Creating a Regulation CF Offering

This section provides information on how to create a Reg CF Offering, the required information, the definitions of each field. Optional fields and steps will be noted.

Creating a New Offering

Navigate to the Issuer Dashboard

Click "Offerings"

Click "Create offering"

Offering Creation

This section allows you to select which type of offering you will create. When you have selected an offering type, click "Continue" to proceed.

Offering Type

This is a list of offering types available to for creation. For Regulation CF Offerings, select "Reg CF" from the dropdown menu.

General Offering Settings

This section allows you to enter General Offering information. Once you are finished, click "Continue" to proceed.

Name

Type the name of the offering.

Description: This field is a short descriptive name of the offering, such as the name of the company and the type of offering. It will serve as the title of the offering.

Example: Demo Company, LLC Reg CF

Offering Slug (URL)

Type the slug of the offering.

Description: This field is a unique identifier used in the URL to differentiate your offering from others on the Issuance platform.

Example: demo-company

Default Timezone

This is the timezone for emails official document signatures.

Description: This timezone will be used to denote when documents related to this offering are signed.

Example: US/Eastern

Securities Settings

This section allows you to enter Securities information. Once you are finished, click "Continue" to proceed.

Security Type

Type the security type of the offering.

Description: Type of securities (e.g. Class A Shares, Class B Non-Voting, etc.). This is displayed on email receipts.

Example: Class A Shares

Share Price | Unit Price

Type in the share or unit price for this offering.

Description: The price per share or per unit being offered. Please note this is not used for debt-based offerings.

Example: $1.50

Shares or units

Select which the particular type of security that you are issuing through this offering.

Description: Shares or units.

Example: Shares

Optional Unit details

Type in the details of the units.

Description: The details of the units that are being offered.

Example: 1 Share and 1/2 of a Warrant

Units Only Warrants Per Unit

Type in the amount of warrants per Unit.

Description: The numerical amount of warrants per unit.

Example: 0.5

Optional Minimum investment amount

Type minimum investment amount for this offering.

Description: The minimum currency amount that can be invested in a single investment.

Example: $15000

Target Amount for Escrow Closing

This is the minimum amount to be raised before escrow can be closed.

Description: This is the minimum amount of capital to be raised before your escrow account can be closed. This is the same amount that you have on your SEC filings related to this offering.

Example: $500,000

Tier Amount to be Raised

Choose the maximum amount to be raised for the offering

Description: This is the maximum amount that can be raised by law for your offering. Values are in millions of dollars.

Example: $1.2m

Maximum Amount To Be Raised

This is the maximum amount to be raised for this offering according to your SEC filings.

Description: This is the cap on the amount to be raised in this offering. When this cap is met no additional investments can be made in this offering.

Example: $1,000,000

Optional Oversubscription Amount

This is the percentage amount of your offering that can be oversubscriped based on the Maximum Amount to Be Raised The product of the Maximum Amount to Be Raised and 100% plus the Oversubscription Amount cannot be greater than the Tier Amount to be Raised.

Example: 1.0%

Optional Debt-based offering mode

Important Information: Bebt-based offering mode is intended to be used by debt-based offerings only. There will not be any shares. To change this setting you must contact Issuance staff. This setting will not be able to be changed once an investment has been made in this offering.

Adv. Securities Settings

This section allows you to enter Advanced Securities information. Once you are finished, click "Continue" to proceed.

Optional Number of shares

Type the number of shares or units in the offering.

Description: The amount of shares or units in the offering. Once this amount has been reached no additional investments will be able to be made.

Example: 20000000

Optional Investment Increment amount

Type in the investment increment amount for this offering

Description: This sets an increment so that only multiples of the increment are accepted as investment sizes. For example a $100 increment amuont and a $300 minimum investment amount allows investments of $300, $400, $500 and so on.

Example: $100

Signature Settings

This section allows you to enter Signature information. Once you are finished, click "Continue" to proceed.

Signing Full Name

Type the signing name for the subscription agreement of this offering.

Description: This is the full name signed on the subscription agreement. Typically this is the company's CEO or CFO.

Example: Demo User

Signing Title

Type in the title of the person signing the subscription agreement for this offering.

Description: The title of the company's representative signing the agreement. It is signed on the subcscription agreement.

Example: CEO

Optional Signing Email

Type the email of the person signing the subscription agreement for this offering.

Description: The email of the company's representative signing the agreement. It is signed on the subscription agreement.

Example: [email protected]

Investor UI Settings

This section allows you to enter Investor UI Securities information. Once you are finished, click "Continue" to proceed.

Investment Size Suggestions

These buttons will be displayed to investors during the investment flow as suggested shares amount to choose from.

Description: Buttons suggesting investors purchase a certain amount of shares that will appear to investors when they are investing in this offering. Please note that suggestion amounts are in shares and the value (share price multiplied by amount of shares) of all suggested share amounts must be greater than the minimum investment amount.

Example: 1st Button: 5 2nd Button: 10 3rd Button: 15

Tip: There are two ways to provide access to the circular document. The first is to provide a link to the webpage where the circular document is hosted. The second is to upload the circular document for Issuance to host.

Offering Document Type

Select the correct label for your circular document.

Description: This is the labeling of the circular document to be displayed to investors.

Example: Offering Circular

Offering Circular Link

Type the address to the webpage where the circular document is hosted.

Description: A link potential investors can navigate to that will provide them access to this offering's circular document. You have the option to upload your own below. If you upload a document, it will be shown instead of the link.

Example: https://DemoCompany.com/Reg-CF-Offering-Circular.pdf

Offering Circular Document

Select and upload the circular document. Alternatively, drag and drop this offering's circular document into the area with a dashed border.

Description: This is a file upload section where you can upload this offering's circular document for Issuance to host. It accepts the .pdf file type. If you upload a document any link in the "Offering Circular Link" field above will not be used.

Optional Require Phone Number

When enabled, investors will be required to provide their phone number before investing. This is optional by default.

Optional Branding

This section allows you to enter Branding information. Once you are finished, click "Continue" to proceed. This section is optional.

Optional Accent Color

Enter in the Accent Color for this offering.

Description: This color will be used for buttons and large graphical elements. It is in hexademical format.

Example: #212529

Optional Accent Color Contrast

Enter in the Accent Color Contrast for this offering.

Description: This the color of text displayed in this offering. It is in hexademical format. Note, in most cases, you should use the same values for Accent Contrast Color and Secondary Contrast Color.

Example: #E5E7EB

Optional Secondary Color Contrast

Enter in the Secondary Color Contrast for this offering.

Description: This color will be used for small graphical elements. It is in hexademical format. Note, in most cases, you should use the same values for Accent Contrast Color and Secondary Contrast Color.

Example: #6B7280

Optional Logo

Select and upload a file of the company's logo Alternatively, drag and drop a file of the logo into the area with a dashed border.

Description: This is a file upload section where you can upload the company's logo to be displayed to investors. It accepts .png, .jpg, and .gif file types.

Optional Favicon

Select and upload a file of the company's favicon. Alternatively, drag and drop a file of the favicon into the area with a dashed border.

Description: This is a file upload section where you can upload the company's favicon to be displayed to investors on capable web-browsers. It accepts .png, .jpg, .gif, and .ico file types.