InvestorID FirmTM helps attorneys add value above just legal services.

The JOBS Act created new tools for companies to publicly advertise securities deals online.   As a result, thousands of new deals have hit the market and hundreds of millions in capital has been raised, spurring a wealth of new business development opportunities for attorneys. Fund deals, startup capital raises, PIPE deals and loan syndicates are just a handful of the transactions benefiting from the JOBS Act.  InvestorID FirmTM is a platform designed to help attorneys equip their clients with the workflow, marketing and compliance tools to publicly solicit a securities offering online.  By providing clients with the tools to painlessly navigate the regulatory landscape of general solicitation, InvestorID FirmTM helps attorneys add value above just legal services. The Jumpstart Our Business Startups Act (JOBS Act) went into effect in 2013 and permits Regulation D offerings of securities to be advertised publicly.  This means that funds and companies can now use social media, emails and web sites to market transactions to new “accredited” investors. However, with these new powers come new pain points.  InvestorID FirmTM provides a secure, fully hosted, cloud-based platform with a breadth of tools for your clients, including:

The JOBS Act created new tools for companies to publicly advertise securities deals online.   As a result, thousands of new deals have hit the market and hundreds of millions in capital has been raised, spurring a wealth of new business development opportunities for attorneys.

Fund deals, startup capital raises, PIPE deals and loan syndicates are just a handful of the transactions benefiting from the JOBS Act.  InvestorID FirmTM is a platform designed to help attorneys equip their clients with the workflow, marketing and compliance tools to publicly solicit a securities offering online.  By providing clients with the tools to painlessly navigate the regulatory landscape of general solicitation, InvestorID FirmTM helps attorneys add value above just legal services.

The Jumpstart Our Business Startups Act (JOBS Act) went into effect in 2013 and permits Regulation D offerings of securities to be advertised publicly.  This means that funds and companies can now use social media, emails and web sites to market transactions to new “accredited” investors.

However, with these new powers come new pain points.  InvestorID FirmTM provides a secure, fully hosted, cloud-based platform with a breadth of tools for your clients, including:

  • Custom, white-labeled investor portals with transaction-specific URLs
  • Offering and investor management workflows
  • Secure document sharing among third-parties
  • Integrated compliance tools including accredited verification, “bad actors” reports and AML screening

Thousands of companies are trying to raise capital through Reg D every day, many of which are pursuing the new Rule 506(c) route. InvestorID FirmTM equips your clients with better tools to interact with investors and raise capital—including through securities “crowdfunding”—which creates billable hours for your firm to manage and close deals and perform compliance tasks.  After the close, the suite of tools for ongoing reporting and investor management places your firm at the center of your clients’ investor relations efforts, which translates to ongoing, long-term engagement with the client.

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Many attorneys prefer not to wrangle with certain compliance processes like verification of accredited investors, screening for “bad actors” and AML.  Rather than punt on a solution, you can use InvestorID FirmTM to outsource these compliance tasks to securities compliance firms at a fraction of the cost of legal services.

Additionally, the platform has pricing tiers that make it affordable for every size law firm, including solo practices.  The ROI for InvestorID FirmTM is less than one transaction for most practices.

Ready to get started?  Visit our site at www.InvestorID.com or contact us at sales@investorid.com for a demo account today!

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