Category Archives: NCFA Supported Events

2017 CIX Summit (Oct 17-18, Toronto): Canadian Innovation Exchange 10th Anniversary


NCFA | Oct 2, 2017

CIX Summit - Canadian Innovation Exchange

Date:  Oct 17-18, 2017

Location:  Hilton Hotel, Toronto

CIX is a 'must attend' technology innovation destination where investors, innovative companies, entrepreneurs and facilitators converge to drive economic growth and accelerate the development and implementation of new ideas.  CIX was launched in 2008 by Canadian investors who wanted one destination which curates and showcases the best emerging tech companies from across Canada. Today, CIX is Canada’s largest gathering of tech entrepreneurs and capital providers with a mandate to foster business collaborations through both structured and informal networking opportunities, and to provide inspiring and informative high-level keynotes and panel discussions to explore opportunities and spark discussion and collaboration.

At CIX, connections are made and deals get done

Attendees include new and established tech founders and CEOs, investors (VCs, angel, corporates, debt providers, etc.), advisors (investment banks, financial institutions, exchanges, accounting, law, recruitment, tech service providers), enterprise, government and media.

CIX program features the CIX Top 20, an exclusive annual showcase that celebrates Canada’s best innovations and the people behind them, meetings between founders and investors from across North America, VIP events, exhibitors, workshops, and lots of networking.

CIX is a valuable business development tool for your company

We pride ourselves on making it easy to make meaningful industry connections. Meet face to face, listen and ask questions in intimate sessions, enjoy breakfast or lunch with executives, or pitch your company. CIX’s program elements include:

  • Meeting Exchanges - Founders will get coveted face time with investors and corporates – valuable connections for the next capital raise, future clients or future strategic partner. You may sign up for Meeting Exchanges a month prior to CIX. Investors, corporates and capital providers interested in participating should contact
  • Workshops - Spend some quality time in smaller groups for valuable business tips and interactive discussions with experts on fundraising, scaling your business, tax breaks, legal issues etc.
  • 30 Minutes With - These intimate and interactive sessions feature some of the most in-demand investors, corporates and incumbents talking candidly about what they are looking for in new technology. Seating is limited to maintain an up-close-and-personal vibe.
  • CIX Top 20 Lounge - Meet the 20 founders who the CIX Top 20 Selections Committee have deemed to be the hottest new tech startups in 2017.
  • CIXchange - CIXchange is CIX’s proprietary platform that gives all registered attendees access to other participants and the full program. Customize your own profile, see all speakers, search for investors and investment opportunities, set up meetings in advance and send messages. It’s all here to keep you connected at the event – on your laptop, smartphone or tablet.
  • Office Hours – Take advantage of this dedicated room for your on site meetings.



The National Crowdfunding Association of Canada (NCFA Canada) is a cross-Canada non-profit actively engaged with both investment and social crowdfunding, blockchain ICO, alternative finance, fintech, P2P and online investing stakeholders across the country.  NCFA Canada provides education, research, leadership, support, and networking opportunities to over 1600+ members and works closely with industry, government, academia, community and eco-system partners and affiliates to create a vibrant and innovative online financing industry in Canada.  Learn more About Us or visit


Special Discount to CIX – Early Bird Rate Expires on Friday Sept 15


CIX | Rachel Wolfe | Sep 11, 2017

We are a proud Community Partner of CIX, Canada’s largest innovation and technology conference where investors, innovative start-ups, corporates and advisors converge to learn, network and do deals, taking place from October 17 - 18 at the Hilton Toronto.

The CIX 2017 Program will be the best ever with many new high profile speakers who are making their Canadian debut at CIX – such as Boz Saint John (new Chief Brand Officer at UBER), Marc Teerlink (Chief Business Strategist at IBM Watson) and Jason Smith  (Founder of Real Matters).  CIX has added intimate conversations with investors from the world’s tech giants (Google, Microsoft, Amazon etc), plus all registered entrepreneurs may book face-to-face meetings with top investors.

Click here to see CIX’s 2017 Top 20 Canadian tech start-ups who will be presenting at CIX.

Hurry! Only 5 days left to register for CIX summit and save $50 with our registration rate, on until September 15. You may register online and use code CIX17PARTNEREB, or reach out to Joel Pinto at for further registration inquiries.

