Investor Requirements

Configure demo gates and caps. Enforcement is handled by the Compliance Provider in the invest flow.

Gating

Soft controls (demo)

Accredited investors only

Enable if pursuing Reg D 506(c).

Suitability questionnaire

Risk tolerance and experience check. Open questionnaire

Caps

Conservative limits (UI warnings)

Max single investment (% of portfolio)

Max concentration per case (% of portfolio)