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Prepared for
2
crowd investment
content & payment
3
Streamlined
Workflows
Built-In
Compliance
Cutting Edge and
User Friendly
Regulation
Ready
how we compare to others
in the space?
 We have all features as all other crowdfunding platforms have. In most of the cases you will see it as one
company doing the content second company is doing the payments subscriptions and third company is
doing the Marketing tools and initiatives
 It is mainly divided by companies doing either
- Equity or
- Real Estate debt / Equity or
- pre financing a product,
we have all those capabilities in our platform
why we are different?
The main fundamental difference is that we are a technology partner to companies that they have already
established name recognition in the market they have clients in place they don’t have the in house
capabilities on how to do it and we are experienced in the space
 it is their established corporate brand
 CrowdPay is the technology partner
4CrowdPay.us, Inc. Confidential
SAAS Company that offers white label OMNI Channel eCommerce and Content Solution for Crowd Funding
Custom solution to the Broker Dealers Merchant Banks security law firms that have the need for platform to market and
collect the offerings
We provide the software that offers the same services as the competition
We have the solution: Our cloud base software is functioning with same features and more under our partner brand
(white label)
Everything is a cloud based solution-your choice of clod based hosting facility.
No need to install any software, no need to backup, no need to update applications.(we do that for our customers/partners)
Works on computers (web based) & tablets Apple IOS, Android
4-6 weeks after the signed agreement
and confirming on All the configurations for hardware that will be included
All maintenance and hosting is included in the price as well SLA
any special feature required development will be developed as custom work and will be quoted prior to start development
There is a one time upfront fee, for implementation and integration to the specified ACH and processing credit cards and ACH
and wire and required to presses with our processing partners.
5OMNISOFT, Inc. Confidential
6
Management and offering info
Church Donation
& shopping site
+
Per corporate design
✔ ID Validation
✔ Custom Forms
✔ Know Your Customer (KYC)
✔ Anti-Money laundering (AML) Checks
✔ Residency Requirements
✔ Cool-Off Periods
✔ Compliance and Regulations
✔ E-Signatures
✔ Accreditation
✔ SEC/FINRA Compliant
✔ Digital Documents, Digitial Signatures
✔ Bad Actor Checks
7
Seamless prose without investor
knows about it
That red flag regularities
Monitoring and compliance of
AML and KYC
Crowdfunding is rapidly becoming a familiar concept among investment firms, venture capitalists, real estate
developers, and small to medium sized businesses because crowdfunding is a way to facilitate financing online that
is creating a profound shift in the world of investments. Below is a brief overview of the new rules that permit
selling securities online.
regulation D 506(b) & 506(c):
(Unlimited Raise Amounts)
Regulation D provides the most common regulatory exemption used by crowdfunding portals today. It exempts private placement
offerings under Rule 506(b) or 506(c), which was adopted on September 23, 2013. Companies relying on the Rule 506 exemptions can
raise an unlimited amount of money.
regulation A+:
($20 Million to $50 Million)
Regulation A+ offers two tiers of offerings:
The first tier for offerings of up to $20 million and the second tier for offerings of up to $50 million, each within a 12-month period.
title III (regulation crowdfunding):
($1 Million, requires Funding Portal)
The SEC has issued crowdfunding legislation known as Title III of the JOBS Act. The legislation has three key differentiators 1) provide an
easy, low-cost way for startups to raise money online; 2) protect investors from new forms of fraud; and 3) create incentives for financial
firms to run crowdfunding websites.
With CrowdPay, it’s easy to launch your own crowdfunding portal with
unrivaled customization options
10
The Growth eREIT plans to focus primarily on opportunistic equity ownership of commercial real
estate assets that have a greater potential to appreciate in value over time.
11
The Income eREIT plans to focus primarily on debt investments in commercial real
estate assets, which typically generate steady cash flow throughout the life of
the investment.
12OMNISOFT, Inc. Confidential
CUSTOMIZED, WHITE LABEL SAAS FOR CROWD FUNDING’s, AS A TOTAL OMNI SOLUTION
THE SAAS SOLUTION CONSISTS OF:
• Crowd Funding real-estate investment site
• Facebook investment site
• Twitter button(that will bring you to the investments)
• Redirect button for adds and other sites
• Individual app for people that want to invest
• Tablet and mobile phone for the investment to collect
13
Our partners are proven experts in their own fields. CrowdPay
Partners may be tightly integrated into our software or they may
be available as third-party enhancements or extensions.
CrowdPay is always looking to work with world-class Partners
as we continue to build out our ever-growing partner ecosystem.
