EquiDeFi® is a financial technology (FinTech) workflow platform that streamlines private capital raising for issuers, broker-dealers, and investors.
It centralizes offering management, investor onboarding, compliance workflows, and reporting into one secure infrastructure built for Regulation D (Reg D), Regulation A (Reg A), and Regulation A+ (Reg A+) offerings.
EquiDeFi® provides a structured digital workflow that reduces friction across the private investment lifecycle.
The platform supports:
Private offerings such as Rule 506(c) under Regulation D and Regulation A+ Tier 1 and Tier 2 can be managed through a unified system.
EquiDeFi® streamlines private investing with a simple digital onboarding process: information entry, accreditation verification, document signing, and payment. This improves completion rates while maintaining compliance.
EquiDeFi® helps issuers manage private offerings from a centralized dashboard with real-time tracking, compliance access, and investment insights, reducing administrative work and improving fundraising visibility.
A successful offering depends on investor clarity and ease of execution.
EquiDeFi® structures the investment journey into defined stages:
The simplified first step requires only essential information, lowering entry friction for prospective investors.
For issuers conducting Rule 506(c) offerings, which require verification of accredited investor status, the structured workflow ensures documentation is properly collected and stored.
A low-friction digital investment funnel improves completion rates and reduces drop-off.
The workflow is:
Investors can complete subscriptions securely on a desktop or a smartphone.
EquiDeFi® provides an Investor Support Center with step-by-step guidance during the investment process. This reduces support inquiries and helps investors make faster decisions.
Support resources include:
Clear guidance improves investor confidence and completion rates.
After investing, users access the EquiDeFi® Investor Portal to:
This centralized portal improves transparency and investor trust.
EquiDeFi® helps recover incomplete investments with automated email reminders that return investors to the exact step where they stopped.
This system helps:
“EquiDeFi has made it easier than we could have imagined to raise money from the public in our Regulation A+ offering.
The investor platform is simple to navigate and the issuer dashboard has all the information our team needs to monitor investment progress.
The EquiDeFi team has been tremendously helpful, friendly, and responsive – an invaluable resource for any company raising capital in a private placement.”
— Ryan Deal
General Counsel & Secretary
FullPAC, Inc.
Once subscriptions begin, issuers gain access to a real-time Issuer Portal.
This dashboard centralizes actionable investment data and highlights items requiring attention.
The Offering Overview dashboard provides immediate visibility into:
Structured reporting supports informed operational decisions.
Issuers managing concurrent offerings can oversee multiple capital raises from a single interface.
The dashboard surfaces:
This consolidated view reduces oversight gaps and administrative duplication.
Private securities offerings require compliance with federal and state regulations.
EquiDeFi® includes tools for:
Comprehensive logging strengthens defensibility and regulatory readiness.
The Investment Funnel Summary shows exactly where each investor stands in the subscription process.
You can identify:
Prioritizing high-value pending investments improves capital efficiency.
Understanding investor behavior supports a better capital strategy.
The analytics dashboard provides insight into:
These metrics inform marketing, outreach, and investor engagement decisions.
Each investment record provides a centralized overview of its current state.
From a single interface, you can view:
Clear visibility reduces delays and accelerates closing.
Issuers can contact investors directly through one-click email or call functions.
Relevant investor information is displayed alongside communication tools, enabling informed conversations.
Every investment includes an Activity Log detailing:
This creates a transparent, chronological investment history.
The built-in Notes System allows issuers to:
All notes are time-stamped and accessible within the investment record.
“A significant and much needed improvement to private placement workflows”
Michael Harris, Esq.
Organizations using the platform include:
Join companies that have already streamlined their private capital raises.
If you are considering raising capital through a private offering, request a platform walkthrough.
Our team will:
