How do I know if I meet the criteria of an accredited investor?

Premier offerings by DiversyFund require investors to be accredited and will be differentiated from Growth offerings by a banner.

The criteria of an accredited investor includes one or more of the following:

• Individuals with a pre-tax income exceeding $200,000 annually ($300,000 per couple) with the expectation of that continuing in the next year;
• Individuals having a net worth of more than $1 million, excluding the value of a primary residence;
• Individuals holding certain professional certifications, designations, and licenses that are active and in good standing (FINRA Series 7, Series 82, Series 65 holders);
• Entities owning more than $5,000,000 in “investments” (as defined in the Investment Company Act of 1940), not formed for the specific purpose of acquiring the subject securities;
• Entities in which all equity owners are accredited; and
• Trusts with total assets in excess of $5,000,000 not formed for the specific purpose of acquiring the subject securities and whose purchase is directed by a “sophisticated person” as defined in Regulation D.

After you submit your offer, we will immediately ask you to get accredited and DiversyFund will send you to Parallel Markets to complete the verification process.

Update your Accreditation Status