Status check
Am I accredited? self-check
Accredited is a category, not a character upgrade.
Change the number
What the math says Metric - Waiting on inputs. Metric - Waiting on inputs. Metric - Waiting on inputs. Metric - Waiting on inputs.
The first number is only the beginning.
Income history - Net worth path - License path -
The chart will name the assumption carrying the most weight once the model runs.
Scenario check
| Case | Result | What moved |
|---|
Assumption ledger
Assumption coach Move an input to see what assumption is carrying the story.
What verification is required?
Counting home equity
Rules have detail. Verification standards differ by offering type.
What this number is really saying
The rule can determine access. It does not determine wisdom, suitability, or whether you should invest.
The assumption to attack
Exclude primary residence equity and be honest about income history. The shortcut version is where people get sloppy.
What the math is ignoring
Entity tests, spousal equivalents, professional certifications, and offering-specific verification.
Headline, stress, proof.
- Start with the headline result.It names the current modeled answer, not the decision.
- Compare the stress cases.The scenario strip shows which assumption makes the answer fragile.
- Use the ledger as a diligence list.Every input should map back to a document, invoice, statement, term sheet, or named assumption.
Documents before confidence.
Verification provider, CPA or attorney letter, brokerage record, license record, entity documents, and the offering exemption.
Stress before trust
- Counting home equity
- One good income year
- Confusing access with fit
Make the model answer.
- What verification is required?
- Is this 506(b) or 506(c)?
- Does the investment fit even if you qualify?
Free - no catch PRSE / GUIDE
Want the worksheets that go with the tools?
Join the list for tool updates, templates, and the starter guide.
Educational only. Not an offer to invest. Email is optional for updates; public resources stay public.