Run Your
Reg D Offering
on One Platform
EquiDeFi® is a workflow platform built for Regulation D 506(c) and 506(b) offerings, as well as Regulation A and A+. Accredited investor verification, subscription documents, countersigning and closing, handled in one place.
A 506(c) offering can be generally solicited, as long as the issuer takes reasonable steps to verify that every investor is accredited. On EquiDeFi®, accreditation verification is a step in investor onboarding, so the documentation is collected and stored with each investor record.
Running a 506(b) offering instead? The same workflow covers onboarding, subscription documents, countersigning and closing.
Everything a Regulation D raise needs, in one system:
Documents are issued, countersigned and stored against each investor record, and more than one offering can run from the same account.
EquiDeFi® provides an Investor Support Center with step-by-step guidance during the investment process
Support resources include:
EquiDeFi® helps recover incomplete investments with automated email reminders that return investors to the exact step where they stopped.
This system helps:
“A significant and much needed improvement to private placement workflows”
Michael Harris, Esq.
Companies that have run or are running offerings on the platform:
Talk to the EquiDeFi® team about launching or managing a Regulation D offering.
