Financial Poise Webinars
Practical and entertaining education for business owners and executives, Accredited Investors, and their legal and financial advisors.

Crowdfunding from the Start-Up’s Perspective


The accompanying slides are available to view for free by clicking the “On Demand” button below.

Startups and early-stage companies have a bewildering new array of options for raising growth capital, each option with a different set of regulations, requirements, raise limits, and investor restrictions. In 2015, the SEC finalized rules for Title IV of the JOBS Act (Regulation A+ offerings) and Title III (equity crowdfunding). Those exemptions come on top of recently finalized Title II (which permits general solicitation under Regulation D), rewards-based crowdfunding (like Kickstarter), and intrastate securities exemptions in at least 22 states. This webinar boils them down to their fundamental distinctions, and explores how a startup should evaluate those options and select the best method (or two or more parallel methods) of raising capital.

To view this webinar for CLE/CPE credit, click here.

Principal Audience: Investors

Partner: ChamberWise, West LegalEdcenter

Meet the Panel:

Alexander Davie

Alexander J. Davie is a corporate and securities attorney in ...

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Andrew Stephenson

Andrew D. Stephenson, Chief Product Officer for CrowdCheck and Partner ...

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Charlie Sidman

Charles Sidman earned a Ph.D at Harvard, had a full career ...

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Dave Freedman

Dave Freedman has worked as a journalist since 1978, primarily ...

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