571-EQUIDEFI (571-378-4333)

Invest

Private Investing
Made
Simple

Welcome to EquiDeFi® – software to launch, manage, fund and close private offerings.

Schedule your demo today to learn how EquiDeFi® can improve your fundraising workflow.

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What We Do

For Issuers

EquiDeFi is the definitive software suite for issuers and brokers to streamline private offerings. 

Launch, monitor and manage your offerings from start to finish in concise and easy to navigate dashboards designed for efficiency. 

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For Investors

EquiDeFi makes investing in an offering simple, practical and fun. Investors can securely access their investment records, as well as receive timely communication from the issuer. 

The EquiDeFi Investor Portal provides easy access to executed documents, payment records and completed offerings.

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For Everyone

EquiDeFi® is an investing portal that breaks down barriers to private investing. We educate with tools for investor choice and education.  We offer a marketplace of ideas and links to services where business loans, media relations, financial services, transfer agent, legal, accounting and audit connections are made.

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Democratizing The World Of Private Placements

We demystify, democratize and decentralize private placements. For far too long private offerings have been restricted to institutions, professionals, and those friends and family with unique access. No longer! We have designed the investor’s process to be as intuitive and frictionless as possible so that your offerings get funded faster.

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Issuers

Private and publicly traded companies on NASDAQ, NYSE, OTC, and other U.S.
exchanges.

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Professionals

Investment banks, corporate counsel, broker-dealers, escrow agents and transfer agents.
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Investors

Accredited investors, family offices, special purpose vehicles, and funds.

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How EquiDeFi® Makes Investing Simple

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Simplified Process

Say goodbye to complicated and incomplete documents. Upload your documents – subscription agreements, preferred stock, notes, warrants, SAFE, investor rights agreements, etc., add your offering materials – confidential offering circular or PPM, recent SEC filings, risk factors disclosures, projections, forecasts or valuations on which your investors will rely, and launch your offering. EquiDeFi handles the rest of the process!
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Increased Security

We have integrated Skyflow’s data privacy vault into our tech stack to keep all of your data fully encrypted in the cloud at all times. In other words, even if our platform is ever breached by attackers, your data is protected in an encrypted system and they can never access it through our platform.

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EquiDeFi® Compliance Engine

EquiDeFi is designed by SEC attorneys and securities professionals with SEC compliance foremost in mind. From initial engagement to closing we conform to strict SEC best practices gleaned from hundreds of deals.
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Simplified Online Forms and Audit Trail

EquiDeFi creates an audit trail of interactions with each investor and can generate reports for litigation or SEC investigation if needed. Team access controls let you grant specific privileges to your auditors, accountants, lawyers, and others.
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Broader Participation

With EquiDeFi®, the world of private investments is more accessible than ever before. We remove roadblocks and costs of participation, allowing for broader participation from new investors.
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Investment Education

The investment crowdfunding and private placement space is rapidly changing, and to the benefit of investors and issuers. We have a knowledge base to help investors and issuers understand the benefits of certain offering types.*

* We do not offer any investment advice, market or solicit sales of securities. The information provided is simply for educational and investigative purposes only.

Here's Why They Use EquiDeFi®

With its state-of-the-art software, secure record retention, and optional escrow payment portal, EquiDeFi® removes the complexity and obstacles that once kept investors and issuers from realizing their full potential. Here’s what our clients have to say about the positive impact EquiDeFi® has made in their private finance experience.

“We love the simple styling and organization of the dashboard.  We are able to see subscriptions as they arrive in real time, watch funding progress and select subscribers to close, all from one simple dashboard. The attention to detail is everywhere.” 

Tom Pruter

Freshies Tequila Selzer

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“We used EquiDeFi for a recent private offering and we recommend it to companies for handling their offering subscription process.”

Robert Steele, CEO

Thumzup Media Corporation

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“The EquiDeFi® team has made a significant and much needed improvement to private placement workflows that will expand our ability to service our client’s legal needs and reduce the time and costs locating lost documents and records.”

Michael Harris, Esq

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EquiDeFi® Education

Discover the wealth of knowledge and insights at your fingertips with EquiDeFi®’s education platform. From private finance to market trends, our curated content offers a comprehensive understanding of the industry.

Public Shell Companies

OTCQB, OTCQX, and OTCBB shells are preferred for reverse mergers due to SEC compliance, due diligence, and legal considerations.

Read More >

PIPE Transactions

PIPE (Private Investment in Public Equity) is a vital source of financing for over-the-counter traded companies, offering flexibility and liquidity.

Read More >

Regulation A+ IPO

Regulation A+, known as Reg A+, is a provision under the SEC rules that allows companies to raise capital from

Read More >

Courtesy Laura Anthony, Esq. 

Strategic Partnerships

We work with these strategic partners to ensure a great experience for both issuers and investors:

Enterprise Vendors

We work with these industry leaders to bring the best possible experience to our clients:

Successful Issuers on EquiDeFi®

These Issuers have already started raising capital on our platform.

Schedule your

EquiDeFi® Demo

Ready to discover how EquiDeFi® is revolutionizing private finance?

Schedule a demo with us to see the platform in action and learn how you can benefit. Our experts are ready to walk you through the features and answer any questions.

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