14
Crowd Pay provides full service back office administration for both SPVs and VC funds. Clients range from crowdfunding
platforms, to angel groups, investor networks and VC firms. Below are some of the administrative tasks our professionals
handle on a daily basis:
SPV/Fund formation
Form limited liability company (“LLC”) or limited partnership (“LP”) entity and hire registered agent
Prepare SPV/VC fund documentation
Perform a cursory examination of the portfolio company investment documents
Obtain a United States Federal Tax Identification Number
File a foreign entity registration in the applicable state
Optional: Form series LLC or LP structures to provide for scalability and additional savings
securities filings
File notice of the SPV/fund’s offering(s) with the SEC
Complete any applicable blue sky state filings
fund administration
Pay ongoing SPV fund expenses including the following:
1 Taxes and registration of the entity in the state of organization
2 Any taxes, registered agent fee, annual reporting fee, or similar amounts owed
3 Any other expenses properly incurred/
Receive and remit to investors any distributions
Assist representing the SPV fund in decisions related to the investment in the Company and the Investors per direction from
clients and/or third party advisors
tax and K-1 services
15
Private Placement Memorandums (PPM):
Whether you are conducting a Regulation D 506(b) or 506(c)
offering or other type of private placement, you should use a
private placement memorandum or PPM to protect yourself
and your business.
• A PPM is a disclosure document that you provide to potential
investors and is a record that you provided all material
information about your company.
• A PPM is especially useful when raising money from outside
investors or strangers who you don’t have a personal
relationship with.
Form C:
Pursuant to the JOBS Act and the regulations promulgated by
the SEC, in order to raise money using Title III Crowdfunding, a
company must prepare a Form C and file it with the SEC 21
days prior to launching an offering. CrowdPay offers a Form C
drafting tool that can help you prepare the Form C for a fraction
of the time and cost of hiring a traditional law firm.
• The Form C you prepare using CrowdPay requires only a
light legal review by a lawyer, which can be done by your
own lawyer or one of our legal partners.
• Once signed off on, you can file it with the SEC with the push
of a button.
• With CrowdPay, you can rest assured that you are complying
with all of the SEC’s disclosure requirements.
PPM Risk Factor Tool:
The Risk Factor Tool is for companies raising money that
don’t want to use a full private placement memorandum or
PPM disclosure document. If you are raising money from
friends and family or sophisticated investors, you may not
need to use a full PPM document, but you should still use a
set of well tailored risk factors to protect you and your
company from liability if anything goes wrong in the future.
•Risk factors are like insurance policy for a securities
offering and a well tailored compressive set of risks can
protect you and your company from investor lawsuits and
SEC actions.
•By answering a set of yes or no questions and entering
some brief information, then generate a set of risk factors
that can be tailored by the company for legal protection.
16
✔ DRAG & DROP EDITOR: CrowdPay provides an intuitive, drag-
and-drop editor that significantly cuts down on development
time.
✔ WIDGETS: To make site building faster, copy and paste any
element inside of a site.
✔ MOBILE DESIGNER: Every element in CrowdPay’s CMS can be
customized on a per device basis, giving full control over the site
on each type of mobile device
✔ TEMPLATES: Simply pick a template and use CrowdPay’s
responsive website builder to bring your vision to life.
✔ IMAGE MANAGEMENT: Pull from a library of free stock
images, upload, or import images from any URL, to easily make
your website picture-perfect.
✔ SEARCH ENGINE OPTIMIZATION: Improve your website’s
search engine ranking by setting up page titles and descriptions
and 301 redirects.
✔ AUTOMATIC OPTIMIZATION: Images uploaded to CrowdPay’s
CMS are automatically resized and compressed so they load
perfectly on desktop, tablet and mobile.
✔ BLOG: Displays your blog perfectly across desktop, tablet and
mobile devices. ATOM and RSS feeds are automatically
generated.
✔ AUTOMATIC BACKUPS: Backups are created automatically
every time you make changes and publish them. You can then
revert back to any version at any time.
The CrowdPay website builder enables you to create a responsive website with no need to code that can
be customized by device. All CrowdPay websites not only look great, but follow Google’s SEO best
practices and come with many design and business-driving widgets.
