Click "Create Account" and enter your phone number. Eve uses it to identify you instantly by caller ID. Calling from a different phone? Just give Eve the PIN on your dashboard instead.
2
Talk to Eve, our AI qualification advisor. Call 1 (855) 247-1798, or click "Talk to Eve" right here in your browser once you're logged in. Nothing to download or install.
3
Answer a few questions about your company and your fundraising goals. It's just a normal conversation, and Eve will guide you through it.
4
Get your report. After your conversation, our team follows up with a summary of your Reg CF eligibility and next steps.
About text messages: SMS texting is a new feature we’re still rolling out, and it isn’t active yet. You don’t need to opt out or worry about unwanted texts right now. You can review this setting anytime once it’s available.
Creating an account lets us recognize you by caller ID or PIN when you call our toll-free line,
so there's no need to repeat your info every time.
IPO Wallet
Verify your phone
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IPO Wallet
Welcome,
Call our toll-free line any time, or talk to Eve right here in the browser.
Use this PIN when you call if we don't recognize your caller ID.
YOUR PIN
Live Call LIVE
You're on a call with Eve right now. Watch the conversation update here and jot down notes as you go.
Waiting for conversation...
Notes
Text message preferences
Control whether IPO Wallet Voice AI can text you (verification codes, caller recognition, account notices).
Note: texting is a new feature still in development and is not active yet. This setting won’t do anything just yet, but you can leave it as-is until it launches.