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





Without a proper plan, you won’t know what
you need
Investors need to trust you and your ability to
operate the business effectively
Examine your financials, the risk, and the
opportunities



What portion of your business will you offer?
In what format
◦
◦
◦
◦




Shares
Bonds
Promissory Note
Limited Partnership Unit

Amount of Investment you seek
Time Frame of your campaign





What potential returns will investors receive
How will you promote your offer
Obey all the rules
Tell your investors all the facts
◦ The good and the bad
◦ What the money will be used for








Choose a Crowdfunding portal and register
File all appropriate documents with the FCAA
Choose a key contact person
Create an honest and effective business
description
Decide if you want to provide financials
Determine minimum and maximum amounts
allowed from each individual investor






Build up interest in your investment
Find unique ways to get the word out
Be Authentic – Tell your Story
Over Communicate
Have a plan to keep sharing information with
your new investors








Plan your work and work your plan
Celebrate along the way
Plan a final celebration when you reach your
target
Include your new investors in your business
Be Happy!!

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Equity Crowdfunding Basics

  • 1. Brought to you by zyrgo.com
  • 2.    Without a proper plan, you won’t know what you need Investors need to trust you and your ability to operate the business effectively Examine your financials, the risk, and the opportunities
  • 3.   What portion of your business will you offer? In what format ◦ ◦ ◦ ◦   Shares Bonds Promissory Note Limited Partnership Unit Amount of Investment you seek Time Frame of your campaign
  • 4.     What potential returns will investors receive How will you promote your offer Obey all the rules Tell your investors all the facts ◦ The good and the bad ◦ What the money will be used for
  • 5.       Choose a Crowdfunding portal and register File all appropriate documents with the FCAA Choose a key contact person Create an honest and effective business description Decide if you want to provide financials Determine minimum and maximum amounts allowed from each individual investor
  • 6.      Build up interest in your investment Find unique ways to get the word out Be Authentic – Tell your Story Over Communicate Have a plan to keep sharing information with your new investors
  • 7.      Plan your work and work your plan Celebrate along the way Plan a final celebration when you reach your target Include your new investors in your business Be Happy!!