Disclaimers

Research and Business Plan Development
This is a diligent effort by a Certified Effective Researcher for services such as to identify relevant patents or products to yours or other tasks in the business development process. They are not licensed attorneys. No matter who or how a search or task is done, perfection is unattainable.  The following can’t be guaranteed: That pertinent or helpful patents or products won’t be left unfound and not included in a search report, that a patent will be received, a researcher’s Opinion of Viability as this is strictly the writer’s opinion, business success as startups are inherently risky, regardless of the best efforts by the most talented professionals.

Crowdfunding Portal
Our Crowdfunding Portal is fully compliant, registered and regulated by the Securities and Exchange Commission (SEC) and Financial Industry Regulatory Authority (FINRA) for Regulation CF, Regulation A+, Regulation D, gift, pre-order & charitable offerings.  Our portal is  operated by WealthBlock.ai.
Non-accredited investors are limited to: 
  • For Regulation A+ offerings: 10% of their annual income or net worth, excluding their homes. This is a per-investor limit per offering they invest in.  Investors are allowed to self-verify their income and net worth. Issuers are not required to independently verify.
  • For Regulation CF offerings: Greater of $2,200 or 5% of the lesser of the investor’s annual income or net worth.  If both annual income and net worth are equal to or more than $107,000, then the investor’s limit is 10 percent of the lesser of their annual income or net worth.  During the 12-month period, the aggregate amount of securities sold to an investor through all Regulation CF offerings may not exceed $107,000, regardless of the investor’s annual income or net worth.

Accredited investors are not limited in how much they can invest. To be an accredited investor, you must meet at least one of the following: Have certain professional certifications or status as a private fund’s “knowledgeable employee”, or a net worth exceeding $1 million individually or combined with a spouse excluding primary residence, or earned income exceeding $200,000 ($300,000 if combined with a spouse).

Background Checks

Idea2Success.biz LLC never downloads or stores anyone’s background check report.  All reviews of background check reports are done online.