RAISING CAPITAL MADE EASY!
CrowdEngine has partnered with FundAmerica to offer you the easiest way to raise capital online with the “Invest Now™” technology-driven investment transaction engine! Follow the few simple steps below to set up your offering and you will be ready to easily and quickly accept new investors.
- Enter offering information
- E-Sign agreements
- Copy and paste button on your website
- Investors simply click “Invest Now” button
- Investors provide investing info, amount, e-sign agreement and send funds
- System automatically emails alerts “from” the issuer (new investment, funds received, final confirmation, etc)
- Powerful dashboard to manage investors, view escrow balances and conduct the offering
- Report of incomplete investments so you can directly follow up with prospective investors
- Reg A “Reserve Shares” buttons for issuers and brokers to test the waters
Invest Now™ enables businesses to launch online capital raises easily and quickly and in compliance with securities regulations. With no investor friction and the highest chance of success, it is sophisticated technology backed by industry leading compliance, transaction processing and back-office services, yet flexible enough to be used by both novices (plug ‘n play) and engineers (massively customizable – more on that in a moment).
What: Ability for an investor to view an offering online (or via email) and simply click a button to bring up a form that lets them invest.
Services: The form captures the investors vesting information, amount being invested, transfer funds into escrow, NACHA authorization, accreditation statement, accreditation confirmation (if 506c), non-accreditation financial statement (if Reg A or 4a6) and appropriate calculations to permit continuation or require revision, financial adviser name (if any), database check of prior investments to confirm permissibility (if 4a6), eSign the subscription agreement, and (if a brokerdealer is involved) suitability information (per FINRA 2111). Once complete this then initiates anti-money laundering checks on the investor (both domestic and foreign), funds movement into escrow, escrow accounting, accreditation, transaction review (if a broker-dealer or funding portal is involved), transfer agent setup, and other services. All records and agreements are available to the issuer and retained as required by SEC regulations.
Methodology: Using Invest Now, which captures the entire transaction in one sitting, has shown a transaction success rate of 97%. When the transaction is broken up, requiring the investor to stop, start, stop, start, etc as various elements are done prior to permitting them to invest (e.g. requiring confirmation of accreditation before allowing them to invest, or requiring that they receive, print, sign and fax manual documents rather than electronic) has a success rate of 10% to 40%. Our methodology provides, by far, the best chance at offering success.
Ready? Once the issuer’s PPM is ready and the offering website(s) is/are created, then simply go into our offering-setup wizard to post the data to our system and get the code for an Invest Now button. Paste that on the website(s), in emails, or anywhere else you want investors to click & invest.
Marketing note: You can assign tracking codes to multiple buttons in order to track investor success from different locations. E.g. multiple broker-dealers syndicating a deal can each have their own tracking code, an issuer marketing their offering on their website as well as on different platforms or aggregators can see which investors come from which sources, management can see the success of different email campaigns, etc, etc. You can get this code in the offering setup wizard on the final tab.