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Select Type of Investment
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Individual
Entity
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Name of Investor(s)
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Entity Name (if applicable)
Accredited Investor Status
Net worth over $1 million
Income over $200k (or $300k joint)
Professional certification
Knowledgeable employee
Investing assets of a retirement plan?
Yes
No
Accredited Investor Status
Bank
Insurance company
Small business investment company
Broker-dealer
Investment company
Business development company
501(c)(3) organization
Trust with assets over $5M
Employee benefit plan with over $5M
State employee benefit plan over $5M
Entity with accredited equity owners
Family office with over $5M assets
Non-US entity with over $5M investments
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