Founded by US and Canadian securities lawyers, DealMaker has worked with hundreds of counsel and companies across the US and Canada that rely on the US accredited investor exemption. Over this time, we've seen some counsel eliminate uncommon categories from the AI certificate altogether, while others combine these options as one category, rather than having a significant number of options available and confusing the most common investor types.
DealMaker's proprietary question flow will direct investors through the appropriate questions relevant to their personal exemption verification.