accessibilityaccreditedactiveactivityaimalarmalign-bottomalign-center-horizontalalign-center-verticalalign-leftalign-rightalign-topanchorangelannoyedapplearchivearrow-downarrow-leftarrow-rightarrow-uparticleat-signawardbalanceballoonbandaidbarcodebellbicyclebinocularsblindboatbook-closedbookbookmarkbookmark-newbookmarkedbooksbottlebriefcasebrushbugbullhornbuscabinetcakecalendarcameracarcashcertificatechalkchart-barschart-linechart-piechatcheckmarkchevron-downchevron-leftchevron-rightchevron-upcircle-arrow-downcircle-arrow-leftcircle-arrow-rightcircle-arrow-upcircle-backwardcircle-checkmarkcircle-chevron-downcircle-chevron-leftcircle-chevron-rightcircle-chevron-upcircle-crosscircle-ejectcircle-exclamationcircle-facebookcircle-firstcircle-forwardcircle-googlepluscircle-gustcircle-lastcircle-linkedincircle-minuscircle-nextcircle-pausecircle-play-thincircle-playcircle-pluscircle-previouscircle-questioncircle-stopcircle-twittercircleclipboard-checkclipboardclockcloud-databasecloud-downloadcloud-fogcloud-gearcloud-lightningcloud-lockcloud-raincloud-snowcloud-synccloud-uploadcloudcocktail-glasscodecombinecomment-fillcommentcommentscompassconfusedconnectconstruction-coneconstructioncontactscoolcopycredit-cardcropcrosscrowncubedatabasedeletedesigndesktopdiamonddicedinnerdisconnectdocumentdownloaddrawerdreamdropletdumbbellearthediteggellipsisenter-downenter-leftenter-rightenter-upenterenvelopeevilexcludeexit-downexit-leftexit-rightexit-upexitexpandeye-droppereyefacebookfactoryfeatherfile-audiofile-codefile-imagefile-videofile-zipfilefilm-playfindfirefirst-aidflagflip-horizontalflip-verticalfloppy-diskfolderfootprintframefunnelgamepadgasgeargiftglassglassesgoogleplusgraduationgrin-evilgringroupgungusthamburgerhammerhappy-grinhappyheadsetheart-fillhearthistoryhomeiconsinboxintersectipadiphonekeykeyboardkeyholeknifelablamplaptopleafleave-downleave-leftleave-rightleave-uplibrarylifebuoylighterlightning-boltlinklinkedinlistlocationlocklotusmadmagicmagnetmalletmanmapmedalmeet-downmeet-leftmeet-rightmeet-upmic-mutemicminusmoonmousemovemusic-notemusicmustachemutenavigationneutralnewsoptionsoutletpaint-rollerpaintbrushpairpaper-planepaperclippaperspastepatchpawpenpencilphonephotopicturepinpine-treeplaneplayplaylistplug-cordpluspodiumpowerpresentationprinterprofilepulsepuzzlequestionquote-closequote-openradiorank1rank2rank3receptionrecycleredorefreshregisterreply-allreplyroad-signrocketrulersadscissorsscreensearchshareshieldshipshirtshockedshrinkshufflesignalsitemapskullsmartphonesmilespeed-fastspeed-mediumspeed-slowspell-checksquaresubtractsunsyncsyringetabtablettagtagstargetteacupterminalthumbs-downthumbs-uptickettilestimertoilet-papertonguetoolstrailertraintransmissiontrashtreetrophytrucktvtwitterumbrellaundounlinkunlockuploaduserusersvolume-highvolume-lowvolume-mediumvolumewarningwheelchairwifiwinkwomanwonderingwrenchzoom-inzoom-outemailcompleteidentity-verificationinvestor-educationpayment-method

Share:

Givsly

B2B purpose-driven marketing platform driving better business results through giving back

  • $179,500Amount raised
  • $1,000Minimum
  • $10,000,000Valuation cap

Purchased securities are not listed on any exchange. A secondary market for these securities does not currently exist and may never develop. You should not purchase these securities with the expectation that one eventually will.

