Learning Center/Topic
reg cf
6 posts, newest first.
reg cf
How to sort accredited investors when you run a Reg CF and a 506(c)
Running a Reg CF and a 506(c) together means recording who is accredited, verifying it before a 506(c) sale, and showing each person the right offering.
Bryce W Jones ·
reg cf
Should you run a Reg CF and a 506(c) side by side?
Sometimes. A parallel 506(c) fits when you have an accredited network or must raise more than Reg CF allows. Give it better terms and a bigger minimum.
Bryce W Jones ·
reg cf
Reg CF testing the waters: Rule 206, clause by clause
Rule 206 lets a Reg CF issuer ask for interest before filing Form C. Here are its three statements, filing duty, and the line at launch.
Bryce W Jones ·
reg cf
Reg CF limits, explained for the person running the raise
Reg CF caps a raise at $5M, caps what each retail investor can put in, and ties the financials to the target. Each limit shapes the campaign.
Bryce W Jones ·
reg cf
The forms a Reg CF offering files, from Form C to Form C-TR
Form C opens a Reg CF raise, C/A amends it, C-U reports progress, C-AR is the annual report, C-TR ends it. Each has a deadline and a marketing consequence.
Bryce W Jones ·
reg cf
Should you do a Reg A+ if you have never done a Reg CF?
A Reg A+ without proof that strangers will invest is a bet. A Reg CF is the cheapest way to get that proof. When to run one first, and when to skip it.
Bryce W Jones ·