Crowdfunding intake that captures raise timeline and entity readiness up front
The intake walks prospects through raise timing, target amount, and entity readiness, then checks whether they have formation documents and financials on hand — so you know which raises are actually structured for Reg CF or Reg A before you offer a consultation.
Preview your crowdfunding reg cf and reg a intake
Explore 8 questions from the Crowdfunding Reg CF and Reg A template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified crowdfunding reg cf and reg a lead should tell you
Reg CF and Reg A are SEC exemptions that let a company raise capital from the public by offering equity or similar investment interests, rather than debt or donations, and each carries different raise limits, disclosure duties, and intermediary rules the intake needs to confirm before a firm engages.
- U.S.-Based Company Or Person
- Raise Money From Public
- Want Use Legal Crowdfunding
- This Raise Planned Happen
- Have Specific Target Amount
- Have Basic Company Information
- Willing Use Registered Online
- Willing Provide Ongoing Updates
The questions your team needs answered
Every crowdfunding reg cf and reg a intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you a U.S.-based company or a person authorized to act for a U.S. company? | Foreign issuers face different exemption pathways, so U.S. status determines whether Reg CF or Reg A even applies. |
| Are you planning to raise money from the public by offering ownership (equity) or similar investment interests (not just donations or product pre-orders)? | This separates equity crowdfunding from donation or pre-order campaigns, which aren't a securities matter at all. |
| Do you want to use a legal crowdfunding exemption like Reg CF or Reg A (instead of a private-only raise)? | Confirms the lead actually wants a public exemption route rather than a private raise, which is a different engagement. |
| Is this raise planned to happen within the next 12 months? | A near-term timeline signals a lead who needs counsel now rather than someone still exploring options months out. |
| Do you have a specific target amount you want to raise (even an estimate)? | A defined target amount shows the raise is planned rather than a vague or speculative inquiry. |
| Do you have basic company information ready (legal entity name, state of formation, owners, and financial information)? | Entity and financial readiness affects how much preparatory work has to happen before any filing can begin. |
| Are you willing to use a registered online platform/intermediary if required (for example, for Reg CF)? | Willingness to use a registered intermediary predicts whether Reg CF, which generally requires one, is even a viable route for this lead. |
| Are you willing to provide ongoing updates and follow the required rules after the raise (such as reports and investor communications)? | Willingness to accept ongoing reporting obligations signals whether the client understands the post-raise compliance commitment, not just the initial filing. |
How Cliont scores crowdfunding reg cf and reg a leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- U.S.-Based Company Or Person: yes
- Raise Money From Public: yes
- Want Use Legal Crowdfunding: yes
- This Raise Planned Happen: yes
- Have Specific Target Amount: yes
- Have Basic Company Information: yes
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Reg CF Crowdfunding Raise Lead
From first click to qualified lead
Follow people and businesses seeking counsel through one smooth, guided flow.
They land & meet you
Your video greeting plays instantly — a real face instead of a blank form.
They explain the matter
Smart questions adapt to their matter and capture the full scope.
They share the documents
The facts, dates, and any paperwork come attached, so you can assess the matter before the consultation.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for crowdfunding reg cf and reg a workflows
| Cliont capability | Crowdfunding Reg CF And Reg A application |
|---|---|
| Weighted scoring | Raises with a near-term timeline, a set target amount, and entity information already gathered score higher than exploratory or idea-stage submissions. |
| Conditional branching | A no on the U.S.-based question or the exemption-interest question can route the lead down a different path than a straightforward Reg CF/Reg A inquiry. |
| Document collection | Prompts leads to upload formation documents and financial information alongside the intake so the file is usable before a first call. |
| CRM routing | Sends qualified crowdfunding raises, along with their target amount and timeline, directly into your CRM instead of a generic inbox. |
| Lead scoring transparency | Shows why a lead scored the way it did, referencing answers like platform willingness and ongoing-reporting willingness, so you can see the reasoning behind the score. |
Example crowdfunding reg cf and reg a lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Startup ready to raise now
U.S.-based, wants equity crowdfunding, has a target amount and a 12-month timeline, and already has entity and financial information ready — this scores highest and moves straight to your CRM.
Idea-stage founder, no entity yet
Wants to raise but hasn't formed the company or gathered financials; the intake still captures intent but the score reflects the missing readiness signals.
Prefers a private raise instead
Answers no to wanting a Reg CF or Reg A exemption, suggesting they may be a better fit for a private placement conversation rather than a public crowdfunding filing.
Founder outside the U.S.
Answers no to being a U.S.-based company or authorized representative, which changes what exemptions even apply and lowers the fit for a straightforward Reg CF/Reg A engagement.
Unwilling to use a platform
Says no to using a registered intermediary, which matters because Reg CF specifically requires one — the intake flags this as a mismatch worth clarifying before a consultation.
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Unlimited intake forms and leads for your growing business.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
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Only pay when you receive a qualified lead.
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- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Charged only for submitted leads
More securities law intake templates
Crowdfunding Reg CF and Reg A lead-intake FAQs
Does the intake screen out companies that aren't U.S.-based?
It asks directly whether the company is U.S.-based or represented by someone authorized to act for it, and a no answer scores lower since that changes which exemptions apply.
What happens if a lead wants a private raise instead of Reg CF or Reg A?
The intake asks whether they specifically want a crowdfunding exemption rather than a private-only raise; a no answer still scores but signals the lead may be better suited to a different type of engagement.
Can the intake tell if a lead has a real target raise amount or is just exploring?
Yes, one question asks whether they have a specific target amount, even an estimate, which helps separate a planned raise from an early exploratory inquiry.
Does the intake check whether a lead is willing to use a registered platform?
Yes, it asks directly whether they're willing to use a registered online intermediary if required, which matters most for Reg CF raises that generally require one.
What if a lead hasn't gathered company formation or financial information yet?
The intake asks whether basic company information, including entity name, state of formation, owners, and financials, is ready, and factors that readiness into the score without blocking the submission.
Turn crowdfunding reg cf and reg a visitors into qualified cases
Give every crowdfunding reg cf and reg a visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.