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Help Finding Accredited Investors?

Finding Accredited Investors Doesn’t Have to Be Difficult

If you need help finding accredited investors, you are not alone. This is an exclusive group of investors, and they are impossible to identify by looking at the size of their home or job title. In order to be considered an accredited investor, you must meet specific SEC criteria that says a person needs to make $200,000 a year as an individual or $300,000 a year with their spouse for the past two years. If an investor doesn’t meet the income criteria they can qualify by having a net worth of $1 million or more, excluding their primary residence.

Since there is no way to identify investors based on their job title or where they live, companies and entrepreneurs can spend a lot of time looking for leads. Finding accredited investors can be difficult if you are just starting out or don’t have a large personal network. One way to locate them is through referrals from bankers, CPA’s, and lawyers since they may be privy to information on their client’s financial standing. This, however, takes time and the other party has to be willing to make a referral.

Finding Accredited Investors is Much Easier if You Simply Buy Lead Lists from the Right Broker

In this scenario, someone else has already done the work to find and qualify investors so that you don’t have to. You can purchase a lead list here from or This list can be sorted by geography and demographics which furthers your chances of success. For example, if you are raising money for a local company that is addressing local issues, you should start by reaching out to investors in that area. The more relevant your offering is to those you are calling on – the better. You can also have an accredited investor lead list sorted to target people that are interested in a specific industry, for example, oil and gas leads.

Once you have obtained your list you can start making calls and reach investors directly. When you reach someone, you have a short window to make an impact and peak their interest. In order to do so, make sure that your sales pitch is solid and that you have facts at hand that can back up your claims. These investors are typically educated and sophisticated so expect some hard questions. It may help to have some information sheets in front of you so that you can easily access facts and reference where they came from.

Keep in mind that not every investor will be interested or have the liquid capital available to invest. When this is the case, make sure to ask for a referral to other investors they think may be interested. Finding accredited investors is easy when you start with a list and use that list to grow your personal network. You may be surprised how many people are willing to make that next referral.


finding accredited investors


Investors: Qualified Vs Accredited

What’s the Difference Between a “Qualified” Investor and an “Accredited” Investor

For people to be considered SEC Qualified Investors, they need to meet certain criteria with the SEC. There are two ways to qualify including being an Accredited Investor or a Sophisticated Investor, which is also based on SEC standards. If you are raising money for your private placement, it is important to know the difference in order to stay within compliance. The type of Reg D offering you select should in part be based on the type of investors you are going to work with, and their accreditation status plays a role in that.

Here is what you need to know about SEC Qualified Investors:

Sophisticated Investors are people that have knowledge and experience that pertains to financial or business transactions. Some examples of a sophisticated investor are a banker, CPA, lawyer, business owner, broker, investment advisor, etc. Basically, if they are successful in their current role and seen as a respected advisor of others, they may be considered sophisticated. The goal of this qualification is to identify those that would be able to fully analyze a deal and make an educated decision about whether or not it is a good investment opportunity. They are allowed to invest in Reg D 506b offerings but not allowed to invest in Reg D 506c opportunities.

Sophisticated investors typically make a good income, but not enough to be considered accredited.

They do not have to meet a set income or net worth standard so this qualification is strictly based on knowledge and experience. Many people within the investment community and especially the crowdfunding community would like this to be more of the standard criteria than being an accredited investor because in their opinion knowledge is more important than money.

Accredited Investors, on the other hand, have the ability to invest in all types of private offerings, without restriction. They are the highest level of SEC Qualified Investor and have all of the privileges of such. As a business or broker looking to raise capital, working with Accredited Investors is an ideal way to raise money because you don’t have as many compliance issues to worry about. If someone is accredited, they are allowed to invest, so your job is to document why they are accredited.

In order to meet the standards of becoming SEC Qualified Investors, people primarily need to achieve it through financial criteria. In order to be accredited, this means that they need to make $200,000 a year as an individual for two years or $300,000 combined with a spouse. They can also qualify by having a net worth of $1 million or more, excluding their primary residence. These financial standards have become the rule of thumb when determining if someone is qualified to invest in private offerings and now that Reg D Rule 506c has been created, this standard is a necessity. Businesses with that type of offering are only allowed to work with Accredited Investors.

