New Guide to the New Universe of Angel Investing:

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Financial Poise™ Adds Crowdfunding-Investor to its Family of Financial and Legal Educational Websites

On May 2, 2016, Financial Poise™ launched a new website that shows all investors how to build a diversified angel investment portfolio in three to five years, via equity crowdfunding. This new website is called Crowdfunding Investor (

Crowdfunding Investor (CI) is the newest site in Financial Poise’s ( suite of websites for investors, business owners and executives, and professional advisers.

The centerpiece of CI is the “7-Step Crowdfunding Investment Plan.” The 7-step plan is supported by articles about the fundamentals of crowdfunding and angel investing, and a securities-crowdfunding news blog.

Equity crowdfunding, authorized by Title III of the Jumpstart Our Business Startups (JOBS) Act of 2012, enables all Americans, regardless of income or net worth, to invest in privately held businesses. covers not only Title III equity crowdfunding but also Title IV “mini-IPOs” (also called Regulation A+ offerings) and intrastate equity crowdfunding.

CI was created by Dave Freedman and Matt Nutting, coauthors of Equity Crowdfunding for Investors, published in June 2015 by Wiley & Sons – for details please visit Freedman, a financial and legal journalist since 1978 (and a regular contributor to Accredited Investor Markets and Financial Poise™ Webinars [ , is the editor of CI.

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Emily Goldin
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Financial Poise
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