Givsly is offering securities under both Regulation CF and Regulation D through SI Securities, LLC ("SI Securities"). SI Securities is an affiliate of SeedInvest Technology, LLC, a registered broker-dealer, and member FINRA/SIPC. SI Securities will receive cash compensation equal to 7.50% of the value of the securities sold and equity compensation equal to 5.00% of the number of securities sold. Investments made under both Regulation CF and Regulation D involve a high degree of risk and those investors who cannot afford to lose their entire investment should not invest. Furthermore, this profile may contain forward-looking statements and information relating to, among other things, the company, its business plan and strategy, and its industry. Investors should review the risks and disclosures in the offering's draft. The contents of this profile are meant to be a summary of the information found in the company’s Form C. Before making an investment decision, investors should review the company’s Form C for a complete description of its business and offering information, a copy of which may be found both here and below.


Company Highlights

  • In 2021, annual gross revenue surpassed $1.2M(unaudited) and platform activity increased 10x YoY (to ~2K total annual transactions)
  • As of April 2022, the company has already closed over 85% of the total revenue produced in 2021 (unaudited)
  • Current clients include Meta, Paramount, NBCUniversal, Reddit, Teads, Fox Corporation, and Undertone; and has over 3.5K professionals utilizing Givsly's services
  • Recognized by Fast Company on its 2021 World Changing Ideas list and has been featured in publications like CampaignUS and Mediapost
  • Founded by Chad Hickey, former CRO of Groundtruth (formerly xAd), where he launched the global sales organization and helped grow annual run rate to over $250M; He was also named one of Causeartist's 40 Social Entrepreneurs To Watch in 2021

Fundraise Highlights

  • Total Amount Raised: US $179,500
  • Total Round Size: US $750,000
  • Raise Description:  Pre-Seed
  • Minimum Investment:  US $1,000 per investor
  • Security Type:  SAFE Note
  • Valuation Cap:  US $10,000,000
  • Offering Type:   Side by Side Offering

Givsly is on a mission to generate good for communities and the environment through marketing and advertising strategies. Givsly’s B2B marketing solutions aim to drive better marketing and advertising responses, while making the world a better place.


Givsly believes that providing tools for marketing and advertising strategies is one of the best ways to show how purpose drives profit. Why? 9 out of 10 CMOs believe their company should lead in addressing social and environmental issues. Marketers are also inherently trained to track return on investment via spend, creating a direct correlation between the profit that can be driven from integrating purpose-driven solutions into business strategies. Even in challenging times like the pandemic, great resignation, and inflation, our revenue nearly tripled in 2021 over the year prior as marketers utilize our purpose-driven solutions as a must have to their plans.

There are two key ways to utilize Givsly solutions:

1. Givsly Platform: Marketers can easily access the platform to integrate “off the shelf” solutions into any marketing strategy. Companies currently utilize Givsly’s tools for lead generation, content downloads, surveys and much more. By using our tools, our clients are seeing more effective results. Based on these results, we rolled out subscriptions to our clients in 2022 to accelerate our recurring revenue model.

2. Nonprofit API: The API allows companies to integrate our nonprofit partners into their own platform or advertising creative. For example, brands can trigger a nonprofit donation when users engage with their advertising. This drives their ability to support causes important to them while also increasing the performance and engagement of their ad campaign.  Clients can access the API through our subscription model plus we charge additional fees based on the volume of transactions each partner is driving.

As Givsly continues to expand our direct integrations with over 300 nonprofits, we will continue to scale our products to integrate purpose anywhere companies look to increase profit. 

Pitch Deck

Media Mentions

The Team

Founders and Officers

Chad HIckey has over 17 years of AdTech experience monetizing digital, mobile & measurement platforms. His most notable role was CRO of Groundtruth (formerly xAd) where he started the global sales team and helped grow run rate to over $250M. Chad has managed teams across North America, Europe and Asia Pacific. Chad has known his founding team for over 20 years combined. 

Chad Hickey

CEO

Chad HIckey has over 17 years of AdTech experience monetizing digital, mobile & measurement platforms. His most notable role was CRO of Groundtruth (formerly xAd) where he started the global sales team and helped grow run rate to over $250M. Chad has managed teams across North America, Europe and Asia Pacific. Chad has known his founding team for over 20 years combined. 

Lotta Lautsuo

Head of Product

Lotta Lautsuo has 20 years experience building digital and mobile platforms. Through her career she has led software development across North America, Latin America and Europe. She has overseen digital product development for clients such as Bloomberg, The New York Times, NBC and others. Lotta has worked with Chad for over 16 years in various roles. 

Lotta Lautsuo

Head of Product

Lotta Lautsuo has 20 years experience building digital and mobile platforms. Through her career she has led software development across North America, Latin America and Europe. She has overseen digital product development for clients such as Bloomberg, The New York Times, NBC and others. Lotta has worked with Chad for over 16 years in various roles. 