The National Crowdfunding Association of Canada (NCFA Canada) is a cross-Canada non-profit actively engaged with both social and investment crowdfunding stakeholders across the country. NCFA Canada provides education, research, leadership, support, and networking opportunities to over 1600+ members and works closely with industry, government, academia, community and eco-system partners and affiliates to create a strong and vibrant crowdfunding industry in Canada. Learn more at


LAST CHANCE: CIX Top 20 Showcase Deadline in 3 days! Apply Today


CIX | Lauren Linton | Jul 27, 2017

CIX is looking for the most innovative new Canadian tech companies!  LAST 3 DAYS TO APPLY - DEADLINE JUL 31

The CIX Top 20 program is Canada’s largest national showcase of the hottest and most innovative emerging tech companies. Hundreds of applications are submitted each year from across Canada. The CIX Selection Committee will evaluate and select 20 companies based on five criteria including Business Model, Quality of Product, Service Offering, Market Opportunity and Depth of Management.


To apply for the CIX Top 20, your company must:

  • Be an incorporated Canadian business (Quebec excluded from requirement)
  • Be privately held and not listed on any exchanges anywhere in the world
  • Have a unique innovative, digitally-based business idea that brings commercial or social value
  • Have a functional prototype (at minimum) of the product, service or application (must be in market, can be pre-revenue)
  • The company CEO or Founder must be available to present at CIX in Toronto on Oct 17 or 18, 2017.


20 companies will be selected by the Selection Committee and awarded designation as a 2017 CIX Top 20 company. The benefits include:

  • Your company CEO/Founder will present to audience of 800+ investors, customers, partners at CIX on either Oct 17 or 18 during one of the CIX Top 20 Showcases;
  • Participation in the CIX Top 20 MENTOR DAY, which includes free media training, advice on tax, raising capital, government incentives, etc;
  • Invitation to CIX VIP events attended by investors, corporates and media such as a TOP 20 private dinner, TSX market open, and various VIP events;
  • Exhibit space in the CIX Top 20 Lounge over two days of CIX on Oct 17 & 18 2017 in Toronto;
  • Posting on CIX website;
  • Inclusion in CIX marketing elements shared with CIX community of 10,000+;
  • Recognition in CIX media releases and media interviews;
  • Ongoing support from CIX including tracking and celebrations of successes, participation at future CIX events.

How to apply

Complete the online application by creating an account. No cost to apply. The deadline to apply is 5:00 pm EST on July 31, 2017. You may begin the process and save your application, without submitting. The selection process takes place in August and successful applicants will be notified by the end of August.

The National Crowdfunding Association of Canada (NCFA Canada) is a cross-Canada non-profit actively engaged with both social and investment crowdfunding stakeholders across the country. NCFA Canada provides education, research, leadership, support, and networking opportunities to over 1600+ members and works closely with industry, government, academia, community and eco-system partners and affiliates to create a strong and vibrant crowdfunding industry in Canada. Learn more at



LendIt Europe 2017 (Oct 9-10): Don’t Miss Europe’s Largest International Lending & Fintech Event


NCFA Canada | July 27, 2017








LendIt Europe 2017

Oct 9-10, 2017, London, England

InterContinental London (The O2)

LendIt Europe is Europe's largest global fintech and lending conference, and returns to London on October 9-10, 2017. This year’s conference is expanding with the industry to cover the hottest topics in fintech including digital wealth, blockchain, insurtech, digital banking, and much more. Nowhere else can you meet 250+ industry leaders, 150+ investors and 1,000+ attendees from fintech companies, investment firms, banks, service providers, regulators and the media from across Europe and beyond. With six tracks of content including Innovations in Lending, Investor Insights, Policy & Regulation, as well as our PitchIt startup competition, there is content for everyone.

Save 15% with NCFA Canada Partner Discount!

