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Investors

Who is JUSTLY Markets?

We are a FINRA and  SEC registered broker-dealer, so unlike other platforms in this space, we are required to meet high standards of compliance and risk management.

Via JUSTLY, everyone can invest as little as $100 in the startups that speak to them. You are investing directly into a business with the knowledge of making a positive impact and hopefully a profit.

You decide which companies are worthy of funding. If the business does well, you may make money. If it doesn’t do well, you can lose all your money.

How will I know if a company is truly ESG?

JUSTLY uses an independent, third-party specialist to review the company. If it meets various criteria, it will be indicated as part of the company information.

Are JUSTLY listed companies like those listed on NASDAQ or NYSE?

No, these companies are everything from a new startup to a private company that has been in business for multiple years.

The major differences are:

  • It’s a much riskier investment. Never invest more than you can afford to lose. There are no guarantees of performance. Past performance is no guarantee of future results.
  • The majority of startups do not make it and go bankrupt.
  • When it does work, it may take years to reap any rewards, so expect to hold for years.
  • Your investment goes directly to the company, therefore you are helping create jobs, products, and grow a business that aligns with your social conscious. By using JUSTLY to invest, you are making a positive social impact.

What type of companies can I invest in via JUSTLY?

There will be a variety of companies from various industries, with a focus on ESG. The companies will vary from electric vehicles to software to healthcare to clean power.

How much can I invest?

This primarily depends on two things: the type of offering you are investing in and your accredited investor status.

Check here to find your accredited investor status.

Most of the companies listed on JUSTLY are listed under either Regulation Crowdfunding (Reg. CF) or Reg. A.

As an accredited investor, there are no investment limits for investing in Reg. CF or Reg. A.

If you are a non-accredited investor, your investment limits for Reg. CF and Reg. A fully depend on your annual income level and net worth. Learn more.

Note – Failure to provide true and correct information regarding your income, net worth, or previous investments may result in your investment commitments being cancelled and your account frozen.

How will I know my Investment has been accepted?

When you invest, the money will be held in escrow until the fundraising is met Once it is met, you will receive confirmation from JUSTLY, if it isn’t the money is returned to you.

Once invested, how will I know how if the company is performing?

The company has a record of all holders and will send various information throughout the year updating their investors.

How risky is investing in these companies?

It is very risky and you should be prepared to lose your investment. Therefore, it’s very important that you invest no more than you can afford to lose.

How can I reduce my risk?

  • Do your research.
  • Invest in what you care about.
  • Invest in companies whose industry and products you know and or use.
  • Diversify by investing in more than one company rather than putting all your money in just one.
  • Look at who else has invested in the company
  • Expect to lose it all or to wait a few years for any profit.
  • These are tips, not investment recommendations, and you should make your own decisions or speak with your financial advisor when deciding what to invest in.

Is investing via JUSTLY appropriate for me?

If you cannot afford to lose your investment, the answer is, no.

If you cannot afford to wait 3+ years for any sign of return, the answer, no.

Unlike the traditional stock market, these investments are normally “boom or “bust” and it is currently difficult to re-sell your stake to someone else.

Can I resell my investment?

Yes, but it is very difficult currently to do so. JUSTLY does provide that opportunity, but currently, unlike the traditional stock market, there is very little liquidity, therefore opportunity to do so. We are hoping to change that.

Will my percentage ownership be diluted?

The chances are, yes. Successful startups host many rounds of financing, all the way to an IPO. For each financing, the startup issues additional stock to the new investors. If the value of the company increases with each funding round, this is healthy and normal.

Issuers

Why JUSTLY?

JUSTLY Markets is a FINRA and SEC registered broker-dealer that is a fully owned subsidiary of Ideanomics (NASDAQ: IDEX). Ideanomics knows the ins and outs of private equity fund raising as it has been through the process itself and reached the ultimate goal of being fully listed. Currently IDEX US has a valuation of around a billion dollars, has over 100k shareholders and continues to invest in EV private equity companies. JUSTLY was formed to give companies such as yours the opportunity to reach your goals.

How do you calculate the valuation?

We find founders and companies often have an idea of what they see for the valuation cap and their justification. Our experienced team will then assist during the strategy stage to finalize that number and how it will be achieved.

How much can I expect to raise?

This will depend on what’s agreed to during the strategy stage and the investors we plan to target.

How difficult is the process?

JUSTLY has partnered with KoreConx allowing us to be there for you every step of the way, from legal set-up, to transfer agent, to raising money.

We are fully invested in helping you achieve your financial goals.

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Am I guaranteed to reach my funding goals?

Unfortunately, there are no guarantees, but if we get the strategy correct along with the cap valuation and marketing, we have a good shot at meeting our investment objectives.

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How do I know if I meet the standards of an ESG company?

We have a questionnaire you can complete, which was produced by a highly ranked, independent third party. We use these results to decide.

Note: We may also reach out and ask for extra information from you to confirm your replies.

What information needs to be disclosed for Reg. CF?

a. Form C

Any issuer conducting a Regulation Crowdfunding offering must electronically file its offering statement on Form C through the Commission’s Electronic Data Gathering, Analysis and Retrieval (EDGAR) system and with the intermediary facilitating the crowdfunding offering. A Form C cover page will be generated when the issuer provides information in XML-based fillable text boxes on the EDGAR system. Other required disclosure that is not requested in the XML text boxes must be filed as attachments to Form C. There is not a specific presentation format required for the attachments to Form C; however, the form does include an optional “Question and Answer” format that issuers may use to provide the disclosures that are required but not included in the XML portion.

b. Offering Statement Disclosure

The instructions to Form C indicate the information that an issuer must disclose, including:

  • information about officers, directors, and owners of 20 percent or more of the issuer;
  •  a description of the issuer’s business and the use of proceeds from the offering;
  •  the price to the public of the securities or the method for determining the price,
  •  the target offering amount and the deadline to reach the target offering amount,
  •  whether the issuer will accept investments in excess of the target offering amount;
  • certain related-party transactions; and
  •  a discussion of the issuer’s financial condition and financial statements.

