Wisdom, is the only crowdfunding technology needed to run a funding portal
How it works in 6o seconds
The button and all integrated services are yours to use for $999 per month we process 2 deals and 400 non-accredited investors per month. Details below.
Get Started: E-mail firstname.lastname@example.org OR Schedule 1:1 appointment here
One Stop Shop
Investor | Business Onboarding
3rd Party Escrow
SEC 15c2-4 compliance
FDIC Insured Accounts
Held at major financial institutions
US & International Investors supported
Compliance & Due Diligence
Investor & Issuer Limits Aware
Bad Actor Checks
CPA Reviews & Audits
Who is this for?
Flat Fee: $999 per month
Administrative Services Included
Does NOT Include -- 3rd party services
3rd Party Services
Process -- you can pre-order now and start implementations to build your own funding portal
Fund Me Button Implementations
API Integration Timeline (**optional**)
Bad Actor Checks
Form C Filings
Title III Rules Overview
Audit Requirements: GAAP financials for 2 years or as long as in business. 1st offering requires a CPA review
Reference Link: http://www.crowdfundinsider.com/2015/10/76506-title-iii-crowdfunding-talking-about-a-revolution/
Disclaimer: the information contained here is for informational purposes only and not meant to provide, nor they constitute, legal, financial or tax advice. Sometimes the issues discussed or answers provided include complex areas of the law. Please consult your own legal counsel, tax or financial advisor before offering securities to the public.
A note on Security & Investor Privacy
How do you keep my information secure?
We use a SSL certificate to ensure secured communication with our servers. All data in our databases are encrypted at rest. Your password is hashed using the SHA-512 algorithm designed by the National Security Agency (NSA) for secured communication. Your sensitive data is encrypted twice, first using the AES algorithm approved by the NSA using a separate group of keys for each user. None of the cryptographic technologies that we employ have ever been successfully broken.
Let's have a chat around expectations in the next week so we can get on the same page in terms of what your needs are and what we can offer you now