Accredited Investor
An individual or entity meeting SEC income, net worth, or professional criteria, qualifying to invest in private securities.
An accredited investor is an individual or entity meeting SEC criteria that qualifies them to invest in private (non-publicly-registered) securities offerings. Individual criteria: $200K+ income ($300K joint) for two years with reasonable expectation of continuation, OR $1M+ net worth excluding primary residence, OR specific professional certifications (Series 7/65/82). Entity criteria: $5M+ assets, family offices, trusts with sophisticated trustees. Investment management marketing under Reg D 506(c) can publicly advertise to accredited investors only if the issuer takes reasonable steps to verify accredited status. Empire325 builds compliant 506(c) marketing programs for hedge funds and PE firms.
Related service
Full-Funnel Advertising
Paid acquisition across Meta, Google, LinkedIn, and programmatic with closed-loop revenue attribution.
Explore Full-Funnel Advertising →Related terms
Marketing Attribution
The practice of assigning credit for a conversion to specific marketing touchpoints across the customer journey.
Customer Acquisition Cost (CAC)
Total marketing and sales investment divided by new customers acquired in a period.
Customer Lifetime Value (LTV)
Total revenue (or gross profit) a single customer generates over the entire relationship.
Conversion Rate Optimization (CRO)
The systematic discipline of increasing the percentage of visitors who complete a desired action.