To set your campaign up for success, you'll need two key items that typically take the most time to prepare:

1. Financial Documentation

For raises up to $1.2M: Reviewed financial statements

For raises over $1.2M: Audited financial statements

2. Form-C Filing

This is your official offering document that outlines your business and the investment opportunity

You'll also need:

Background checks for owners and executives

Business plans and financial projections

Marketing materials for your campaign

Don't worry - we'll guide you through each step and help determine if you need additional items like an SPV (Special Purpose Vehicle) structure. We handle the escrow account setup for you.

We believe in true partnership - we succeed when you succeed. That's why we only collect a percentage of funds from successful raises, rather than charging upfront platform fees.

To launch your offering, you'll need a few essential items to meet regulatory requirements. While these services involve costs, they're handled directly with the service providers - not through us. We'll guide you through exactly what you need based on your funding goals.

Our compensation comes solely from a percentage of successfully raised funds, which is fully disclosed in each offering's materials. In some cases, we may accept securities of the same class offered to investors as part of our compensation.

Your funds are kept secure throughout the fundraising process. Here's how it works:

When investors contribute to your campaign, their money is held safely in an independent escrow account. To protect both you and your investors, the funds are only released when you:

1. Reach your minimum funding target

2. Complete all closing conditions

During your campaign setup, we'll guide you through providing the necessary escrow account information. Once you've hit your funding target and met all conditions, the money is transferred directly to your business account, and investors receive their securities.

If the minimum funding target or closing conditions aren't met, all subscription amounts are automatically returned to the investors through the escrow agent.