Equifund
Equifund is a SEC-registered, FINRA-member equity crowdfunding platform that connects retail and accredited investors with issuers raising capital through Regulation CF, Reg A+, and Reg D offerings, and recently launched a self-directed IRA for private market investing.
- Company typePrivate
- Founded2017
- HeadquartersSheridan, United States
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
What Equifund does
Equifund is a private equity crowdfunding intermediary that connects retail and accredited investors with issuers raising capital under U.S. securities regulations. The platform operates through two Wyoming-incorporated entities — Equifund Technologies, LLC and Equifund Crowd Funding Portal Inc. (the latter registered with the SEC as a funding portal and member of FINRA) — and facilitates three offering types: Regulation Crowdfunding (Reg CF, Title III JOBS Act), Regulation A+ (Title IV), and Regulation D Rule 506(c) private placements. Equifund Crowd Funding Portal Inc. acts as the regulated intermediary for Reg CF offerings, while Reg A+ and Reg D 506(c) offerings are published through Equifund Technologies, LLC. The platform's core product is a self-serve web portal (invest.equifund.com) where investors can browse offerings, register accounts, and commit capital with a $500 minimum; it also operates an add-on self-directed IRA product (Equifund IRA, launched March 2026) that lets users hold private-market assets inside a tax-advantaged retirement account, and a structured free investor education curriculum. Underlying technology is straightforward web infrastructure: account management, offering pages, electronic funds transfer processing via ACH, Fedwire, and credit card through third-party providers NCPS and NCIT, plus standard Google Analytics and social plug-ins. No public API, SDK, or developer-facing integration is offered.
Equifund's revenue model is transaction-based and episodic. For Reg CF raises, it charges 7%-8% of gross proceeds in cash plus 0%-7% equity in the offering, billed one-time at close as disclosed in each offering's Form C; Reg A+ and Reg D 506(c) fees vary by arrangement and are available on contact. The company does not disclose annual revenue, but states that over $150 million has been invested and committed to startups and early-stage companies through the platform — a cumulative GMV figure, not company revenue. Go-to-market is direct-to-consumer with a content-led acquisition engine: a blog, the Private Capital Insider newsletter, webinars featuring portfolio CEOs, and a six-course free investor education program serve as top-of-funnel channels, with self-serve registration as the conversion mechanism. Customer segments are primarily retail investors (both non-accredited for Reg CF/Reg A+ and accredited for Reg D 506(c)) and issuers seeking to raise capital under compliant regulatory frameworks. The company is privately held with no disclosed institutional or PE/VC backing, is headquartered in Sheridan, Wyoming, has 11-50 employees, and is led by CEO Jordan Gillissie.
Equifund firmographics
Firmographics- Name
- Equifund
- Legal name
- Equifund Technologies, LLC and Equifund Crowd Funding Portal Inc.
- Website
- https://equifund.com
- Company type
- Private
- Founded year
- 2017
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Equifund is a SEC-registered, FINRA-member equity crowdfunding platform that connects retail and accredited investors with issuers raising capital through Regulation CF, Reg A+, and Reg D offerings, and recently launched a self-directed IRA for private market investing.
- Ownership category
- akta.pro rank
Equifund industry classification
Industry- Product category
- Equity Crowdfunding Platform
- NAICS
- Investment Banking and Securities Intermediation (523150), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)
- SIC
- Security Brokers, Dealers & Flotation Companies (6211), Security & Commodity Brokers, Dealers, Exchanges & Services (6200)
- akta.pro primary industry
- Equities Brokerage (FSAEACAH)
Keywords
Where Equifund is headquartered
LocationHeadquarters
- HQ city
- Sheridan
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Equifund business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Technology or R&D, Personnel, Operations, Marketing or Sales, Infrastructure
Revenue model
- Transaction Fees - Reg CF: Equifund charges 7%-8% of the gross proceeds (total amount raised) of each Regulation Crowdfunding offering, payable in cash. Additionally, 0%-7% equity of the offering sold under section 4(a)(6) may be taken.
- Platform Services - Reg A+: Revenue from Regulation A+ offerings published through Equifund Technologies, LLC, with fees varying by arrangement.
