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Investor Eligibility and Private Access

Private-market terms for investor qualification, private transactions, lockups, and access constraints.

Investor Eligibility and Private Access terms explain investments in non-public companies, private funds, early-stage financing, sponsor-led deals, capital commitments, exits, and private-market access rules.

Use this branch when investor eligibility, capital calls, lockups, valuation method, sponsor economics, exit path, or private-transaction structure changes the investment decision.

Key Terms in This Branch

TermUse it for
Accredited InvestorPrivate equity, venture, angel, crowdfunding, eligibility, capital-commitment, mezzanine, tax-vehicle, or exit terms.
Lock-in PeriodPrivate equity, venture, angel, crowdfunding, eligibility, capital-commitment, mezzanine, tax-vehicle, or exit terms.
Lock-Up PeriodPrivate equity, venture, angel, crowdfunding, eligibility, capital-commitment, mezzanine, tax-vehicle, or exit terms.
Non-Accredited InvestorPrivate equity, venture, angel, crowdfunding, eligibility, capital-commitment, mezzanine, tax-vehicle, or exit terms.
Private TransactionsPrivate equity, venture, angel, crowdfunding, eligibility, capital-commitment, mezzanine, tax-vehicle, or exit terms.
Qualified Professional Asset ManagerPrivate equity, venture, angel, crowdfunding, eligibility, capital-commitment, mezzanine, tax-vehicle, or exit terms.

What to Check

Check the offering documents, investor eligibility, capital commitment, lockup, liquidity limits, fees, carried interest, valuation method, tax treatment, governance rights, and expected exit path.

Common Mistakes

  • Treating private-market returns as directly comparable to daily priced public securities.
  • Ignoring capital-call obligations, lockups, valuation lag, and limited liquidity.
  • Reading IRR or multiples without checking cash-flow timing and fees.
  • Assuming eligibility or access means the investment is suitable.

Private investments can be illiquid, restricted, and complex; this page is educational and is not investment, legal, or tax advice.

In this section

Choose a subsection first. Deeper term pages live inside each subsection, which keeps large topic hubs readable.

Accredited Investor

Accredited Investor is a private-market finance concept used to evaluate non-public companies, funds, transactions, or investor liquidity.

Lock-in Period

Lock-in Period is a private-market finance concept used to evaluate non-public companies, funds, transactions, or investor liquidity.

Lock-Up Period

Lock-Up Period is a private-market finance concept used to evaluate non-public companies, funds, transactions, or investor liquidity.

Non-Accredited Investor

Non-Accredited Investor is a private-market finance concept used to evaluate non-public companies, funds, transactions, or investor liquidity.

Private Transactions

Private Transactions is a private-market finance concept used to evaluate non-public companies, funds, transactions, or investor liquidity.

Qualified Professional Asset Manager

Qualified Professional Asset Manager is a private-market finance concept used to evaluate non-public companies, funds, transactions, or investor liquidity.

Revised on Sunday, June 21, 2026