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A Community Investment Case Study: Real Pickles’ DPO

If you have some time and are curious about direct public offerings (DPOs), I highly recommend the recently released case study on our client Real Pickles by Massachusetts-based Community Involved in Sustaining Agriculture (CISA). The carefully detailed study provides an excellent overview of the DPO preparation, filing, and marketing process, shedding light on many of […]

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Thank you to our wonderful inaugural DPO boot camp class!

We learned so much from our participants and will use what we learned to do an even better Boot Camp #2! Here are some of the comments we received: “This is an exciting and innovative way to promote local support and economics and we are proud to be part of the pilot program!” “Companies just […]

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How to create a $350 million impact investment fund for the San Francisco Bay Area

According to the 2010 Survey of Consumer Finances, 50.4 percent of families have retirement accounts and the average value of these accounts was $44,000. According to the Census, there were about 1.6 million families in the 9 county Bay Area in 2010.  If 50.4 percent of these families have retirement accounts, 806,400 have retirement accounts. […]

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Learn How To Legally Raise Capital from the Crowd at Cutting Edge Capital’s DPO Boot Camp!

Applications are now being accepted for our next DPO Boot Camp launching in March! Open to California businesses, the four-session boot camp will take you through the step-by-step process to launch and manage a direct public offering (DPO), while learning and collaborating with other entrepreneurs like you.  See our flyer for more information.

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Going Back to School to Raise Capital – CEC’s DPO Boot Camp

Seven Bay Area companies are going back to school to learn how to raise money legally from their loyal customer and fan base, both wealthy and non-wealthy.  Over CEC’s DPO boot camp’s five sessions, they will work to launch and manage their own Direct Public Offerings (DPOs).  DPOs are different from the offerings on crowdfunding […]

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Signs of a Growing Trend: Community Investing

I am often asked whether I think Community Investing (meaning investing by non-wealthy, non-professional investors in their own geographical communities or interest-based communities) is a growing trend.  It’s hard to find concrete data on this, but there are lots of signs that indicate growing interest in Community Investing. 1. Media coverage – we saw lots […]

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Are you frustrated with the lack of choices for raising money to take your business to the next level? How would things be different if you could raise the money you need for your business and have time to focus on the parts of your business that you love? Discover the secrets of raising capital […]

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Crowdfunding Options Comparison Chart

How do Direct Public Offerings (DPOs), Rule 506c, donation based crowdfunding, and the JOBS Act compare?  See our Crowdfunding Options Comparison Chart!

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Integration of securities offerings – how to avoid it

By Jenny Kassan Let’s say you decide to do a private placement of securities under the federal exemption from registration requirements Regulation D, Rule 504.  Under Rule 504, you can raise up to $1 million.  Let’s say you raise $950,000 under this offering. Two months later you decide to do another securities offering under Rule […]

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Beat the Wave of JOBS Act Investment Crowdfunding Campaigns with a DPO

By Nate Hyun, Director of Crowdfunding and Securities Compliance The SEC and FINRA recently issued proposed rules for implementing the new crowdfunding exemption under Title III of the JOBS Act. The proposed rules are now open to public comment and it likely will be several months before the SEC and FINRA adopt final rules. In the […]

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