01
Policy & Regulation
We help governments and regulators design crowdfunding frameworks. It's the same work that produced Title III of the JOBS Act, carried into 45 countries.
Advisory
Investment Crowdfunding Advisory Services
We advise issuers, portals, investors, and governments, drawing on the team that wrote the JOBS Act framework and the industry's only complete dataset.
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02
Strategy & Implementation
Platforms, portals, and issuers get a practical plan for launching or scaling under Regulation Crowdfunding. We focus on structure, market positioning, and execution.
03
Due Diligence & Compliance
Issuers and portals get an independent review of filings, disclosures and operations against Reg CF requirements, including ongoing reporting from Form C to Form C-AR. This is a compliance review, not a recommendation to invest in any offering.
04
Research & Analytics
Custom analysis drawn from CCLEAR, the only complete dataset of Regulation Crowdfunding offerings, tracked daily since the market opened on May 16, 2016, at 125 data points per offering.
05
Speaking & Training
Keynotes, briefings, and workshops for regulators, industry groups, and investor audiences. Delivered by the framework's authors.
We also provide expert witness & litigation support.
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