Stephen Anderson

Head of Engineering

Stephen Anderson has over 20 years of engineering experience either building or leading teams who built AdTech solutions, applications, and tech stacks. Throughout his career, he has led engineering teams at Groundtruth (formerly xAd), Nokia and Symbian across multiple countries. At Groundtruth he was responsible for building flagship products like their campaign management and creative solutions platform. He has known Chad for over 10 years. 

Stephen Anderson

Head of Engineering

Stephen Anderson has over 20 years of engineering experience either building or leading teams who built AdTech solutions, applications, and tech stacks. Throughout his career, he has led engineering teams at Groundtruth (formerly xAd), Nokia and Symbian across multiple countries. At Groundtruth he was responsible for building flagship products like their campaign management and creative solutions platform. He has known Chad for over 10 years. 

Susu Grace

Head of Experience

Susu Grace has over 7 years experience leading experiences in hospitality and the advertising industry. She has led marketing programs across North America, Asia Pacific and Europe where she managed over 125 global experiences annually at companies like Groundtruth (formerly xAd). She has worked with Chad for over 6 years. 

Susu Grace

Head of Experience

Susu Grace has over 7 years experience leading experiences in hospitality and the advertising industry. She has led marketing programs across North America, Asia Pacific and Europe where she managed over 125 global experiences annually at companies like Groundtruth (formerly xAd). She has worked with Chad for over 6 years. 

Notable Advisors & Investors

Bessie Lee

Investor, Founder & CEO, Withinlink and Former CEO, WPP China

Sean Finnegan

Investor, Co-Founder and CEO, VO and Former President/CDO at Starcom MediaVest

Andrew Mclean

Investor, Principal Managing Partner, Inventus and Media Former CEO, Mercury Media and PHD

Ken Harlan

Investor, CEO of Mobilefuse

Wanda Young

Advisor, Global CMO of Ford Pro

Patrick Schwing

Advisor, CMO of Arby's and President of Arby's Franchise Association

Gayle Meyers

Advisor, Management Consultant of Winterberry Group and Former CGO of LUMA Partners

Travis Freeman

Advisor, Head of Media at Inspire Brands

Term Sheet

A Side by Side offering refers to a deal that is raising capital under two offering types. Investments made through the SeedInvest platform are offered via Regulation CF and subject to investment limitations further described in the Form C and/or subscription documents. Investments made outside of the SeedInvest platform are offered via Regulation D and requires one to be a verified accredited investor in order to be eligible to invest.

Fundraising Description

  • Round type:
    Pre-Seed

  • Round size:
    US $750,000

  • Raised to date:
    US $179,500
    US $34,500 (under Reg CF only)

  • Minimum investment:
    US $1,000

  • Target Minimum:
    US $500,000
  • Key Terms

  • Security Type:
    SAFE Note

  • Conversion discount:
    20.0%

  • Valuation Cap:
    US $10,000,000
  • Additional Terms

  • Total Amount Raised:

    The Total Amount Raised may include investments made outside of the SeedInvest platform, via Regulation D. $145,000 has been raised prior to the launch of the SeedInvest campaign. The earliest investment counted towards the escrow target was made in April 2022.


  • Custody of shares:

    Investors who invest less than $50,000 will have their securities held in trust with a Custodian that will serve as a single shareholder of record. These investors will be subject to the Custodian’s Account Agreement, including the electronic delivery of all required information.


  • You are investing in a SAFE:

    You are investing in a SAFE, not a convertible note. A SAFE is a convertible security that is not debt, while a convertible note is debt. A convertible note includes an interest rate and maturity date, at which time a noteholder would be able to demand repayment. A SAFE does not have these features. In addition, your investment in a SAFE will be subordinate to true unsecured debt. Both SAFEs and convertible notes convert into equity in a future priced equity round, but there is a chance they will never convert to equity. For SAFE’s in particular, again, there is no interest and no maturity, and repayment is not required.


  • Closing conditions:
    While Givsly has set an overall target minimum of US $500,000 for the round, Givsly must raise at least US $25,000 of that amount through the Regulation CF portion of their raise before being able to conduct a close on any investments made via Regulation CF. For further information please refer to Givsly's Form C.

