What are the key components of preparing for my campaign?
The Form C, you should use iDisclose to form the basis for it.
Once you finish in iDIsclose, an attorney can review your draft for $1,500 and help you file it with the documents below, or you can use your own attorney.
Finances, ensure that your financial statements, for the last 2 fiscal years are GAAP compliant. If you need assistance, we recommend using Kristine Rasmussen from Assure (
krasmussen@assure.co) to prepare them in GAAP.
Once that is complete, please have your financial statements reviewed by a 3rd party CPA. We can introduce you to once if need be - note this is only for campaigns raising over $107,000.
Deal Page, you should start working on your offering page, remember we have templates on your onboarding page.
Video & Transcript, If you are making or using a video, remember to write a transcript for it.