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Equity Crowdfunding for Investors: A Guide to Risks, Returns, Regulations, Funding Portals, Due Diligence, and Deal Terms


Praise for
Equity Crowdfunding for Investors

"The authors of Equity Crowdfunding for Investors take a complex subject and make it simple. It is as entertaining as it is educational. It is, simply stated, the best book on equity crowdfunding that I have read."
—Jonathan Friedland, publisher of Accredited Investor Markets (, partner in the Chicago law firm Levenfeld Pearlstein, and author of The Investor's Guide to Alternative Assets

"Equity Crowdfunding for Investors performs an invaluable much practical guidance on how to understand and approach participating as an investor in securities-based, and particularly equity, crowdfunding. It is also enjoyably readable."
—Charles Sidman, MBA, PhD, founding member of the Angel Capital Association and past president of the Crowdfunding Professional Association

An Authoritative and Comprehensive Guide to Equity Crowdfunding

"Few opportunities in life can generate personal wealth as profoundly as being a founder or early investor in a startup that achieves grand success."
—From the Preface

For anyone who wants to invest in the potentially high-return and often high-risk marketplace, Equity Crowdfunding for Investors + Website offers a practical and objective guide to the social and financial rewards of crowdfunding. Authors David M. Freedman and Matthew R. Nutting detail the ins and outs of equity crowdfunding and show how to budget for angel investments, set realistic expectations, select the industry, company, and development stage to invest in, conduct the necessary research, monitor the companies you invest in, and know when to cash out.

Whether you are new to crowdfunding investing or have experience as an angel investor, you can mitigate some risk and increase your chance of profit by tapping into the fundamental insight, investment strategies, and the commonsense approach outlined in Equity Crowdfunding for Investors.

DAVID M. FREEDMAN has worked as a financial and legal journalist since 1978. He has served on the editorial staff of The Value Examiner since 2005. He is coauthor of the 1987 book Death of an American, about the Singer v. Wadman civil rights lawsuit in Salt Lake City.

MATTHEW R. NUTTING practices corporate law with the firm Coleman & Horowitt in Fresno, CA, where he advises on all facets of business law, including a special emphasis in rewards-based and securities-based crowdfunding. He is a director of the National Crowdfunding Association and served as its National Legal Affairs Director. He is also the cofounder of CrowdPassage.

Foreword ix

Preface: The New Angel Investors xv

Definitions of Key Terms xxv

Acknowledgments xxvii

About the Authors xxix

CHAPTER 1 The Foundations of Online Crowdfunding 1

CHAPTER 2 Equity Offering Platforms (under Regulation D) 19

CHAPTER 3 Equity Crowdfunding 49

CHAPTER 4 Intrastate Equity Crowdfunding 69

CHAPTER 5 Deal Flow 81

CHAPTER 6 Angel Investors 95

CHAPTER 7 Equity Crowdfunding Portals 117

CHAPTER 8 How to Invest, Part I: Portfolio Strategy 135

CHAPTER 9 How to Invest, Part II: Identify Suitable Offerings 153

CHAPTER 10 Equity Crowdfunding Securities 163

CHAPTER 11 Deal Terms 175

CHAPTER 12 How to Invest, Part III: Due Diligence 205

CHAPTER 13 How to Invest, Part IV: Funding and Postfunding 233

CHAPTER 14 Liquidity and Secondary Markets 243

Epilogue: Trends and Innovations 253

Equity Crowdfunding Resources 255

About the Companion Website 259

Index 261