  • Transfer restrictions:
    Securities issued through Regulation CF have a one year restriction on transfer from the date of purchase (except to certain qualified parties as specified under Section 4(a)(6) of the Securities Act of 1933), after which they become freely transferable. While securities issued through Regulation D are similarly considered "restricted securities" and investors must hold their securities indefinitely unless they are registered with the SEC and qualified by state authorities, or an exemption from such registration and qualification requirements is available.

  • Use of Proceeds

    Prior Rounds

    This chart does not represent guarantees of future valuation growth and/or declines.

    Pre-Seed

  • Round Size
    US $450,000
  • Closed Date
    Mar 31, 2020
  • Security Type
    Convertible Note
  • Pre-Seed

  • Round Size
    US $241,500
  • Closed Date
    Feb 28, 2021
  • Security Type
    Convertible Note
  • Valuation Cap
    US $8,000,000
  • Market Landscape

    According to Grand View Research, the global digital marketing software market was $56 billion in 2021 and is expected to have a CAGR of 19% from 2022 to 2030. eMarketer also reports that global digital ad spending was $491 billion and will grow by 16% in 2022. The US will account for almost 42% of that spend. 


    While marketing software and digital advertising is experiencing significant growth, these solutions are facing substantial challenges in how to break through the clutter of digital messaging fatigue and how to represent corporate values to their customer. Companies know this is vital as 70% of consumers want to know what brands are doing to support social and environmental issues. Givsly provides products that help marketers achieve both goals through one turn-key solution.

    Givsly’s solutions approach marketing and advertising in two unique ways. First, we incorporate a nonprofit donation into any marketing and advertising message, generating double the response rates compared to industry averages and helping companies break through the digital fatigue. Second, we provide solutions that fit with any strategy. We have off the shelf solutions through our Givsly platform at givsly.com or we can easily integrate into our partners' environments via our APIs. Because we have direct integrations with all of our nonprofit partners, all donations driven by business outcomes are automated and scalable.

    When looking at competition, we are one of the only solutions providing a suite of tools that help marketers combine business goals with social impact. Other popular giving solutions like Benevity or Pledge do not focus solely on marketing and advertising. Additionally, popular stand alone products like Cameo, Alyce and Good Loop have validated the market's desire to have features that drive a donation but those companies only have those solutions in their own environment. Givsly wants to provide tools that allow our partners to generate positive impact wherever their customers may be.

    Our vision is to incorporate giving back into any place marketers are looking to drive better response while fulfilling their commitments to social and environmental goals.

    Risks and Disclosures

    The Total Amount Raised may include investments made outside of the SeedInvest platform, via Regulation D. $145,000 has been raised prior to the launch of the SeedInvest campaign. The earliest investment counted towards the escrow target was made in April 2022. There is no guarantee that the Company has this cash available for operations as of the date of launch.

    The Company has not filed a Form D for its convertible note offering from March 2020 and February 2021. The SEC rules require a Form D to be filed by companies within 15 days after the first sale of securities in the offering relying on Regulation D. Failing to register with the SEC or get an exemption may lead to fines, the right of investors to get their investments back, and even criminal charges. There is a risk that a late penalty could apply. 

    The development and commercialization of the Company’s products and services are highly competitive. It faces competition with respect to any products and services that it may seek to develop or commercialize in the future. Its competitors include major companies worldwide. The advertising market is an industry where new competitors are entering the market frequently. Many of the Company’s competitors have significantly greater financial, technical and human resources and may have superior expertise in research and development and marketing approved services and thus may be better equipped than the Company to develop and commercialize services. These competitors also compete with the Company in recruiting and retaining qualified personnel and acquiring technologies. Smaller or early stage companies may also prove to be significant competitors, particularly through collaborative arrangements with large and established companies. Accordingly, the Company’s competitors may commercialize products more rapidly or effectively than the Company is able to, which would adversely affect its competitive position, the likelihood that its services will achieve initial market acceptance and its ability to generate meaningful additional revenues from its products and services.

    The Company’s expenses will significantly increase as they seek to execute their current business model. Although the Company estimates that it has enough runway until end of year, they will be ramping up cash burn to promote revenue growth,  further develop R&D, and fund other Company operations after the raise. Doing so could require significant effort and expense or may not be feasible.

    The Company’s success depends on the experience and skill of the board of directors, its executive officers and key employees. In particular, the Company is dependent on Lotta Lautsuo, Stephen Anderson,  Susu Grace and Stuart Stoller. There can be no assurance that they will continue to be employed by the Company for a particular period of time. The loss of the Company’s key employees or any member of the board of directors or executive officer could harm the Company’s business, financial condition, cash flow and results of operations.

