Your business is unique, and
only you can share your vision in a compelling way. Inspire investors through vivid
descriptions, thoughtful analysis, photos, and videos that let them directly experience
why you’re enthusiastic about your business.
Engage with investors: answer
their questions and provide regular updates. Raising capital is like a political
campaign—only here investors vote with their wallets. To “win,” you must build and
sustain a compelling case for your business.
Get Back to Business
Your company was backed by a
group of investors because they share in your vision and believe you are going to be
successful. Now, as you put their investment to use, you should put all your energy into
proving them right.
We created seriesOne to unchain financing to support new businesses. Start-ups and young businesses are the engine of innovation and job creation, yet banks and venture capitalists only fund a small percentage of those that are deserving, and until now, the average person was shut out from investing in them. We founded the parent company to seriesOne in 2013 because we thought there was a better way to finance businesses and to enable investors to directly participate in the process regardless of their net worth. We lobbied at the federal and state levels to help advance the JOBS Act. It took until 2016 for the SEC to write all the Crowdfunding rules, but they are now in place, and this has opened the door to a new era in finance.
A seriesOne account executive will contact you to start collecting materials related to the proposed offering.
You will be asked to submit company details and documentation such as recent tax returns, income statements, bank statements, and a balance sheet to support your application.
Once completed, your application will be reviewed by our assessment team.
You will be notified via e-mail if your application is approved by seriesOne.
Once approved, we will work together to build a full profile for your company to market your offering on seriesOne, along with all the investment documents that may include a Private Placement Memorandum, Whitepaper, or Form C.
Your job is to explain to investors the vision for your company and to demonstrate to them that you and your team are capable of achieving it. You must give investors all the material information they need to make an informed investment decision. At a minimum, this must include:
photos and videos (if you have them)
a detailed business description
your management team, including bios
support documents such as a business plan and marketing materials
Once you have fully documented your offering and your account executive has onboarded all the required information to build your business profile, your offering is ready to be filed with the SEC—if required based on the offering type—and posted on seriesOne. That said, you shouldn’t pull the trigger and post your offering until you have a comprehensive marketing plan in place. When your deal goes live, the clock starts ticking, and momentum is everything.
It depends on which type of fundraising regulation you use. You are allowed to promote to the general public if you use Regulation Crowdfunding or Regulation A+, and you can publicly market to accredited investors if you use Regulation D Rule 506(c), subject to certain restrictions and limitations. Marketing under Regulation CF is subject to certain restrictions.
After your minimum funding target has been met, you may initiate the close of your campaign. Once you establish a close date, investors are given advance notice. They then have one last chance to cancel their investment, up to 48 hours prior to the final closing date, and request a refund.