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Accredited Investor (AI) Assessment Tool - Looking for Feedback

Hello Seedly community,

I've spoken with more than 50 investors around their investment behaviour. Most of them hold senior positions in their respective companies have and have worked more than 10 years. They're a mix of both Singaporeans and foreigners.

Something interesting I've observed was that many did not know that they are qualified as an accredited investor (AI). Either simply because they aren't sure how to assess it based on their income and assets. I took a deeper look the root cause and find that the requirements can be confusing to understand or people simply doesn't mean what does being an AI really means.

So, we built a free-to-use tool for investor to easily assess their status as an Accredited Investor and help them understand what does it mean. It:

  • Quickly assesses whether you're an accredited investor based on regulatory guidelines.
    - Provides a guidebook detailing different fixed income investment options you could access as an accredited investor.

Check it out
https://aiornot.sg

Would love to hear your thoughts on how we can improve.

Ps. I'm from a local FinTech company and we are trying to help lift the level of financial education for everyone.

Discussion (1)

What are your thoughts?

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Billy

27 Oct 2023

Development & Acquisitions Manager at Real Estate Private Equity

  • Income does not equate to cash balance
  • 95% of your "Strategies for Accredited Investors (AI)" deck can also be used by a Non-AI.
  • Might be better to recommend AI funds / bond funds instead e.g. Terry Smith funds
  • As what Seedname mentioned, people don't know they are AI for a reason as well. It's either they can't be bothered, or they don't invest. If someone has the status of an AI, honestly speaking, the deck does not value-add.

While being AI opens more investment options, it also puts the risks onto an unknowing AI

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