Rules Around Canceling an Online Startup Investment
For one reason or another, you decide you need to cancel an investment you made. Can you? We discuss the rules around cancelling a Reg CF startup inve…
Tag: Reg CF
Crowdfunding SAFE vs. Traditional SAFE – Key Differences
Since its creation in 2013, the use of the SAFE has proliferated as an early-stage financing instrument and is now used everywhere from Silicon Valley…
Testing the Waters – What Reg CF Investors Should Know
With the new crowdfunding regulations that went into effect on March 15, 2021, the U.S. SEC introduced something called “testing the waters” (TTW) for Regulation…
2020 US Equity Crowdfunding Stats – Year in Review
2020 was a blockbuster year for equity crowdfunding and the online capital markets. We break down the key milestones, stats and news from 2020.
Summary of SEC’s Final Rule for Reg CF, Reg A+, Reg D (2020 Updates)
On Nov. 2, 2020, the SEC voted 3-2 in favor of adopting a broad set of updates to Reg CF, Reg A+, and Reg D. These changes may have a massive impact o…
Top 10 Equity Crowdfunding Sites – 2020
We break down the top equity crowdfunding sites of 2020 across key areas such as capital raised, number of investors, fees, and more.
Three Ways the U.S. Gives Tax Relief for Investing in Startups
While startups are very risky, the U.S. provides three key tax benefits for startup investors to make early-stage investments more enticing. Learn all…
The Five Tax Questions Every Startup Investor Should Answer
Taxes are generally the last thing on the minds of most startup investors. Find out some of the key tax implications of investing in startups.
The Reason You Should Record Your Crowdfunding Investment Fees
Are you keeping track of investment fees each time you make a crowdfunding investment? We discuss the potential tax savings of keeping track of invest…
Overview of SEC’s Proposed Updates to Reg CF and Exempt Offering Framework
On March 4, 2020, the SEC proposed major updates to Regulation Crowdfunding and other exempt offering frameworks to increase access to capital while p…