Course I – Introduction to Crowdfunding on Equifund CFP

1: What is Crowdfunding on Equifund CFP and how does it work?

Crowdfunding on Equifund CFP is the regulated transaction that allows a group of individuals to invest in the securities or debt offering of a private company. Equifund CFP is a FINRA regulated** online crowdfunding portal registered with the SEC.

Once you’ve opened an account with Equifund CFP, please review the education material delivered to the email address associated with your account.

Now that you’re familiar with the investment process, Issuer disclosure requirements, risks associated with early stage investing and restrictions on the transfer or sale of securities offered under 4(a)(6), it’s time for you to begin your due diligence on the Issuer.

Equifund CFP provides each Issuer a unique offer page where a prospective investor can review all the Issuer’s corporate and offering documents. The information on this page can be reviewed by Equifund CFP account holders and the general public.

Investors looking to interact with the Issuer must create an account with Equifund CFP before asking their questions in the “communication forum”.

Once you feel you’re ready to invest, simply click the “Invest Now” button located on the Issuer page and fill out the forms.

These forms will allow Equifund CFP to populate your information in the Issuers subscription agreement.

You will be asked to confirm the information you provided is accurate to the best of your knowledge and to E-sign the agreement.

Once completed, Equifund CFP will provide you with the payment details of the Qualified Third-Party Escrow account.

The escrow account is used to hold funds until the offering milestones are met as per the Issuer’s Form C. The Form C is always available for review and download on the Issuer’s offering page hosted on Equifund CFP.

An Investors may cancel an investment commitment until 48 hours prior to the deadline identified in the Issuer’s offering materials.

Equifund CFP will notify investors when the target offering amount has been met.

Should an Issuer reach the target offering amount prior to the deadline identified in its offering materials, it may close the offering early if it provides notice about the new offering deadline at least five business days prior to such new offering deadline.

If an investor does not cancel an investment commitment before the 48-hour period prior to the offering deadline, the funds will be released to the Issuer upon closing of the offering and the investor will receive securities in exchange for his or her investment.

** In an effort to protect investors and entrepreneurs while promoting transparency and compliance, we strongly recommend only investing through FINRA regulated portals or registered broker dealers.

Pre-Investment Agreement

The next 8 slides will allow us to process your investment. Note that these next steps are a legal requirement – Thank you for your patience and financial support of this investment opportunity. Jordan Gillissie – CEO

Before we execute the investment, it’s important for us to make sure you’re comfortable and knowledgeable in early stage investing. We want to make sure that you:

    • Received and have reviewed the education materials sent to you.
    • UNDERSTAND; that there are restrictions on your ability to cancel your investment commitment and obtain a return of your investment.
    • KNOW; It may be difficult to resell securities acquired under Regulation Crowdfunding.
    • AGREE; investing in securities offered and sold in reliance on section 4(a)(6) of the Securities Act involves risk. Investors should not invest any funds unless he or she can afford to lose the entire amount of his or her investment. Your investment may not work out, and you must be in a financial condition to bear the loss.
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We are currently upgrading our system. If you click submit and the process does not continue in a few seconds, please refresh this page manually, and click Invest Now again and you should be moved on to the next step.

Complete Your Registration

By verifying your account you agree with our terms of use, privacy policy and pre-dispute arbitration agreement. Please complete the registration process by clicking the link below:

Verify Your Email

Please wait a few minutes while we create your account. An email will be sent to you shortly to confirm your admittance. Should the email be delivered to your spam or promotions folder, we recommend you move it to your inbox and mark Equifund as a safe sender.

If you have not received the email in 5 minutes, please click here to have it resent.

Questions? Our customer service team is always here to help – 1-866-338-3004

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