SharePost provides a regulated platform that lets investors buy and sell private company shares, including pre-IPO and early-stage opportunities. Understanding the financial entry requirements helps you plan participation and avoid surprises.
The platform balances accessibility for newer investors with safeguards that protect both users and companies. The following sections outline the key financial thresholds, investment rules, and operational details you need to know before joining SharePost.
| Account Type | Minimum Net Worth | Minimum Investment | Documentation Required |
|---|---|---|---|
| Retail Investor | $50,000 | $1,000 | ID, Proof of Income |
| Accredited Investor | $1,000,000 | $5,000 | ID, Income Proof, Net Worth Statement |
| Institutional Investor | Not Applicable | $25,000 | Entity Certificate, Registration Docs |
| Verification Timeline | 1–3 business days | N/A | Standard KYC Review |
Minimum Net Worth Requirements by Investor Type
Retail Investor Classification
Retail investors must demonstrate a minimum net worth of $50,000, excluding primary residence, to qualify for standard investment tiers on SharePost. This threshold ensures participants have sufficient financial cushion to absorb potential volatility in private market investments.
Accredited Investor Thresholds
Accredited investors are required to maintain a net worth of at least $1,000,000, either individually or with a spouse, verified through recent financial statements. Meeting this level unlocks access to higher-risk opportunities and larger deal sizes on the platform.
Platform Fee Structure and Cost Breakdown
Upfront and Ongoing Charges
SharePost applies a transparent fee model that includes subscription tiers, transaction fees, and asset-based charges. Understanding these costs helps investors accurately forecast returns and avoid hidden expenses over time.
| Fee Type | Percentage or Amount | When Applied | Notes |
|---|---|---|---|
| Platform Subscription | $0–$99/month | Monthly | Tiered by access level and data features |
| Transaction Fee | 0.25% of trade value | Per transaction | Charged on both buy and sell orders |
| Asset Management Fee | 0.50% of AUM | Quarterly | Applies to managed portfolio services |
| Withdrawal Processing | $25 per request | Per withdrawal | Standard processing within 3–5 business days |
Minimum Investment Rules and Exceptions
Standard Investment Floor
Most retail opportunities require a minimum investment of $1,000, while accredited offerings typically start at $5,000. These floors protect investors by aligning commitment levels with the risk profile of each opportunity.
Institutional and Bulk Participation
Institutional investors can commit a minimum of $25,000 per deal, enabling larger positions and direct negotiation terms. Bulk participation rules may apply when multiple investors aggregate capital to fund a single transaction.
Optimizing Your SharePost Participation Strategy
- Verify your net worth documentation early to reduce onboarding delays.
- Start with the minimum investment to test platform functionality and company performance.
- Monitor fee schedules quarterly to align costs with your investment strategy.
- Consider accredited pathways if your net worth consistently exceeds $1,000,000.
- Use fractional shares to diversify across multiple deals within your risk tolerance.
FAQ
Reader questions
What happens if my net worth falls below the required threshold after investing?
Your existing positions generally remain intact, but you may lose eligibility for new deals until your net worth is restored and verified by SharePost compliance.
Are fractional shares allowed under the minimum investment rules?
Yes, SharePost permits fractional shares in select opportunities, allowing you to invest any amount above the platform minimum where permitted by the underlying company terms.
Do fees change based on how frequently I trade on SharePost?
Fee tiers are primarily subscription and asset-based; however, high-volume traders may qualify for negotiated rate reductions reviewed quarterly by the platform team.
Can I use jointly held assets to satisfy net worth requirements?
Joint assets with proper documentation and verifiable ownership shares can be included in your net worth calculation, subject to platform approval.