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Category: Platform Updates

  • Press Releases

EquiDeFi President Harvey Kesner Joins Advanta IRA’s Alex Perny to Discuss Developments in Pre-IPO Investing and Self-Directed Retirement Accounts

Episode 230 covers how the JOBS Act changed private placements and Regulation A offerings opening the door for investment diversification in private markets
  • Platform Updates

EquiDeFi Platform Update — October 26, 2026 Release

October 26, 2026 · Platform Updates Here’s a look at what shipped in this release. Redesigned Investment Details The Investment Details page in the investor portal has a new layout, with status cards for payment, identity verification, agreements and accreditation that show where each step stands and link straight to its details. On desktop, the […]
  • Platform Updates

EquiDeFi Platform Update — October 12, 2026 Release

October 12, 2026 · Platform Updates Here’s a look at what shipped across our two most recent releases. Expanded Analytics Issuers now get a far richer view of their raise. The Analytics tab adds KPI stat cards, an investor funnel, geographic distribution, and recent investor activity, plus a capital raise velocity chart and detailed breakdowns […]
  • Press Releases

EquiDeFi and The Oak Companies Jointly Announce Oak has Chosen EquiDeFi’s Suite of Offering Management Software for Its Recently Launched Regulation A (Tier 2) Offering

EquiDeFi, Ltd., a software workflow solution for investing, and The Oak Companies, Inc. ("Oak") announced that Oak is the latest licensee of EquiDeFi's platform. Oak uses EquiDeFi's software for investor onboarding, subscription documents and payments, along with EquiDeFi's Network Operations Center (NOC), which reports in real time on campaign activity.
  • Platform Updates

EquiDeFi Platform Update — August 31, 2026 Release

August 31, 2026 · Platform Updates Here’s a look at what shipped in this release. Enhanced Payment Experience Paying for an investment is now smoother and clearer. Investors see expanded payment details throughout the flow and can retry directly after a declined payment — no need to start over. Improvements All changes are live — […]
  • Platform Updates

EquiDeFi Platform Update — August 18, 2026 Release

Here’s a look at what shipped in this release. Clearer Payment Tracking We’ve expanded our payment processing to track charge statuses in greater detail, giving investors better visibility into the state of each payment. When a transaction doesn’t go through, investors now see clearer messaging explaining what happened and what to do next. Improvements Bug […]
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