Suppose I want to set up an area...Well, to start with, you'd likely be in violation of a whole mess o' SEC regulations. I'm not a lawyer, but you certainly should be speaking to one before you go any further in your research. (The fact that you didn't mention the phrase "accredited investor" is a tip-off.)
That being said: I don't agree that "the process should be automated." It seems to me that the process would be infrequent enough, and specific enough each time, that any attempt at automation would have an absurdly low ROI.
In other words: there's a couple good reasons why you haven't found what you are looking for, and they have nothing to do with finding the right keywords.