    The Company projects aggressive growth in 2022. If these assumptions are wrong and the projections regarding market penetration are too aggressive, then the financial forecast may overstate the Company's overall viability. In addition, the forward-looking statements are only predictions. The Company has based these forward-looking statements largely on its current expectations and projections about future events and financial trends that it believes may affect its business, financial condition and results of operations. Forward-looking statements involve known and unknown risks, uncertainties and other important factors that may cause actual results, performance or achievements to be materially different from any future results, performance or achievements expressed or implied by the forward-looking statements.

    The Company has not prepared any audited financial statements. Therefore, investors have no audited financial information regarding the Company’s capitalization or assets or liabilities on which to make investment decisions. If investors feel the information provided is insufficient, then they should not invest in the Company.

    The outbreak of the novel coronavirus, COVID-19, has adversely impacted global commercial activity and contributed to significant declines and volatility in financial markets. The coronavirus pandemic and government responses are creating disruption in global supply chains and adversely impacting many industries. The outbreak could have a continued material adverse impact on economic and market conditions and trigger a period of global economic slowdown. The rapid development and fluidity of this situation precludes any prediction as to the ultimate material adverse impact of the novel coronavirus. Nevertheless, the novel coronavirus presents material uncertainty and risk with respect to the Funds, their performance, and their financial results.

    The Company has outstanding liabilities. The Company owes investors approximately $691,500 in Convertible Notes. The convertible notes are convertible into Common Stock at a conversion price. The conversion price for 2019 and 2020 Convertibles is defined as the product of (x) 100% less the Discount and (y) the lowest per share purchase price of the Equity Securities issued in the Next Equity Financing or the quotient resulting from dividing (x) the Valuation Cap by (y) the Fully Diluted Capitalization immediately prior to the closing of the corporate transaction. The conversion price for 2021 convertibles is defined as the capped price or the discount price, whichever is less.

    The company has the following related party transactions. The company received $5,000 from the founder's friend in 2019. The loan did not bear any interest and it was repaid in full during 2021. In 2021 and 2020, the Company paid one of its Board of Directors $6,000 and $7,000, respectively, for providing certain accounting and tax services.

    You are investing in a SAFE, not a convertible note. A SAFE is a convertible security that is not debt, while a convertible note is debt. A convertible note includes an interest rate and maturity date, at which time a noteholder would be able to demand repayment. A SAFE does not have these features. In addition, your investment in a SAFE will be subordinate to true unsecured debt. Both SAFEs and convertible notes convert into equity in a future priced equity round, but there is a chance they will never convert to equity. For SAFE’s in particular, again, there is no interest and no maturity, and repayment is not required.

    The Company is authorized to issue a large number of additional shares of Common Stock. The Company may decide to raise additional capital through the sale of additional shares of Common Stock in the future, which may cause dilution to the purchasers of Safes. Because the Company is authorized to issue a large number of shares of Common Stock, the Investors in this offering will be subject to dilution in an unpredictable amount. Such dilution may reduce the Investor’s control, economic interest and respective percentage ownership of the Company’s outstanding stock.

    The company’s definition of company capitalization does not include stock grants or Safes. These securities have the potential to convert into equity, which may subject investors to material dilution of their overall ownership as a result of additional shares being added to the company's capitalization. Such dilution may reduce the Investor’s control, economic interest and respective percentage ownership of the Company’s outstanding stock.

    The company’s definition of liquidity capitalization does not include stock grants or Safes. These securities have the potential to convert into equity, which may subject investors to material dilution of their overall ownership as a result of additional shares being added to the company's capitalization. Such dilution may reduce the Investor’s control, economic interest and respective percentage ownership of the Company’s outstanding stock.

    The Company’s Board of Directors (the "Board") has the ability to unilaterally amend the Company’s Bylaws. This means that the Board may change the bylaws without any approval of the shareholders. The Board's interests may not always be aligned with those interests of the shareholders. For this reason, you must be willing to accept the risk that the Board may amend the Bylaws in a manner which is negatively impactful to the shareholders.

