Tech Transfer Central

Crowdfunding Boot Camp for University Start-Ups and Early-Stage Technologies

A Five-Session Distance Learning Collection
Format: On-Demand Video/Transcript, or DVD

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Price: $497 (regularly $788)
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The SEC’s equity crowdfunding rules open up new opportunities for early-stage university start-ups, but some experts say the new option could be more trouble than it’s worth.


That’s why it’s vitally important for TTOs, start-ups founders, and researchers to understand the issues and challenges presented by this new funding option: should you go for equity-based crowdfunding, or stick to donation and reward-based? What types of projects can be crowdfunded most effectively? How do you find and build your “crowd”? How should you manage outside vendors? Can and should you create your own platform? What are the conflict of interest challenges, and how do you avoid COIs?

In short, whether you are relying on a major platform such as Kickstarter or opting to take the DIY route, major regulatory, administrative, ethical and practical challenges must be addressed.

Tech Transfer Central’s Distance Learning Division has created this 5-hour educational series jam-packed with immediately useful takeaways:

Crowdfunding Boot Camp for University Start-Ups
and Early-Stage Technologies

For only $497, you’ll receive five, one-hour webinars that contain detailed information on regulatory updates, crowdfunding platform pros and cons, administrative best practices, and advice on how to handle potential conflicts of interest.

You get the on-demand video, transcript, and original program materials – and receive unlimited access for you, your staff and faculty. You can use this valuable collection over and over whenever the need arises, and share it freely throughout your organization!

See below for individual program details:

Session 1Session 2Session 3Session 4Session 5

University Crowdfunding Update: Opportunities and Challenges of Title III Equity Regulations


Kendall Almerico, Crowdfunding columnist for, Attorney with DiMuro Ginsberg

Program Agenda:

  • Defining equity crowdfunding and understanding the rules
  • What the new rules mean for university-run fundraising platforms
  • JOBS Act Title II: Accredited Investor Equity Crowdfunding
  • JOBS Act Title IV: Regulation A+ and the Mini-IPO
  • JOBS Act Title III: The Real Equity Crowdfunding
  • What are the barriers to equity crowdfunding for university-based companies?
  • Crowdfunding marketing: You built It, will they come?
  • What does successful crowdfunding cost?
  • Potential impact of equity crowdfunding on future investment rounds
  • The five secrets to successful equity crowdfunding

Crowdfunding for University Start-Ups: Opportunities and Risks


Scott J. Popma, Partner with Finnegan, Henderson, Farabow, Garrett & Dunner, LLP

Matthew Gardner,  business development manager with the Technology Venture and Commercialization Office at the University of Utah

Allison Mercer, applied physicist at Georgia Tech Research Institute and cofounder and director of Georgia Tech Starter, a university-based, peer-reviewed crowdfunding platform for faculty-sponsored scientific research projects 

Program Agenda:

Latest Developments
Hear the very latest update on SEC regulations as they pertain to:

  • Title 3
    • Crowdfunding exemption
    • Exclusion of crowdfunding investors from shareholder cap
    • Funding portal regulation
  • Title 2
    • Regulation D
  • Title 4
    • Small Capital Formation, aka Regulation A+

Case Studies
Lessons learned from implementing crowdfunding to support start-up formation

  • Georgia Tech experience
  • University of Utah experience

Practical Guidance

  • How to choose the right technologies to crowdfund
  • Expert advice on how to prepare researchers for this type of funding
  • How to find your “crowd” and cultivate your network of investors
  • Social media’s profound and far-reaching effect on crowdfunded technologies
  • Handling equity dilution issues
  • Investor communication issues

Best Practices in Creating and Managing Crowdfunding Campaigns for Faculty and Student-Led Projects


Marsha Reardon, Coordinator of Student Philanthropy and Special Campaigns, University of Texas at Austin

Tiffany Antor, Associate Director of Annual Giving, ASU Foundation for A New American University

Program Agenda:

  • What projects can and cannot be funded using crowdfunding
  • Best practices for creating and managing a successful campaign:
    • Tools for crafting a compelling story
    • Planning techniques and creating a timeline
    • Project execution and launch strategies
    • Ensuring quality video production
    • Compliance and follow-up with donors
  • Strategies for engaging students and faculty in fundraising and donations
  • Case studies of successes, failures, mistakes, and lessons learned

DIY Crowdfunding for Universities


Scott J. Popma, Co-Founder, Principal, Destination Crowd Capital, LLC

Natasha Chopp, Research Development and Marketing Director, Superior Ideas, Michigan Technological University

James Borzilleri, President and co-founder, Crowd Engine, Inc.

Program Agenda:

Tools for creating your fund from scratch

  • Learn how to incorporate WordPress plug-ins
  • Hear about crowdfund platform services that:
    • Don’t require you to write code
    • Are commission-free

Case Study and Practical Guidance

  • Hear how Superior Ideas has funded 44 projects over the last two years
  • Expert advice on how to prepare researchers for this type of funding
  • How to set up and run a crowdfunding portal
    • Handling web page management
    • Processing donations
    • Marketing your project
    • Handling tech issues
  • Investor communication issues

Managing Conflicts of Interest and Compliance Issues in University IP Crowdfunding


Scott J. Popma, Founder and Principal, Ballast IP Capital Group, LLC

Program Agenda:

  • SEC and state reporting requirements
  • Disclosure of university financial interest in the outcome of a raise
  • University interest held in a start-up, or a start-up’s patent, when crowdfunding is involved
  • University-run portals and preferential treatment of spinouts
  • Faculty-owned interest in the company before the raise
  • Student-owned interest in the company before the raise
  • Restrictions on advertising in intrastate equity crowdfunding
  • Liability for rewards in donation-based crowdfunding

To make this outstanding collection most useful to you and your organization, with your purchase you receive:

  • On-Demand Video access to all programs
  • Transcripts to all programs
  • Access to all of the original program materials including slideshows and handouts for attendees
  • Note: A DVD copy of the collection is available for an additional $50.

Plus: You can share it throughout your organization when, where, and how best suits your training needs!

Quality and Value

We stand 100% behind the quality and value of our products. If you are dissatisfied, simply let us know and we will send you an immediate refund for your entire order -- no questions asked.

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