Our goal is to help you build a solid foundation and position your company to obtain the funding necessary to take your company not only through the next phase, but through all phases as it becomes ready to do so.
We will help you put your concept on paper so that prospective lenders and investors will be inspired to consider funding your company. All companies should have this foundation in place, and by using our services to help you do this, we will focus on building that foundation for you, while you continue to run your business…in other words, free you up to focus on YOUR area of expertise!
It is critical that a company like yours position itself properly for raising capital; like your company, the investor community is also unique, and there is a standard way of doing things so that you can capture the attention of the right investors…they will want to see that you are being properly guided in the process of raising funds, and that you are structured with the right documentation. That is where we come in.
Your timing could not be better given the recently passed Regulation D 506(c) which removed all restrictions on public solicitation of your offering. Here are just a few of the highlights of this new law:
- No limitation on amount of funds that can be raised
- Exempt from State registration
- SEC registration after initial fund raise
- You decide initial share price.
- You decide amount of equity you want to sell
This means that, if you follow the proper protocol, you raise the capital that you require to take your company to the next level, and maintain control of your company!
We offer many services that help companies of all sizes, no matter the phase that it is in. Based upon our initial review of your company information, and your overview, we recommend the following services:
- Corporate Structure Review and/or Formation
- Business Plan (Review and/or Creation)
- Financial Forecast
- Private Placement Memorandum
- Subscription Agreements
- Use of Proceeds
- Fundraising Package(s)
- Broker Selection Assistance
- Marketing Strategy & Assistance
THE NEXT STEP
The next step in this process is to have a conference call to discuss the exact Scope of Services that you will require, provide you with our Services Agreement, and gather the information that we’ll need to begin the project. While many companies would prefer that we receive compensation for our services once the capital is raised, we simply cannot do so because of the hours necessary to complete the work to help position your company for its money raise, the majority of which are completed on the front end, and come with expenses that we cannot defer. We work on a nominal retainer with reasonable hourly rates billed against it; the fees are structured based upon the Scope of Services that will best meet your needs and requirements.
We know that for most clients time is of the essence (particularly if you want to be positioned to take full advantage of Regulation D 506(c) which means that while you can raise funds without it, it makes it so much easier to raise capital by allowing you to advertise and market your offering.
REMEMBER YOUR CORPORATION IS ONLY AS GOOD AS ITS RECORDS
We know how important it is that entities properly observe corporate formalities and properly maintain their corporate records and accounts. This will help maintain the corporate status and protect shareholders from personal liabilities. For one low yearly fee we’ll keep all of your corporate records as well as remind you of any events that need to be addressed.