Regulation Crowdfunding

Launch Your Reg CF Portal in 90 Days

CrowdFund 360 is a comprehensive turnkey service for registering and launching a FINRA-member Regulation Crowdfunding Portal — from Form FP through operational launch and ongoing monitoring.

Turnkey Portal Launch

Everything You Need to Launch Reg CF

CrowdFund 360 assists firms in registering and launching a Regulation Crowdfunding Portal in compliance with SEC and FINRA regulations — from Form FP to operational launch.

Compliance Program
Regulatory Compliance & Form FP
Preparation and submission of Form Funding Portal (Form FP) to FINRA and the SEC. Guidance on Reg CF requirements including investor limits, issuer disclosures, and anti-fraud measures.
Operational Principal
Operational Setup
Development of AML/KYC compliance frameworks tailored for crowdfunding. Policies and procedures for portal operations, investor communications, risk management, and escrow services.
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Technology & Wealthblock
Stand up Wealthblock, a plug-and-play Reg CF portal solution that meets all regulatory needs. Integration of secure transaction processing, investor verification, and compliance dashboards.
Aduits
Exam Prep & Ongoing Monitoring
Pre-launch compliance reviews for FINRA and SEC inspection readiness. Regular audits of portal operations to identify and mitigate compliance risks. Accurate and timely regulatory reporting support.
Full Service Coverage

Growth, Marketing & Training

Beyond launch — we help you attract issuers, grow your investor base, and keep your team current on evolving regulations.

FINRA membership application and ongoing reporting compliance
Strategic advice on marketing the portal to attract issuers and investors
Regulatory compliance guidance for advertising and promotional campaigns
Data security and privacy measures aligned with SEC regulations
Deployment of dashboards for tracking offerings and investor activity
Tailored training for portal operators and staff on compliance best practices
Continuous updates on changes in crowdfunding regulations and industry trends
Support for maintaining accurate records for regulatory reporting
Guidance on managing escrow services and issuer onboarding
Pre-audit reviews and preparation for CFTC and NFA inspections

Ready to Launch Your Crowdfunding Portal?

Schedule a free consultation and get a regulatory roadmap for your Reg CF portal launch in 90 days.

Schedule a Free Consultation