Securer Crowdfunding

Digitizing Companies’ Crowdfunding, Management and Trading

Securer Crowdfunding offers a white-label, multi-tenant and end-to-end solution for crowdfunding of companies. It enables digital management of companies’ cap table, voting and dividends/interest payments, and offers tools for trading the investors’ rights in the companies.

FEATURES

Managers Console (web) & Investors Console (web & mobile app)

Compliance KYC/AML

White-Label and Multi-Tenant Capabilities

Manage Company Investments, Cap table, Voting and More

Company Deal Room

Data Room and Reports

Digital Securities Blockchain Infrastructure

Financial Services (via 3rd parties)

Custom Software Development

ADVANTAGES

Hands-on consulting

Expert consulting for running crowdfunding campaigns – planning, managing, technology, business development, and fundraising.

Huge investor network

Securer offers you access to its 85,000+ investor network and services of Securer’s investor outreach team. Read More

SECUrER TECHNOLOGY ADVANTAGES

Infrastructure for diverse use cases

Cyber secure

Strong technical team: developed and managed by leading blockchain professionals

Big data and analytics for a wide range of assets classes

Digiting to better support business use cases

SECURER ECOSYSTEM ADVANTAGES

Global network and presence, enabling flexible business models a go-to-market strategy

Strong partners (legal, marketing, compliance, and finance), enabling global, fast, and professional execution

High scaling capacity

Strong management experienced in business and technology execution

Onboard investors, raise capital, manage the company (cap table, voting etc.) and more

Business-first approach: specifically designed to match business goals

Blockchain based infrastructure to increase transparency and credibility

Branded pages for your company

Digital securities Infrastructure and Exchanges Ready

Cyber-secure and easy to use

Securer is a multi-protocol blockchain based infrastructure, implemented on end-to-end platforms for digitizing and tokenizing assets.

Securer Capital is Securer’s native application for financial players, offered as a white label for its clients – funds, VC, accelerators, wealth management companies, family offices, investments banks and more.

Planning Crowdfunding

* Services that are included in any fundraising running on Securer ** Extra services offered by Securer

Management

Discovery phase*

The discovery phase should take 2-3 weeks, and its target is to get a general plan for the capital raising.

DSO tasks: – Make a list of all tasks & needs: marketing, legal technology, etc. – Divide the list according to the person/company who will be in- charge (internal, service provider etc.) – Internal team: Make the list of all internal team members – Service providers: Make the list of service providers needed DSO General Offering: – The Offering: what, how much, etc. – The campaign scope: when, types of investors, location, etc. – capital raising timetable estimation – capital raising budget estimation

Project management of the capital raising**

Management of the capital raising as a project:

Capital raising team meetings/calls: – Weekly tasks overview – Coordination of team task – Problems and problem solving Service providers: – Pre-contract evaluation – Contracting – Managing/tracking

Securer

DSO Technology*	End-To-End management of the token lifecycle: management tools, managing the stakeholders and the tokens, managing the company and more. Client’s capital raising on the Securer’s platform: – Company data room – Capital raising details – Investors’ onboarding (KYC/AML) – Initiating the capital raising – Running the capital raising: Capital raising phase – Finalizing the capital raising Post DSO: – Proper registration of investments and investors – Transfer rights to investors – Company management: Voting, dividend, etc’ – Inner-trading (i.e. trading in the Securer platform) – Enabling OTC trading – Connecting to security exchanges Reports
White Label Solution**	Setting a white label of Securer on the client’s website domain, designed to match the client’s brand.
Wallets*	Wallet for the rights issued in the capital raising.
Technical Support*	Technical support needed to run the capital raising: – Assisting the client to solve technical issues related to the capital raising – Answer questions the client asks, regarding technological issues
Solution Integrations**	Technical help with the integration of the capital raising into the client’s business processes, such as logistics, law, management, etc.

Added Value Services

General Advisory**	– Providing advice on issues related to the implementation of the capital raising – Support in selecting team members and service providers for the capital raising
Planning General	– Preliminary discussions on the project’s concept and goals – Market research and development of the strategy – Development of the project’s roadmap – General calculation of investment performance of the project – Recommendations for the product concept to improve investors perception
Planning Specific for DSO**	– Audit and development of the concept and economic model, recommendations on how to choose the right capital raising type – Development of a detailed capital raising timeline, breaking it down into stages
Project Documents	– Development of the white paper (concept, content, and design) – Audit and development of the financial model of the project – Development of the one-pager of the project (investment teaser) – Development of the pitch deck (investment deck) of the project – Validation of all documents by external professionals
Marketing Website**	Creation of an informative website and a landing page to enable the token sale and encourage investors to get started quickly. A landing page for capital raising consists of tokenomics, team details, capital raising launch date, and a roadmap. – Content writing – Custom design or choosing a template – Development
Marketing strategy	Building the marketing strategy and implementation tools and service providers needed.
Marketing Execution Including PR andCommunity Management	Implementation of the marketing strategy: – PR – Social media account setup – Ad campaign management – Community building and management – Pitching capital raising listing sites – Email marketing And more…
Reaching Investors	The process of finding potential investors, pitching them, and following up the investment opportunities: – Access to a wide range of well-known experts and advisors in the relevant industry – Investor outreach campaign (sending the project’s investment teaser and report to the investor’s database) – Investors follow-up procedure – Analytics/reports during and after the campaign
Security Token Exchanges Listing**	Listing on the security token exchanges: – Connecting with the security exchange listing manager – Compliance with the technical requirements of the exchange – Compliance with the legal requirements of the exchange

3rd Parties

Legal Counsel	Choosing the best capital raising legal counsel. For existing company, the capital raising legal counsel and the company’s ‘regular’ legal counsel should cooperate before, during, and after the capital raising. The capital raising legal counsel tasks are: – Development of the legal structure: company, etc. – Setting up the legal requirements: company, documents, investor KYC/AML, etc. – Overview and approving all company’s documents: website, pitch deck, white paper, etc. – Advising the tech team with the legal requirements – Support of the private sale stage – Support of the public sales stage (if applicable)
Payment Solutions Providers	The payment services needed for the capital raising: – Bank account – Card payment – Prepaid cards Payment – Virtual IBANs
Custodian	A custodian is a financial institution that holds the company’s securities and/or the investor’s payment for safekeeping in order to minimize the risk of their theft or loss.
Broker-Dealer	A broker-dealer is a firm in the business of buying and selling securities. The broker-dealer assists the company with the legal requirements needed to sell its securities.
KYC/AML Providers	KYC/AML Providers are companies that offer online products that enable the company to verify its investors’ identities, buy checking their documents (Know Your Client) and source of funds (Anti Money Laundering).