Verify your 506(c) investors without slowing your raise
The gold standard in accredited-investor verification.
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.
Prefer to talk it through? Book a walkthrough →
100% self-serve — no sales call. Sign up, verify your firm, and send your branded investor link as soon as the automated firm check clears. See how setup works ›
New to AccreditedNow? Give us a try — your first 3 investor verifications are on us this quarter. A limited-time offer for new firms.
What's included & why sponsors trust it
- ✓CPA-signed 506(c) letters
- ✓Reasonable-steps audit trail
- ✓Identity + AML screening included — same link
- ✓Live dashboard + automatic investor status alerts
- ✓Self-serve setup and integration — no sales call
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. Whether you're a sponsor, a syndicator, or a fund GP, AccreditedNow is engineered to keep your investors — your LPs — 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. How to verify accredited investors →
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. Need one investor cleared faster? Flip any investor to expedited turnaround right from your dashboard.
6 more reasons sponsors choose us
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.
Accreditation and AML in one link
Clear the SEC's reasonable-steps safe harbor and add the identity and sanctions/PEP screening your bank and fund admin expect — from the same link you already send. Investors complete accreditation and onboarding in one flow, not two. See investor onboarding →
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.
Verify once, re-rely on your next raise
Under SEC Rule 506(c)(2)(ii)(E), an issuer that previously verified an investor may generally re-rely on that verification for a later offering for up to five years with a written representation from the investor, absent information to the contrary. On your next raise, send eligible LPs a one-click re-confirmation from your dashboard instead of putting them through the full process again. (Whether to rely is your and your counsel's call — this isn't legal advice.)
Never run out of seats mid-raise
Keep a card on file and we'll automatically reorder a pack the moment your seat balance runs low — so a new investor is never held up waiting on seats. You set the reorder point and the pack size, and you can turn it off anytime. Optional, and your card is encrypted and kept securely by Stripe — we never see your full card number.
See the exact letter your investors get
Every covered investor receives a CPA-signed accredited-investor verification letter, scoped to your offering and ready to drop into your subscription package — and anyone can confirm it is genuine with the scan-to-verify code.
Show the sample letter
Illustrative sample — the investor and ID are fictitious. Try the public verification tool →
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.
2 more safeguards
Compliance file, identity screening & infrastructure
Walk away with a compliance file, not just a login
When your raise closes, your reasonable-steps record shouldn't live behind someone else's dashboard. From your sponsor dashboard you can download a clean compliance record for every investor — the verification method, accreditation basis, identity and sanctions checks, the CPA who signed, and the dates — or pull the whole thing at once as a single consolidated reasonable-steps packet for the entire raise, and export your full verification roster to CSV for your data room, fund admin, or counsel. When an investor consents to share it, their signed CPA letter is delivered to you for your file. It's built for handoff: the records show how each investor was verified without exposing their financial documents or figures.
Verify identity and screen every investor
One link covers both: the CPA-signed accreditation that clears the SEC's reasonable-steps safe harbor, and the identity and AML screening your bank and fund admin increasingly expect alongside it. Every investor you cover completes a one-minute identity check (government ID + selfie) and is screened against global sanctions and watchlists (OFAC and international) and politically-exposed-person (PEP) databases — with the result on your CPA's desk before the letter is signed. Covered investors are then kept under ongoing monitoring for up to five years, so a watchlist match that appears after onboarding is surfaced, not missed. It's included with every investor you cover at no extra charge, on by default; turn it off anytime in your dashboard if you only need accreditation.
Automated identity verification plus sanctions/PEP screening at the time of verification. A potential match flags the case for the licensed CPA to review — never an automatic decline. Each investor's file carries an identity check and a sanctions screen alongside the accreditation letter — so accreditation and onboarding clear in one place. It's on by default for covered investors — manage it anytime in your sponsor dashboard.
PCI Level 1 secure payments through Stripe — the platform trusted by millions of companies worldwide. Your card is encrypted and kept in Stripe's vault, including any card you save for auto-reorder. We never see or handle your full card number.
Documents are encrypted in transit (TLS 1.2+) and at rest (AES-256) on SOC 2 Type II-, ISO 27001-, and GDPR-compliant infrastructure via Uploadcare. See our security page.
Every letter is reviewed and signed by an independent licensed CPA — never by AccreditedNow.
Documents deleted after 90 days, bot-protected by reCAPTCHA, and served over encrypted HTTPS.
The CPA behind every letter
The licensed CPA who signs your investors' letters
Every letter your investors receive is reviewed and signed by a named, licensed CPA — not software or an anonymous review team. You, or your investors, can confirm his license independently.
Christopher A. Smith, CPA
Signing CPA · Independent reviewer
✓Active and in good standing with the Indiana Professional Licensing Agency.
The button opens Indiana’s official license lookup — search license number CP12600077 (or last name Smith) to confirm.
About Christopher A. Smith, CPA
Christopher A. Smith is a licensed Indiana CPA with an MBA in personal finance and years of accounting and financial-analysis experience inside large, audited organizations — work spanning month-end close, account reconciliations, budgeting, and financial modeling, up to answering questions directly from external auditors and government agencies. He brings that same documentation-level rigor to every accredited-investor review: he personally examines each investor’s financials and signs the verification letter. He is independent of AccreditedNow and of the offering being invested in, and bases every determination solely on the documents provided.
- ✓A named professional, not an algorithm. His name and license number appear on every letter your investors receive.
- ✓Independent and objective. He is independent of AccreditedNow and of your offering, and reviews each investor’s documents directly — the third-party standard your counsel expects.
