To qualify as a Sophisticated Investor, you need to satisfy at least one of the following criteria: 

• 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 is confirmed via a Sophisticated Investor Certificate issued by your accountant – who can either use their own certificate template or Stake’s template. 

You can read more about Sophisticated Investors here.

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 capital-raises@hellostake.com