Your guide to raising with Reg CF.
A community round starts with understanding the process. Get practical answers to the questions issuers ask before, during, and after a Regulation Crowdfunding offering.
New to community fundraising? Start with what Reg CF makes possible, then work through the decisions for your own offering.
Start with the basics30 articles
Understand Reg CF
Who can raise, how much you can raise, and how a community round fits your company.
What is Regulation Crowdfunding? An issuer's guide
Understand how Reg CF lets eligible companies raise from their community, what an offering requires, and how Issuance Express coordinates the process.
4 min readWhich companies can raise under Reg CF?
Review Reg CF issuer eligibility, excluded businesses, prior reporting, and bad actor checks before preparing an Issuance Express offering.
4 min readReg CF fundraising and investor limits explained
Understand the $5 million Reg CF issuer limit, related-company aggregation, non-accredited investment limits, and how limits affect your offering plan.
4 min readChoosing a security for your Reg CF offering
Compare stock, SAFEs, convertible notes, and debt for a Reg CF raise, with practical questions about dilution, repayment, and investor expectations.
5 min readReg CF vs. Reg D vs. Reg A for company fundraising
Compare Reg CF, Rule 506(b), Rule 506(c), and Reg A by investor access, offering limits, public marketing, disclosures, and ongoing obligations.
5 min readWhat a Reg CF funding portal does for issuers
Understand a funding portal's role in issuer review, investor onboarding, disclosures, escrow, and closings, including how Issuance Express helps.
4 min readReg CF cap tables and crowdfunding vehicles
Understand direct investor ownership, Rule 3a-9 crowdfunding vehicles, investor rights, recordkeeping, and conditional shareholder-count relief under Reg CF.
5 min readValuation and dilution: model ownership before your Reg CF raise
Work through priced-round dilution, SAFE and note conversion examples, and a practical cap table worksheet for a Reg CF offering.
5 min readIs my company ready for a Reg CF raise?
Learn whether your company is ready for a Reg CF raise of $1 million or more: size and history rules, financial statement tiers, preparation costs, and records to gather.
8 min read
Prepare your offering
Turn your plans into disclosures, financial statements, and a campaign you can stand behind.
Form C: the disclosure document behind your Reg CF offering
Understand what belongs in a Reg CF Form C, how to prepare your company information, and how Issuance Express coordinates production and filing.
5 min readReg CF financial statements: certification, review, or audit?
See the Reg CF financial statement thresholds, the first-time issuer audit exception, required reporting periods, and how to prepare for your CPA.
5 min readWhat does a Reg CF offering cost?
Build a realistic Reg CF budget with Issuance Express fee disclosures, CPA and legal work, marketing, escrow expenses, and ongoing issuer obligations.
7 min readThe Reg CF offering timeline, from preparation to closing
Plan a Reg CF raise around preparation work, the 21-day disclosure period, investor cancellation rights, eligible rolling closes, and reporting dates.
5 min readHow Reg CF marketing works for issuers
Understand Reg CF advertising terms, off-platform notices, investor communications, and paid promoters while planning an issuer-led community raise.
5 min readTesting the waters before a Reg CF offering
Learn what Reg CF testing the waters permits before Form C, required investor notices, recordkeeping, and the difference between interest and commitments.
5 min readBuild the team for your Reg CF offering
Assign the issuer, funding portal, counsel, accountant, escrow provider, and outreach team clear responsibilities before preparing a Reg CF offering.
6 min readBuild an offering page investors can understand and verify
Prepare a Reg CF offering page with a clear business explanation, investor rights, use of proceeds, financial context, specific risks, and supporting evidence.
6 min readThe issuer document checklist for a Reg CF offering
Organize the company records, financial inputs, security documents, evidence, and approvals your team needs to prepare a Reg CF offering with Issuance Express.
6 min readBuild a Reg CF use-of-proceeds plan that works at the minimum
Create minimum, working, and maximum raise scenarios that connect gross proceeds, offering expenses, usable capital, milestones, and financing gaps.
5 min readForecast cash and runway before your Reg CF offering
Build a monthly cash worksheet, test delayed fundraising and slower sales, and connect operating runway to your Reg CF disclosures and use of proceeds.
5 min read
Close and keep investors informed
Understand commitments, access to capital, and your responsibilities after the raise.
Reg CF closings, escrow, and investor cancellations
Understand when a Reg CF offering can close, how escrow releases work, and the 21-day, 48-hour, and reconfirmation rules issuers must plan around.
4 min readReg CF annual reporting and Form C-AR
Plan Form C-AR financial statements, annual filing deadlines, website publication, and the precise conditions for ending Reg CF reporting.
4 min readInvestor communications during and after a Reg CF raise
Build a clear Reg CF investor communications plan for portal questions, public updates, paid promoters, material changes, and reporting after closing.
5 min readMeasuring your Reg CF fundraising funnel
Track audience engagement, started investments, commitments, payments, cancellations, and completed closings without confusing interest with usable capital.
6 min readEntity, trust, and retirement-account investors in Reg CF
Prepare for company, LLC, trust, and retirement-account investors: purchaser identity, signing authority, investment limits, payment methods, and custodian coordination.
5 min readPlanning your next raise after Reg CF
Plan a subsequent Reg CF round or a move to Reg D or Reg A using closing history, reporting status, capital needs, and the right offering team.
5 min read
Reg CF for crypto businesses
Explore company fundraising and tokenized securities, with the legal and operational distinctions that matter.
How crypto companies can use Regulation Crowdfunding
Explore how an eligible crypto operating company could raise through Reg CF, distinguish company securities from tokens, and explain investor rights clearly.
5 min readTokenized securities and Reg CF: what issuers need to understand
Understand how tokenized company securities differ from network tokens and USDC payments, including investor rights, ownership records, and resale restrictions.
5 min readA Reg CF readiness checklist for crypto companies
Prepare a crypto company for a Reg CF discussion with clear entity ownership, security terms, token plans, financial records, risks, and investor servicing.
5 min readIs my crypto company ready for a Reg CF raise?
Check whether a crypto company, with or without a token, is ready for a Reg CF raise of $1 million or more: eligibility, history, accounting for crypto holdings, prior token activity, and preparation costs.
7 min read
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