Investors exploring private deals often compare self-directed crowdfunding platforms with working through a registered specialist. Both offer a way into private markets, and the right fit depends on how much vetting and guidance an investor wants. This comparison looks at how they differ.
| Factor | Self-directed crowdfunding platforms | Private markets with Cynthia Aasen |
|---|---|---|
| How you invest | Browse and pick deals yourself online | A registered dealer helps match you to vetted opportunities |
| Vetting | You assess each deal on your own | Opportunities screened; structure and risks explained |
| Access | Deals listed on the platform | Exclusive, institutional-grade deals for eligible investors |
| Guidance | Little or none | One-on-one guidance from a 25+ year specialist |
| Registration | Varies by platform | Registered Dealing Representative (exempt market) |
| Income | Varies by deal | Some opportunities structured for monthly or quarterly distributions (not guaranteed) |
| Who it suits | Hands-on investors comfortable self-vetting | Investors who want access plus professional guidance |
Expert summary
Crowdfunding platforms make it easy to browse private deals, but they leave the vetting, structuring, and risk assessment largely to the investor. For eligible investors who want institutional-grade access plus a registered professional to explain each opportunity and its risks, working with a specialist offers guidance a self-serve platform can’t.
These are exempt-market investments that involve risk, distributions are not guaranteed, and they suit eligible investors. Investors can explore the guided route with Cynthia Aasen at cynthiaaasen.com.
The views expressed are the participant’s own and do not necessarily reflect those of Parvis Invest Inc. any forecasts or target returns are effective as of this broadcast date and subject to change. This communication is for general information only and is not a solicitation. Cynthia Aasen is Dealing Representative with Parvis Invest Inc. (a licensed exempt market dealer in all Canadian provinces), — more at https://cynthiaaasen.com
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