The SEC has been discussing several changes to their standards. SEC Qualified Investors today, may not be qualified if the changes go through. If you are considering launching a private offering, do so now before the rules change. You can also expedite the process by purchasing an accredited investor list from


Definition of an SEC Accredited Investor

The Definition of An SEC Accredited Investor” Has Stayed the Same for Decades with One Exception


An SEC Accredited Investor is part of an elite group of individuals that can invest in pretty much anything. They are considered to be sophisticated in nature and able to withstand the loss, should their investment not work out. The SEC rewards this group with the ability to invest in private offerings that the general public cannot. For example, an accredited investor is the only type of investor that is allowed to invest in Reg D Rule 506c offerings.

The definition of what makes an SEC Accredited Investor has stayed the same for decades with one exception. Previously, an investors primary residence could be included in the net worth calculation. Now, it is only taken into consideration if an investor owes more than their property is worth. In this case, the negative equity is actually deducted from the total net worth calculation. In order for an investor to be considered accredited, they must make at least $200,000 as an individual or $300,000 jointly with a spouse and have done so for the past two years. They must also anticipate their income to remain at that level for the current year. The investor may also be considered accredited if their net worth is over $1 million.

With the recent passage of the JOBS Act, creation of Reg D Rule 506, and pending SEC crowdfunding rules, the SEC is considering making changes to these requirements. Since they have not been changed significantly for over 30 years, the purchasing or investing power of an accredited investor meeting the minimum income requirements has been diminished. In other words, the requirements have not kept up with inflation. In the 1980’s $200,000 a year was considered well off. In 2014, many families need to earn this much in order to sustain in a major metropolitan area like Los Angeles or New York. The cost of living has gone up significantly, and the SEC is concerned that by following the existing definition many people are investing that cannot withstand the risk – the primary intent of creating a specific group of investors to begin with.

By using the current income and net worth criteria, there are over 8.5 million people that are considered an SEC Accredited Investor within the U.S. If it were to change for inflation this number could drop as low as 3.75 million. This would be a drastic reduction that could stem the flow of capital into companies using private offerings to raise capital. Companies, broker-dealers, and crowdfunding platforms are all concerned about the SEC taking this form of action. The JOBS Act was passed in order to increase access to capital, not to restrict it. Changing the standards now would have the opposite effect.

Companies that are looking to raise capital using a private offering should launch their campaign rather than wait. The SEC is notorious for moving slow, unless they don’t want to. Rather than waiting to see if the definition of an SEC Accredited Investor changes, raise money now while the investor pool is large. You can purchase your leads list at



Find Accredited Investors the Easy Way

If You’re Trying to Find Accredited Investors, Here’s the Easy Way to Do it.

Many people spend years building up their referral network in order to create a stable of potential investors. This is an option and one that should be included in your long-term strategy. It should include local influences and people like bankers, lawyers, and CPAs. While effective, this does take time and is not ideal for people that need to raise money quickly.

When trying to find accredited investors, start by ordering a lead list from or By purchasing a lead list, you will cut down on the amount of time you spend searching for qualified prospects and increase the amount of time you spend speaking with prospects. This is a highly specialized list and one that could take you years to formulate on your own. It is also important to note that just because someone was accredited at one point in time, does not mean they are accredited now. The SEC changed the definition of accredited investor to remove the value of a person’s primary residence from the net worth equation. When this happened, many investors became disqualified. As a result, old lists may no longer be accurate, especially in areas of the country where people were “house rich”.

When ordering your lead list, you can specify additional criteria that go beyond them simply being accredited. This includes geographic location, an important factor when trying to reach local investors. You can also specify gender and other criteria that you feel may be important to the overall deal. The more you can breakdown the type of investor that may be interested in your offering, the better your chances are of making a successful sales pitch.

Prior to calling accredited investors, make sure to have your pitch down. These are not novice investors or people that have recently come into money. These are people that earn a good living and have a higher than average net worth. They are by definition sophisticated and are likely to ask detailed, probing, and intelligent questions. Calling these investors without doing your homework is unwise. You should know everything there is to know about your industry, market conditions, and the deal itself. If they ask something, you need to provide an intelligent answer that is backed up with facts if you want to close the deal.

In addition to ordering a custom lead list, you can find accredited investors by asking for referrals. When you have a lead on the phone or are meeting in person, ask if they know of anyone else that may be interested in investing in your offering. Since they have already taken the time to speak with you, they clearly see some level of value in what you are presenting. Asking for a referral is a natural next step that can lead you to additional investors and help you to raise more capital.




Do Crashes Impact Investors?

In the wake of the Malaysian plane crash over the Ukraine, many are wondering how this terrible tragedy will shape our world. The extreme loss of life is stunning and simply unbelievable. In total, 298 people are dead after the commercial aircraft was shot down with an antiaircraft missile. The damage was staggering as the plane exploded, crashed and burned.

