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By the end of this guide you'll have the accreditation gate enabled on your opportunity so that each prospective investor self-attests their accreditation status before they can view protected deal content.
Note
Requiring accreditation is a GP task. You need access to the fundraise in your Covercy One workspace and an opportunity that is already created. To set up your opportunity for the first time, see Create a fundraise.
Enable the accreditation gate
- Open your fundraise and navigate to the Investor Flow step of the opportunity configuration.
- In the Opportunity section, locate the Require Self-Accreditation (506b) toggle and turn it on.
- Save your changes. The gate is now active for any prospective investor who has not yet completed accreditation.
Tip
The NDA requirement and the accreditation requirement are independent toggles. You can enable either one alone or both together. When both are on, an investor completes accreditation first; the NDA step follows automatically once accreditation passes.
What the investor experiences
When a prospective investor arrives at your opportunity landing page, any GP-marked sections of the page show a gate overlay until accreditation is complete. Clicking the overlay opens a short wizard where the investor provides their contact information, entity details, and accreditation status. After they submit, Covercy One reviews their response and either grants access to the deal or places their request in your approval queue.