EquiDeFi® is a revolutionary platform that simplifies launching and managing private capital offerings. It streamlines workflows for issuers, investors, and professionals, providing a secure, automated, and compliant investment experience.
EquiDeFi® is a fully integrated platform and workflow solution enabling issuers to efficiently launch, manage, and close private offerings while keeping investors and professionals engaged in real-time.
A workflow to conduct due diligence, countersign agreements, and close investments efficiently.
A frictionless, highly automated onboarding process for private investment opportunities.
“This was our first experience running a Reg A offering and we cannot imagine doing it any other way than with EquiDeFi.
The EquiDeFi Portal simplifies collecting indications, KYC materials, and investor communication.
The EquiDeFi team is knowledgeable, efficient, and highly supportive. We never felt alone in the process.”
— Monique MacLaren
Investment Banking Administrator, Dawson James Securities, Inc.
Join issuers who have successfully raised capital using EquiDeFi®.
Discover the wealth of knowledge and insights at your fingertips with EquiDeFi®’s education platform. From private finance to market trends, our curated content offers a comprehensive understanding of the industry.
Episode 230 covers how the JOBS Act changed private placements and Regulation A offerings opening the door for investment diversification
October 12, 2026 · Platform Updates Here’s a look at what shipped across our two most recent releases. Expanded Analytics
EquiDeFi, Ltd., a software workflow solution for investing, and The Oak Companies, Inc. (“Oak”) announced that Oak is the latest
August 31, 2026 · Platform Updates Here’s a look at what shipped in this release. Enhanced Payment Experience Paying for
Here’s a look at what shipped in this release. Clearer Payment Tracking We’ve expanded our payment processing to track charge
August 6, 2026 · Platform Updates Here’s a look at what shipped in this release. Investor Vault The new Investor
Courtesy Laura Anthony, Esq.
We collaborate with leading enterprise vendors to deliver a seamless client experience:
Our strategic partnerships enhance experiences for both issuers and investors:
Explore how EquiDeFi® can help you raise capital efficiently. Our experts provide personalized demonstrations and answer any questions about private offerings.
