- Business-related degree: finance, business administration, accounting, etc.
- CFA, CPA, or similar
- Broker-dealer, financial advisor, or similar
- Experienced online investor (accredited crowdfunding, crowdlending, peer-to-peer, marketplace lending, etc.)
- Executive-level position, profit and loss responsibilities, member of board of directors, etc.
- Member of an established angel investment group.
- Have invested in private equity or similar private investments.
- Who:
- How: