What are the steps to launch a Reg CF raise on Invown?
Launching a raise on Invown follows a set sequence. Reg CF offerings run through Invown Funding Portal LLC, an SEC-registered funding portal and FINRA member, and Invown works alongside you on the regulatory steps. The full checklist lives on the issuer onboarding page; here is the shape of it:
Agreements and account
- Sign the Reg CF platform agreement for your plan (Starter, Professional, or Syndicator) — and the 506(c) agreement if you are also raising under 506(c).
- Create your account at invown.com/app and complete the onboarding form.
- Pay the onboarding fee, and send a deck and pro forma so we can confirm the deal is suitable for the marketplace — we create the listing.
Company and legal setup
- Form your entity if needed (a Delaware LLC — our templates cover Delaware and Texas) and provide formation documents, an EIN with proof (Form SS-4), and a signed W-9.
- Provide a government-issued ID for the principals for escrow setup — we will tell you how to submit it securely.
- Create an EDGAR account with the SEC (Form ID), prepare your LLC agreement (template available), and fill out your Form C using the template Invown provides.
- Complete the background-check and FinCEN forms Invown gives you.
Go live
- Submit your Form C to the SEC through EDGAR — Invown facilitates the filing.
- Finalize your listing content while Invown sets up the escrow account and background checks run.
- Go live and start accepting investments.
Costs depend on the plan you choose — each plan carries a one-time $1,499 onboarding fee plus plan-specific monthly, success, and escrow-setup fees (Starter also carries a one-time $500 deal-review fee); see /pricing/ for the full schedule. Questions at any step: contact support.
Related articles
What am I allowed to say when advertising my raise?How does raising capital on Invown work?What should I have ready before my raise goes live?What is the Form C and who files it?Still stuck? Ask us directly — we typically reply within one business day.
Contact support
