Regulation CF offerings have revolutionized investment opportunities by allowing issuers to reach the public directly. But did you know there’s a way to maintain full control over your investor data?

With the SEC’s 2021 update, issuers can now conduct Direct Regulation CF offerings through a FINRA broker-dealer—eliminating the need for third-party crowdfunding platforms. This means: You own and control your investor prospect data. This also means lower costs compared to traditional crowdfunding platforms and a streamlined, customized investment experience.

Many investors prefer working directly with issuers rather than through a platform that may resell or use their data for retargeting. A Direct Reg CF Offering ensures privacy, efficiency, and a more tailored fundraising process.

• Bespoke investment portals
• Simplified investor onboarding
• More cost-effective than Regulation D 506(c)

Interested in learning how to take control of your capital raise? Call us today! (720) 586-8610