Halo is a powerful technology platform where angel groups can privately invite and manage members, manage their deal funnel, syndicate deals, verify accredited investor status, conduct due diligence, electronically sign transaction documents, fund investments into an escrow account and create and manage pooled investment vehicles (LLCs).

1. The Game Changer
80-year securities laws are finally changed on September 23rd, 2013…
But fundraisers will need to leverage technology in order to comply
Manager
Fundraising has always been
conducted in a bubble and it
just burst

2. What is SeedInvest Halo?
SeedInvest is a state-of-the-art funding platform for Angel Groups and Incubators
Host Live Video Sessions
• Live pitch / diligence
sessions from home
• Online investor meetings
Improve Due Diligence
• State-of-the-art data room
• Enhanced investor
collaboration tools
Streamline Investing
• Investors sign legal
documents and fund
investments online
Generally Solicit
• General solicitation tools
• Accreditation verification
• Form D filing technology
Simplify Syndication
• Instantly share and track
deals with other groups
• Solicit interest internally
Reach More Investors
• 750 accredited investors
on the platform and
growing rapidly

3. Your Own Platform
Customize • Customize your landing page, manage your own deals and grow
your accredited investor base.

4. Streamline Investing
Invest • Securely streamline investment execution; never collect signature
pages or checks from investors again.

5. Generally Solicit & Verify
Advertise • Leverage the ability to generally solicit for the first time in 80-years
with automated accreditation verification and Form D filings.

6. Effortlessly Manage Your Group
Manage • Automate group management through powerful deal tracking,
communication and notification tools.

7. Simplify Syndication
Syndicate • Seamlessly share deals with angel groups, venture funds and
individuals while automatically tracking any interest.

8. Enhance Due Diligence
Diligence • Empower investors to conduct due diligence through state-of-the-
art data room and investor collaboration tools.

9. Host Live Video Sessions
Stream • Host live pitch/diligence sessions and group meetings virtually
from home in a click.

10. Facilitate Reporting
Report • Host virtual board meetings and simplify investor relations through
powerful post-funding tools.

11. Reach More Investors
Reach • Reach accredited investors around the country or keep deals to
your group – it’s completely up to you.

12. OVERVIEW FOR ANGEL GROUPS/INCUBATORS
SEPTEMBER 2013
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