become a Referral Partner →

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.

Sponsor FAQ

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 24 hours of receiving complete documents. 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 your sponsor dashboard shows how many of your investors are verified, how many are pending documents, and how many have not yet started. You can also turn on automatic email alerts — we notify you the moment an investor is verified, or if someone hasn't uploaded documents after 3, 5, or 7 days.

You buy a pack of verification seats up front and your investors verify at no cost to them. Packs start at 5 seats for $445 ($89 each), and the per-seat price drops as the pack grows — 10 seats at $79 each, 25 at $69, 50 at $65, and custom pricing for 100 or more. Every seat is a full CPA-signed 506(c) letter, and seats don't expire.

Become a Referral Partner instead — it's free. You get your own branded verification link, a live status dashboard, and automatic tagging of every investor who comes through you, with no seats to pre-purchase. Your clients pay for their own verification but get our partner rate of $89 for individual verifications — held below our $99 public price — plus 10% off any entity verification tier. Just tell us about your firm below and we'll set up your partner link.