Investor Dashboard

• 1234 Main St

• 708.888.8888

• name@email.com

• _
  
  
  

• Last two years 1040s

• Last 2 years W2s or 1099s

• 6 months Bank statements

• Brokerage statements

• Signed letter from CPA, lawyer, or financial advisor

• 3 bureau credit report (proof of liabilities)

• Verification of employment

• Round Table Service agreement

• NDA

• Accredited Investor Questionnaire:

• A completed, signed questionnaire where the investor certifies they meet the income, net worth, or professional criteria.

  This includes acknowledgment of the risks of falsifying their accreditation status.

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Wallet

• Lobstr

John Q. Taylor

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