Crowdfunding 101

Learn the basics of equity and debt crowdfunding, and a roadmap for implementing a crowdfunding campaign.

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Special pricing, for a limited time only!

The JOBS Act, or otherwise known as the Crowdfunding Act, has been passing into law since 2012 with the most recent development, Regulation CF, enacted in May of 2016 which has opened up investing in privately-held businesses to the average investor. Previously, only the wealthiest individuals that had $200K or more in annual salary or $1MM+ in net worth, could partake.

This is analogous to tapping into the “other 96%” of US investors as potential sources of startup capital, which brings forth a new financial instrument to enable small and midsize businesses (SMBs) to raise their working capital from their own personal and professional networks or investor networks sourced via a crowdfunding portal or broker dealer. There are many applications of crowdfunding in today’s marketplace such as tech startups, real estate, cleantech, tourist attractions, computer games, music bands and product companies to name a few.

This intro course will cover, a broad introduction to US equity and debt crowdfunding, the basic mechanics of a crowdfunding campaign, the anatomy of a crowdfunding portal and an industry landscape covering trends, investment data and key players.

The course is designed for industry practitioners (funding portals or broker dealers) and large do-it-yourself SMBs trying to receive investments online from the crowd. It could also serve, as the basic intro necessary to apply crowdfunding mechanics to an existing business model and the right foundation to get started on equity & debt crowdfunding.

At the end of the course, a participant should understand the basics of equity and debt crowdfunding and have a basic roadmap for implementing a crowdfunding campaign.

Your Instructor

Amilcar Chavarria
Amilcar Chavarria

Amilcar Chavarria is a serial financial technology (FinTech) entrepreneur with expertise in crowdfunding, personal finance, fixed income and risk management. He was most recently the Founder and CEO of FinTech Associates where he led a major FinTech player to launch the world's first Wealth Management Cloud, a robust set of Apps & APIs that power Robo Advisors & Digital Wealth Management Platforms. Prior to that, Amilcar was on the leadership team of a venture-backed startup that launched the leading payments and compliance engine for crowdfunding portals. As the Product's General Manager, he increased client growth by 300%. Amilcar was also the Founder & CEO of BuckSprout, a FinTech company focused on automating the financial advisory process and one of the earliest Digital Financial Advisors. Amilcar serves as a mentor, advisor and/or board member in several companies including Apple Pie Capital, Crowdismo, Sounding Board and CommonBond during their early stages.

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Frequently Asked Questions

When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
What are the prerequisites for the course?
There are no prerequisites to take this course! Students from all backgrounds are encouraged to take this course.

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