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Wing 04 — 11 articles

Are You Accredited? (And What If You're Not)

Who gets to invest, why the rule exists, and your roadmap if you're not there yet.

Accreditation is a rule, not a trophy. Learn it cold before you take rejection personally.

Optional progress lives on this browser. No account, no gate.

Educational only. This explains the rules; it does not qualify you or present any offering.

Understand the gate Browse the wing →
Who this is for

People trying to understand the private-market doorway without the country-club nonsense.

What it fixes

You know where you stand and what changes next.

How to read it

Start with the tests, then the verification, then the roadmap if you are not there yet.

Gate check

Eligibility is not a vibe.

The rule is boring because the rule matters. Learn where you stand, what proves it, and what changes if you are not there yet.

  1. Check income test
  2. Check net-worth test
  3. Check license path
  4. Know who verifies
Know the gate

Learn the rule before you take it personally.

Start with the tests, then the verification, then the path if you are not there yet.

01 What an accredited investor is — plain English The rule is dry, but it decides which doors legally open. No ego needed. Understand the gate 02 How accreditation gets verified (506(c)) Verification is paperwork, not a personality test. Know what a 506(c) sponsor has to collect. See verification 03 Not accredited yet? Your roadmap Not there yet is not a moral failure. It is a roadmap problem. Map the path
Eligibility file

Who gets through, and why.

Plain-English rules for investor status without the country-club fog.

01

Know the rule

Income, net worth, licenses, entities, and what actually counts.

Start this track The income test ($200K / $300K)
  1. 02 The income test ($200K / $300K) Check
  2. 03 The net-worth test ($1M ex-home) Verify
  3. 04 Qualifying by license (Series 7 / 65 / 82) Map
02

Prove it properly

Verification, self-certification, 506(c), and why the gate is not a vibe.

Start this track Entity accreditation (trusts, LLCs, funds)
  1. 05 Entity accreditation (trusts, LLCs, funds) Verify
  2. 07 Self-certification vs third-party verification Map
  3. 09 Sophisticated investors & 506(b) Compare
03

Build the roadmap

Sophisticated status, myths, and the path if the answer is not yet.

Start this track The path to becoming accredited
  1. 10 The path to becoming accredited Map
  2. 11 Accreditation myths & FAQ Compare
Previous wing Previous: W03 — Underwriting & Deal Analysis Next wing Next: W05 — Asset Classes
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