Why does DealMaker's digitized US AI Certificate not provide an option to select a specific category at (I)?
After working hundreds of deals, DealMaker has seen the most efficient practices from counsel and companies in North America
Founded by US and Canadian securities lawyers, DealMaker has worked with hundreds of counsel and companies across the US and Canada that rely on the US accredited investor exemption. Over this time, we've seen some counsel eliminate uncommon categories from the AI certificate altogether, while others combine these options as one category, rather than having a significant number of options available and confusing the most common investor types.
DealMaker's proprietary question flow will direct investors through the appropriate questions relevant to their personal exemption verification.