Crowdfunding Transfer Agent Services

Crowdfunding financing describes the practice of raising money for investors for a small business as a start-up by collaborating through the use of crowdfunding portal websites. If securities-based crowdfunding occurs, start-ups seeking crowdfunding financing from investors may allow a return on investment income as additional shares. All of this is made possible by Crowdfunding Regulation (Reg CF) enacted by the JOBS Act in 2016. To comply with SEC regulations, a registered transfer agent is required to register with the SEC to assist in the collection. of capital through crowdfunding. At Colonial Stock Transfer, we provide equity crowdfunding transfer agent services for Reg CF, Reg A, Reg D by using an innovative medium that enables crowdfunding distributors to take advantage of cost savings for managing securities-based crowdfunding transactions. As an SEC registered moving agent and provider of cap charts, we can assist you with the following:

Issue stock for founder shares, new raises and as needed on on-going basis

Manage cap table tracking and reporting

Perform ownership transfers for existing shareholders

Provide investor support including investor login to view holdings and more

Provide expert guidance through the complex process of Reg CF, Reg A+, or Reg D and coordinate with your funding portal

Maintain regulatory compliance with SEC rules including IRS cost basis, OFAC, escheatment and UCC transfer law.

https://www.colonialstock.com/crowdfunding-services.htm