Do-it-Yourself Crowdfunding Campaigns Made Easy
EquityTrack enables businesses to raise capital through its Cloudraise® crowdfunding platform from retail and institutional investors.
Features
Our Cloudraise® offering portal software allows issuers to easily manage their equity crowdfunding campaign on their own website. Investors can complete subscription documents, view offering documents, subscribe to the offering, and purchase shares; then we will do the rest, making it an all-in-one solution for your capital raising needs.
Capital raising software for your website
Cloudraise® funding portal software allows issuers to raise money from investors directly on the company’s website
Investor purchase
Allows investors to purchase the amount of shares they would like to invest based on state Blue sky filings and eligible countries
Issue shares to investors
At each offering close, your securities will automatically be issued to investors through our SEC-registered transfer agent
Document and compliance
Process investor due diligence including tax forms, accreditation and AML checks. We also submit all SEC and blue sky filings for you through our SEC filing agent
Subscription and offering documents
Allows investors to subscribe to the crowdfunding offering by completing subscription documents
Escrow and payment processing
Investors can submit payment through the Cloudraise® portal via ACH, wire or check which is synchronized with your escrow account
Raise Capital on your own Website
Cloudraise® Funding Platform that simplifies raising capital for your Reg A, Reg D, and S-1 securities offerings
Getting started with your offering
Preparing your offering circular requires attorneys, auditors, and a transfer agent. If you have an underwriter, they will also be a primary advisor and work with you closely on this.
Registering your offering on the federal and state-level
Before you can offer securities for sale, you are required by federal and state law to do filings within each jurisdiction where securities are sold. Our team can help you with all of these SEC and Blue Sky Filings.
Launch your offering to the public
Allow investors to invest directly on your website through our white-labeled Cloudraise® platform. We build landing pages to go along with each offering or you can utilize our Invest Now button.
Now, start marketing on your offering with our marketing partners
Every successful offering needs a good marketing campaign. Our partners can help you with all of your online marketing needs including video, blog, social media, ads, emails, press releases, & more.
Nurture leads towards conversion
Now, its time for you and your marketing partner to nurture leads until they convert into subscribing investors.
Send warm leads to sales team
The marketing partner will send warm leads for your sales teams, if they don't decide to invest on their own.
Sales teams close sales
The issuer or a Broker-Dealer is responsible for closing sales, if needed.
Get paid directly to your bank account or utilize escrow services
Payments will come into your own bank account or you can use an escrow agent to help facilitate payments and closings, as needed.
Issue shares to new investors
Your offering is complete now. The transfer agent can now issue physical or electronic stock certificates to shareholders of your company. They will receive a compliant IRS cost basis statement and certificate that will meet SEC requirements, through our SEC registered transfer agency services.
Benefits
Our solution makes raising capital easier so that you can better maintain compliance and focus on your investors and business.
Making the Investing Process Easy
Our Cloudraise® software streamlines the entire offering process, making raising capital easy while still maintaining control
Automation that Saves Time
Equity Track's system automates the investment process making it easy for you to focus on your investors and company
Secure System Architecture
Our software is heavily encrypted; we protect all sensitive financial information contained in issuer and investor documents and other files
Our Clients
Contact Sales
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