Equity crowdfunding lets private companies raise capital online from everyday investors — not just banks or VCs — in exchange for shares. Regulation Crowdfunding (Reg CF) is the SEC framework that makes it legal: raise up to $5 million in a 12-month period through a FINRA-licensed funding portal like IPO Wallet.
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Your raise doubles as a marketing campaign — every investor becomes an advocate.
No hidden charges, no equity give-up. Two fees, itemized to the dollar.
Every step from first conversation to final close — and beyond.
Share your business, product, and fundraising goals with our team. We confirm your company is eligible for Reg CF, review your target raise, and map out your campaign strategy. Pay the one-time $5,000 platform fee to begin.
Our team creates four custom landing pages — each with its own embedded explainer video — plus custom graphics that present and explain your product or service, and multiple graphic ads for social media platforms.
Your four landing pages are rotated to gauge interest and effectiveness while $2,500 in paid ads runs on Meta and other social platforms, announcing your upcoming offering on IPO Wallet. Every visitor is measured.
If 15% or more of your landing-page visitors indicate interest in investing, your offering moves forward to filing. If interest falls short, you’ve risked a fraction of a full campaign’s cost — and gained real market data.
IPO Wallet assists you in preparing and filing Form C with the SEC, registers the offering in the 14 states that require registration — paying each state’s securities division fee — and your escrow account is established by a qualified financial institution ($650, included), which also performs required due diligence and background checks.
Your offering goes live on IPO Wallet. You’ll engage a financial marketing firm that specializes in driving investor traffic to your offering page, with a required minimum budget of $10,000. Commitments flow into escrow and are tracked in real time.
Incorporate a rolling escrow into your Form C disclosure to withdraw funds as fundraising milestones are met — no waiting for the final close. Example on a $1,000,000 raise:
Proceeds are disbursed net of the 9.25% commission. Many issuers follow a successful Reg CF raise with a larger Reg A offering — and ultimately an IPO, giving early investors a liquidity event.
The team behind IPO Wallet.
PHOTO COMING SOONBio to come. Edward leads IPO Wallet’s board and long-term strategy, guiding the firm’s mission to make compliant capital raising accessible to every founder.
PHOTO COMING SOONBio to come. Gregg directs day-to-day operations and issuer success, from the first Test the Waters campaign through final close.
PHOTO COMING SOONBio to come. Steve oversees compliance, filings, and platform operations, keeping every offering on schedule and on the right side of the rules.
Vetted service providers who support IPO Wallet issuers at every stage of a raise.
Campaigns that drive qualified investor traffic to your offering.
Reviewed or audited financials required for your Form C.
Offering terms, disclosures, and ongoing compliance counsel.
Qualified third-party escrow and investor funds custody.
Cap table management and shareholder record-keeping.
Explainer videos and pitch content that convert visitors.
Press coverage and earned media for your campaign.
Post-raise reporting, annual filings, and tax planning.
See how IPO Wallet stacks up against StartEngine, Wefunder, Republic, Netcapital, Rialto Markets, DealMaker, and others — fees, structures, and the true all-in cost of a $1M raise.
One 30-day campaign tells you if the crowd is ready to invest.