CfPA Regulated Investment Crowdfunding and Leadership Summit 2024 - Detailed Agenda

Crowdfunding Professional Association (CfPA)
Posted at Oct 7

Day 1 (10/22: Tues.) : Advocacy Visits & Pre-event Reception

10:00 AM - 5:30

 Advocacy Meetings

                                                                    

Capitol Hill + Regulator visits  

CfPA members registered for the Summit may be eligible to attend some of the advocacy meetings.     

5:30-8:00 PM

Cocktail Reception

Sunset Cocktail Reception  

Top of the Town - Top Floor and Rooftop (1400 14th Street North, Arlington, VA) 

(Streaming Music by DJ Scott McIntyre)   

 

Day 2 (10/23: Wed.) : Conference and Summit  

Venue: Top of the Town (Top Floor 1400 14th Street North, Arlington, VA) 

“One of the most magnificent views in Washington”

 

 

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Categories: Accounting  |  Featured  |  Funding Portals  |  Impact Investing  |  Investor Education  |  Issuer Education  |  Law & Legal  |  Reg A+  |  Reg CF  |  Regulations & Compliance
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Grateful for the super people at SuperCrowd24

Brian Christie Brian Christie
Posted at Apr 19

On behalf of the Crowdfunding Professional Association (CfPA), I would like to express gratitude to @Devin Thorpe and @Chandan Saha for providing CfPA with the opportunity to co-host SuperCrowd24 and for giving the CfPA board and members the opportunity to share their perspectives and expertise and to connect with a community of attendees from all over the world. The event was highly engaging and informative (-- and provided a welcome diversion following the end of this year’s tax season). 

The agenda was packed, the speakers were amazing, and the topics were relevant across a wide range of themes. Personally, I was pleased to hear numerous discussions about the possible integration of regulated investment crowdfunding into the full capital stack of various businesses -- from small enterprises seeking SBA loans to major corporations managing complex divestitures – as it points to a future where crowdfunding and community-ownership could be an important pro-social subs...more

Categories: Impact Investing  |  Investor Education  |  Issuer Education  |  Reg A+  |  Reg CF  |  Regulations & Compliance
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DeRosa Group: CfPA Crowdfunding Issuer Interview Series

Crowdfunding Professional Association (CfPA)
Posted at 8/23/2023

The DeRosa Group is a family-owned business that invests in residential and commercial properties, with a mission of "Transforming Lives Through Real Estate." It was founded by Matt and Liz Faircloth in 2004. Their journey began with the purchase of a modest duplex just outside of Philadelphia, fueled by a $30,000 private loan. Since then, they have mastered the art of optimizing properties for their highest and best use, revolutionizing single-family homes, multi-family residences, apartments, mixed-use spaces, and retail outlets, as well as offices. This interview was conducted with Herve Francois.

INTERVIEW

 

CFPA: Can you tell us a little bit about your company? What does your company do and at what stage is it?

Herve Francois: DeRosa Group is a real estate investment company that invests in large multifamily apartment complexes. Our motto, "Transforming Lives Through Real Estate" is all about improving the living situation of our tenants by providing them an attractive plac

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Categories: Issuer Education  |  Reg A+  |  Reg CF
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How funding portals can reduce CAC & CIC:

Peter Rostovsky Peter Rostovsky
Posted at 8/14/2023

Cost of Investor Acquistion

Creating institutional capital investment pools with funding portals is hugely important. Honeycomb Credit has trailblazed that with a foundation. You can go to pension funds, banks, insurance companies, credit unions, etc with these kinds of proposals. Point to HoneyComb's success story, differentiate your portal.

Side-note: would love to start seeing partnerships between niche portals.

If you aren't ready to do that yet, and are starting off with founders in your direct network, I would fill your relevant social media channels (that you send to people) with accessible and engaging demos of your product from the investor's perspective. Of course, content for business owners is important too... but think about it this way: fundraising businesses will be sending your social media content to their investors as to explain how the process is going to go.

