Equity Crowdfunding Payments & Payouts

Under Regulation Crowdfunding, a funding portal can't handle investor funds. A qualified third party, such as a bank or registered broker-dealer, holds them in escrow. Roots can coordinate investor payment collection with qualified escrow partners.
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Transfer initiated

$12,630.00 · ref ACH-7731

Payment solutions for equity crowdfunding (reg cf)

How these solutions fit equity crowdfunding (reg cf)

See what each option adds to the way your business takes and tracks payments.

ACH Payments

For equity crowdfunding (reg cf): Offer bank-account payments for campaign contributions and fundraising pledges, with authorization and invoice matching built into the workflow. Investors pay by ACH into escrow. Roots sets up ACH collections and disbursements for your business, including same-day ACH. Entry descriptions and fraud monitoring follow the Nacha rules that took effect in 2026.
  • Pick SEC codes and draft authorization language
  • Integrate ACH with your billing or payout system
  • Document the risk-based fraud monitoring Nacha requires
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Transfer initiated

$12,630.00 · ref ACH-7731

Custom Payment Integration

For equity crowdfunding (reg cf): Connect the payment flow for campaign contributions and fundraising pledges with your software and the operational records behind campaign targets, pledge references and beneficiary allocations. Portal commitments are connected to escrow release and refunds. When off-the-shelf tools don't fit, Roots' team designs and builds the integration, connecting your platform, partner APIs, ledger and accounting.
  • Discovery and funds-flow workshop
  • Build and test in sandbox
  • Launch and hypercare
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Equity Crowdfunding (Reg CF) payment questions

Start with the workflows your business needs. Options on this page include ACH Payments for Funding Portals, Payment Integration for Funding Portals. Roots helps compare the setup, software and processing requirements around how you operate.
Yes. Bring your current POS, checkout or billing tools and recent processing statements. We review customer payments, recipient onboarding, payment calculations and payouts, then plan the changes your equity crowdfunding (reg cf) business needs.
Request a quote for your business. The review covers your payment mix, locations, software, hardware recommendations and implementation work. Consultations and payment reviews are free.
Bring recent payment statements, the systems you use and a record of how a customer places an order, receives a service or pays a bill. Tell us which equity crowdfunding (reg cf) workflows need to improve so we can scope a practical setup.

Let’s set up payments for your equity crowdfunding (reg cf) business

Book a free 30-minute payment review to compare costs, address payment problems and plan your next steps.
Talk to a crowdfunding platform payments specialistExplore crowdfunding & fundraising platforms solutions