EquiDeFi® is a workflow platform built for Regulation A, Regulation A+ and Regulation D offerings. Investor onboarding, verification, compliance documentation and closing, handled in one place.
Regulation A+ Tier 1 and Tier 2 offerings can both be launched and managed through the EquiDeFi® platform. The workflow is the same either way: onboard investors, verify them, issue and countersign documents, track the raise, and close.
The Whole Offering, Start to Close
Everything a Regulation A raise needs, in one system:
Investor onboarding and verification
Offering launch and management
Compliance documentation
Investment tracking
Communication and reporting
Documents are issued, countersigned and stored against each investor record, and more than one offering can run from the same account.
Investor Support Center
EquiDeFi® provides an Investor Support Center with step-by-step guidance during the investment process
Support resources include:
Accreditation explanations
Offering document guidance
Payment instructions
FAQs
Abandoned Investment Recovery
EquiDeFi® helps recover incomplete investments with automated email reminders that return investors to the exact step where they stopped.
This system helps:
Increase completion rates
Accelerate capital raising
Reduce manual follow-ups
“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.
Issuers on EquiDeFi®
Companies that have run or are running offerings on the platform:
Start Your Reg A Offering
Talk to the EquiDeFi® team about launching or managing a Regulation A offering.