    General Risks and Disclosures

    Start-up investing is risky. Investing in startups is very risky, highly speculative, and should not be made by anyone who cannot afford to lose their entire investment. Unlike an investment in a mature business where there is a track record of revenue and income, the success of a startup or early-stage venture often relies on the development of a new product or service that may or may not find a market. Before investing, you should carefully consider the specific risks and disclosures related to both this offering type and the company which can be found in this company profile and the documents in the data room below.

    Your shares are not easily transferable. You should not plan on being able to readily transfer and/or resell your security. Currently there is no market or liquidity for theseshares and the company does not have any plans to list these shares on an exchange or other secondary market. At some point the company may choose to do so, but until then you should plan to hold your investment for a significant period of time before a "liquidation event" occurs. A "liquidation event" is when the company either lists their shares on an exchange, is acquired, or goes bankrupt.

    The Company may not pay dividends for the foreseeable future. Unless otherwise specified in the offering documents and subject to state law, you are not entitled to receive any dividends on your interest in the Company. Accordingly, any potential investor who anticipates the need for current dividends or income from an investment should not purchase any of the securities offered on the Site.

    Valuation and capitalization. Unlike listed companies that are valued publicly through market-driven stock prices, the valuation of private companies, especially startups, is difficult to assess and you may risk overpaying for your investment. In addition, there may be additional classes of equity with rights that are superior to the class of equity being sold.

    You may only receive limited disclosure. While the company must disclose certain information, since the company is at an early-stage they may only be able to provide limited information about its business plan and operations because it does not have fully developed operations or a long history. The company may also only be obligated to file information periodically regarding its business, including financial statements. A publicly listed company, in contrast, is required to file annual and quarterly reports and promptly disclose certain events through continuing disclosure that you can use to evaluate the status of your investment.

    Investment in personnel. An early-stage investment is also an investment in the entrepreneur or management of the company. Being able to execute on the business plan is often an important factor in whether the business is viable and successful. You should be aware that a portion of your investment may fund the compensation of the company's employees, including its management. You should carefully review any disclosure regarding the company's use of proceeds.

    Possibility of fraud. In light of the relative ease with which early-stage companies can raise funds, it may be the case that certain opportunities turn out to be money-losing fraudulent schemes. As with other investments, there is no guarantee that investments will be immune from fraud.

    Lack of professional guidance. Many successful companies partially attribute their early success to the guidance of professional early-stage investors (e.g., angel investors and venture capital firms). These investors often negotiate for seats on the company's board of directors and play an important role through their resources, contacts and experience in assisting early-stage companies in executing on their business plans. An early-stage company may not have the benefit of such professional investors.

    Givsly's Form C

    The Form C is a document the company must file with the Securities and Exchange Commission, which includes basic information about the company and its offering and is a condition to making a Reg CF offering available to investors. It is important to note that the SEC does not review the Form C, and therefore is not recommending and/or approving any of the securities being offered.

    Download Givsly's  Form C

    Frequently Asked Questions

    About Side by Side Offerings
    What is Side by Side?

    A Side by Side offering refers to a deal that is raising capital under two offering types. This Side by Side offering is raising under Regulation CF and Rule 506(c) of Regulation D.


    What is a Form C?

    The Form C is a document the company must file with the Securities and Exchange Commission (“SEC”) which includes basic information about the company and its offering and is a condition to making a Reg CF offering available to investors. It is important to note that the SEC does not review the Form C, and therefore is not recommending and/or approving any of the securities being offered.

    Before making any investment decision, it is highly recommended that prospective investors review the Form C filed with the SEC (included in the company's profile) before making any investment decision.


    What is Rule 506(c) under Regulation D?

    Rule 506(c) under Regulation D is a type of offering with no limits on how much a company may raise. The company may generally solicit their offering, but the company must verify each investor’s status as an accredited investor prior to closing and accepting funds. To learn more about Rule 506(c) under Regulation D and other offering types check out our blog and academy.


    What is Reg CF?

    Title III of the JOBS Act outlines Reg CF, a type of offering allowing private companies to raise up to $5 million from all Americans. Prior capital raising options limited private companies to raising money only from accredited investors, historically the wealthiest ~2% of Americans. Like a Kickstarter campaign, Reg CF allows companies to raise funds online from their early adopters and the crowd. However, instead of providing investors a reward such as a t-shirt or a card, investors receive securities, typically equity, in the startups they back. To learn more about Reg CF and other offering types check out our blog and academy.


    Making an Investment in Givsly
    How does investing work?

