Accredited Investor Profile

Complete this profile to access deal materials. Your documents are reviewed under Reg D Rule 506(c) · third-party verification required.

1 · Profile
2 · Documents
3 · Verification
4 · Access
Contact Information
Investment Interest
Accreditation Declaration
Reg D §501(a) · Accredited Investor Standards
  • Individual income exceeding $200,000 in each of the last 2 years (or $300,000 joint), with reasonable expectation of same this year
  • Net worth exceeding $1,000,000, excluding primary residence
  • Holds in good standing: Series 7, 65, or 82 license
Your income · not household
Combined spousal/partner income
Exclude home equity per SEC rules
Document Upload · Tax Returns Required

Upload your two most recent Form 1040s (or equivalent). Joint filers submit the joint return. Supporting docs (W-2, K-1, CPA letter) are accepted as supplements.

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Drag & drop PDFs here, or click to browse

Form 1040, W-2, K-1, bank statements, CPA letters · PDF only, max 20MB each

Authorization & Consent

I certify that the information provided is accurate and complete. I authorize 13|7 Capital to process my documents using automated AI-assisted review and third-party verification to confirm accredited investor status under SEC Reg D §501(a). I understand this information is held in strict confidence and used solely for investor qualification purposes. Privacy Policy

Your profile is reviewed within 2-3 business days.