Simply enter the VIP code NCFACanadaVIP when registering at

Summer Price  22 July - 8 Sept £1,295*
Standard Price  9 Sept - 10 Oct £1,495*

*Plus VAT

Register with VIP Code and SAVE 15% --> Now

Discount Code:  NCFACanadaVIP

The National Crowdfunding Association of Canada (NCFA Canada) is a cross-Canada non-profit actively engaged with both social and investment crowdfunding stakeholders across the country. NCFA Canada provides education, research, leadership, support, and networking opportunities to over 1600+ members and works closely with industry, government, academia, community and eco-system partners and affiliates to create a strong and vibrant crowdfunding industry in Canada. Learn more at


Toronto Fintech & Funding Event (Jun 22): NCFA-North of 41 Summer Kickoff Networking!



Sold Out CAPACITY:  Burgeoning Fintech Ecosystem

Check out the Photos



Thursday, Jun 22, 2017 (5:30 PM - 9:00PM + )

The Spoke Club Rooftop Patio

600 King St W, Toronto, ON M5V 1M3 (map)


$20 Early - SOLD!

$25 Standard- GONE!

$30 Late:  SOLD OUT!

At the door $40 Net Limited Tickets

Hashtag #NCFALive

  • All tickets include entrance to private club patio, food, entertainment, prime networking and cash bar
  • 13% HST extra (we'll pick-up eventbrite platform fees)
  • No refunds prior to 7 days before the event.  Ticket transfers ok.
  • If it rains the event will take place inside the club
  • Checkout photos from last year's Summer Kickoff event here


Leave Winter Behind and KICKOFF SUMMER IN STYLE...

Join the National Crowdfunding Association of Canada, North of 41, Aird & McBurney, Borrowell, Equibit Group, and growing list of Fintech Innovation partners in the heart of King West, one of Toronto's hottest districts, on The Spoke Club’s Rooftop patio for a night of revelry and prime fintech networking mixer.  Interested in disrupting the finance industry, raising capital or participating in Canada’s growing alternative finance and fintech sectors? Here's a perfect opportunity to learn the latest market trends from hot startups (stealth mode) and experts, strategize with partners, pitch investors and mingle with Toronto’s burgeoning fintech ecosystem.

This is a Fintech & FUNDING Event for:

NCFA Canada and North of 41 members, affiliates, partners and community as well as anyone interested in networking and collaborating with startups, investors, angels, early stage-focused VC's and industry experts in alternative finance, crowdfunding, fintech, payments, crypto-currency, blockchain ICOs, AI investing and other financial innovation sectors.

  • Companies actively raising capital
  • Investors and syndicates interested in investing
  • Financial innovators looking to partner or collaborate
  • High growth fintech start-ups (stealth mode) or post-launch
  • Funding platforms, dealers, providers and their client networks

The Spoke Club:  600 King St W Toronto

Want to qualify for a DISCOUNTED TICKET?

A limited number of discounted ticket PROMO codes will be issued for those that complete the 2017 Alternative Finance Crowdfunding in Canada survey for funding platforms, investors and companies!

Take the Survey Now

Step 1:  Complete the survey (take it now)

Step 2:  Email to confirm that you've completed the survey.

Step 3:  Once verified, NCFA will email you a promo code to register with discount.



Event Partners and Sponsors:

The National Crowdfunding Association of Canada (NCFA Canada) is a cross-Canada non-profit actively engaged with both social and investment crowdfunding stakeholders across the country. NCFA Canada provides education, research, leadership, support, and networking opportunities to over 1500+ members and works closely with industry, government, academia, community and eco-system partners and affiliates to create a strong and vibrant crowdfunding industry in Canada. Learn more at

North of 41 is a place to help entrepreneurs expand their business contacts by encouraging interaction and discussion among Investors, Entrepreneurs and Customers. Our networking events are able to bring together key decision makers from across North America.  The goal of ‘North of 41′ is to promote the tech industry and all of the cutting edge innovation that is taking place from coast to coast.  The North American technology landscape is becoming recognized as a hotbed for the technology being developed by innovative entrepreneurs. As an organization, North of 41 brings together venture capitalists, technology stakeholders, entrepreneurs and others in the eco-system.  For more info visit

