Your Concierge for Equity crowdfunding
YOU BRING THE COMPANY - WE BRING THE TEAM
Your Concierge for Equity crowdfunding
YOU BRING THE COMPANY - WE BRING THE TEAM
Services you need
When you conduct a Regulation A+, Regulation Crowdfunding (Reg CF), or even a Reg D offering you have a ton of choices to make. You will need to decide what mechanism to use (Reg A+ versus Reg CF), what service providers to engage, and whose advice to follow. The information and choices are endless. Instead of wasting your time, we pre-select professionals that work in the equity crowdfunding space. Each is vetted and qualified to work on your offering.
Services
At Crowdfund Concierge, we help put a world class team of professionals in your corner. Our goal is to ignite this industry by ensuring companies utilizing Reg A+, Reg CF, or Reg D use the best service providers, well suited funding portals and broker-dealers, and provide for the highest level of compliance. Whether you are being referred by a funding portal, or need advice to start, we can help.
Services
At Crowdfund Concierge, we help put a world class team of professionals in your corner. Our goal is to ignite this industry by ensuring companies utilizing Reg A+, Reg CF, or Reg D use the best service providers, well suited funding portals and broker-dealers, and provide for the highest level of compliance. Whether you are being referred by a funding portal, or need advice to start, we can help.
Accounting and Audit
As part of Reg A+ and Reg CF capital raises you will need a CPA specializing in audits and reviews to opine on the accuracy and adequacy of your financial information. In many cases, the Company also needs an accountant to assist in putting the books together in order for the CPA firm to test and opine. Did you know some CPA’s cannot provide these audit and review services while others can. Or that some states prohibit out of state CPA’s from working where you are headquartered. Well, we do. Our process makes sure you get a CPA that is experienced and qualified to work with you.
Funding Portals and Broker-Dealers
Not all funding portals will work with every issuer that comes there way. Many of the funding portals work in pre-defined verticals (i.e. retail and hospitality, energy, cannabis, etc..). If you haven’t selected a funding portal, we can get you pointed to a portal that might be a good fit for you, one that has a track record of success.
For Reg A+, using or not using a broker-dealer is the question many companies need to decide. Do you host the investment page on your website or on a portals website? Let us guide you to a portal or broker-dealer that can provide for an informed decision.
Legal
As part of your offering, you will need legal council to assist in drafting offering documents, review disclosures, and add risk factors among other things, especially in a Reg A+ offering. Not all lawyers specialize in securities, and even fewer specialize in crowdfunding. We hand pick the best attorney’s in the space that are well suited to work on your campaigns; thus assuring expediency, accuracy, and compliance.
Packages
Sparking a movement starts by choosing the right team to join you
Packages
Sparking a movement starts by choosing the right team to join you
We have customized packages based on the funding portal, size and complexity of the Company, and long-term funding goals. What you get is a known upfront cost for all the services required, piece of mind that you are working with the top professionals in the industry, and assurances that your projects will be completed expeditiously.