"TRAKLIGHT", "ID YOUR IP", "IP VAULT", and "IP CLOUD" are registered trademarks of The PIP Vault, LLC. © MMXIII The PIP Va...
 L	
   OVERVIEW
REWARDS BASED:
Indiegogo, Kickstarter, Rocket Hub & 1500+ more
EQUITY BASED (non-accredited):
Debt or Secu...
ISSUER : JOBS Act
	
  
1.	
  	
  	
  	
  Registra@on	
  &	
  Incorpora@on	
  in	
  US	
  
2.	
  	
  	
  	
  Names	
  –	
  ...
SEC RULES: 585 PAGES
	
  	
  	
  	
  	
  	
  
	
  	
  	
  	
  	
  
	
  
	
  	
  
	
  	
  
	
  
	
  
	
  	
  	
  
SEC: 295 Questions
	
  	
  	
  	
  	
  	
  
	
  	
  	
  	
  	
  
	
  
	
  	
  
	
  	
  
	
  
	
  
	
  	
  	
  
Equity/Debt Status
Ready,
Set,
Not Yet!
SEC Rule comment ended Feb 3rd, 2014
Intrastate live in several states
Photo	
  cr...
RULES – FORM C Disclosure
1.	
  	
  	
  	
  Registra@on	
  &	
  Incorpora@on	
  in	
  US	
  
2.	
  	
  	
  	
  Names	
  –	...
GAAP Financial Statements
< $100K – CEO
Ø $100K to < $500K Review
Ø $500K = AUDIT by non-PCAOB but licensed
Certified Pr...
Devil in the Details
$XM Valuation/ $X per share price/ Total $XK
Use of Proceeds MAKE SELL OPERATE
$XK Now $XK $YK $ZK
$X...
EQUITY CHALLENGES:
Business Plan
Financials
Attestation
Valuation
IDENTIFY IP
PROTECT IP
PICK A PLATFORM
BUILD SOCIAL CAPITAL
CREATE A PITCH
CROWDFUNDING
APPROACH
Got Intellectual Property?
Why Care…
• IP theft costs $250 billion annually
• 100% of all companies have IP
• Intangible a...
IDENTIFY & PROTECT IP
WHY
WHO
WHAT
WHEN
WHERE
✔	
  
ONLINE:
Campaign
Business Plan
Projections
Videos
Music
`	
  
CREATE PITCH
Questions?"
Mary Juetten!
mejuetten@traklight.com"
@traklight @maryjuetten"
IDENTIFY. PROTECT. SUCCEED.!
"
www.traklight.c...
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LES SV Slides: Innovation and the JOBS Act

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Overview of JOBS Act for Entrepreneurs including 5 steps to practice safe crowdfunding

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LES SV Slides: Innovation and the JOBS Act

  1. 1. "TRAKLIGHT", "ID YOUR IP", "IP VAULT", and "IP CLOUD" are registered trademarks of The PIP Vault, LLC. © MMXIII The PIP Vault, LLC. All Rights Reserved. Identify your innovation. Safeguard your success. ®   ISSUER  Views:  Crowdfunding,  the  JOBS  Act,  and  the   Future  of  Innova@on  Funding   Mary  JueCen,  Founder  &  CEO   @maryjueCen  @traklight   March  19,  2014   LES:  Silicon  Valley  Chapter  
  2. 2.  L   OVERVIEW REWARDS BASED: Indiegogo, Kickstarter, Rocket Hub & 1500+ more EQUITY BASED (non-accredited): Debt or Security OTHER (accredited): Angel List, Lending Club, Prosper, MicroVentures
  3. 3. ISSUER : JOBS Act   1.        Registra@on  &  Incorpora@on  in  US   2.        Names  –  Directors,  Officers,  >20%  SH   3.        Business  Descrip@on  &  BUSINESS  PLAN   4.        Prior  years  Tax  Returns     5.        Financial  Statements   6.        Use  of  Proceeds   7.        Offering  Details  &  Progress  Updates   8.        Share  price  &  methodology  (VALUATION)   9.        Ownership  &  capital   10.    Capital  (exis@ng,  offering  &  differences)  
  4. 4. SEC RULES: 585 PAGES                                          
  5. 5. SEC: 295 Questions                                          
  6. 6. Equity/Debt Status Ready, Set, Not Yet! SEC Rule comment ended Feb 3rd, 2014 Intrastate live in several states Photo  credit  –  Richard  Winchell  
  7. 7. RULES – FORM C Disclosure 1.        Registra@on  &  Incorpora@on  in  US   2.        Names  –  Directors,  Officers,  >20%  SH   3.        Business  Descrip@on  ONLY   4.        Prior  years  Tax  Returns     5.        Financial  Statements  ONGOING  &  ANNUAL                  REPORTS   6.        Use  of  Proceeds   7.        Offering  Details  &  Progress  Updates   8.        Share  price  &  methodology  (VALUATION)   9.        Ownership  &  capital   10.    Capital  (exis@ng,  offering  &  differences)  
  8. 8. GAAP Financial Statements < $100K – CEO Ø $100K to < $500K Review Ø $500K = AUDIT by non-PCAOB but licensed Certified Professional Accountant (CPA) Firm Not the same CPA as preparations
  9. 9. Devil in the Details $XM Valuation/ $X per share price/ Total $XK Use of Proceeds MAKE SELL OPERATE $XK Now $XK $YK $ZK $XK Next $XK $YK $ZK $XK Then $XK $YK $ZK $  
  10. 10. EQUITY CHALLENGES: Business Plan Financials Attestation Valuation
  11. 11. IDENTIFY IP PROTECT IP PICK A PLATFORM BUILD SOCIAL CAPITAL CREATE A PITCH CROWDFUNDING APPROACH
  12. 12. Got Intellectual Property? Why Care… • IP theft costs $250 billion annually • 100% of all companies have IP • Intangible assets are often more than 75% of company values; startups more than 90% Disclaimer: This is intended to be general information. Nothing in this presentation constitutes legal advice. Please consult with an attorney before making any intellectual property protection decisions.      
  13. 13. IDENTIFY & PROTECT IP WHY WHO WHAT WHEN WHERE ✔  
  14. 14. ONLINE: Campaign Business Plan Projections Videos Music `   CREATE PITCH
  15. 15. Questions?" Mary Juetten! mejuetten@traklight.com" @traklight @maryjuetten" IDENTIFY. PROTECT. SUCCEED.! " www.traklight.com" " TAKE OUR FREE RISK QUIZ"  
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