Aird & McBurney LP and Aird & Berlis LLP offer an integration of patent agency and legal services to secure and enforce intellectual property (“IP”) rights. We provide a full range of services in connection with all forms of IP, including patents, trademarks, copyrights, industrial designs, trade secrets and domain names. Our clients range from individual inventors and small start-up companies to universities, hospitals and research facilities to large Canadian and multinational corporations, including Fortune 100 companies. With extensive experience across a variety of industries, clients count on our technical depth and legal guidance to effectively develop, exploit and protect their inventions and innovations. Learn more at  |  @airdmcburney

Borrowell helps Canadians make great decisions about credit. It was the first company in Canada to offer credit scores for free, without strings attached, and has over 200,000 users. Borrowell also created Canada’s quickest and easiest personal loan, at rates typically far better than credit cards. Borrowell has a ground-breaking partnership with CIBC, one of North America’s largest banks, to offer a 'one-click' loan to their customers.  For more information please visit

Equibit Group is applying Blockchain technology to establish the world's first peer-to-peer equity and debt marketplace. In much the same way Bitcoin applied digital technology to currency and payments, Equibit eliminates the need for expensive infrastructure and third-party facilitation from depositories or transfer agents. Registration, transfer, settlement and investor relations will all be managed securely and digitally within a decentralized environment. Founded by a former CFO from the securities industry and a team of blockchain development experts, Equibit Group was established to revolutionize the securities industry.  For more information please visit



Community Partners:



Checkout some pics from last year's "Summer Kickoff" event...

View more photos here....




Innovation is fostered by information gathered from new connections; from insights gained by journeys into other disciplines or places; from active and fluid networks and open boundaries.



See you there!

If you'd like to get involved with this event please contact us at


3rd annual Canadian Crowdfinance Summit (Feb 28 – March 1, 2017)


3rd annual Canadian Crowdfinance Summit

Feb 28 - March 1, 2017           Toronto, Canada

The 3rd annual 2017 Canadian Crowdfinance Summit (#CCS2017) is Canada’s largest national event covering fintech, crowdfunding, internet finance, venture funding and alternative finance markets. Access educational content, deal flow, and premier networking opportunities with over 75+ Canadian and international industry expert speakers in this fast-growing and lucrative industry. Join the national stage with online financing leaders, investors, and innovators.

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CCS2017 Keynote Speakers

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CCS2017's theme is Innovation Finance: Fintech and Funding. Since Canadian equity crowdfunding regulations were released in 2015 and 2016, how has it changed traditional and alternative finance markets? What are the latest fintech trends in marketplace lending, investment bank 2.0 platforms, coin offerings and blockchain technology? What new opportunities does innovation finance bring to entrepreneurs, companies and investors? What is the regulatory outlook for 2017 and beyond? The 3rd annual Canadian Crowdfinance Summit (#CCS2017) will highlight these topics, and brings together a spectrum of the foremost leaders, innovators, investors and enablers in the international crowdfunding, fintech and alternative finance markets. Join us in this once a year opportunity to participate and engage in this dynamic industry and become part of the growing Innovation Finance industry:

  • 1.5 days of curated educational programming and networking
  • All the hot button topics required to successfully navigate new markets
  • High profile keynotes and over 75 speakers, round table discussions, industry workshops, regulatory Q&A, live pitching and networking opportunities
  • Keynotes and speaker include Funded Today, Uber, PayPal Canada, SeedInvest, London Stock Exchange, Nexchange, Gowling LLP, Real Ventures, provincial securities regulators and many more



Decision makers from coast-to-coast and around the globe in Canada’s fast growing and lucrative crowdfunding industry:

  • Startups, scale-ups and SMEs actively raising capital
  • Industry participants and professional executives
  • Incubators, accelerators, and entrepreneurship networks
  • Social enterprise-impact investing companies and non-profit organizations
  • Government involved in small business and innovation
  • Private angel investors and venture capital groups, fund managers and corporate investors
  • Media journalists and content creators

For Investors

Discover new alternative funding models, investment strategies, and deal flow opportunities. Gain leading-edge industry insight.

For Companies

Network and pitch your venture to investors, customers and partners. Learn about the latest funding strategies and options.

For Professionals

Get access to companies, deal flow, partners through new financial instruments to generate leads for your practice.

For Portals and Platforms

Gain valuable industry insight and make new connections with customers, partners, investors, entrepreneurs and innovators.


