What Information And Documents Do I Need To Set Up An Offering?

Once you’ve made an account, you need the following information to set up an offering:

  • EIN number
  • Company type (C-Corp, LLC, etc)
  • Security Type
  • Banking Information

Once an investor elects to invest in your offering, you will be prompted to upload the following documents:

  • Purchase Agreement / Subscription Agreement
  • Articles of Organization (LLC), Certificate of Limited Partnership (LP), or Articles of Incorporation (C-Corp)
  • Your company's Operating Agreement (LLC), Limited Partnership Agreement (LP), or By-Laws (C-Corp)