    When you complete your investment on SeedInvest, your money will be transferred to an escrow account where an independent escrow agent will watch over your investment until it is accepted by Givsly. Once Givsly accepts your investment, and certain regulatory procedures are completed, your money will be transferred from the escrow account to Givsly in exchange for your securities. At that point, you will be a proud owner in Givsly.


    What will I need to complete my investment?

    To make an investment, you will need the following information readily available:

    1. Personal information such as your current address and phone number
    2. Employment and employer information
    3. Net worth and income information
    4. Your accredited investor status
    5. Social Security Number or passport
    6. ABA bank routing number and checking account number (typically found on a personal check or bank statement) or debit card information, unless paying via a Wire transfer.

    How much can I invest?

    Non-accredited investors are limited in the amount that he or she may invest in a Reg CF offering during any rolling 12-month period:

    • If either the annual income or the net worth of the investor is less than $107,000, the investor is limited to the greater of $2,200 or 5% of the greater of his or her annual income or net worth.
    • If the annual income and net worth of the investor are both greater than $107,000, the investor is limited to 10% of the greater of his or her annual income or net worth, to a maximum of $107,000.

    Separately, Givsly has set a minimum investment amount of US $1,000.

    Accredited investors do not have any investment limits.


    After My Investment
    What is my ongoing relationship with the Issuer?

    You are a partial owner of the company, you do own securities after all! But more importantly, companies which have raised money via Regulation CF must file information with the SEC and post it on their websites on an annual basis. Receiving regular company updates is important to keep shareholders educated and informed about the progress of the company and their investment. This annual report includes information similar to a company’s initial Reg CF filing and key information that a company will want to share with its investors to foster a dynamic and healthy relationship.

    In certain circumstances a company may terminate its ongoing reporting requirement if:

    1. The company becomes a fully-reporting registrant with the SEC
    2. The company has filed at least one annual report, but has no more than 300 shareholders of record
    3. The company has filed at least three annual reports, and has no more than $10 million in assets
    4. The company or another party purchases or repurchases all the securities sold in reliance on Section 4(a)(6)
    5. The company ceases to do business

    However, regardless of whether a company has terminated its ongoing reporting requirement per SEC rules, SeedInvest works with all companies on its platform to ensure that investors are provided quarterly updates. These quarterly reports will include information such as: (i) quarterly net sales, (ii) quarterly change in cash and cash on hand, (iii) material updates on the business, (iv) fundraising updates (any plans for next round, current round status, etc.), and (v) any notable press and news.


    How can I sell my securities in the future?

    Currently there is no market or liquidity for these securities. Right now Givsly does not plan to list these securities on a national exchange or another secondary market. At some point Givsly may choose to do so, but until then you should plan to hold your investment for a significant period of time before a “liquidation event” occurs. A “liquidation event” is when Givsly either lists their securities on an exchange, is acquired, or goes bankrupt.


    How do I keep track of this investment?

    You can return to SeedInvest at any time to view your portfolio of investments and obtain a summary statement. If invested under Regulation CF you may also receive periodic updates from the company about their business, in addition to monthly account statements.


    Other General Questions
    What is this page about?

    This is Givsly's fundraising profile page, where you can find information that may be helpful for you to make an investment decision in their company. The information on this page includes the company overview, team bios, and the risks and disclosures related to this investment opportunity. If the company runs a side by side offering that includes an offering under Regulation CF, you may also find a copy of the Givsly's Form C. The Form C includes important details about Givsly's fundraise that you should review before investing.


    How can I (or the company) cancel my investment under Regulation CF?

    For offerings made under Regulation CF, you may cancel your investment at any time up to 48 hours prior to the offering end date or an earlier date set by the company. You will be sent a notification at least five business days prior to a closing that is set to occur earlier than the original stated end date giving you an opportunity to cancel your investment if you have not already done so. Once a closing occurs, and if you have not canceled your investment, you will receive an email notifying you that your securities have been issued. If you have already funded your investment, your funds will be promptly refunded to you upon cancellation. To cancel your investment, you may go to your account's portfolio page by clicking your profile icon in the top right corner.


    What if I change my mind about investing?

    If you invest under any other offering type, you may cancel your investment at any time, for any reason until a closing occurs. You will receive an email when the closing occurs and your securities have been issued. If you have already funded your investment and your funds are in escrow, your funds will be promptly refunded to you upon cancellation. To cancel your investment, please go to your account's portfolio page by clicking your profile icon in the top right corner.