— Regulation Crowdfunding · Funding portal registration pending

Raise up to $5,000,000 w/Equity Crowdfunding

Equity crowdfunding lets private companies raise capital online from everyday investors — not just banks or VCs — in exchange for shares or other securities. Nvest is preparing to launch as an SEC-registered, FINRA-member funding portal built around one idea: test real investor demand before you commit to a full raise.

Get the free Portal Comparison Study See the step-by-step roadmap

Offering cap

$5M / 12mo

Who can invest

Anyone*

Test the waters

30 days

Funding campaign

6–12 mo

Why equity crowdfunding

Your raise doubles as a marketing campaign

Every investor becomes an owner — and owners become your loudest customers.

Keep control — you set your own valuation and terms
Anyone can invest, accredited or not
Investors become loyal customers and evangelists
Funds are held by a third-party escrow agent until each close
Prove demand with a 30-day “test the waters” campaign before you file

Regulation Crowdfunding

Reg CF at a glance

The SEC exemption that makes online capital raising from the public possible.

Limit

Up to $5,000,000 in any 12-month period

Intermediary

Must be conducted online through one SEC-registered funding portal or broker-dealer

Disclosure

Form C filed with the SEC before investments are accepted

Financials

CEO-certified up to $124K; CPA-reviewed up to $618K ($1.235M on a first raise); audited above

Open period

At least 21 days; investors may cancel until 48 hours before the deadline

After the raise

Annual report (Form C-AR) filed with the SEC and posted for investors

*Accredited investors have no investment limit. Non-accredited investors may invest, across all Reg CF offerings in a 12-month period, the greater of $2,500 or 5% of the greater of annual income or net worth if either is below $124,000; or 10% of the greater of the two, capped at $124,000, if both are at least $124,000.

What it will cost

Simple, transparent planned pricing

One flat platform fee covers your entire test-the-waters campaign. You pay a commission only on capital you actually raise.

Planned issuer pricing

Effective only after registration

Platform Fee

One-time, flat

$5,000

Covers your complete test-the-waters campaign, ad spend, escrow setup and Form C filing support — itemized below.

Commission

Of funds raised

5.00%

Deducted from proceeds at each close. Charged only on capital you actually raise.

Investor Marketing

Minimum budget · paid to firm

$10,000+

Required after Form C is filed. Paid directly to an independent financial marketing firm that drives investors to your offering — not to Nvest. Disclosed in your Form C.

— Everything the $5,000 platform fee includes

Test-the-waters campaign — a custom landing page with an embedded custom explainer video and custom graphics that present and explain your product or service, run for 30 days.

Social media ad creative — multiple custom graphic ads for Meta and other social media sites.

$2,500 social media ad spend — paid directly to platforms such as Meta to post and rotate ads announcing your planned offering.

$650 escrow & due diligence — paid to the financial institution that establishes your escrow account and performs the required due diligence and background checks.

Form C filing & state notice filings — if your campaign qualifies, help preparing and filing Form C with the SEC, plus state notice filings and fees where required.

Not included: your own legal counsel, CPA review or audit of financial statements, and transfer-agent fees, which are paid directly to those providers. Nvest cannot accept any fee until its registration is effective.

How it works

From first test to final close

Five phases, one clear path. See the full roadmap →

Launch your test-the-waters campaign

A custom landing page, explainer video and graphics, with rotating ads on Meta and other social platforms for 30 days. No investment money is accepted during this phase.

Measure real investor interest

If 15% or more of landing-page visitors indicate interest in investing, your offering moves forward — you test demand for a fraction of a full campaign’s cost.

File Form C and open escrow

Form C is prepared and filed with the SEC, state notice filings are made, and your escrow account is opened after due diligence and background checks.

Run your funding campaign (6–12 months)

A minimum $10,000 investor-marketing budget drives traffic to your offering page. Commitments are held in escrow and tracked in real time.

Close — with optional rolling closes

Draw funds as milestones are met once your target is reached, then plan what’s next: Reg A, and eventually an IPO.

Rolling closes

Access capital as you hit milestones

Example: a $1,000,000 raise with a $100,000 target amount, disclosed in the Form C.

Close 1$100K target

Close 2$400K raised

Close 3$700K raised

Close 4$1M raised

Rolling closes are permitted only after the target amount is reached and the offering has been open at least 21 days. Investors receive at least five business days’ notice of each close and may cancel their commitment until 48 hours before it.

Beyond Reg CF

The path to liquidity

A successful crowdfunding raise can be the first step toward a public company.

Step 1 · Reg CF

Up to $5M / 12 mo

Raise from customers and fans through a funding portal.

Step 2 · Reg A

Up to $75M / 12 mo

A larger raise, conducted through a registered broker-dealer — not through a funding portal.

Step 3 · IPO

Public listing

Can give early investors a liquidity event.

Future offerings and a public listing are not guaranteed and depend on company performance, market conditions and regulatory approval.

Compare before you commit.

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