Investor suitability
Investor suitability is an assessment of whether an investment may fit an investor's circumstances, objectives, and constraints. The process and obligations vary.
Why it matters to a capital raiser
I avoid making suitability judgments and direct investors to their own professional advisers.
Related terms
A term can mean something different in a particular deal, so read it with the governing documents. General education only. Not legal, tax or investment advice.