Upload a Sophisticated Investor Certificate

In Australia, only Sophisticated Investors are allowed to bid for Placement shares. To qualify as a Sophisticated Investor, you’ll need to confirm that at least one of the following applies: 

• You have $2.5m of net assets

• You have had a gross income of $250,000 per year for the last two years

• You hold an Australian Financial Services License

• You are a Professional Investor

This confirmation is done through a Sophisticated Investor Certificate issued by your accountant – who can either use their own certificate template or Stake’s template. 

To upload your certificate to Stake:

• Open your Stake app (uploading is not yet available on Stake’s web platform)

• Make sure you have ‘AUS’ selected in the top right of your screen

• Select ‘More’ from the bottom menu

• Select ‘Profile’ at the top

• Scroll down to ‘Sophisticated Investor’ and hit ‘Apply’

• Upload your certificate as a PDF or photo

• Wait for us to review and approve your certificate, and you’ll be able to bid on Placements

If you have any questions about becoming a Sophisticated Investor on Stake, you can contact Stake’s Capital Raises team by emailing [email protected]

Discover Placements on the Markets page

Once you are approved as a Sophisticated Investor on Stake, you can access Placements currently open for bidding in the Markets section of your Stake app.

To view live Placements on Stake:

• Open your Stake app (bidding is not yet available on Stake’s web platform)

• Make sure you have ‘AUS’ selected in the top right of your screen

• Select ‘Markets’ from the bottom menu

• Scroll down to the ‘Capital Raises’ section and select the ‘Placements’ tab

• Tap ‘Capital Raises hub’ to view all available Placements on Stake

To bid on a specific Placement:

• If there’s a Placement you’re interested in, tap to view more details, including the Term Sheet

• To place a bid, hit the green ‘Bid’ button at the bottom of the page

• Enter the amount of shares you wish to buy, noting the minimum bid amount and your buying power available on Stake, then continue to confirm your bid