CommunityLeader Releases Book for Future Crowdfunding Portal Operators

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‘Navigating Your Portal Launch’ is written for both experienced securities professionals and entrepreneurs launching crowdfunding sites.

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CommunityLeader, Inc. released today ‘Navigating Your Portal Launch’—a forty-page book on the critical business and operational challenges for anyone considering the launch of an equity or lending-based crowdfunding platform. The book defines dozens of crowdfunding terms and highlights the essential questions which must be answered by owners and operators seeking to migrate their business online to take advantage of the regulatory changes embodied in the JOBs Act of 2012 and subsequent rules published by the SEC.

“There is tremendous market energy around designing, developing and launching crowdfunding portals,” says the book’s author and CommunityLeader CEO Joseph Barisonzi. “The challenge is not creating an attractive website—but developing a fully compliant ecosystem that delivers real value to businesses and investors. ‘Navigating Your Portal Launch’ shows readers how to build a portal that complements their unique business model.”

“The book lays out the critical questions Braeger Financial Group addressed in the development of our VroomBank crowdfunding platform,” said David Braeger, CEO of Braeger Financial Group. “I strongly recommend everyone committed to developing a crowdfunding investment site use this manual and engage CommunityLeader's team.”

“Over the past 8 months, CommunityLeader has been working with existing licensed Broker/Dealers to migrate their business online in preparation of the JOBs Act Title II rules,” said Scott Bachman, chief marketing officer. “This book reflects our experience and learning of how to do it in a way that supports the underlying Broker/Dealer business model.”

Since CommunityLeader ( provides a white-labeled portal software and service solution for individuals, organizations and businesses seeking to sponsor and run their own crowdfunding portals, a significant portion of the book provides valuable insight on the selection of a platform to run and manage the complexities of the portal ecosystem. It covers the technology, services, resources and compliance needed to operate in the current regulatory environment—with the ability to expand as Title III rules are published.

“Not every portal will want to support Reg D offerings with general solicitation, or open themselves to the costs and challenges associated with the crowdfunding envisioned in Title III of the JOBs Act,” said Rick Weintraub, CommunityLeader’s chief compliance officer. “This book is a valuable resource to help make that decision and to choose the proper platform to support that decision.”

“CommunityLeader, with their comprehensive Apicista engine, is a clear leader in empowering fully compliant crowdfunding portals,” said Denis duNann, CEO Hyperfund. “The book lays out a clear process for taking advantage of that leadership position for your own portal.”

For more information on how to download your free copy of ‘Navigating Your Portal Launch’, visit or call 866.516.8922.

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