Investor Aggregation

This article with an Equity crowdfunding headline got me thinking. First equity crowdfunding deal in Australia for 2016 raises more than $675,000 To an entity getting funded to the tune of $675,000 is a great achievement. For a platform to facilitate this is also a great achievement. Well done! However the phrase "With three days [...]

Traditionally investor aggregation at the IPO level often includes a well planned and well funded marketing campaign. However non-IPO raises seldom have as well constructed campaigns. Often the "rolodex" is the campaign. Go through the rolodex and do a one time communication, usually an email with an investment summary attached, to the target. In the [...]

Here is a recent interview recorded in Beijing, China where I discussed equity crowdfunding and things to consider for the future. Click on the image to watch this Equity Crowdfunding video recorded in China. NB: You need to wait 20 seconds for the advertisement to play before the equity crowdfunding in China interview begins. This [...]

This "Mitigating Fraud in Crowdfinance" Webinar was held on the 24th of September 2015 and was hosted by Dara Albright. This is an updated version of the presentation I gave in 2013 at the 2nd annual Crowdfund Investing Innovation Forum, organized by the Crowdfunding Professional Association which now includes investor aggregation, Joey Roth's Charlatan, Martyr and Hustler [...]

When it comes to private equity investments, whether it is via an existing financial services player or an investor or equity crowdfunding platform there are two distinct ways of gaining investors. Serendipity. This is the build the offering and they will come approach. You prepare your pitch decks and Information Memorandum or offering document and you send [...]

In any equity crowdfunding platform raise there are number of aspects. An investment opportunity must be captured by the platform and built to be investor ready. Prospective investors need to be gathered and aggregated. The raise is kept compliant Gathered prospective investors need to be nurtured and welcomed as investors.   Both issuers (fundraisers) and [...]