What should a small business prepare for a crowdfunding portal’s issuer qualification process?

1 Answer, 1 Reply
Adam Pressman
11/11/2026 10:24:44 AM,
Adam Pressman  replied:

1. A list of 100 people's email addresses who have confirmed to you (the potential issuer) that they are as committed to the success of your venture as you are and can supply either time, talent or treasure to help you. 

2. Whatever financial review your raise requires from a CPA or similar financial firm.  The requirements change often. 

3. A report from a securities attorney on what is the most likely best issue you can make (equity, revenue share, convertible, SAFE, etc)

4. Due diligence answers.  Our questions are here: 

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Adam Pressman
11/11/2026 10:25:35 AM,
Adam Pressman  replied:

Link got broken.  Issuer Readiness Checklist:

https://docs.google.com/document/d/1YhCIjL_WCzTYf2Nm3QZr8-zf_VCXCiY_136UrtfILJU/edit?usp=sharing

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