Skip to main content

Click here to use the Cooley GO Docs Accredited Investor Questionnaire Generator

When private companies raise capital in the US, they will typically want to ensure that all of their prospective investors are “accredited investors” under federal securities laws (for an explanation of why that is, see our article on Can You Raise Money From Investors Who Are Not “Accredited Investors”?). Companies will thus often send their prospective investors a questionnaire to confirm that they fulfill one or more of the accredited investor criteria.

As a resource to startups seeking to raise capital, we at Cooley GO have made available a form of accredited investor questionnaire.

Visit our 4. Raise funds guidance section for more articles on fundraising strategies.

Note that this document is intended only for US companies raising money from US investors.

Cooley LLP, each entity affiliated with Cooley LLP including Cooley (UK) LLP and Cooley SG LLP* and the respective partners, employees and agents of the foregoing (collectively, “Cooley”) do not endorse or recommend the use of any default values or any document on, nor is Cooley expressing any opinion or recommendation of what is, or what should be, a “market” standard document. Deal terms should be negotiated based on your specific circumstances and the relevant documents should be tailored to meet the specific legal and commercial requirements of the contemplated transaction. Additional documents may be required for the contemplated transaction. Cooley assumes no responsibility for the contents of the documents provided on or any consequence of your use of any such documents. You are responsible for ensuring that all necessary securities filings and/or other legally required filings, if any, are prepared and filed. You should consult with an attorney licensed to practice in your jurisdiction as well as tax advisors before using or relying on any documents on, especially if you don’t understand any of their terms. Review carefully and use at your own risk. No document or information provided on constitutes or should be relied upon as legal advice.

*Cooley SG LLP (UEN/Registration No. T19LL1477F) is a licensed foreign law practice registered in Singapore under the Limited Liability Partnerships Act (Chapter 163A) with limited liability.