- ✓An SEC-recognized method. A written confirmation from a licensed CPA is one of the verification methods the SEC lists for Rule 506(c).
Verifications are backed by $1,000,000 per occurrence / $3,000,000 aggregate professional liability (errors & omissions) coverage, underwritten by biBERK (a Berkshire Hathaway company).
Three steps from investor list to cleared capital
You do step one. We handle the rest.
See the three steps
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. Inviting a whole list? Paste it or upload a CSV and your dashboard emails every investor for you.
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 sponsor dashboard, start to finish
Your branded link, live status tracking, and automatic reminders — the whole flow, in one place.
Open the interactive dashboard demo
AccreditedNow
Send one link to your whole investor list. It carries your brand — your investors see Evergreen, not us — and they verify at no cost to them.
Verify your accredited investor status
Evergreen Capital has invited you to verify for the Fund II offering. A licensed CPA reviews your documents — typically within 24 hours. There's no charge to you.
Start my verification →AccreditedNow · CPA-signed · Reg D 506(c) compliantThis is what your investors see — your white-glove experience, our compliance engine behind it.
Every investor's status in one place — from invited to cleared — updated the moment a CPA signs.
Stalled investors get nudged automatically — so you're not chasing anyone by email the week before close.
Sample data shown. Book a walkthrough to see it with your deal.
Made the switch to AccreditedNow to cut down on verification lag, and it's made a huge difference. Letters get processed fast, and having a central dashboard to see where every investor stands takes away the guessing game. The custom logo branding is a great touch for our LP onboarding. It's simply a clean, efficient platform for getting deals funded faster.
Works alongside the tools you already use
How it fits your stack
AccreditedNow sits next to your investor portal — it doesn't replace it. Your investors verify through your branded link, and cleared statuses appear in your sponsor dashboard, so there's nothing to install and nothing to migrate — whether you run your raise on Juniper Square, AppFolio, InvestNext, or a spreadsheet. Want the verified result pushed straight into your CRM the moment an investor clears? Turn on a signed verification webhook in your dashboard — it connects to Zapier and 6,000+ apps, or posts directly to your own system. Prefer code? Create and track verifications programmatically with our REST API and self-serve API keys — issue a key from your dashboard and you're integrated.
Connect with Zapier or Make — no code → · Webhook payload & signature → · REST API & keys →
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.
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.
Still collecting tax returns, or using a database-match tool?
If you verify investors yourself or through an automated service, here is what changes when you move to AccreditedNow.
What changes when you switch
You never hold investor financials
Your investors upload their documents to the CPA, not to you. You never collect, store, or become responsible for a stranger's tax returns and bank statements — you just receive the signed letter for your file.
A licensed CPA signs — not a database
An automated name-match against a data provider is not the same as a professional attesting to accredited status. Every letter here is reviewed and signed by a named, licensed CPA — an SEC-recognized verification method, and the one your counsel expects to see.
Your investors verify free, in minutes
No paywall and no friction on the investor's side: you cover verification, they complete a guided flow and get their letter. One investor who stalls at a clunky step can cost you more than an entire pack of seats.
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 |
Any quantity, 1–100. The first four seats are $99 each; the volume discount begins at 5. Need 100+? Let's talk.
What's included with every seat
Every seat includes a CPA-signed 506(c) verification letter, your branded verification link, automatic investor tagging, and 90-day renewal reminders.
One seat covers an individual verification. A complex or entity case is more involved and uses more than one seat — and we'll always tell you before it draws them. Multi-owner entities, family offices, and $5M asset-test entities are quoted individually — just reach out and we'll set it up.
Refer another firm — you both get 3 free seats
Already running your raise through AccreditedNow? Share your referral link with another sponsor or GP. When they buy their first seat pack, we add 3 bonus verification seats to your account and 3 to theirs — a full CPA-signed letter each, on us. Your referral link is waiting in your sponsor dashboard.
Refer clients — get paid, or pass on the savings
How the referral program works
You don't have to pre-purchase seats to work with us. Join our Referral & Affiliate Program: refer anyone who needs verification and choose how your referral value is delivered — a cash referral fee to you, a discount passed to your client, or a split of the two. You get a referral link and a live dashboard, and you can change your choice any time.
20% on individual verifications, 15% on entities, the $5M asset test, and seat packs. Take it as cash, or pass it to your client as a lower price. Every verification is still a full CPA-signed 506(c) letter with the same fast turnaround.
Run an investment platform or portal? See how to embed AccreditedNow verification →
Raising for a specific asset class? See how verification works for real estate syndications and funds, SPVs & startups.
Book a walkthrough
A walkthrough of the dashboard, pricing and your investors' flow — though everything is also self-serve. Start free or buy a pack above and you're live today: verify your firm, send your branded link or invite investors, and connect the iframe embed, API, or webhook from your dashboard. See every setup step. Running a larger raise or want to see it first? Tell us about your deal below and pick a time that works — we'll walk you through your branded verification link and volume pricing.
Fill this out and you can grab a walkthrough time right away. Prefer we reach out instead? We'll follow up within one business day.
You're in — one last step
Thanks, we've got your details. Grab a walkthrough time that works for you right now — pick a slot and it's on both our calendars. Nothing fits this week? No problem, we'll reach out within one business day.
Questions sponsors ask us
How a fake gets caught
You're the one relying on these letters. Here's how you know one is real: the letter isn't the security — our register is. If someone edits a copy, the certificate ID still resolves to the real name, and the swap is exposed.
See a genuine vs a forged letter
Names match. You can rely on it.
Someone edited the name on a copy, but the certificate ID still resolves to the real investor. Forgery caught.