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accredited investors Legal

What field or variable are we supposed to use to document that we have met the potential LP and that we are confident they are accredited?

Asked by:
Community Member
1
0
Apr 27, 2024
This is important to document that we are not doing a general solicitation.
1 answer
0
Mike Suprovici
Accepted Answer
May 05, 2024
Tags are great for this use case. Also, you can setup a Meeting stage where you can move LPs that you have met with. 
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