The world is waiting for details to emerge regarding who actually fired the missile and how they secured it. The crash took place in the area of Ukraine that is controlled by Pro-Russia separatists but so far everyone is denying responsibility for the crash. Ukraine is pointing to the separatists and calling it an act of terror. A world away, the plane crash has additional implications.

Accredited investors are always leery when a worldwide catastrophe happens due to its ability to impact the overall financial markets, which slid after news of the crash. Many investors prefer to keep a portion of their portfolio in private companies that are not directly impacted by the rise and fall of the stock market.

With any terrible tragedy there is also an opportunity for renewed innovation that can prevent it from happening again, something accredited investors can help to make happen. The notion that terrorists could obtain an antiaircraft missile and shoot a commercial airliner out of the sky has the ability to completely transform air travel. The TSA that has been taking away water bottles and toothpaste for years may soon become obsolete given the ability of terrorists to harm a plane without ever setting foot on it.

Accredited investors should look for opportunities to invest in technology that can keep commercial aircraft safer. Innovation often comes from private companies stepping up in response to the tragedy, need, or demand. One such as this, will clearly lead to a marketplace demanding to be safe. Additionally, it is safe to speculate that money will need to be direct towards defense. We have been steadily disarming but as terrorist become more sophisticated, the U.S. will be forced to respond by finding new ways to protect its citizenry. While these projects are likely to very large in scale, they often start small with a local company of inventors, scientist, and innovators.

Companies that are in this marketplace now should analyze their current portfolio to see if there is a way to apply their existing technology towards the airline or defense industry. If so, now would be an excellent time to create a private placement and start raising money for further exploration. By using Regulation D Rule 506c, you can raise an unlimited amount of capital from accredited investors without needing to register with the SEC. You can also advertise the offering to the general public so long as you only accept funds from accredited investors. This provides a way to quickly put an offering together and starts raising money before the marketplace becomes saturated with companies looking to improve airline safety.

Companies that want to raise money can get a boost with accredited investor leads. You can purchase a leads list from and start speaking with investors right away. In the meantime, the world will wait for more information on what really happened over the Ukraine.

Quality Leads for Brokers

Those looking to expand their portfolio should obtain leads for investment brokers in order to expedite the process. The challenge many brokers have is that they are not in content with the right people, who are ready to invest, and have the capital to do so. This is especially true for those just starting out. Most people start their career by establishing a referral network with other young professionals. While an excellent long term strategy, it takes time to build a portfolio this way.

At, we provide leads for investment brokers of individuals that are accredited investors and have the capital necessary to make them a solid prospect. Accredited investors are an excellent place to start because they have to make either $200,000 a year as an individual or $300,000 jointly with a spouse. In order to qualify without earning this much money, they need to have a net worth that is $1 million or more. As a broker, this gives you the opportunity to work with people that are financially secure and want their money to start working for them.

When buying leads for investment brokers, you can set geographic parameters so that you are only calling on people within your local geographic area. If, however, you are licensed in multiple states you can use that to your advantage to purchase a larger list. Leads for investment brokers can also be sorted by demographics. For example, if you want to work with women, men, those in a particular age group, income bracket, etc. This allows you to target your prospects more specifically and hone your sales pitch based on your audience. This is especially important if you feel that your services would appeal more to a particular group, or you are pitching a specific investment opportunity.

As a broker, there are specific steps you can take to make your calling efforts more effective. Here are some of our favorite tips:

  • Create an elevator pitch. When calling someone on the phone, you have a short window in which to make a good impression. Hone your message and explain why you are calling and what you can do for them quickly. Use something to capture their attention.
  • Be specific. If you have a certain investment opportunity you are pitching, obtain a list of investors that may be interested in that industry niche. For example, buy a list of leads for investment brokers with oil and gas investors so that you can tailor your pitch to them and that market.
  • Know your facts. When calling accredited investors, you are reaching out to people that are already financially savvy. Be prepared to discuss the market and back up your data with facts.
  • Why are you better? People need to know why you are better than the competition. Instead of simply focusing on education and certifications, focus on what you can do for them that others won’t. How are your services more convenient? What do you do to put in the extra effort?

Obtain your leads for investment brokers today and start making calls tomorrow. By regularly scheduling call time, you can grow your client portfolio faster than ever.

investment brokers

Tips for Finding Accredited Investors

Raising money through a private placement is an excellent source for obtaining capital. In order to get started, most companies need help finding accredited investors. This is different from going public, where companies can market their offerings and anyone with a savings account can buy shares. Private offerings through Reg D are generally only available to accredited investors, which are a select group of high income earners or high net worth individuals.

