Centralized online access to the private capital markets.

Investor Verification Versus Suitability on Direct Investments

In this interview, ACE Portal General Counsel, Jason Behrens, interviews Joe Bartlett, the Co-founder of VC Expert and Special Counsel at McCarter & English. Their conversation focuses specifically on the difference between investor accreditation and suitability, which is a vital but often obscure topic for capital raisers. The conversation also narrows in on suitability in a post-JOBS Act context. Jason and Joe’s conversation is a nice precursor for listening to Dan Gorfine of the Milken Institute discuss the future of suitability in this post. or diving into Joe’s more in-depth written pieces on what steps to take to verify an investor’s status.

Discover how ACE can work with you.

partners & press are welcome