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Ira's cf+soc-med5.13

M
Mark Perlmutter

This document discusses crowdfunding and self-directed IRAs. It summarizes two types of crowdfunding - rewards and equity crowdfunding. It then discusses how social media is enabling companies to advertise direct public offerings to raise capital from accredited and non-accredited investors. The document proposes that allowing investments from self-directed IRAs could provide another source of capital for companies raising funds using crowdfunding and direct public offerings.

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Mark@WebSummits.com CrowdFunding & Self-Directed IRAs A Natural Marriage Accuplan Webinar May 15, 2013 ~ San Francisco
Todays Objectives 1 - Discuss two types of CrowdFunding : Rewards and Equity 2 - And why should you care?
Two Types Of CrowdFunding Two Types Of CrowdFunding
What Is CrowdFunding? Anyone that needs funds for a project Uses social media to ask friends and strangers for money This resulted in a record $2.81 Billion given to people in 2012
Annual CrowdFunding Volume
$2.81 Billion CrowdFunded Whos interested now ?
Benefits Of The Crowd Likes promising products An Inexpensive focus group Joins others with shared values Can pledge small dollars quickly
What & Where Is It Legal? In the US only rewards crowdfunding is legal. Overseas both rewards and equity are legal.
2010 Petition On The SEC Website Starts US Equity CrowdFunding
Summer 2011 Congressman Patrick McHenry R NC Authors The Bill
April 5, 2012 President Obama Signs It In A Rose Garden Ceremony
June 2012 Equity CrowdFunding May Swell To $300 Billion Forbes - Fred Wilson the legendary partner of Union Square Ventures predicts CrowdFunding will unleash $300 billion to entrepreneurs
Is The JOBS Act The Game Changer? it allows advertising to accredited investors, but only limited advertising to non-accrediteds
CrowdFunding Protections For Non-Accrediteds Investment amounts limited for non-accredited investors Companies may only invite crowd to approved platforms Companies may not advertise details of offering on social media
So If Not CrowdFunding; Whats The Game Changer? Company with an Idea The Public ?
Social Media Is The Game Changer Company Non- Accrediteds With IRAs To Invest Social Media
The Growth of Social Media
Funding On Social Media
Laws For Companies To Raise Equity Current Laws Private offering to friends self-underwritten offering to the public investment bank does IPO to the public New Laws (when final) CrowdFund to non-accrediteds Advertise to accrediteds
Newsflash! Companies Can Already Advertise Direct Public Offerings To Non-Accrediteds Existing laws allow DPOs to be advertised on social media Non-accrediteds can invest Companies including Ben & Jerrys did a DPO before their IPO
5 Steps To Get Growth Capital From The Public ~ If They Love The Company 1 Build a crowd and nurture relationship 2 Report continuous business progress 3 Get 3rd party credibility (press) to build confidence & trust 4 Get public offering permit from state or SEC 5 Sell shares on social media using online marketing
An Investor Exit Is Imperative Company is bought later by a public company and DPO investors get traded stock Or Company shares begin trading and DPO investors can sell their shares through any online broker
Mark@WebSummits.com CrowdFunding & Self-Directed IRAs A Natural Marriage Accuplan Webinar May 15, 2013 ~ San Francisco

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Ira's cf+soc-med5.13

  • 1. Mark@WebSummits.com CrowdFunding & Self-Directed IRAs A Natural Marriage Accuplan Webinar May 15, 2013 ~ San Francisco
  • 2. Todays Objectives 1 - Discuss two types of CrowdFunding : Rewards and Equity 2 - And why should you care?
  • 3. Two Types Of CrowdFunding Two Types Of CrowdFunding
  • 4. What Is CrowdFunding? Anyone that needs funds for a project Uses social media to ask friends and strangers for money This resulted in a record $2.81 Billion given to people in 2012
  • 7. Benefits Of The Crowd Likes promising products An Inexpensive focus group Joins others with shared values Can pledge small dollars quickly
  • 8. What & Where Is It Legal? In the US only rewards crowdfunding is legal. Overseas both rewards and equity are legal.
  • 9. 2010 Petition On The SEC Website Starts US Equity CrowdFunding
  • 10. Summer 2011 Congressman Patrick McHenry R NC Authors The Bill
  • 11. April 5, 2012 President Obama Signs It In A Rose Garden Ceremony
  • 12. June 2012 Equity CrowdFunding May Swell To $300 Billion Forbes - Fred Wilson the legendary partner of Union Square Ventures predicts CrowdFunding will unleash $300 billion to entrepreneurs
  • 13. Is The JOBS Act The Game Changer? it allows advertising to accredited investors, but only limited advertising to non-accrediteds
  • 14. CrowdFunding Protections For Non-Accrediteds Investment amounts limited for non-accredited investors Companies may only invite crowd to approved platforms Companies may not advertise details of offering on social media
  • 15. So If Not CrowdFunding; Whats The Game Changer? Company with an Idea The Public ?
  • 16. Social Media Is The Game Changer Company Non- Accrediteds With IRAs To Invest Social Media
  • 17. The Growth of Social Media
  • 19. Laws For Companies To Raise Equity Current Laws Private offering to friends self-underwritten offering to the public investment bank does IPO to the public New Laws (when final) CrowdFund to non-accrediteds Advertise to accrediteds
  • 20. Newsflash! Companies Can Already Advertise Direct Public Offerings To Non-Accrediteds Existing laws allow DPOs to be advertised on social media Non-accrediteds can invest Companies including Ben & Jerrys did a DPO before their IPO
  • 21. 5 Steps To Get Growth Capital From The Public ~ If They Love The Company 1 Build a crowd and nurture relationship 2 Report continuous business progress 3 Get 3rd party credibility (press) to build confidence & trust 4 Get public offering permit from state or SEC 5 Sell shares on social media using online marketing
  • 22. An Investor Exit Is Imperative Company is bought later by a public company and DPO investors get traded stock Or Company shares begin trading and DPO investors can sell their shares through any online broker
  • 23. Mark@WebSummits.com CrowdFunding & Self-Directed IRAs A Natural Marriage Accuplan Webinar May 15, 2013 ~ San Francisco