Not to be missed!  The 3rd annual Canadian Crowdfinance Summit is the industry’s largest national conference providing the most comprehensive thought leadership, education, networks, funding and investment opportunities to 500+ participants in Canada’s rapidly growing internet finance and fintech crowdfunding industry.








Accelerate access to capital markets and emerging fintech opportunities


Presentation Deck: 2016 Small Business Forum Crowdfunding 101+ Workshop


NCFA Canada | Craig Asano | Oct 26, 2016


Oct 25, 2016, NCFA Canada delivered an hour Crowdfunding 101+ workshop at the 2016 Small Business Forum at the Metro Toronto Convention Center. This is an annual trade show hosted by Enterprise Toronto that attracts thousands of small businesses each year looking for funding, mentorship, tools, products and services to help them launch and grow. The presentation provides an overview of Crowdfunding markets, both regulated and non-regulated, case studies, deal characteristics to help startups and scaleups understand if Crowdfinance is right for their business. The deck also provides some insight into practical keys to success with planning, executing and following up on a crowdfunding campaign or investment round.


2016 small business forum crowdfunding 101 workshop

1. CROWDFUNDING COMPREHENSIVE INTRODUCTION 101+ Date: Oct 25, 2016 Prepared for: 2016 Small Business Forum, Enterprise Toronto Prepared by: National Crowdfunding Association of Canada

2. OUR AGENDA 2016 Small Business Forum: Enterprise Toronto PART 1: CROWDFUNDING OVERVIEW • What is Crowdfunding and why is it a game changer? • Crowdfunding examples and market growth • Is Crowdfunding right for me? Pros/cons for SMEs PART 2: PRACTICAL KEYS TO SUCCESS • Pre-Planning and Strategy • Executing a Campaign • Post-Campaign • Common mistakes PART 3: Q&A (15mins)

3. NCFA @2016 Small Business Forum National Crowdfunding Association of Canada 1500 Subscribers 3200+ Followers 1300+ Members 90+ Platforms 20+ Providers 45 Portals 2016 2015 2014 2013 Oct 2012

4. NCFA @2016 Small Business Forum Part 1: CROWDFUNDING OVERVIEW 1. Seeking Capital • Online marketplaces that connect companies to investors • Consultants (social media, marketing, advisory services) 2. Funding Portal & Enablers 3. Investors Retail or Accredited Individuals or organizations seeking funding Definition Raising capital online to fund all sorts of projects and ventures such as startups and scaleups (using the internet, social media and technology)

5. NCFA @2016 Small Business Forum Crowdfunding Part of the Capital Stack Crowdfunding isn’t a stand alone funding source. Crowdfinance includes retail, angels and VC participation too One big difference…Crowdfunding platforms are evolving & can scale – Chance Barnett, CEO of Crowdfunder

6. NCFA @2016 Small Business Forum Crowdfunding Case Studies Source: Kickstarter Campaign page 1. Innovation and Economic Growth Pebble Smart Watch (Great Canadian success) • Goal was $100K; Viral success preselling 69,000 watches raising over $10 million on US portal Kickstarter • Owner and Waterloo Engineering student, Eric Migicovsky, started company in U.S. Oculus Rift – Potential for Equity • Raised $2.4 million (goal was $250K) • Crowdfunding as an economic generator and on-boarding ramp to follow-on investment • March 25th news report Oculus was just bought by Facebook for $2 billion

7. NCFA @2016 Small Business Forum Crowdfunding Case Studies 2. Community Development in Canada Invest YYC, Calgary, Alberta • Platform: InvestYYC ( • Launched Jan 2013 • Funds raised $650,000 across 47 projects • Average raise $13,892 3. New Product Development & Marketing “Coolest Cooler”, Portland, Oregon • Platform: Kickstarter • Launched Jan 2014 • Goal was $50K; raised over $13 million from over 62,000 backers

8. NCFA @2016 Small Business Forum Global Growth in 2014 ($13.2 billion) Past Prediction

9. NCFA @2016 Small Business Forum $36 Billion USD Source: Cambridge University and Nesta UK • World Bank Forecasts worldwide $96 billion annually by 2025

10. NCFA @2016 Small Business Forum • Growing market but small compared to the US • Impact of Canadian banking oligopoly $200 Million USD Source: Cambridge University and Nesta UK

