506(c) Accreditation Kit
Reg D 506(c) lets you publicly advertise — but every investor must be verified accredited. This kit is the full compliance scaffold.
Reg D 506(c) lets you publicly advertise — but every investor must be verified accredited. This kit is the full compliance scaffold.
What's inside
- ›11 tabs · syndicator compliance stack
- ›Accreditation Checklist per investor
- ›Income/Net Worth/Entity Test calculators
- ›Verification Tracker (who · when · document · expiry)
- ›Form D + Blue Sky filing calendar
- ›Bad-Actor Check (SEC Rule 506(d))
You'll receive
- ✓Excel
- ✓Google Sheets
Frequently bought together
More in Legal & Compliance
After checkout your files are available immediately — download link on-screen and by email. Nothing ships physically.
This template ships with every input cell empty — a clean, new-car experience. The mockups show sample data for demonstration only; your file starts blank so you never waste time deleting someone else's numbers.
Built & tested in Microsoft Excel (Office 365) + Google Sheets. Mac · Windows · iPad. Does not work in Apple Numbers.
Due to the digital nature of this product, all sales are final once the download has been accessed. Questions before buying? Message us — we reply within 24 hours.
For informational and educational use only. Not financial, tax, legal, investment, or accounting advice. Consult a licensed professional before making related decisions. Dealifi is not liable for any cost, loss, or damage resulting from use of this product.