- Platform Services - Reg D: Revenue from Regulation D, Rule 506(c) offerings offered only to verified accredited investors, published through Equifund Technologies, LLC.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Transaction based/ take rate | One-time at close | Reg CF Transaction Fee |
| Other | Pay-as-you-go | Minimum Investment |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels5 records
Equifund product offering
Product offeringCore offering
Equifund operates an SEC-registered online equity crowdfunding platform that connects retail and accredited investors with early-stage companies raising capital under Regulation Crowdfunding (Reg CF), Regulation A+ (Reg A+), and Regulation D Rule 506(c) frameworks. The platform provides electronic investment-commitment workflows, ACH/Fedwire/credit card funds transfer, a structured investor education program, and a self-directed IRA product (Equifund IRA) that enables tax-advantaged private market investing from a $500 minimum. Equifund earns transaction-based fees (7%–8% of gross proceeds in cash plus 0%–7% equity) for issuers raising on the platform.
Product overview
Equifund is an integrated private equity investment platform operated by Equifund Technologies, LLC and Equifund Crowd Funding Portal Inc. The core product is the Equifund Investment Platform, a web portal through which retail and accredited investors access private investment offerings under three regulatory frameworks: Regulation Crowdfunding (Reg CF), Regulation A+ (Reg A+), and Regulation D Rule 506(c). An add-on product, the Equifund IRA, is a self-directed individual retirement account launched in March 2026 that enables users to hold private market assets inside a tax-advantaged IRA. The platform also provides a free structured Investor Education Program with six courses covering crowdfunding mechanics, risk analysis, and regulatory compliance. Pricing is fee-based for issuers, with Reg CF offerings charged at 7%–8% cash plus 0%–7% equity of gross proceeds.
Differentiator
Problem solved
Functional benefit
Brands
- Equifund IRA: The Self-Directed IRA Built for Private Market Investors, allowing users to move retirement capital into private investments including private companies and pre-IPO offerings.
Products and services
- Equifund Investment Platform A web-based private equity investment portal enabling U.S. retail and accredited investors to access Regulation Crowdfunding (Reg CF), Regulation A+ (Reg A+), and Regulation D (Rule 506(c)) private investment offerings. Acts as an intermediary (via Equifund Crowd Funding Portal Inc. for Reg CF) connecting investors with issuers, providing offering materials, investor education, electronic funds transfer, and digital investment-commitment workflows from a $500 minimum.
- Equifund IRA A self-directed IRA product designed for private market investors, allowing users to hold private equity investments — including private companies and pre-IPO offerings — within a tax-advantaged retirement account. Launched March 2026 by Equifund.
- Investor Education Program A free, structured investor education curriculum covering private equity investing, consisting of six courses on equity crowdfunding mechanics, types of offerings, eligibility and investment limitations, risks of investment crowdfunding, investing guidelines, and regulations, disclosures, and regulatory bodies, plus a glossary and supplementary articles on wealth-building topics. Targeted at new and existing private market investors.
Quantifiable outcome
- Over $150 million invested and committed to startups and early-stage companies through the platform
Companies that use Equifund
Customer profileSegments3 records
Ideal customer profiles2 records
Equifund technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration4 records
Feature3 records
Equifund partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered minor and core.
- NCPS and NCITminorThird-party service providers for electronic funds transfer processing. NCPS and NCIT process ACH, Fedwire, and credit card transactions for investor deposits, investment purchases, redemptions, and refunds.
- FINRAcoreFinancial Industry Regulatory Authority - Equifund Crowd Funding Portal Inc. is a registered funding portal and member of FINRA, providing regulatory oversight and compliance for securities offerings on the platform.
- SECcoreSecurities and Exchange Commission - The platform is registered with the SEC as a funding portal for Regulation Crowdfunding offerings, ensuring regulatory compliance for securities activity.
Scale indicators2 records
Recent moves6 records
Expansion highlights4 records
Equifund competitors and assessment
Company assessmentDirect peers
- Wefunder: Wefunder is the largest US equity crowdfunding platform, offering Reg CF, Reg A+, and Reg D deals to retail and accredited investors. It is the closest direct competitor to Equifund in terms of regulatory framework coverage and target customer (everyday investors seeking private market access).
