Creating a Regulation D 506(c) Offering
Last updated
Last updated
Navigate to the
Click "Offerings"
Click "Create offering"
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 D 506(c) Offerings, select "Reg D 506(c)" from the dropdown menu.
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 D 506(c)
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
Optional Support Phone
Type the support phone number for this offering.
Description: This is an phone number investors can contact with questions about the offering, the company, the business model, the founding team, etc. Typically this either will put investors in touch with an executive (for a smaller offering) or with a dedicated investor support resource (for a larger offering with higher volume of inquiries) that the issuer employs.
Example: (555)555-5555
Support Email
Type the support email for this offering.
Description: This is an email address investors can contact with questions about the offering, the company, the business model, the founding team, etc. Typically this either will put investors in touch with an executive (for a smaller offering) or with a dedicated investor support resource (for a larger offering with higher volume of inquiries) that the issuer employs.
Example: offeringsupport@democompany.com
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
Optional Landing Page URL
This is the landing page URL for your company's website.
Description: This will be used as a link to your company's website. It must begin with either http:// or https://
Example: https://democompany.com
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 Related Reg S Offering
Select a related Reg S offering for investors to be redirected from who are ineligible for Reg S.
Description: Reg S offerings are only available to investors who reside outside of the US. US based accredited investors who navigate to your selected Reg S offering will be redirected to this Reg D 506(c) offering.
Example: Demo Company Reg S Offering
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
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.
This section allows you to enter Advanced Securities information. Once you are finished, click "Continue" to proceed.
Administrative fees
Type in the agreed upon administrative fee of the offering.
Description: This is a flat fee per investment. This value is agreed upon in your contract. You can configure at any time whether it is paid by the investor or the issuer.
Example: $15.00
Optional Administrative fees paid by
Select either Investor or Issuer.
Description: This designates which party will pay the administrative fees for an investment made through the Issuance platform. You can change this at any time in offering settings. Changes will only affect new investments.
Example: Investor
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 Maximum investment amount
Type the investment maximum amount for this offering.
Description: The maximum currency amount that can be invested in a single investment
Example: $10000000
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
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: demouser@democompany.com
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
Minimum wire transfer amount
Type in the minimum wire transfer amount
Description: The minimum investment necessary for a single investor to make an investment using a wire transfer. The minimum amount allowed on the Issuance platform is $5,000.
Example: $5000
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-D-506-c-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.
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 the .png, .jpg, .gif, and .ico file types.