Campaign Logistics

What investment contract can I use?

We support raising funds with convertible notes or equity financing. We do not permit SAFE, KISS, or other esoteric investment vehicles on our platform. For a definition of Convertible Notes and Equity Financing visit our Glossary of Terms.

How do I set my valuation or terms?

If you have already raised capital from at least one professional investor, they can help set the terms. There are valuation services available for hire, and convertible notes do not require that you set your valuation at this time.

What is the maximum I can raise?

The SEC currently dictates that an issuing company can raise a maximum of $5,000,000 per year via the Regulation Crowdfunding (Reg CF) exemption.

How long does the onboarding process take?

It generally takes 6 weeks from the time of your application submission to final approval with an actual funding date. The amount of time can be accelerated and is dependent on how fast you work.

Are there legal restrictions on advertising?

Yes, for Regulation Crowdfunding, you are only allowed to promote after your SEC Form C is filed. Advertisements must be factual, avoiding qualifiers like ‘the best’ and ‘the greatest’. By law, all advertising must link to your campaign on There are no restrictions on the type of advertising vehicle.