From sign-up to post-launch sign-off, here's a step-by-step guide on how to get your fundraise ready to go.
If you're looking to raise funds, make sure you set up an issuer's account, which is completely free.
Afterwards, schedule a preliminary interview with our Onboarding Team.
Make sure that you completely fill up the required fields under the Profile, Company, and Team sections.
Upload all company registration and other documentary requirements, such as the government-issued IDs of all of the company's principal officers, management, and corporate secretary.
Don't forget to complete and submit SEC Form CF(?) as well!
Save this information and allow us time to review and verify your account. If you've forgotten to submit something that's delaying verification, we'll be sure to let you know.
You'll find the prerequisite legal agreements in the following sections:
While waiting for your account to be reviewed and verified, fill up the following tabs:
Set up the parameters of the offering, fundraising target, duration, and other details.
Upload your offering materials (pitch deck, audited financial statements, term sheet, and the like) to the Documents section.
Finalize your proposed launch date.
Complete and submit the campaign offering forms (SEC Form CF-O) for approval.
Preview and give the go ahead to publish your company's Campaign along with your public Profile.
Launch your campaign and let the countdown begin!
For information related to campaign and post-campaign activity, please see the following FAQ sections: During Your Campaign and After Your Campaign.