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accredited investors Legal

What field or variable are we supposed to use to document that we have met the potential LP and that we are confident they are accredited?

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Community Member
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Apr 27, 2024
This is important to document that we are not doing a general solicitation.
1 answer
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Mike Suprovici
Accepted Answer
May 05, 2024
Tags are great for this use case. Also, you can setup a Meeting stage where you can move LPs that you have met with. 
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