- 50 state broker-dealer of record primary issuance service
- Full-service investment banking since 2005
- Deep institutional, private equity, venture capital and family office relationships
- Investor acquisition guidance and experienced securities regulation compliance review
- Deep relationships with securities and regulatory counsel to help prepare and coordinate necessary filings
- Media and publisher knowledge and experience
- Marketing and PR company guidance
- Access to discounted pricing at funding portals and other service providers
- Comprehensive data security and compliance procedures
- Ability to integrate with many third-party platforms in the management and processing of investor activity
- Ability to integrate with any escrow or paying agent
- Offering page buildout and integration with escrow and payment processor
- Comprehensive KYC/AML services
- Fully streamlined on-boarding, diligence, and advertising material review process
- Secondary trading solutions through our Alternative Trading System partnerships
- Seamless transition from a Reg CF to a Reg A+ offering
- IPO advisory services in partnership with leading underwriting investment banks