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Navigating Private Investments

Whether you're a founder looking to raise capital or an investor seeking new opportunities, understanding the landscape is key. Every investment opportunity is governed by two core concepts: fundraising regulations and security types.

Fundraising Regulations

Before a company can offer an investment, it must follow a specific set of rules set by the U.S. Securities and Exchange Commission (SEC). These regulations ensure that investments are offered in a fair and transparent manner.

They answer crucial questions like:

  • Who can invest? (Everyone, or only accredited investors?)
  • How much money can be raised?
  • Can the offering be publicly advertised?

Each regulation, like Regulation A+ or Regulation D, provides a different path for companies to raise capital, each with its own unique set of requirements and benefits.

Security Types ownership

When you invest, you are purchasing a "security." The security type defines your financial relationship with the company and what you get in return for your investment.

It answers fundamental questions like:

  • Do I own a piece of the company? (Equity)
  • Am I simply lending the company money? (Debt)
  • Do I have a right to future ownership? (Convertible Instruments)

Understanding the difference between Common Stock, a SAFE, or an LLC Membership Unit is critical to knowing your rights, risks, and potential returns.

Explore Our Guides

To learn more, please explore our detailed compliance overviews on each of these topics.


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