Sophisticated Investor Readiness Program (SIRP)

A practical education program for evaluating private investments with confidence.

What this course is

SIRP is a structured online program designed to help you build and demonstrate the knowledge, vocabulary, and decision-making process expected of a financially literate private investor. You will learn how to evaluate the merits and risks of private offerings, interpret common deal documents, and apply a repeatable diligence framework.

What this course is not

SIRP is not SEC-approved. SIRP does not grant any legal status. Completing this course does not guarantee that any issuer, broker, platform, fund, or regulator will treat you as “sophisticated” for any specific transaction outside of K-Co Finance.

Who this is for

This course is for people who want to:

  • Invest in startups, real estate syndications, private funds, private credit, or SPVs

  • Understand how private deals work before wiring funds

  • Avoid common mistakes (and common scams) in private markets

  • Build a credible investor decision process and documentation trail

Time, format, and requirements

  • Total seat time: approximately 12–18 hours

  • Format: self-paced reading + examples + quizzes + exams + capstone memo

  • Passing standard:

    • Module quizzes: 80% or higher

    • Midterm: 75% or higher

    • Final: 80% or higher

    • Capstone: Pass on rubric

What you earn

Upon completion, you receive a Certificate of Completion (Education) stating you completed SIRP and passed the assessments. This certificate is an education record only.

Disclosures

SIRP is educational content and does not provide legal, tax, accounting, or investment advice. Private investments involve substantial risk, including total loss and illiquidity. Always consult qualified professionals for your situation.

Take Pretest Diagnostic
Start Course