INVESTOR PORTAL PRO Help Center
Help homeFAQTry the demoContact

Investor profile

Short answer: Investor profile is used for every deal. Choose the accreditation statement that applies to you. For Rule 506(c) deals, verification is required: upload a letter dated within 90 days, or use VerifyInvestor from the deal page. Only you and the leads of deals you join can see it.

Investor profile is used for every deal. Choose the accreditation statement that applies to you. For Rule 506(c) deals, verification is required: upload a letter dated within 90 days, or use VerifyInvestor from the deal page. Only you and the leads of deals you join can see it.

Try it in the free demoTalk to us

Related

Applies to: firm teams and investors · Section: Deals · Updated 2026-10-14