Am I eligible?
Scipio Capital Advisors Notes are available to qualified accredited investors only. Review the eligibility requirements below.
You must meet at least one of the following criteria.
A natural person with individual income exceeding $200,000 in each of the two most recent years with reasonable expectation of reaching the same level in the current year.
A natural person with individual net worth exceeding $1 million at the time of purchase (excluding primary residence).
A natural person with joint income with spouse exceeding $300,000 in each of the two most recent years.
A tax-exempt charitable organization, corporation, business trust or partnership with total assets exceeding $5 million.
A bank, savings and loan association, insurance company, or SEC-registered investment company.
A director or executive officer of Scipio Capital Advisors.
An entity in which all equity owners are accredited investors.
A trust with assets in excess of $5 million directed by a sophisticated person.
*In calculating net worth, do not include your primary residence as an asset, and do not include debt on your primary residence as a liability (with limited exceptions relating to debt in excess of fair market value or increases in the last 60 days).
How verification works.
SCA uses InvestReady, a trusted third party, to complete accredited investor verifications. All costs are covered by SCA. Your financial information will not be disclosed to any third party.
Income Verification
Upload W-2s, 1099s, and other official tax statements documenting income. Alternatively, request verification from the IRS directly. Upload turnaround: 24–48 hours. IRS Request: 48–96 hours.
Net Worth Verification
Share your net worth through an online form and upload supporting asset statements with proof of ownership, an evaluation date, and asset values. InvestReady will obtain a credit report (does not affect your credit score). Turnaround: 1–5 business days.
Third-Party Letter
Upload an existing third-party letter of accredited status, or authorize InvestReady to request a letter from your CPA, attorney, registered investment advisor, or broker dealer. Turnaround: 1–5 business days.
Entity / Trust Verification
For investors through a trust or entity. Options include: third-party verifier email submission, proof of $5M+ in assets, or individual verification of all entity owners. Turnaround: similar to third-party verification.
For assistance with InvestReady, visit support.investready.com/help_center
Or contact Scipio Capital Advisors customer service at 888-990-7795 Monday–Friday, 8 a.m. – 7 p.m. EST.