Accredited Investor
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 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)
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).
Third Party Verification by VerifyInvestor.com
Accredited Investor Verification
Sherpa Aircraft’s 506(c) Bridge Round is open only to accredited investors as defined under SEC Rule 501.
Verification Options:
Third-Party Service: Use VerifyInvestor.com or a similar SEC-approved verifier.
You may complete verification through VerifyInvestor.com using; either
(1) Issuer-Directed Verification — Sherpa Aircraft FORM BELOW verifyinvestor.com secure link
(2) Self-Verification — SELF DIRECTED VERIFICATION button below form, 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.
✅ Download CPA Verification Letter Template LINK
✅ Or complete Third‑Party Verification (VerifyInvestor.com)
Terms & Conditions / Data Protection / Security
Third Party Issuer-Directed Accredited Investor Verification
Third Party Self-Directed Verification
Access Data Room
Please complete form below to access DATA ROOM:
✅ Access the Sherpa Aircraft Data Room (DocSend)
✅ NDA execution required
📌 Note:
A DocSend verification email is required before NDA access. Please check your inbox (and spam folder if needed).
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.
Notice to Prospective Investors:
The materials accessible through this data room are provided for informational purposes only and do not constitute an offer to sell or a solicitation of an offer to buy any securities. Any such offering will be made solely through definitive offering documents and in accordance with Regulation D Rule 506(c), and will be available only to verified accredited investors.
By proceeding, you acknowledge that you are a prospective investor evaluating a private placement opportunity and that you understand the confidential nature of these materials.
Investments in private companies are speculative, involve a high degree of risk, and may result in the loss of the entire investment. Securities offered will be restricted and illiquid.
Terms & Conditions / Data Protection / Security