Educational content on why your niche and portal serve a critical need. Explain to investors, why their investm...more

Categories: Equity (RIC)  |  Featured  |  Funding Portals  |  Impact Investing  |  Investor Education  |  Issuer Education  |  Reg CF  |  Regulations & Compliance
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How we calculated Raiseway's Global Total Addressable Market

Raiseway
Posted at 7/28/2023

Disclaimer: (1) the issuer is considering an exempt offering, but has not decided upon any particular exemption; (2) the issuer is not soliciting any money or other consideration and, if sent, will not be accepted by the issuer; (3) the issuer will not sell securities or accept commitments to purchase securities until the issuer decides on which exemption it will pursue and satisfies any required filing, disclosure or qualification requirements; and (4) all indications of interest made by solicitees are non-binding.

To calculate Global #TotalAddressableMarket, we needed to understand how much Raiseway will charge users in each country.

We developed a global parity-pricing model to figure that out.

According to our most recent calculations, our yearly Annual Recurring Revenue (ARR) in the US will be $575, accounting for churn.

(^This isn't exactly right, we need to update the model. When we do, the TAM numbers will move by a n million, not sure which direction. 🤡 )

 

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Categories: Accounting  |  Impact Investing  |  Investor Education  |  Issuer Education  |  Reg CF  |  Regulations & Compliance
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Decoding the Alphabet Soup of Investment Crowdfunding

Andrew Savikas Andrew Savikas
Posted at 6/6/2023

The investment crowdfunding landscape can be confusing.

And one of the main reasons it's so confusing is because many of the key terms and labels were created by lawyers and legislators, who aren't really known for their ability to keep things simple. 

That means navigating and deciphering the nearly inscrutable alphabet soup of the relevant crowdfunding regulations, rules, laws, and requirements is about as much fun as …. well, navigating and deciphering an alphabet soup of laws, rules, and regulations.

So before trying to parse the fine print of crowdfunding regulations, here’s some overall context that should help.

In 2012, the Jumpstart Our Business Startups Act (get it? “JOBS”? Isn’t that clever…) was signed into law, and it did two important things:

  1. Amended the Securities Act of 1933 (that's the set of laws passed after the 1929 stock market crash)
  2. Required the SEC to update several of its Regulations

It’s helpful to think about crowdfunding regulations...more

Categories: Investor Education  |  Issuer Education  |  Reg A+  |  Reg CF
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Investment Crowdfunding Is a Powerful Tool for Building Local Capital

Devin Thorpe Devin Thorpe
Posted at 3/29/2023

This post was originally shared on Superpowers for Good.

Regulated investment crowdfunding is a powerful tool for building local capital in your neighborhood or town.


There are three perspectives I’ll discuss here:

  1. Investor perspective

  2. Entrepreneur perspective

  3. Community leader perspective

For clarity, whenever I talk about crowdfunding today, I’ll be referring to the regulated investment crowdfunding on websites like Wefunder, Republic and Start Engine—and dozens of others. I’m not talking about GoFundMe or even the popular rewards crowdfunding sites Kickstarter and Indiegogo.

That said, there may be no better way for an entrepreneur to prepare for an investment crowdfunding round than to conduct a rewards campaign. We’ll talk about that another day.

Investor Perspective on Building Local Capital Via Crowdfunding

If you are an adult living in the United States, you are eligible to invest directly in local businesses via crowdfunding. The only barrier between you
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Categories: Equity (RIC)  |  Investor Education  |  Issuer Education  |  Reg CF
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CfPA Commuity's thoughts on RaiseWay's Crowdfunding Campaign Management Toolkit

Peter Rostovsky Peter Rostovsky
Posted at 3/28/2023

Hi everyone! Together with my co-founder - Josh McSorley - and we are building a tool to make investment crowdfunding easy for businesses raising capital.

In this 3-min Loom Video I cover our task manager view.

What do you think? Thank you so much to everyone who shares their thoughts! In the next videos we can cover:

  • AI Campaign Assistant
  • Investor Relationship Manager
  • Funding Portal Selector

Click here to join the early access waitlist here - alpha version shall be released on April 15th!

I would sincerely appreciate it if you shared this with any business looking to raise capital with crowdfunding on a tight budget.

Thank you,

Peter Rostovsky

Co-Founder & CEO of RaiseWay

Member of BoD of CfPA

 

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Categories: Accounting  |  Equity (RIC)  |  Featured  |  Issuer Education  |  Reg CF  |  Regulations & Compliance
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