Investor FAQ

It depends on the offering's exemption. Reg A+ offerings are open to everyone (with investment limits for non-accredited investors). Reg D 506(c) offerings are limited to verified accredited investors. Reg S tranches are for non-U.S. investors. Each offering page states its eligibility requirements.

You complete the accreditation questionnaire in your investor portal. For Rule 506(c) offerings, third-party verification is also required before your investment closes — for example tax returns, brokerage statements, or a verification letter from your CPA or attorney.

Amounts under $5,000 can be paid by card (processed by Braintree, a PayPal service). Larger amounts are funded by wire or ACH using instructions provided for the specific offering, with a unique reference code so your transfer is matched to your subscription.

Subscription agreements are executed electronically through Adobe Acrobat Sign with a complete audit trail. You'll receive the countersigned copy when the issuer closes your subscription.

Investments offered on the platform are generally in small or early-stage companies. They are speculative, illiquid, and you can lose your entire investment. Read the full offering materials — especially the risk factors — and consult your own advisors before investing.

No. Directly Listed is a technology platform. We do not provide investment advice, endorse offerings, or act as a broker-dealer. Each offering is conducted by its issuer under the issuer's own exemption.