17
✔ Compliance and Regulations
✔ E-Signatures
✔ Accreditation
✔ SEC/FINRA Compliant
✔ Digital Documents, Digitial Signatures
✔ Bad Actor Checks
✔ ID Validation
✔ Custom Forms
✔ Know Your Customer (KYC)
✔ Anti-Money laundering (AML) Checks
✔ Residency Requirements
✔ Cool-Off Periods
✔ Watch Lists
✔ Post comments / Ask Questions
✔ Investment Dashboard
✔ Investment Profiles
Equity Back Office:
✔ E-Signatures
✔ Manage Accreditation
✔ Payment and Escrow Ready
✔ Moderator Access
✔ Project Approval Process
Equity Payment Options:
✔ ACH, Wire & Check Options
✔ Online Payments
✔ Multiple Currencies
✔ Traditional Payments ( Check & Wire)
✔ Indicate interest On Offerings
✔ Dashboards
✔ Social Media Ready
✔ Admin Backoffice
✔ Automation
✔ Notifications
✔ Mobile Ready
✔ Export Data
✔ YouTube & Vimeo integration
✔ Search & Search filters
✔ Website Builder
✔ Professional Support
✔ Launch Support
19
20
21
Coming Soon
CrowdPay invented and developed our patent-pending Compliance and Regulations, a one-of-a-kind equity crowdfunding rules engine designed to
let you configure your equity crowdfunding portal exactly as you see fit.
CrowdPay is also the only provider that lets you conduct offerings for all the national, intrastate, and international rules, all at the same time, on the
same portal.
Amazing Investor Support:
We are firmly dedicated to your crowdfunding portals
success. Our small team helps you get launch with a
custom portal in a fraction of the time of your typical
build out process. Use our expertise to get started
today.
CrowdPay Benefits:
✔ 100% Customizable
✔ Ready-To-Launch
✔ Powerful Admin Backend
CrowdPay invented and developed our patent-pending Compliance and Regulations, a one-of-a-kind equity crowdfunding rules engine
designed to let you configure your equity crowdfunding portal exactly as you see fit.
CrowdPay is also the only provider that lets you conduct offerings for all the national, intrastate, and international rules, all at the same
time, on the same portal.
single raise solution:
24
Prepared by
Crowdpay.us, Inc.
200 Park Avenue, 17th Floor
New York, NY 10166
212-278-0900
CONFIDENTIAL –
Do Not Distribute Without Permission This Business Plan is provided solely for the purpose of discussion, and is not an offering of securities. It may not be
reproduced in part or whole without the written permission of crowdpay.us. Inc.
COPYRIGHT © 2016 CrowdPay.us, Inc.

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Purchase Order Finance (BUSINESS BORROWING BASICS 2018)
 

Streamlined Crowdfunding with CrowdPay

  • 4. how we compare to others in the space?  We have all features as all other crowdfunding platforms have. In most of the cases you will see it as one company doing the content second company is doing the payments subscriptions and third company is doing the Marketing tools and initiatives  It is mainly divided by companies doing either - Equity or - Real Estate debt / Equity or - pre financing a product, we have all those capabilities in our platform why we are different? The main fundamental difference is that we are a technology partner to companies that they have already established name recognition in the market they have clients in place they don’t have the in house capabilities on how to do it and we are experienced in the space  it is their established corporate brand  CrowdPay is the technology partner 4CrowdPay.us, Inc. Confidential
  • 5. SAAS Company that offers white label OMNI Channel eCommerce and Content Solution for Crowd Funding Custom solution to the Broker Dealers Merchant Banks security law firms that have the need for platform to market and collect the offerings We provide the software that offers the same services as the competition We have the solution: Our cloud base software is functioning with same features and more under our partner brand (white label) Everything is a cloud based solution-your choice of clod based hosting facility. No need to install any software, no need to backup, no need to update applications.(we do that for our customers/partners) Works on computers (web based) & tablets Apple IOS, Android 4-6 weeks after the signed agreement and confirming on All the configurations for hardware that will be included All maintenance and hosting is included in the price as well SLA any special feature required development will be developed as custom work and will be quoted prior to start development There is a one time upfront fee, for implementation and integration to the specified ACH and processing credit cards and ACH and wire and required to presses with our processing partners. 5OMNISOFT, Inc. Confidential
  • 6. 6 Management and offering info Church Donation & shopping site + Per corporate design ✔ ID Validation ✔ Custom Forms ✔ Know Your Customer (KYC) ✔ Anti-Money laundering (AML) Checks ✔ Residency Requirements ✔ Cool-Off Periods ✔ Compliance and Regulations ✔ E-Signatures ✔ Accreditation ✔ SEC/FINRA Compliant ✔ Digital Documents, Digitial Signatures ✔ Bad Actor Checks
  • 7. 7 Seamless prose without investor knows about it That red flag regularities Monitoring and compliance of AML and KYC
  • 8. Crowdfunding is rapidly becoming a familiar concept among investment firms, venture capitalists, real estate developers, and small to medium sized businesses because crowdfunding is a way to facilitate financing online that is creating a profound shift in the world of investments. Below is a brief overview of the new rules that permit selling securities online. regulation D 506(b) & 506(c): (Unlimited Raise Amounts) Regulation D provides the most common regulatory exemption used by crowdfunding portals today. It exempts private placement offerings under Rule 506(b) or 506(c), which was adopted on September 23, 2013. Companies relying on the Rule 506 exemptions can raise an unlimited amount of money. regulation A+: ($20 Million to $50 Million) Regulation A+ offers two tiers of offerings: The first tier for offerings of up to $20 million and the second tier for offerings of up to $50 million, each within a 12-month period. title III (regulation crowdfunding): ($1 Million, requires Funding Portal) The SEC has issued crowdfunding legislation known as Title III of the JOBS Act. The legislation has three key differentiators 1) provide an easy, low-cost way for startups to raise money online; 2) protect investors from new forms of fraud; and 3) create incentives for financial firms to run crowdfunding websites.
