47 articles, grouped by kind.
What HookVerb is, who founded it, how it advises issuers on an equity crowdfunding offering and builds the technology under it, the services it offers, and the issuers it works with.
A side-by-side comparison of Reg CF, Reg A+ Tier 1 and Tier 2, Rule 506(b), Rule 506(c), Regulation S, and Rule 241 by limit, investors, advertising, filings, and state law.
Definition of an accredited investor under Rule 501(a) of Regulation D, the income, net worth, and credential tests, and how accredited status affects which offerings a person can join.
Definition of AEO, how it differs from SEO and GEO, and the practices HookVerb applies so answer engines can quote a site accurately.
Definition of blue sky laws, the state securities laws that regulate offerings alongside federal law, and which exempt offerings are preempted from state registration.
What a broker-dealer is, how it registers with the SEC and FINRA, and the roles it plays in Reg CF, Reg A+, and Reg D offerings.
What a convertible note is, how it differs from a SAFE, how it converts into shares, and what happens when it reaches maturity.
What cost per investor means in an equity crowdfunding raise, how to calculate it from spend and the intermediary's ledger, and how it differs from cost per reservation.
What cross-domain tracking is, why an offering's analytics lose the visitor at the funding portal, and the ways an issuer and an intermediary can join the records.
Definition of digital marketing strategy as HookVerb uses the term: the decisions about positioning, messaging, channels, and measurement that precede execution.
What EDGAR is, the SEC's electronic filing system, how a company gets access under EDGAR Next, and which offering filings appear there.
Definition of equity crowdfunding, the Regulation CF and Regulation A+ offerings it runs on, and why marketing decides how much a raise brings in.
How investor funds are held in escrow during a Reg CF or Reg A+ offering, who may hold them, and when they are released or returned.
What FINRA is, whom it regulates, and where it appears in Regulation Crowdfunding, Regulation A+, and other exempt offerings.
What Form 1-A is, the offering statement for a Regulation A offering, its three parts, how it is filed and reviewed, and what it means for the campaign.
What Form C is, what it discloses, when it is filed, and the family of follow-on forms (C/A, C-U, C-AR, C-TR) that a Regulation Crowdfunding offering files over its life.
What Form D is, who files it, the fifteen-day deadline after the first sale, amendments, and the state notice filings that follow a Regulation D offering.
What a funding portal is under Regulation Crowdfunding, how it registers with the SEC and FINRA, and what it may and may not do for an issuer.
Definition of general solicitation in securities law, which offerings permit public advertising and which forbid it, and why it decides what a raise can market.
Definition of GEO, the practice of making a site citable by generative AI systems, and how it relates to AEO and SEO.
Definition of a Ghost Launch, a crowdfunding raise that goes live with no audience waiting, and why switching platforms does not fix it.
Definition of an indication of interest in an exempt securities offering, what a response form may collect, why it is non-binding, and how raises measure it.
The investor's right to cancel a Reg CF investment commitment, the 48-hour cutoff, reconfirmation after a material change, and what happens to the funds.
Definition of investor acquisition as performance marketing for a public raise, the audiences it works through, and the metrics it is measured on.
What a lead funnel is and the stages HookVerb manages between the first click and the sales conversation.
What an offering circular is, the disclosure document in a Regulation A offering, the preliminary and final versions, delivery rules, and supplements.
What oversubscription means in a Reg CF or Reg A+ offering, the difference between the target and the maximum, and how excess demand is allocated.
Definition of rewards-based product crowdfunding on platforms like Kickstarter and Indiegogo, how it differs from equity crowdfunding, and why a backer list matters to a later raise.
Definition of a Raise Owner, the one person who directs a crowdfunding raise and makes or gets every decision it needs, quickly.
Definition of raise velocity, the dollars per day a securities offering brings in, and why it usually follows a bathtub curve over a raise.
What qualification means in a Regulation A offering, how SEC review reaches it, how long it takes, and what changes for the campaign on the day it arrives.
The two tiers of Regulation A compared, their offering limits, investor limits, audit and reporting obligations, and state preemption, and why most campaigns choose Tier 2.
Definition of Regulation A+, the difference between Tier 1 and Tier 2, the reporting it requires, and how a qualified offering may be advertised.
Definition of Regulation Crowdfunding, the size and investor limits it carries, how an issuer may advertise a Reg CF offering, and what that means for the marketing around a raise.
Definition of Regulation D, the private placement exemption, the difference between Rule 506(b) and 506(c), and what each allows a company to say in public.
Definition of Regulation S, the safe harbor for securities offered and sold outside the United States, and the directed selling efforts rule that constrains advertising.
What a rolling close is, how it lets a company take funds before an offering ends, and the conditions that apply under Reg CF and Reg A+.
Definition of Rule 206 of Regulation Crowdfunding, the rule that lets a company test the waters before filing a Form C, with its three required statements and filing duty.
Definition of Rule 241, the generic solicitation of interest rule that lets a company test the waters before it has chosen which securities exemption to use.
Definition of Rule 255 of Regulation A, the rule that lets a company test the waters before and after filing Form 1-A until qualification, with its required statements and filing duty.
What a SAFE is, how it converts into shares, the terms that decide its value, and what it means for investors in a crowdfunding raise.
Definition of SEO and how HookVerb treats it as the foundation for AEO and GEO.
What server-side tracking is, how it differs from a browser pixel, how duplicate events are removed, and what it can and cannot fix in an offering's measurement.
What testing the waters means in a securities offering, the rules that permit it under Regulation A and Regulation Crowdfunding, and why it is how most raises build an audience before launch.
What a transfer agent does for a company with many shareholders, when an SEC-registered one is required, and why crowdfunded companies use one.
What use of funds means in a securities offering, what Reg CF and Reg A+ require a company to disclose, and how it shapes the marketing of a raise.
Founder and CEO of HookVerb, an equity crowdfunding consultancy in San Diego. Marketer and engineer, more than a decade selling consumer products and securities to the public online; previously Head of Digital Technology at BOXABL.
