Investment Crowdfunding 101 (a.k.a Equity Crowdfunding)


  • This course relies on a basic understanding of the world of business and entrepreneurial finance.


Learn about a transformative financial technology just legalized in the US (May of 2016) and everything you need to be in the know about crowdfund investing (sometimes called Equity Crowdfunding).

Build the vocabulary, rules, and use cases of crowdfund investing in 25 minutes.

  • Why startup / small business investing via the internet is transformative
  • How crowdfund investing and crowdfunding (e.g. Kickstarter) are completely different
  • What the law allows for entrepreneurs, investors, and funding portals
  • Where business and social change fits into this equation

Big opportunities to be early to the game
Learning the basics of crowdfund investing (CFI) puts a very powerful tool into your hands. CFI’s use cases may include startup funding, small business “mini-IPOs”, and internet-based fundraising for larger projects. Opportunities for consultants, entrepreneurs, and investors in this space are likely to increase exponentially over the next 10 years.

Content and Overview
You’ll start by learning the basics of crowdfund investing, then move on to how this financial innovation can fit into a business’ financial lifecycle. Then, you’ll learn the basics of securities as they apply to crowdfund investing, including how equities, bonds, and profit-sharing arrangements work under this model. Next, you’ll learn how funding portals work and how businesses need to approach discussing financial information during these transactions. We’ll wrap up with a look at some of the socioeconomic impacts of the new law and access to additional resources.

Who this course is for:

  • This course is ideal for entrepreneurs and investors who would consider themselves “early adopters” of new financial technologies.
  • This course pertains to a recent and transformational change of UNITED STATES securities law, so this material will be most applicable to participants involved in US-based business financing and investing.
  • This course is suitable for participants of all levels and those students who are already familiar with the fundamentals of securities issuances will likely find some of the early material to be review for them.