Regulation CF Offering Preparation Services

Raise up to $5m per year with Regulation CF. Red Rock Securities Law provides comprehensive SEC Regulation CF Offering preparation legal services and, through our affiliate Red Rock Investor Technology, Regulation CF Investor Raise Portal build services to administer the raise.

Regulation CF allows companies to raise up to $5m annually with an offering that allows general solicitation and advertising of the offering to the public.  Regulation CF also allows both accredited and non-accredited investors the ability to invest. Regulation CF provides public offering investor acquisition capabilities without the cost and expense of an S1 Registration or SEC Regulation A offering. Regulation CF is also an excellent “first round” option on the way to executing a larger Regulation A offering.    

Red Rock Securities Law specializes in the preparation of “Direct Issuance” Regulation CF Offerings. A “Direct Issuance” Regulation CF offering allows an issuer to execute the Regulation CF offering on a custom built Regulation CF Investor Web Portal, administered by a FINRA broker-dealer, which allows the issuer to avoid the high commission costs and other disadvantages associated with traditional crowdfunding platforms.  Red Rock Securities Law can provide the legal work for the SEC offering preparation, FINRA broker dealer introductions, and the Regulation CF raise portal build all covered under a nominal flat fee payment engagement.  

Bypass the expensive crowdfunding platforms and execute “Direct” with a Red Rock Securities Law prepared Regulation CF Offering. 

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    Regulation CF Offering Preparation

    Legal Guidance
    Form C and Offering Document Drafting
    Custom Reg CF Raise Portal Build
    Third Party Broker Dealer Intermediary
    Entity Governance Documents
    Entity Formation

    Regulation CF Investor Raise Portal Build

    Regulation CF Offering Raise Portal
    Custom Engagement Page Website
    Invest Technology Integration
    Launch with Broker Dealer
    Marketing Guidance
    Reg CF Portal Legal Review

    Why Engage Red Rock Securities Law?

    5,500 Offerings over 25 Years
    Integrated Legal and Raise Tech
    Experienced Legal Team
    A+ BBB Rating
    Flat Fee Offering Preparation
    Broker Dealer Eco-System

    SEC Regulation CF Highlights

    Capital Raising for Small Businesses:

    Regulation CF allows small and medium size businesses (including startups) to raise capital from retail investors including accredited and non-accredited investors. Regulation CF also allows public advertising and solicitation of the offering campaign to attract investors.

    Maximum Capital Raise:

    Companies can raise up to $5 million in a 12-month period under Regulation CF, subject to specific rules and limits.

    Direct Regulation CF vs. Crowdfunding Platforms:

    Based on rule changes from 2021 – an Issuer may elect to launch the Regulation CF offering on a Crowdfunding Platform or execute “Direct” with their own Regulation CF raise website that is launched with and administered by a FINRA broker dealer. Red Rock Securities Law primarily develops “Direct” Regulation CF offerings.

    “Direct” Regulation CF Offering Benefits:

    There are some substantial benefits to executing a “Direct” Regulation CF offering such as lower cost, no equity provided to the intermediary broker dealer, full control over your prospect data, no competing issuers on the platform, and a bespoke investor experience on the custom Regulation CF broker dealer administered raise website.

    Investor Participation:

    Both accredited and non-accredited investors can participate in Regulation CF offerings. However, there are limits on how much non-accredited investors can invest based on their income or net worth.

    Public Solicitation:

    Regulation CF allows for general solicitation and marketing of the offering, but the offering must be conducted through a registered crowdfunding platform. The issuer cannot offer the securities directly or through any other channels.

    Limitations on Resale:

    Securities sold under Regulation CF are subject to a one-year holding period before they can be resold, except in specific circumstances (such as to an accredited investor or as part of a registration with the SEC).

    Whether you are a fund manager, business owner, real estate syndicator or entrepreneur – Red Rock Securities Law can provide the solutions needed to raise capital from investors.

    Call us today to discuss: (720) 586-8610