- Republic: Republic is a major multi-asset private investing platform offering Reg CF, Reg A+, and Reg D deals, plus crypto and secondary trading. Comparable to Equifund in retail-facing equity crowdfunding, with a broader product suite that includes crypto and institutional products.
- StartEngine: StartEngine operates a large US equity crowdfunding portal (SEC-registered, FINRA member) focused on Reg CF and Reg A+ raises for startups. Directly comparable to Equifund in regulatory structure and core offering.
- SeedInvest: SeedInvest is a FINRA-registered broker-dealer running Reg CF, Reg A+, and Reg D offerings for startups. Comparable to Equifund in regulatory positioning and target issuers, though it leans more heavily toward accredited investors.
- Mainvest: Mainvest is a Regulation Crowdfunding portal focused on revenue-sharing deals with small businesses (e.g., Main Street businesses, franchises). Comparable to Equifund as a SEC-registered funding portal serving non-accredited retail investors.
- MicroVentures: MicroVentures is a FINRA-registered broker-dealer offering Reg CF and Reg D deals to retail and accredited investors. Comparable to Equifund in regulatory status and offering structure, though with a deeper focus on tech startups.
Emerging players
- CrowdStreet: CrowdStreet is an online marketplace for commercial real estate private placements (Reg D 506(b)/(c)). Comparable to Equifund in retail-facing private-market investing, though it is asset-class specific (real estate) rather than equity crowdfunding.
- YieldStreet: YieldStreet provides access to alternative investments (real estate, marine, art, legal finance) to retail investors through Reg D offerings. Comparable to Equifund in offering alternative private-market access to retail investors, but via alternative asset classes rather than equity crowdfunding.
Broad incumbents
- AngelList: AngelList (now AngelList Venture) is a broader platform for startup investing, deal syndication, and fund formation. Comparable as an infrastructure provider in private-market investing, though it focuses on funds and syndicates rather than pure Reg CF/A+ retail crowdfunding.
Others
- Dealmaker Securities: Dealmaker Securities provides technology and regulatory infrastructure that powers Reg CF, Reg A+, and Reg D offerings for issuers and funding portals. Comparable to Equifund as adjacent infrastructure enabling equity crowdfunding, though it operates as a B2B technology layer rather than a consumer-facing portal.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
Equifund social profiles
Digital presenceEquifund compliance and trust
Trust signalCompliance2 records
Equifund financial estimates
Financial estimateRevenue estimate
Valuation estimate
Equifund leadership team
Management profileNumber of profiles
Profiles2 records
Equifund funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Equifund M&A and investment
M&A and investmentM&A
Investments13 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Equifund
What does Equifund do?
Equifund operates an SEC-registered online equity crowdfunding platform that connects retail and accredited investors with early-stage companies raising capital under Regulation Crowdfunding (Reg CF), Regulation A+ (Reg A+), and Regulation D Rule 506(c) frameworks. The platform provides electronic investment-commitment workflows, ACH/Fedwire/credit card funds transfer, a structured investor education program, and a self-directed IRA product (Equifund IRA) that enables tax-advantaged private market investing from a $500 minimum. Equifund earns transaction-based fees (7%–8% of gross proceeds in cash plus 0%–7% equity) for issuers raising on the platform.
Is Equifund a public or private company?
Equifund is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Equifund founded?
Equifund was founded in 2017. It employs 11 to 50 people.
Where is Equifund based?
Equifund is headquartered in Sheridan, United States, in the North America region.
How does Equifund make money?
Three revenue lines are on record. Transaction Fees - Reg CF is the primary driver. The others are platform Services - Reg A+ and platform Services - Reg D.
Who are Equifund's main competitors?
Direct peers on record are Wefunder, Republic, StartEngine, SeedInvest, Mainvest and MicroVentures. Emerging players are CrowdStreet and YieldStreet. AngelList is listed as a broad incumbent. Dealmaker Securities is listed as an others.
Does Equifund have an API?
No public API is recorded for Equifund.
What industry is Equifund in?
Equifund's product category is Equity Crowdfunding Platform. Its primary akta.pro industry code is FSAEACAH, Equities Brokerage. Its NAICS code is 523150 and its SIC code is 6211.