As the accreditation verification process can be cumbersome for investors, DealMaker provides the accreditation functionality built into your deal portal to minimize investor falloff. If you wish to build your deal using a separate verification tool this is possible, please speak with your account manager on how to do this in the most efficient way to minimize the investor burden.
The same can be done to create a stand-alone portal for previously known-to-you accredited investors. Rather than having investors go through the accreditation process once again, this fast-tracked portal will allow for investors to get in and complete their subscription without the accreditation procedure seen in portals where this is required.
Click here for more information on the 506(c) accreditation requirement.