Tips for Crowdfunding using equity or rewards based and case study.

1. PRACTICE
SAFE
CROWDFUNDING®
MARY JUETTEN @maryjuetten @traklight

2. Mary Juetten
Founder & CEO Traklight
@traklight
@maryjuetten
mejuetten@traklight.com
• CEI Incubator Graduate
• Forbes, ABA Legal Tech Today,
StartupGrind Contributor
• 30 years business experience
• J.D., CPA, CA
• CfIRA, CFPA since 2012
• MSNBC, AZ PBS, SXSW V2V,
LAUNCH Speaker
• SUCCESS Magazine Start Small,
Win Big 2013 winner
Slides available on slideshare.net/Traklight
Additional resources – Traklight.com Resource page
Free Business Risk Assessment

3. Find your Crowd
Prepare, prepare, prepare
Read, read, read
*Applies for all fundraising
TOP THREE TIPS FOR
CROWDFUNDING*

4. Identify IP
Protect IP
Pick a Platform
Build Social Capital
Create a Pitch
Fundraising Approach

5. Identify and Protect IP
When? = Before you go public
Why? = how it works online,
business plan onlinebus

6. PpPick a Platform:
Crow Crowdfunding
Federal Securities Equity is
not yet legal instead: 20ish
states enacted | 20ish
- Reg A+ (June 19,2015)S

7. Fundraising options

8. Pick a Platform:
Rewards Based

9. PreSell | Market Validation

10. Rewards: Be Realistic
No cap

11. Build Social Capital
Success is directly
related to social capital
• Quality not quantity
• Content is king
• Start early

12. Ignorance Is NOT A Defense
Be Careful:
Video, Copy, Music, Photos, etc

13. Read, Read, Read
Read license and
permission to use

14. A Tale of 2 Campaigns
Genetic Art
- T shirts
- Portraits
Channels
- Obsessed pet owner
- Animal organizations
Convert steel shipping containers into medical clinics
- cooling/heating installed
- most of medical equipment needs/electric and sink
- durable, quickly installed
Channels
- General PR & Mother’s Day launch

15. Lessons Learned

16. 2nd attempt = success