Investment Crowdfunding 101 (a.k.a Equity Crowdfunding)
4.5 (213 ratings)
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Investment Crowdfunding 101 (a.k.a Equity Crowdfunding)

Ideal for people interested in entrepreneurship, fintech, big data, startups, finance, private equity, VCs, & investing.
4.5 (213 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
5,377 students enrolled
Last updated 8/2017
English
Price: Free
Includes:
  • 31 mins on-demand video
  • 2 Articles
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • Integrate crowdfund investing into your financial toolkit for startups, small businesses, and personal investing.
  • Plan for the use of this financial technology as an entrepreneur or investor.
  • Intelligently discuss the JOBS Act (specifically, Title III) as it applies to business and society.
View Curriculum
Requirements
  • This course relies on a basic understanding of the world of business and entrepreneurial finance.
Description

Learn about a transformative financial technology just legalized in the US (May of 2016) and everything you need to be in the know about crowdfund investing (sometimes called Equity Crowdfunding).

Build the vocabulary, rules, and use cases of crowdfund investing in 25 minutes.

  • Why startup / small business investing via the internet is transformative
  • How crowdfund investing and crowdfunding (e.g. Kickstarter) are completely different
  • What the law allows for entrepreneurs, investors, and funding portals
  • Where business and social change fits into this equation

Big opportunities to be early to the game
Learning the basics of crowdfund investing (CFI) puts a very powerful tool into your hands. CFI’s use cases may include startup funding, small business “mini-IPOs”, and internet-based fundraising for larger projects. Opportunities for consultants, entrepreneurs, and investors in this space are likely to increase exponentially over the next 10 years.

Content and Overview
You’ll start by learning the basics of crowdfund investing, then move on to how this financial innovation can fit into a business’ financial lifecycle. Then, you’ll learn the basics of securities as they apply to crowdfund investing, including how equities, bonds, and profit-sharing arrangements work under this model. Next, you’ll learn how funding portals work and how businesses need to approach discussing financial information during these transactions. We’ll wrap up with a look at some of the socioeconomic impacts of the new law and access to additional resources.

Who is the target audience?
  • This course is ideal for entrepreneurs and investors who would consider themselves "early adopters" of new financial technologies.
  • This course pertains to a recent and transformational change of UNITED STATES securities law, so this material will be most applicable to participants involved in US-based business financing and investing.
  • This course is suitable for participants of all levels and those students who are already familiar with the fundamentals of securities issuances will likely find some of the early material to be review for them.
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Curriculum For This Course
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The Transformative Financial Innovation Live in the US in May of 2016
10 Lectures 25:52
This Major Financial Innovation went Live in the US in May of 2016
03:54

Crowdfunding vs. Crowdfund Investing: Big Difference
02:01

Links to Eazl Equity Crowdfunding Resources
00:22

How Crowdfund Investing fits into a Business’ Financial Lifecycle
03:03

The Mechanisms that Move the Crowdfund Investment Transaction
04:12

What’s Permitted and Illegal Under US Law
03:25

What Funding Portals (Crowdfund Investment Websites) Can and Cannot Do
01:56

How Companies Issuing Crowdfunded Securities Must Certify Financial Information
02:50

Why Governments around the World are Legalizing Crowdfund Investing
03:20

Access to Additional Resources and Wrap Up
00:49
+
Bonus Section: Free Access to Seed Round Finance Content and Resources
1 Lecture 05:49
How to Design Your Seed Round (from the 8 Step Business Launch Formula® Course)
05:49
+
Discount Codes + Information about VIP Support
1 Lecture 00:53
Access to Discount Codes and Eazl's VIP Support Team
00:53
About the Instructor
Davis Jones, MBA
4.4 Average rating
4,199 Reviews
48,206 Students
18 Courses
Co-founder of Eazl, Winner of Udemy's Innovation Award

Davis Jones is the co-founder of Eazl, the venture-backed professional development community headquartered in San Francisco. Prior to launching the Eazl community, Mr. Jones placed talent at firms in Silicon Valley, the city of San Francisco, and the North Bay as a headhunter for Robert Half, the international talent consulting firm with ~$5.4 billion in annual revenues. While working in talent acquisition, his clients included Western Digital, Lending Club, Hitachi, and the Kendall-Jackson family of companies and small and medium-sized organizations like hedge funds, non-profits, and biotechnology companies. Before joining Robert Half, Mr. Jones was a team lead and content marketer for the CCA Group, a financial technology consultancy specializing in institutional crowdfund investing.

In 2014, Mr. Jones was named one of the North Bay Business Journal's People of the Year for his international economic empowerment work and today, Eazl is a community of more than 80,000 ambitious professionals around the world. Eazl's production team is honored to have won multiple production and innovation awards for excellence in producing video-based learning experiences, including Udemy's Innovation Award two years in a row and Skillshare's Top 5% honor.

Mr. Jones earned an MBA with a focus in global finance from EDHEC Business School in France, ranked one of the top 50 MBA programs in the world by The Economist, and a bachelor's degree in international economics with a focus on international development (with highest honors) from Sonoma State University in California.

Eazl Publishing
4.4 Average rating
4,105 Reviews
47,704 Students
16 Courses
Winner of Udemy Innovation Award, Udemy Best Seller 2017

Publisher of unique, high quality, and researched content for all things career and business.

The Eazl Talent Network is a community of 80,000+ marketers, innovators, and entrepreneurs at the front lines of technology, business, and social change. 

Through the Eazl Blog, our award-winning video courses, and the Eazl YouTube channel we make it easier for people to learn new skills and apply those skills with good teams and organizations. 

We strive to provide the highest quality education outside of universities in order to empower the individual to be more in life, in business, and in their career. We help our students invest in themselves. 

Ludell Jones
4.4 Average rating
4,094 Reviews
47,525 Students
14 Courses
CMO of Eazl, Winner of Udemy Innovation Award

Ludell Jones is the Marketing Director of Eazl, the venture-backed professional development community headquartered in San Francisco and Chicago. 

She is an expert in marketing strategy, content, and community management for small business, community groups, and special events. A nerd for statistical analytics, she is passionate about numbers-based decision making and problem solving. She loves to see her positive impact on the bottom line.

Prior to joining leadership Eazl, Mrs. Jones built relationships with business and community leaders in the North Bay and Chicagoland, working with high-end clients like Russian River Flower School, political leaders like California State Assemblyman Jim Wood, and with high-growth businesses like Eazl.

Mrs. Jones began her career 8 years ago as a freelance digital marketing specialist, working with various organizations over the years. After earning an undergraduate degree in Marketing with highest honors and an advanced degree in event marketing and management, she continued her career in digital marketing.

She has built expert-level knowledge in marketing and is passionate about leveraging the power of the Internet to foster connections between businesses and individuals. 

Mrs. Jones earned her master’s degree from SKEMA Business School (Ranked #1 in France and #9 in the World) in Sophia Antipolis , France and her undergraduate degree from credits earned at the University of Texas at Austin and American InterContinental University. 

You can follow more of Ludell's work on the Eazl blog at eazlblog{dot}com.