One size does not fit all. Why your crowdfunding platform needs flexible compliance workflows. Adapting to different deal types and investor classes.
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.
