Step 1: Prepare all of your documents for Application

This will involve working closely with your own lawyer, which may incur additional legal fees.

If raising over $1,500,000, this will involve additional fees from external accountants to prepare Audited Annual Financial Statements if you do not already have them.  

Step 2: Apply at https://equivesto.com/apply

Step 3: Equivesto will review your short application and reach out to set up an introductory meeting.

Step 4: If you are a fit for Equivesto, Equivesto will help you set up a ‘Coming Soon’ page. This webpage will allow you to begin collecting interest from your community and extended network. This page will act as a waitlist, where people can provide their information to confirm their interest investing when your campaign goes live.

Step 5: Grow your ‘Coming Soon’ page. Companies need to hit 30% of their raise target on their coming soon page before moving on to the next step. There is no time limit that you can spend growing your community on your coming soon page. We will work with you to give you advice on how you can grow community interest and waitlist signups organically for free. If you are interested in working with a marketing firm to accelerate this process, let us know and we will connect you to one.

Step 6: Once you hit 30% of your raise target on your ‘Coming Soon’ page, Equivesto runs due diligence on you and your company.  This process tales 1-2 weeks.  To learn more about this process click here.  You also pay the non-refundable application fee now.  Click here to learn more about pricing.  

Step 7: Campaign Design & Pre Campaign Marketing.  This process takes 1-2 months.  

Equivesto works closely with you to:

• Structure your offering

• determine your valuation

• prepare the offering document

• review your shareholder’s agreement

• Introduce you to an Equity Crowdfunding Marketing Firm

• introduce you to a securities lawyer

We highly recommend you work with a specialized equity crowdfunding marketing firm to support your campaign. The firm will:

• Design and Implement a marketing strategy

• create and execute a detailed ad strategy

• write and plan Press Releases

• Work to get you featured in print, video, and other medias

• Prepare your Social media posts

• Prepare a pitch video

• Create your Campaign Page

• organize events and webinars

• manage your landing page

• design and implement an email newsletter and drip campaign

You will need to work closely with your own lawyers during this step, which may incur additional legal fees.

Successful campaigns typically budget between 10-20% of their target raise for marketing expenses.

Step 8: Launch Your campaign! (1-3 months)

Once your campaign launches, its important to keep working hard to connect with your community and share the news of your campaign.  The first 10 days are a critical period to demonstrate investor interest, so reach out to your close network of interested supporters and encourage them to participate during those first few days.  

Once you hit 10% of your target raise amount, Equivesto will begin to feature you on our social media and in our newsletter to extend your reach.  We will also introduce you to community partners for further exposure opportunities like interviews, webinars, Instagram lives, and posts.

Step 9: Closing the Campaign (1 Month)

When your successful campaign closes, Equivesto will spring into action. We will need to work closely with you and your legal team to complete all the necessary legal documents and to help you submit the required filings to the regulators for each province.  The regulators each charge a filing fee of a few hundred dollars.  Once the closing documents are all prepared, Equivesto will transfer the funds raised, minus our fee.  We will also provide you with an invoice for your records.  The actual filing itself will need to be completed by your securities lawyer.