  • 9. With CrowdPay, it’s easy to launch your own crowdfunding portal with unrivaled customization options
  • 10. 10 The Growth eREIT plans to focus primarily on opportunistic equity ownership of commercial real estate assets that have a greater potential to appreciate in value over time.
  • 11. 11 The Income eREIT plans to focus primarily on debt investments in commercial real estate assets, which typically generate steady cash flow throughout the life of the investment.
  • 12. 12OMNISOFT, Inc. Confidential CUSTOMIZED, WHITE LABEL SAAS FOR CROWD FUNDING’s, AS A TOTAL OMNI SOLUTION THE SAAS SOLUTION CONSISTS OF: • Crowd Funding real-estate investment site • Facebook investment site • Twitter button(that will bring you to the investments) • Redirect button for adds and other sites • Individual app for people that want to invest • Tablet and mobile phone for the investment to collect
  • 13. 13 Our partners are proven experts in their own fields. CrowdPay Partners may be tightly integrated into our software or they may be available as third-party enhancements or extensions. CrowdPay is always looking to work with world-class Partners as we continue to build out our ever-growing partner ecosystem.
  • 14. 14 Crowd Pay provides full service back office administration for both SPVs and VC funds. Clients range from crowdfunding platforms, to angel groups, investor networks and VC firms. Below are some of the administrative tasks our professionals handle on a daily basis: SPV/Fund formation Form limited liability company (“LLC”) or limited partnership (“LP”) entity and hire registered agent Prepare SPV/VC fund documentation Perform a cursory examination of the portfolio company investment documents Obtain a United States Federal Tax Identification Number File a foreign entity registration in the applicable state Optional: Form series LLC or LP structures to provide for scalability and additional savings securities filings File notice of the SPV/fund’s offering(s) with the SEC Complete any applicable blue sky state filings fund administration Pay ongoing SPV fund expenses including the following: 1 Taxes and registration of the entity in the state of organization 2 Any taxes, registered agent fee, annual reporting fee, or similar amounts owed 3 Any other expenses properly incurred/ Receive and remit to investors any distributions Assist representing the SPV fund in decisions related to the investment in the Company and the Investors per direction from clients and/or third party advisors tax and K-1 services
  • 15. 15 Private Placement Memorandums (PPM): Whether you are conducting a Regulation D 506(b) or 506(c) offering or other type of private placement, you should use a private placement memorandum or PPM to protect yourself and your business. • A PPM is a disclosure document that you provide to potential investors and is a record that you provided all material information about your company. • A PPM is especially useful when raising money from outside investors or strangers who you don’t have a personal relationship with. Form C: Pursuant to the JOBS Act and the regulations promulgated by the SEC, in order to raise money using Title III Crowdfunding, a company must prepare a Form C and file it with the SEC 21 days prior to launching an offering. CrowdPay offers a Form C drafting tool that can help you prepare the Form C for a fraction of the time and cost of hiring a traditional law firm. • The Form C you prepare using CrowdPay requires only a light legal review by a lawyer, which can be done by your own lawyer or one of our legal partners. • Once signed off on, you can file it with the SEC with the push of a button. • With CrowdPay, you can rest assured that you are complying with all of the SEC’s disclosure requirements. PPM Risk Factor Tool: The Risk Factor Tool is for companies raising money that don’t want to use a full private placement memorandum or PPM disclosure document. If you are raising money from friends and family or sophisticated investors, you may not need to use a full PPM document, but you should still use a set of well tailored risk factors to protect you and your company from liability if anything goes wrong in the future. •Risk factors are like insurance policy for a securities offering and a well tailored compressive set of risks can protect you and your company from investor lawsuits and SEC actions. •By answering a set of yes or no questions and entering some brief information, then generate a set of risk factors that can be tailored by the company for legal protection.
