Is This Right for Me?

The first step is to talk to your advisors and weigh the costs and benefits of investment crowdfunding. The Equity Portal team can also help with certain procedural questions, but we cannot provide accounting or legal advice. A company should at a minimum consider whether it has available or can inexpensively obtain the required financial statements to provide to investors.

A company should also consider whether it wishes to publicly disclose detailed information about the company’s financial condition, its capital structure, its sources of financing and liquidity, and its key affiliates. Once a company is generally comfortable making such information public, it should consider the expected costs and expenses associated with preparing and drafting initial filings with the SEC and with the ongoing compliance requirements under the final rules.

We encourage you to contact us with questions on the cost and benefits of investment crowdfunding. Our mission is to make this new financing avenue as simple and transparent as possible for companies and investors together.