|
☐ |
Legally establish the company (LLC, C Corporation, etc) |
☐ |
Register your business name (if different than the legal name) |
☐ |
Get a Tax ID number for your business (EIN Number) |
☐ |
Get a business bank account |
☐ |
Register for State/Local taxes (if applicable) |
☐ |
Obtain business licenses (if needed to conduct business in your industry) |
☐ |
Organize your team |
|
☐ |
Create a business plan (+emerge an idea on Umergence to post your plan) |
☐ |
Create a pitch deck |
☐ |
Know how much capital you need and exactly how it will be used (be clear, detailed, and transparent) |
☐ |
Decide which type of security to offer (equity, debt, convertible debt, revenue sharing, future equity/token) |
☐ |
Determine where and what type of investor you want to target (accredited investors only or the general public) |
☐ |
Decide your timeline |
☐ |
Familiarize yourself with the appropriate securities regulations (Reg CF, Reg A+, Reg D) - comparison |
|
☐ |
Create a company website |
☐ |
Create social media profiles for the company |
☐ |
Draft press releases and plan distribution channels |
☐ |
Create a promotional video |
☐ |
Decide a marketing budget and strategy for your campaign |
|
☐ |
+Emerge a new investment campaign |
☐ |
Get a CIK number for your company from the Securities and Exchange Commission (you’ll need it for filings) |
☐ |
Create the required filings for the SEC and state regulatory agencies (Umergence will walk you through them) |
☐ |
Build your campaign page |
☐ |
Submit the campaign for review |
☐ |
Once reviewed and approved, campaign goes live! |