Accredited Investor Solutions

AIS provides third-party certification of accredited investor status to angel investors and others that want to invest in private

AIS provides third-party certification of accredited investor status to angel investors and others that want to invest in private placements of equity securities by startups and other privately held companies. SEC rules promulgated under the JOBS Act require issuers to take affirmative steps to verify the financial status of their accredited investors, particularly when the offering involves a general solicitation. AIS is a trusted third-party provider to investors that keeps the investor's financial information secure and private while only providing a high-level certification of accredited investor status to issuers at the investor's request. AIS also works directly with issuers and crowdfunding portals as an out-sourced verification provider for their offerings. AIS engages a licensed attorney to provide its certifications so the issuer gets the benefit of bright-line, safe-harbor protection under the SEC rules.