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How WealthBlock Marries Customizable Forms & Workflows With a Better Investor Experience

SVX talks about its experience working with WealthBlock and why its adaptiveness makes it stand apart from the pack.

Why a Tech-Driven Capital Raise Solution for the Masses is a Must-Have

Revere VC talks tech in this video about why tech-enabled platforms are table stakes in the digital era.

How Founders Should Spend Their Time With Reg CF Portal Audits

Lex Nova Law talks about the best use of time for founders when it comes to legal and compliance matters -- and why you don't need to reinvent the wheel.

How Long Does It Take To Pass Your FINRA Audit?

Lex Nova Law walks through the general timelines for a FINRA audit and what to expect.

The FINRA Audit Mistakes You Want to Avoid

Lex Nova Law talks about the FINRA audit process and common mistakes that can set you back.

Regaining Control: The Granular Functionality That Puts VCs Back in the Driver's Seat

VX Global discusses the functionality -- and control over functionality -- that enables them to feel secure in their processes and how they manage transactions.

We have been with WealthBlock since they started their company. Their software has helped us grow our company from a small two person consulting firm into a multi city Investment Bank. More impressive than the software product is their people. Skilled in their crafts, professional presence, and just a good group of people. We have been very happy with our relationship with everyone at WealthBlock.

Michael Cavanaugh

Founder, Regiment

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