Accredited Investor-Data Room Access
Under SEC Rule 501, an accredited investor is an individual with (1) income over $200,000/year ($300,000 with spouse) in each of the last two years with a reasonable expectation of the same this year, or (2) net worth over $1 million excluding the primary residence. Certain licenses and entities with over $5 million in assets also qualify. All investors will be verified before funding.
“This offering is open only to verified accredited investors as defined under SEC Rule 501 of Regulation D.”
Individuals
Income Test
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$200,000 annual income (or $300,000 with spouse/partner) in each of the last two years, and
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Reasonable expectation of meeting the same income in the current year.
Net Worth Test
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Net worth over $1 million, excluding the value of the primary residence.
Professional Certifications (added in 2020)
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Hold an active Series 7, Series 65, or Series 82 license.
Knowledgeable Employees of Private Funds
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Certain employees of a private fund (e.g., venture capital or hedge fund) investing in that fund.
Entities
High-Asset Entities
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Corporations, partnerships, LLCs, or trusts with total assets over $5 million, not formed solely for the purpose of acquiring the securities.
Institutional Investors
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Banks, insurance companies, registered investment companies, business development companies, small business investment companies (SBICs), and certain ERISA plans.
Equity Owners Test
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Any entity where all equity owners are accredited investors.
Family Offices & Clients
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Family offices with at least $5 million in assets under management, and their family clients.
Accredited Investor Checklist (SEC Rule 501)
You qualify as an accredited investor if you meet at least one of the following:
Income: $200,000 (or $300,000 with spouse/partner) for the past two years and expected this year.
Net Worth: Over $1,000,000 (exclude primary residence).
Licenses: Active Series 7, 65, or 82.
Private Fund Employee (if applicable).
Entities & Trusts: >$5,000,000 in assets or all‑accredited owners.
Family Offices: ≥$5,000,000 AUM (and family clients).
Accredited Investor Verification
Sherpa Aircraft’s 506(c) Bridge Round is open only to accredited investors as defined under SEC Rule 501.
Verification Options:
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Third-Party Service: Use VerifyInvestor.com or a similar SEC-approved verifier.
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You may complete verification through VerifyInvestor.com using either (1) Issuer-Directed Verification — Sherpa Aircraft sends you a secure link, or (2) Self-Verification — you initiate the process directly. Both methods are handled by VerifyInvestor.com, an independent, SEC-compliant service. Sherpa Aircraft does not receive your financial documents.
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CPA/Attorney Letter: Provide a signed letter from your CPA, attorney, or registered investment advisor confirming you meet SEC Rule 501 standards. CPA Verification Letter Template LINK
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Other SEC-Accepted Methods: As applicable to your investor type.
Access Data Room
Please complete form below to access DATA ROOM:
✅ Access the Sherpa Aircraft Data Room (DocSend)
✅ NDA execution required
📌 Note:
You may review offering materials now without immediate verification. However, verification of accredited investor status is required before any investment can be accepted or processed.
Sherpa Aircraft will accept verification from any SEC-compliant source. Investors may choose the method most convenient to them.
Third Party Verification by VerifyInvestor.com
Terms & Conditions / Data Protection / Security
✅ Download CPA Verification Letter Template LINK
✅ Or complete Third‑Party Verification (VerifyInvestor.com)