Additional resources

Oregon businesses looking to raise money through crowdfunding (using the Oregon Intrastate Offering Exemption) are required to meet in person with a business technical service provider before filing notice with the division. Business technical service providers include: Small Business Development Centers under OAR 123-022-0070, Economic Development Districts under 13 CFR 304.1, and not-for profit accelerators and incubators approved by the director of the Department of Consumer and Business Services (DCBS). 

The department will determine whether to approve an organization as a business technical service provider under the crowdfunding rules. Examples of information DCBS will consider include the following: 

1. Not-for-profit corporate status   

  • 501(c)(3) status; OR
  • Status as a mutual benefit corporations, public benefit corporations and religious corporations under ORS 65.001(37); OR
  • Other proof of not-for-profit status

2. Incubator or accelerator

  •  Stated purpose of the organization
  • Mission statement
  • Client base, target populations, and geographic focus, if any
  • How client metrics are tracked

3. Services provided 

  • Description

4. Corporate offic​er(s) experience

  • Name and contact information for Officer(s)
  • Whether they would be disqualified under OAR 441-035-0210
  • Central Registration Depository (CRD) information, if any

5. Credentials o​f staff with direct contact with businesses

  • Relation to services provided
  • Relation to population served

6. How is the operati​ng budget funded

  • Grants
  • Government contracts
  • Fee for services (include fee schedule)

7. Website, if any, to be used as platform for OIOs

  • Description of how website will comply with the requirements of 441-035-0160​