  • 16. 16 ✔ DRAG & DROP EDITOR: CrowdPay provides an intuitive, drag- and-drop editor that significantly cuts down on development time. ✔ WIDGETS: To make site building faster, copy and paste any element inside of a site. ✔ MOBILE DESIGNER: Every element in CrowdPay’s CMS can be customized on a per device basis, giving full control over the site on each type of mobile device ✔ TEMPLATES: Simply pick a template and use CrowdPay’s responsive website builder to bring your vision to life. ✔ IMAGE MANAGEMENT: Pull from a library of free stock images, upload, or import images from any URL, to easily make your website picture-perfect. ✔ SEARCH ENGINE OPTIMIZATION: Improve your website’s search engine ranking by setting up page titles and descriptions and 301 redirects. ✔ AUTOMATIC OPTIMIZATION: Images uploaded to CrowdPay’s CMS are automatically resized and compressed so they load perfectly on desktop, tablet and mobile. ✔ BLOG: Displays your blog perfectly across desktop, tablet and mobile devices. ATOM and RSS feeds are automatically generated. ✔ AUTOMATIC BACKUPS: Backups are created automatically every time you make changes and publish them. You can then revert back to any version at any time. The CrowdPay website builder enables you to create a responsive website with no need to code that can be customized by device. All CrowdPay websites not only look great, but follow Google’s SEO best practices and come with many design and business-driving widgets.
  • 17. 17 ✔ Compliance and Regulations ✔ E-Signatures ✔ Accreditation ✔ SEC/FINRA Compliant ✔ Digital Documents, Digitial Signatures ✔ Bad Actor Checks ✔ ID Validation ✔ Custom Forms ✔ Know Your Customer (KYC) ✔ Anti-Money laundering (AML) Checks ✔ Residency Requirements ✔ Cool-Off Periods ✔ Watch Lists ✔ Post comments / Ask Questions ✔ Investment Dashboard ✔ Investment Profiles Equity Back Office: ✔ E-Signatures ✔ Manage Accreditation ✔ Payment and Escrow Ready ✔ Moderator Access ✔ Project Approval Process Equity Payment Options: ✔ ACH, Wire & Check Options ✔ Online Payments ✔ Multiple Currencies ✔ Traditional Payments ( Check & Wire) ✔ Indicate interest On Offerings
  • 18. ✔ Dashboards ✔ Social Media Ready ✔ Admin Backoffice ✔ Automation ✔ Notifications ✔ Mobile Ready ✔ Export Data ✔ YouTube & Vimeo integration ✔ Search & Search filters ✔ Website Builder ✔ Professional Support ✔ Launch Support
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  • 22. CrowdPay invented and developed our patent-pending Compliance and Regulations, a one-of-a-kind equity crowdfunding rules engine designed to let you configure your equity crowdfunding portal exactly as you see fit. CrowdPay is also the only provider that lets you conduct offerings for all the national, intrastate, and international rules, all at the same time, on the same portal. Amazing Investor Support: We are firmly dedicated to your crowdfunding portals success. Our small team helps you get launch with a custom portal in a fraction of the time of your typical build out process. Use our expertise to get started today. CrowdPay Benefits: ✔ 100% Customizable ✔ Ready-To-Launch ✔ Powerful Admin Backend
  • 23. CrowdPay invented and developed our patent-pending Compliance and Regulations, a one-of-a-kind equity crowdfunding rules engine designed to let you configure your equity crowdfunding portal exactly as you see fit. CrowdPay is also the only provider that lets you conduct offerings for all the national, intrastate, and international rules, all at the same time, on the same portal. single raise solution:
  • 24. 24 Prepared by Crowdpay.us, Inc. 200 Park Avenue, 17th Floor New York, NY 10166 212-278-0900 CONFIDENTIAL – Do Not Distribute Without Permission This Business Plan is provided solely for the purpose of discussion, and is not an offering of securities. It may not be reproduced in part or whole without the written permission of crowdpay.us. Inc. COPYRIGHT © 2016 CrowdPay.us, Inc.