11. NCFA @2016 Small Business Forum NCFA Canadian Crowdfunding Directory Reward/Donation: Equity-based via Dealer: • Steady growth in portals • Equity and Debt emerging • Fintech is all the rage • Real estate crowdfunding emerging Consumer and Small Business Loans:

12. NCFA @2016 Small Business Forum Basic Crowdfunding Models < $10K $10 - $250K < $100 - $350K+ < $250K - $3M+

13. NCFA @2016 Small Business Forum Rewards Sample:

14. NCFA @2016 Small Business Forum Equity Sample:

15. NCFA @2016 Small Business Forum Lending Sample:

16. NCFA @2016 Small Business Forum Regulated vs. Unregulated Markets < $10K $10 - $250K < $100 - $350K+ < $250K - $3M+ RegulatedUnregulated • Not issuing a security • Portals, transactions and participation is global • DIY approach to raising capital from an online community • Early seed stage type funding or community capital • Platform fees range from 0% - 9% • Regulated by provincial securities commission and other regulatory bodies • Many financing ‘exemptions’ or tools can be used, some have caps • Work with licensed Dealer-brokers (gatekeepers) • Fees are higher than unregulated (success fee, listing, carried interest management fee)

17. NCFA @2016 Small Business Forum • Wide distribution over the internet • Low cost, efficient, transparent capital • The `great equalizer` • Media/PR, awareness • Increase customer engagement and • Evangelize backers into investors (customer acquisition) • Reduce risk by getting feedback on new launches (product or ventures) • Market research Access to Capital Marketing Platform Validation • Raising funds via crowdfunding markets is a very public and transparent • Protect your IP and speak to a lawyer • Crowdfunding takes a lot of effort and commitment • The majority of Ideas fail to reach their funding goal • How will this affect your companies brand? Expose your Idea Resourcing Failure Crowdfunding Pros/Cons Benefits Risks For Companies

18. NCFA @2016 Small Business Forum Seedrs Portfolio Analysis (253 deals mid 2012 - 2015) Most popular category (of total 15): • Food & Beverage (11%) • Finance & Payments (11%) • Travel, Leisure & Sport (10%) Investors Returns • Platform Investors IRR 14.44% (Tax relief adj 41.87%) • Investors with 20+ investments outperformed overall market Is Crowdfunding Right for Our Business? 40% Digital Business 40% Hybrid20% Non-digital 60% B2C Businesses 10%20% B2B

19. NCFA @2016 Small Business Forum Trends in Crowdfinance & FinTech • Crowd is Growing more Liquidity: Syndication of investment opportunities (retail, accredited, angels, VCs, institutions) • FinTech Innovation: Improving transparency and removing information barriers that exist in private markets, data driven. Blockchain, ICOs, smart contracts • Regulations are opening up (OSC LaunchPad – Innovation Sandbox) • Companies are staying private longer (rather than going public)

20. PART 2: PRACTICAL KEYS TO SUCCESS “The harder I work, the luckier I get” Samuel Goldwyn

21. NCFA @2016 Small Business Forum Crowdfunding Lifecycle Planning & Strategy • The greater your planning efforts, the greater your chance of achieving your funding goal • Do not launch a crowdfunding campaign if you are not ready. (3 months) (40 days – 90 days) (Ongoing) Post-campaign • Your campaign is done but now you have to deliver on your promise • Fulfillment • Ongoing customer engagement Campaign Execution • Daily execution of tasks outlined in the campaign plan • Control, monitor and adapt Feedback Loop

22. NCFA @2016 Small Business Forum Success Factors SUCCESS 2. Network Strength • Sizeable online network and social media presence? • Will media/PR and influential bloggers cover your story? 1. Quality Idea & Pitch • Unique, enterprising and clear value proposition (conveyed online in a simple manner) • Get others excited about your story? • Clear funding target and specific goals? 4. Key Docs and Content • Compliant and necessary for investor review 3. Strong Committed Team • Is your team credible, committed and willing to deploy the resources and time to execute effectively? • Time management HARD WORK! 5. Marketing Campaign & Incentives • Planning and strategy with ability to execute through launch to post campaign