The SEC defines accredited investors as someone that has made $200,000 a year for the past two years and is likely to continue, or makes $300,000 combined with their spouse. Investors can also qualify by using the net worth standard. They must have a net worth of $1 million or more excluding their personal residence. This is an elite group of income earners and investors, making it difficult to target them unless you know how.

Here are some tips for finding accredited investors:

  • Buy an accredited investors lead list. You can purchase a list of investors that meet the income or asset qualifications and sort it geographically or using other filters you wish to have applied. Purchase a list from for an accurate, up to date lead list that you can start calling from.
  • Attend angel investment group meetings. Most areas have angel investment groups. These are groups of accredited investors that come together to listen to presentations from businesses and entrepreneurs, evaluate deals, and discuss investing. Many of them are niche based and prefer to invest in a specific industry while others like Keiretsu Forum hear from a broad range of businesses. Before presenting, it is wise to visit as a guest so that you can get a feel for the set up and type of investors that are in the room. Once ready to present, these forums typically charge a presentation fee and require you to make a presentation and pitch in front of the group at a regularly scheduled meeting. This can be effective, depending on who is in the room and whether they are interested in your deal type. As a general rule of thumb, angel investors prefer to invest in local companies.
  • Network. Reach into your professional network of lawyers, CPA’s, and bankers to see if they know investors that are actively looking for deals. Since they are intimately involved in their clients transactions and finances, they will often know how people are allocating their funds and may be willing to set up a meeting for you. This is a very personal so it may take time to establish the relationships with both your referral network and their clients.
  • Marketing. If you use Regulation D Rule 506c, you can advertise your offering. The general solicitation rule has been lifted for this offering type which enables you to use your website, social media, local newspapers, etc. The key is that you must disclose that only accredited investors are allowed to participate.

The fastest and easiest way for finding accredited investors leads is to purchase a lead list. It reduces the amount of time you have to spend networking and shaking hands to get you right to the decision makers. All you need to do is create an amazing sales pitch and pick up the phone.

Real Estate Investor Leads for Your Private Placement

Real Estate Leads

You can use real estate investor leads to raise more money for your private placement. Real estate professionals and developers have experienced great success using Reg D private offerings to pool investment capital to purchase or build properties. Raising money from local investors is an excellent option for both the real estate professional and the investors themselves. Private offerings give the investor more control over the deal and the ability to vet each and every property before deciding to invest, an improvement from investing in REITs where properties are lumped together, and there is no ability to analyze each one.

Investors in real estate private placements, also have the opportunity to get to know the other owners and property manager. The additional communication ensures that investors are able to express their opinions and concerns to someone that is directly involved in the property, rather than simply managing the investor relationships. As a real estate professional, it is your job to communicate these benefits so that investors understand the value of participating in your opportunity.

In order to reach real estate investors, you need to have a way of obtaining real estate investor leads. You can purchase a current lead list from that can be narrowed down to your specific geographic area. This is ideal for professionals that want to work with local investors. If requested, the list can be national as well. By purchasing an up-to-date, qualified investor lead list, you will spend less time searching for leads and more time closing them.

When calling real estate investor leads, it is important to be the knowledge expert in what you are promoting. These investors are typically real estate savvy and have either owned, operated, or invested in real estate before. Expect them to ask detailed questions and use industry jargon that you would not hear from the average person. As such, you need to know the following prior to picking up the phone:

Real Estate Investor Leads for Your Private Placement

Real Estate Investor Leads for Your Private Placement

  • Type of real estate deal. Are you raising capital to acquire a property that has already been renovated and leased up? Are you planning to renovate the property and raise rents? Is this a brand new build? Tell the investor what type of real estate deal this is so they can understand what the process will look like.
  • Property type. Many real estate investors only invest in a particular property type or asset class. They stick with what they know because it is something they understand. If, for example, you are promoting a new industrial park you should know everything about that property type so that you can intelligently engage in conversation.
  • Know the market. You should study the market and understand current vacancy rates, price per square footage, maintenance cost, how long it takes to lease up a property, etc. The more you understand about the local market, the better. Remember, most states do not have one single market. For example, the vacancy rates in Miami will be extremely different from those in Sarasota.

Once you have studied the industry and the particular property you are promoting, it is time to pick up the phone. Call real estate investor leads and make your pitch. Answer questions with as much detail as possible and remember always to follow up in a timely fashion.

