Insights for Modern Capital Formation

Complete analysis of the March 2021 Regulation Crowdfunding amendments including increased $5M offering limit, expanded investment limits, special purpose vehicles (SPVs), simplified financial statements, and market impact of the changes.

Guide to Texas intrastate crowdfunding exemption, Texas private placement exemptions, blue sky compliance for multi-state offerings, and decision framework for choosing between state and federal exemptions for Texas-based issuers.

Comprehensive guide to Opportunity Zone investments covering the three tax benefits (deferral, step-up, permanent exclusion), Qualified Opportunity Funds (QOFs), investment timeline and holding periods, types of projects, and risks for investors.

Complete guide to Title III Regulation Crowdfunding limits, investment limits for different investor categories, financial statement requirements, ongoing reporting obligations, and special purpose vehicles (SPVs). Updated for 2025 with current $5M offering limit.

Comprehensive overview of the JOBS Act's seven titles, including Emerging Growth Companies, Rule 506(c), Regulation Crowdfunding, Regulation A+, and shareholder threshold increases. Learn how this landmark legislation democratized investment access and transformed capital markets.

Complete analysis of build vs buy decision for crowdfunding platforms. Compare total cost of ownership, timelines, features, and strategic considerations. Learn when to build custom ($1M-$4M) vs buy white-label ($160K-$650K over 3 years).

Complete guide to real estate crowdfunding covering how it works, investment structures (equity vs debt vs funds), regulatory framework, benefits and risks for investors and sponsors, and due diligence best practices.

Comprehensive word-for-word guide to Regulation A+ provisions. Learn Tier 1 vs Tier 2 differences, qualification process, testing the waters, ongoing reporting obligations, and when to choose Reg A+ over Reg D or traditional IPO.

Complete word-for-word breakdown of Regulation D's key provisions with practical explanations. Learn Rule 506(b) vs 506(c), accredited investor definitions, Form D filing requirements, and compliance best practices for private placements.

Complete comparison of Rule 506(b) and 506(c) under Regulation D. Learn the key differences in general solicitation, accreditation verification, marketing flexibility, and compliance requirements to choose the right exemption for your capital raise.

This is a draft post.

This excerpt has been updated.

Choosing the right regulatory exemption can make or break your capital raise. This comprehensive guide breaks down the key differences between Regulation D, Regulation A, and Regulation Crowdfunding to help you select the optimal framework for your offering.

The investment portal landscape has transformed dramatically. Learn how to build a portal that balances user experience with regulatory compliance, covering security architecture, payment processing, and integration ecosystems.

Fund managers face an escalating compliance burden that threatens to consume resources. Discover how compliance automation can transform regulatory obligations from a cost center into a competitive advantage.

The real estate crowdfunding market reached $29.16 billion in 2025. Explore the technology platforms and features that enable sponsors to raise capital efficiently while delivering exceptional investor experiences.

The investor onboarding process represents the critical moment when interest transforms into investment. Learn best practices for creating experiences that balance regulatory compliance with user experience excellence.

Introducing our streamlined service for single-asset Regulation D offerings.

How the increase to $75M for Reg A+ offerings is changing the game.

The impact of seamless digital payments on conversion rates in capital raising.

Everything you need to know about white-label equity crowdfunding solutions.

General updates and news from the CrowdEngine team.

A detailed comparison of the three main equity crowdfunding raise types.

Comparing the traditional VC route with modern investor crowdfunding.

Our expert predictions for the future of the crowdfunding industry.

A refreshed look at the build vs. buy decision for 2024.

How CrowdEngine simplifies the Reg CF process for portals and issuers.

A look at the specific crowdfunding regulations for businesses and investors in Michigan.

One size does not fit all. Why your crowdfunding platform needs flexible compliance workflows.

Analyzing the interplay between federal Reg CF rules and state-level intrastate crowdfunding exemptions.

We are honored to be selected as a presenting company at the DC Crowdfunding Demo Day.

How everyday investors can participate in the crowdfunding revolution.

CrowdEngine is proud to support veteran-owned businesses through our partnership with veteran-focused portals.

Marketing strategies for driving traffic and investors to your new crowdfunding portal.

CrowdEngine CEO Jim Borzilleri will be speaking at the upcoming Frost & Sullivan event.

A quick reference guide to the different types of equity crowdfunding regulations.

Updates on the expansions to Regulation A+ limits and what they mean for issuers.

How to structure fees for your crowdfunding portal or offering to ensure sustainability.

Why real estate crowdfunding is becoming a popular addition to diversified investment portfolios.

A deep dive into how CrowdEngine’s automated compliance engine protects issuers and portals.

The SEC has released a statement regarding Opportunity Zones and their impact on capital formation.

CrowdEngine is excited to be a sponsor at the FundIt Conference in Las Vegas.