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To create an offering, you must first create an issuer profile. After you have created an issuer profile, you can create an offering on the “Offerings” tab by clicking “New Offering” and completing the steps.
Each of our supported offering types suits the needs of a different profile of issuer: Regulation A offerings are open to both retail and accredited investors, but have a longer and more complex launch process; on the other hand, Reg D 506 (c) offerings offer more flexibility and a streamlined launch process, but are only open to accredited investors.
Investors can fund their investment using a card of their choice, Google Pay, Apple Pay, ACH (bank-to-bank), or wire transfer.
We offer investors several methods to verify their accredited status, including meeting the requirements for annual income, net worth, or being a Series 7, 65, or 82 license holder. Investors can upload evidence of their accredited status, have a third-party such as a CPA attest on their behalf, or input their FINRA license number directly.
In a Regulation A+ offering, the broker-dealer performs a compliance function by executing a trade review on each investment to ensure it is eligible to be accepted by the issuer. In addition, broker-dealers play an instrumental role as a broker-dealer of record, securing no objection from FINRA for the offering they will be attached to.
There is no maximum number of investors who are allowed to invest in a given deal, it's completely up to you. Keep in mind that depending on how you structure your cap table, you may be subject to reporting requirements based on the number of investors who own shares in your company.
Many successful offerings activate the brand equity of an owned audience of fans, customers, or users. Others scale a highly advanced social media campaign to drive interest and compliantly engage prospective investors with the help of a marketing agency.
While Issuance isn't a marketing firm, we can gladly connect you with agencies in our network who have experience building investor interest.
We'd be more than happy to demo our platform for you, so don't hesitate to set up a call with us today using the 'Demo Request' button.
Reach out to our team by requesting a demo if you're a new prospective issuer. Those already using our platform have access to our Client Ops team for any questions or feedback that comes up.
