How to Become an Accredited Investor in 2026: A Complete Guide
    Angel Investing

    How to Become an Accredited Investor in 2026: A Complete Guide

    TL;DR: As of 2026, you qualify as an accredited investor under four distinct paths: the income test ($200K individual / $300K joint for the past two years with reasonable expectation of the same), the

    Jeff Barnes, MBA··11 min read
    What This Week's SEC Form D Filings Reveal About Where Private Capital Is Flowing
    Regulatory & Compliance

    What This Week's SEC Form D Filings Reveal About Where Private Capital Is Flowing

    Three Form D filings crossed SEC EDGAR this week that tell you more about where institutional and emerging-manager capital is actually moving than any pitch deck ever will. According to SEC DERA's Reg

    Jeff Barnes, MBA··10 min read
    Rule 506(b) vs. 506(c): The Key Differences in Regulation D Private Placements
    Regulatory & Compliance

    Rule 506(b) vs. 506(c): The Key Differences in Regulation D Private Placements

    TL;DR: Rule 506(b) bars general solicitation but allows 35 non-accredited investors alongside unlimited accredited investors, using honor-system accreditation verification. Rule 506(c) permits general

    Jeff Barnes, MBA··7 min read
    Rule 506(b) vs Rule 506(c): Which Regulation D Exemption Should Your Private Deal Use?
    Regulatory & Compliance

    Rule 506(b) vs Rule 506(c): Which Regulation D Exemption Should Your Private Deal Use?

    The Choice That Defines Your Entire Raise According to SEC market data, issuers raised $170 billion under Rule 506(b) in fiscal year 2024 versus just $12 billion under Rule 506(c). The 14-to-1 ratio t

    Jeff Barnes, MBA··6 min read
    506(b) vs 506(c): The Two Paths to Raising Capital Under Regulation D
    Regulatory & Compliance

    506(b) vs 506(c): The Two Paths to Raising Capital Under Regulation D

    506(b) vs 506(c): The Two Paths to Raising Capital Under Regulation D TL;DR: Private placements under Regulation D raised $2.148 trillion in 2024 alone, dwarfing Regulation A and Regulation Crowdfu...

    Jeff Barnes, MBA··12 min read
    506(b) vs 506(c): The Two Reg D Exemptions Every Accredited Investor Needs to Know
    Regulatory & Compliance

    506(b) vs 506(c): The Two Reg D Exemptions Every Accredited Investor Needs to Know

    Under 17 CFR § 230.506 , private companies can raise unlimited capital from investors without registering securities with the SEC. Two paths exist: Rule 506(b) and Rule 506(c). In the twelve mont

    Jeff Barnes, MBA··11 min read