Regulation A Part F/S Financial Statement Reporting Requirements
- The offering circular format
- Differences in Tier 1 and Tier 2 reporting requirements
- Balance sheets required for two most recent fiscal years
- What information will savvy investors be looking for?
- Compliance checklist
How to Leverage Social Media to Maximize the Success of a Reg A Raise
- Identifying the right platforms that yield conversions
- Obtaining and engaging followers before the Reg A launch
- What makes a post go viral and receive coverage by influencers or niche and mainstream media?
- Creating good SEO for greater social engagement
- How to convert fans and followers into shareholders
From Ring to Raise: Leveraging an Investor Outreach Desk to Skyrocket Your Capital Campaign
- Understanding what a retail IR calling desk does
- The importance of multichannel marketing campaigns
- What are compliant communications and why should you care?
- Comparing the cost of an investor outreach firm with handling investor relations yourself
Targeted Advertising: How to Use Data to Reach the Right Investors for Your Reg A Raise
- Utilize data-driven strategies to target and reach potential investors interested in your Reg A raise.
- Implement effective targeted advertising campaigns to engage specific investor segments for your Reg A raise.
- Optimize investor acquisition by leveraging data analytics, audience segmentation, and personalized messaging for Reg A offerings.
Reg A Straight to Nasdaq and OTC
- Benefits of crowdfunding when compared to the standard Reg A journey
- How much is this going to cost, compared to a straight Reg A offering?
- What’s the timetable for a crowdfunded offering?
- Communicating and dealing with retail investors
Opportunities for Cross-Border Reg A Offerings While Following International Rules
- How an international offering can bring a welcome add-on tranche
- Viewing a cross-border offering as two separate offerings proceeding on parallel tracks
- Structuring the offering
- Navigating international and US securities regulations
- Understanding “direct selling efforts” and Safe Harbor regulations