How Aptera Leveraged Regulation A+ with Dalmore’s Expertise
The Challenge
Aptera wanted to raise substantial capital through Regulation A+, tapping into both accredited and non-accredited investors. They needed:
1. Broker-Dealer Support: To ensure compliance with SEC regulations and streamline the capital-raising process.
2. Multi-Platform Reach: To co-list their offering across multiple crowdfunding platforms for maximum visibility.
3. Diverse Investment Options: To enable investments through self-directed IRAs, expanding their potential investor base.
Navigating these complexities required a trusted partner with deep experience in Regulation A+ offerings.
Broker-Dealer Services
Dalmore served as the broker-dealer of record for Aptera’s Regulation A+ offering, ensuring full compliance with SEC regulations while simplifying the investor onboarding process. Dalmore’s expertise allowed Aptera to focus on its mission while leaving the regulatory details in experienced hands.
Co-Listing on Crowdfunding Platforms
Dalmore facilitated Aptera’s presence on multiple crowdfunding platforms, including StartEngine and Aptera’s own website. This co-listing strategy enabled Aptera to engage a broader audience, leveraging the platforms’ established communities while maintaining control over direct investor relationships.
Utilizing Self-Directed IRAs
Dalmore provided the tools and guidance needed to enable investors to use self-directed IRAs to invest in Aptera. This strategy not only expanded Aptera’s investor base but also appealed to long-term, mission-driven investors looking to align their retirement savings with sustainable and innovative projects.
Results
With Dalmore’s support, Aptera successfully raised millions through its Regulation A+ offering, achieving its funding goals while building a community of passionate investors.
Key outcomes included:
• Efficient Capital Raise: Streamlined compliance and onboarding processes allowed Aptera to focus on promoting its vision.
• Broad Investor Reach: Co-listing on crowdfunding platforms maximized visibility, bringing in thousands of investors from diverse backgrounds.
• Innovative Investment Tools: The inclusion of self-directed IRA investment options provided unique opportunities for investors to participate.
