Accredited Investor
An accredited investor meets a Rule 501(a) financial, professional, role-based, or entity test used in specified exempt securities offerings.
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.
| Term | Use it for |
|---|---|
| Accredited Investor | Private equity, venture, angel, crowdfunding, eligibility, capital-commitment, mezzanine, tax-vehicle, or exit terms. |
| Lock-in Period | Private equity, venture, angel, crowdfunding, eligibility, capital-commitment, mezzanine, tax-vehicle, or exit terms. |
| Lock-Up Period | Private equity, venture, angel, crowdfunding, eligibility, capital-commitment, mezzanine, tax-vehicle, or exit terms. |
| Non-Accredited Investor | Private equity, venture, angel, crowdfunding, eligibility, capital-commitment, mezzanine, tax-vehicle, or exit terms. |
| Private Transactions | Private equity, venture, angel, crowdfunding, eligibility, capital-commitment, mezzanine, tax-vehicle, or exit terms. |
| Qualified Professional Asset Manager | Private equity, venture, angel, crowdfunding, eligibility, capital-commitment, mezzanine, tax-vehicle, or exit terms. |
Check the offering documents, investor eligibility, capital commitment, lockup, liquidity limits, fees, carried interest, valuation method, tax treatment, governance rights, and expected exit path.
Private investments can be illiquid, restricted, and complex; this page is educational and is not investment, legal, or tax advice.
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An accredited investor meets a Rule 501(a) financial, professional, role-based, or entity test used in specified exempt securities offerings.
A lock-in period is a product or contract term that limits withdrawal, redemption, transfer, or penalty-free access for a stated time.
A lock-up period temporarily restricts private-fund redemptions or sales by specified shareholders after an IPO or other transaction.
A non-accredited investor does not satisfy any applicable accredited-investor category in SEC Rule 501(a) at the time status is assessed.
A private transaction is a negotiated financing, asset sale, or securities transfer conducted between identified parties outside a public market.
Qualified Professional Asset Manager is a private-market finance concept used to evaluate non-public companies, funds, transactions, or investor liquidity.