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Timeline for a RegD STO


  • 1. Get advice about which funding method may be the best fit for your company, it depends on several different factors. Get the advice of a securities lawyer. Chose a marketing agency that will manage your 360° marketing campaign. 
  • 2.a Engage a legal service provider to do your SEC filing.
  • 2.b The marketing agency preparation covers the following things: building your offering pitch, video, PR, graphics, social media accounts, advertising.
  • 3.a The offering goes live, the investors can purchase your Tokens or other legitimate security The investors deposit their money into escrow. You may use smart contracts and we recommend a convertible note instead of a SAFT, in the way that your securities lawyer recommends.
  • 3.b Start the marketing campaign.
  • 4.a In the case of a Reg D 506C offering, the Issuing company has to take reasonable steps to verify that its investors are accredited. Since Regulation D doesn’t set a limit to the issuer company, your company is able to raise an unlimited amount of money, although there are specific restrictions that apply in some circumstances. You can keep the offering live until you have sold all the tokens/securities. 
  • 4.b File Form D with the SEC. Form D is a filing that does not require you to wait for SEC Qualification.
  • 5. Continue the marketing campaign, sell all the tokens that you intended. Finish the process.

-This is a Summary schedule that is condensed and simplified. Each offering is unique and timing will differ.
-There are many aspects of the schedule that are adjustable according to confidence and success level.