Equifund’s Private Market Investing Workshop
Session 3: The Equifund Investing Process – Part 1: Deal Flow

By Equifund

This webinar is brought to you by Equifund Technologies, LLC.

Speakers: Jake Hoffberg

Duration: 14 minutes

Summary: Once you’ve created your Investment Policy Statement, now it’s time to find some deals!

In the Crowdfunding Capital Markets, there’s no shortage of opportunities on all of the platforms. But we don’t have time to review all of them. That’s why we need an organized process to put every single opportunity through.

In this session, we’ll review the first part of this process: creating a “Marketing Qualified Lead” (or MQL). As your investing activity scales, you’ll appreciate having this in place.

Download the worksheet for this workshop

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Pre-Investment Agreement

The next 8 slides will allow us to process your investment. Note that these next steps are a legal requirement – Thank you for your patience and financial support of this investment opportunity. Jordan Gillissie – CEO

Before we execute the investment, it’s important for us to make sure you’re comfortable and knowledgeable in early stage investing. We want to make sure that you:

    • Received and have reviewed the education materials sent to you.
    • UNDERSTAND; that there are restrictions on your ability to cancel your investment commitment and obtain a return of your investment.
    • KNOW; It may be difficult to resell securities acquired under Regulation Crowdfunding.
    • AGREE; investing in securities offered and sold in reliance on section 4(a)(6) of the Securities Act involves risk. Investors should not invest any funds unless he or she can afford to lose the entire amount of his or her investment. Your investment may not work out, and you must be in a financial condition to bear the loss.
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