Education Center

Finra and SEC Investor Education  

Updated Investor Bulletin: Crowdfunding Investment Limits Increase   Oct. 14, 2022   The SEC’s Office of Investor Education and Advocacy is issuing this Investor Bulletin to advise investors about the inflation-adjusted increase in the investment limits for securities-based crowdfunding. Crowdfunding generally refers to a financing method in which money is...

Read More

Is Reg CF Right For You?

Appropriateness of Investing In Crowdfunding Is investing in crowdfunding for everyone? The possibility of investing in unique assets can sometimes overshadow the most important question when making an investment: “Is this investment right for me?” There are many factors that an investor should consider when determining the appropriateness of...

Read More

Types of Securites

Types Of Securities   Why do I care about the different security types available to me? Now that you are finding your inner venture capitalist, its critical that you understand what you are investing in! Not all investments are the same. When making an investment on the platform it...

Read More

Understanding the Form-C

        Form C – Everything You Need to Know   Form C is a critical step in the crowdfunding process for all companies raising under Regulation Crowdfunding. Form C is a disclosure document that is filed with the SEC prior to launching your campaign. Many founders...

Read More

Reg CF SEC Guide

Regulation Crowdfunding enables eligible companies to offer and sell securities through crowdfunding. The rules: require all transactions under Regulation Crowdfunding to take place online through an SEC-registered intermediary, either a broker-dealer or a funding portal permit a company to raise a maximum aggregate amount of $5 million through crowdfunding...

Read More

Investor Limits

Investors Subject to Limits The maximum amount you are permitted to invest if you are a non-accredited investor is determined by your net worth and yearly income. If either your annual income or your net worth is less than $124,000, you may invest up to the greater of $2,500...

Read More