The financial statements requirements are based on the amount offered and sold in reliance on Regulation Crowdfunding within the preceding 12-month period:

  • Issuers offering $107,000 or less: Financial statements of the issuer and certain information from the issuer’s federal income tax returns, both certified by the principal executive officer. If, however, financial statements of the issuer are available that have either been reviewed or audited by a public accountant that is independent of the issuer, the issuer must provide those financial statements instead and will not need to include the information reported on the federal income tax returns or the certification of the principal executive officer.
  • Issuers offering more than $107,000 but not more than $535,000: Financial statements reviewed by a public accountant that is independent of the issuer. If, however, financial statements of the issuer are available that have been audited by a public accountant that is independent of the issuer, the issuer must provide those financial statements instead and will not need to include the reviewed financial statements.
  • Issuers offering more than $535,000:
    For first-time Regulation Crowdfunding issuers: Financial statements reviewed by a public accountant that is independent of the issuer, unless financial statements of the issuer are available that have been audited by an independent auditor.
    For issuers that have previously sold securities in reliance on Regulation Crowdfunding: Financial statements audited by a public accountant that is independent of the issuer.

     

Terminology

Accredited Investor

An accredited investor is an individual or a business entity that is allowed to trade securities that may not be registered with financial authorities. They are entitled to this access by satisfying at least one requirement regarding their income, net worth, asset size, governance status, or professional experience.

Accredited Investors – Updated Investor Bulletin | Investor.gov

Additionality

Net positive difference that results from economic development intervention. The extent to which an activity (and associated outputs, outcomes, and impacts) is larger in scale, at a higher quality, takes place more quickly, takes place at a different location, or takes place at all as a result of intervention. Additionality measures the net result, taking account of deadweight, leakage, displacement, substitution, and economic multipliers.

Burn Rate

Revenue minus expenses.

Capital Table (Cap table)

This keeps track of exactly who owns equity in a company – for instance, each founder, employee, and investor.

On JUSTLY, all investors are shown on the “Cap Table” unlike many of our competitors where all investors are grouped together and shown as one line on the cap table, represented by a single SPV / SAFE.

Environmental, Social, and Governance (ESG)

Environmental, social, and governance (ESG) criteria are a set of standards (NOTE: There is no globally agreed upon standards) for a company’s operations that socially conscious investors can use in evaluating companies they are interested in investing in.

Environmental criteria consider the impact the company has on the planet. Social criteria examine how it manages relationships with employees, suppliers, customers, and the communities where it operates. Governance deals with a company’s leadership, executive pay and shareholder rights.

Escrow

An escrow is a contractual arrangement in which a third party (the stakeholder or escrow agent) receives and disburses money or property for the primary transacting parties, with the disbursement dependent on conditions agreed to by the transacting parties. In this situation it means that a third party holds the actual investment money until closing conditions (such as meeting the minimum for a raise) are met. Before these conditions are met, an investor can withdraw their investment.

Issuer

This is the company looking to raise funds, wanting people like you invest in them.

Special Purpose Vehicle (SPV)

A separate legal entity (usually an LLC) created by organization for a single purpose. In Private Equity, SPVs are a mechanism for investors to pool their money to raise capital and have the sum directed/managed by one individual, an SPV Manager.

JUSTLY does not manage SPV’s, but from time to time will have opportunities to give our investors access to such vehicles managed by other sources.

Sustainable Development Goals (SDG)

The 2030 Agenda for Sustainable Development, adopted by all United Nations Member States in 2015, provides a shared blueprint for peace and prosperity for people and the planet, now and into the future. At its heart are the 17 Sustainable Development Goals (SDGs), which are an urgent call for action by all countries – developed and developing – in a global partnership.

Home | Sustainable Development (un.org)

Unicorn

A term used in venture capital industry to describe a company that has a $1 billion valuation.

Ideanomics

Who We Are

Ideanomics (Nasdaq: IDEX) acts as a catalyst for disruption to those industries where improvements in sustainability, transparency, and freedom of choice would have profound benefits on a global scale.

We embrace diversity, equality, and sustainability such that these may govern our organization as strongly as our commitment to generating shareholder value. We believe that disruptive technologies and innovation have the power to improve our lives while constructing a cleaner, greener future for generations to come. Cleantech is in our DNA, and our commitment to preserving our planet is core to everything we do.

Learn More at ideanomics.com

Our Solutions

Ideanomics is headquartered in New York, NY, with global operations in the U.S., China, Ukraine, Malaysia, and UK. 

The company consists of two divisions.

Ideanomics Mobility is a turnkey solution that provides economic and operational confidence. With a synergistic ecosystem of products and services, we are helping commercial fleets navigate the barriers of electrification across vehicles, charging and energy. From vehicle procurement, to charging infrastructure, to energy management, we are demystifying fleet electrification, and delivering the simplicity and scalability our customers are looking for.

Ideanomics Capital leverages technology and innovation to improve efficiency, transparency, and profitability for the financial services industry. 

Invest Your Principal with Principle

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