Quality Leads for Investment Brokers also provides quality leads for investment brokers.  As a broker, it is important to continually fill your pipeline with new investors.  One of the challenges brokers typically face is identifying leads to call on or prospects with asset sizes that fit their parameters.  The challenge is that without these activities, many brokers are unable to reach the level of success they desire.

Here is how to find quality leads for investment brokers:

  • Networking. Building a solid referral network takes time but is worth it in the long run.  A referral network expands your reach to where people are talking about you, even when you are not around.  This will naturally generate leads.  Try to partner with key industries that could have crossover.  For example, insurance agents, bankers, and attorneys.  Typically, the best way to start a referral relationship is to give a referral.
  • Community involvement. Many people think of business events as strictly through the chamber of commerce or local business groups.  These can be effective but very often, everyone in attendance is simply looking for business.  Instead, participate in community events that may appeal to your target demographic.  For example, volunteering with the American Heart Association where doctors (potential investors) are also active participants.  You will be able to do something good for the community while meeting prospects.
  • Accredited Investor Leads. You can purchase leads for investment brokers from  Accredited investors made a minimum of $200,000 per year as an individual or $300,000 with their spouse.  Those that don’t make that annually have a minimum net worth of $1 million.  These are fantastic prospects for a broker and are very often, actively investing.
  • Online marketing. Use the internet and social media to expand your reach and attract new investors.  You must be careful with what you say to ensure that it is in compliance.  Focus on providing basic tips or information that can be applicable to a large group of people.  For example, discussing how to roll over an IRA.  Create a Google+, LinkedIn, and Facebook page where you can interact with prospects and provide a level of information that encourages them to call you for more details.
  • Current clients. Your existing clients are typically with you because they like the services you are providing to them.  Too often, brokers and sales professionals forget to ask their existing clients for referrals. This is a mistake.  They can be a fantastic source of leads and a referral from an existing client typically holds weight with the friends and family they are speaking with.
  • Events. Consider holding educational seminars or events.  This will appeal to people that are interested in learning more about making money and investment strategies.  Evens can be an excellent source of leads for investment brokers because you obtain everyone’s information when they register and have the opportunity to answer questions after the fact.

If you are looking to expand your portfolio, the fastest way to do so is purchasing leads for investment brokers from and start making dials.  These are quality leads and by working them regularly, you can schedule more appointments and meet more people.

How to Maximize Your Private Placement Leads

Once you have purchased private placement leads it is important to maximize them and to start closing deals. Reaching accredited investors is an important step in promoting your private offering. More money is raised through private offerings than on the stock market every year. Your company can benefit from this, as long as you are able to reach investors and inform them of what you have to offer.

The first step is to make sure that you are buying a qualified lead list. Working with a reputable lead broker, like is important. Your private placement leads can be narrowed down by geographic area and demographic data to ensure that you are targeting people that are the most likely to want to invest in your particular offering.

With a lead list in hand, create a strategy for how you will close the deal. Reaching prospects is not enough. You must take them through the process, capture their interest, and walk them through closing. This is a key that many salespeople and business owners miss – you have to close the deal.

Here are some things to consider when working your private placement leads:

  • Create a value proposition. What value are you offering to the investor? They can put money into a million different deals so what benefit do they receive from working with you? Be as specific as possible and use compelling language.
  • Make it special. People are motivated to act more quickly if they feel they are getting something special or unique for their involvement. Consider how you can reward someone for getting in on the ground floor or investing early. Speak with your securities attorney about the best way to structure this.
  • Gather market data. Your sales strategy should include sending an investor information on how amazing the market is for your particular offering. This can be articles that were recently published in the newspaper, industries studies, professional opinions and more. Provide them with data that backs up your claims so that they can feel comfortable about investing.
  • Listen. When you get an investor on the phone, ask questions and listen for queues. It is important that you hear the emotion behind the words that they are saying. This is key for being able to sell the benefits of your investment in terms that will directly impact them.
  • Follow up. Whatever you do, don’t forget to follow up. When someone is interested enough to listen to what you have to say and request more information, make sure you follow up in a timely fashion so that you can close the deal. This part of the process cannot be postponed; otherwise they may lose interest.

When working your private placement leads, know where every prospect is in the process. You should be able to look up a name and read notes about what you have discussed, what they have been sent, what they have been offered and any additional information. Read your notes before making your follow up calls so that you can be as personable as possible. Stay focused, and you will increase your success.