23. NCFA @2016 Small Business Forum • Build your crowd before you launch • Recommend content generation and social media workshops • Develop an online strategy for your business • Start with internal networks • PR Push: Build rapport with media folks, journalists and bloggers • Attend industry networking and community building events to grow your crowd • Evaluate your internal networks social reach to forecast a realistic ‘Funding Target’ based on conversion rates (i.e., 2%) • Prime your network before you launch (reach out, engage) • 20-30% of your campaign funding will come from your internal ‘friends and family’ network • Understand the difference between ‘Keep what you Raise’ vs ‘All or Nothing’ funding types Low Mid High Planning & Strategy Assess the Strength of Your Network and Establish Realistic Funding Target

24. Funding Lead Strategy, resourcing, fulfillment Build Your Funding Team Team Strength? Content & Media Manager Key message, content distribution, channel selection, engagement Compelling Spokesperson Spokesperson, media engagements NCFA @Money Forum • Is your Team 100% Committed and credible? • Do you have family and friends that can support? • Outsource? Legal, Accounting and Compliance Documents, resumes, valuations, trademarks/patents, incorporation etc.

25. NCFA @2016 Small Business Forum Equity Planning & Strategy • Key Milestones that impact business valuations • Minimum capital required to reach each stone? • What securities will you offer in which jurisdictions? • Funding platform you want to work with? Solid Capital Raising Plan • Business plan, portal compliance, financial statements • Investor term sheet, subscription agreement, pitch deck • Video, prepared PR releases, email responses etc. Prepare Key Documents (offline / online) • Identify potential investors, prime the pump, range investor potential to commit • Network, keep all doors and opportunities, road show, leverage PR/media, do not just rely on portal • Treat everyone you deal with, with respect Prepare for Outreach Campaign • Have them review to ensure compliance and credibility • All documents, offline and online and remediate where necessary Contact Legal and Other Professionals Getting Ready for an Equity Crowdfunding Raise

26. Planning & Strategy Not everyone needs a reward Altruism, especially for donation-based Reward Considerations Budget and timing Rewards cost money (shipping fees!) Bundle rewards Group rewards together Special – Scarce, Creative, VIP Limited quantity, unique experience Leverage in-kind from partners Use good will from donated contributions Types of Rewards Product Social Experiences Financial » Services VIP Access Add/update New Rewards Test market and iterate!

27. Targeting your networks Marketing campaign Engaging with your networks and prospects Reaching out to media and bloggers Asking networks to: 1. Learn about the project 2. Share 3. Invest 4. Champion / help promote 5. Support / volunteer Constantly monitor with analytics Are contributions happening? Make changes Daily Task List Online & Offline Feedback Loop Campaign Execution NCFA @Money Forum

28. NCFA @2016 Small Business Forum Post Campaign Thank You Messages Thank you team and backers/investors Positive Reinforcement Contributed to success of project Fulfillment Deliver on your promise Start to fulfil rewards right away Manage expectations Transparency Equity Considerations Shareholder Register Company Minutes Annual reporting requirements to shareholders Nurture New Relationships Ongoing communications and engagement Foster sense of community Develop integration plan Digital experience that moves people

29. Common Mistakes • We underestimated the time commitment involved • We didn’t test our campaign sufficiently • We launched before we were ready • We didn’t develop an accurate budget • We didn’t consult legal counsel or professional providers • We didn’t account for taxes • We tried to do everything on a shoestring • We didn’t realize how important the video was • We didn’t understand liability exposure (eg. misrepresentation) and intellectual property • We had little to no traction so we gave up • We blamed it on the portal


31. PART 3: QUESTIONS AND ANSWERS Booth #135Booth #135

32. Join Us Education & Research Market Access Crowdfunding Infrastructure Capital Raising Prep Services Support and Leadership Advocacy GET IT IN TOUCH Canadian Crowdfunding Industry


The National Crowdfunding Association of Canada (NCFA Canada) is a cross-Canada non-profit actively engaged with both social and investment crowdfunding stakeholders across the country. NCFA Canada provides education, research, leadership, support and networking opportunities to over 1300+ members and works closely with industry, government, academia, community and eco-system partners and affiliates to create a strong and vibrant crowdfunding industry in Canada. Learn more at