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Private Equity Fundraising
Private Equity Fundraising: Our Supercharged Investor Portals can help you to successfully raise capital for your Business, Real Estate, or Technology Projects!
offering help and
Legal Support
Our experienced lawyers are committed to providing high-quality and practical advice to clients.
Security Instruments
Drafting, reviewing, and negotiating security instruments.
Capital and Equity Loan
Advising startups, established businesses, and investors concerning capital and equity loans.
Term Sheets
Drafting, reviewing, and negotiating term sheets.
Disputes Arising From Financial Arrangements
Advising lenders and borrowers in disputes that may arise from financing arrangements, including delinquencies.
Private Placement Memorandum
Drafting and reviewing private placement memorandum and offering prospectus.
Securities, Token, Offering and Initial Coin Offerings.
Preparing and reviewing securities, tokens, offerings, and initial coin offerings.
What we do
Investor Portals
Engage investors, manage compliance processes and provide investor relations with your supercharged investor portal.
Access to Capital
Connect your offering with over 3,500 real estate investors, private equity funds, mezzanine investors, hedge funds, and small business investment companies throughout our in-house marketplace
The Process
To successfully raise capital and find investors, you need to do the following:
- Be a visionary with laser beam focus.
- Create a detailed business plan that properly and clearly explains your project.
- Identify what your likely investor looks like (profile).
- Be able to analyze and underwrite your deals for maximum performance.
- Have an engaging presentation that appeals to the overall purpose of the project.
- Formulate a marketing strategy to present your project to potential prospects that indicate an interest in your offer.
Finding Investors
There are millions of individuals with IRA’s and 401K plans receiving a return of 1% or less on their retirement accounts. Most of these individuals are concerned about their future post-retirement. These individuals would be an example of a type of investor profile. Several different strategies can be used to find qualified investors. We look forward to sharing them with you.
Step 01
Regulation D – Rule 506(c)
Regulation D – Rule 506(c)
is the Federal Regulation that allows for the direct solicitation of investors through advertising. However, the rule mandates specific restrictions and compliance responsibilities and it must be done in a manner that complies with the law.
Step 02
Raising Capital
What’s important is to have a centralized location where investors can have access to all of the up-to-date information concerning your offer. A place where they can interact with the administration and receive the data to make a sound decision.
Step 03
Profiling Investors
Federal Law from approximately 1934 to 2013 prohibited advertising or initiating a solicitation of any investor to invest in a “private placement”. Recently, that law has changed. The new rules allow advertising and solicitation subject to specific guidelines that must be followed to stay in Federal Law compliance. The process can be frustrating and confusing but with this new law, there has never been a better time to invest and raise your capital.
Step 04
Federal Law from approximately 1934 to 2013 prohibited advertising or initiating a solicitation of any investor to invest in a “private placement”. Recently, that law has changed. The new rules allow advertising and solicitation subject to specific guidelines that must be followed to stay in Federal Law compliance. The process can be frustrating and confusing but with this new law, there has never been a better time to invest and raise your capital.
Flat Fee PPM Platinum Services
$4500 plus
- Complete Custom Drafted PPM (Includes Subscription Agreement and Investor Verification Letter)
- Preparation of State Notice (Blue Sky). Filings for All US States
- Preparation and Filing of Federal Form D
- Custom LLC Operating Agreement
- Federal Offering Compliance Attorney Opinion Letter
- Designation of Our Law Firm in PPM (Adds Credibility and Comfort)
- Ongoing Support Throughout the Offer
- Pricing table lists expedited services with lightning fast turnaround.
Custom Investor Portal
Contact us
- Access to the Private Placement Memorandum, which outlines your company’s vision and gives greater detail about your offer.
- Access to our SEC filing.
- View real time offering metrics of how far along we are in the process of the offer.
- View a timeline of your progress in the investment process.
- View company contact information and send email directly to the administrator.
- The ability to complete the subscription documents via download or online.
Investment Marketing
$1200 / month +ad-budget
- Social Media Management of Social Media Accounts (Facebook, LinkedIn):
- • Daily posting to both accounts (1 post per day, 5 days per week) • Content creation – includes 3 custom graphics per week
- • Making meaningful connections on LinkedIn • Providing value for followers on Facebook
- • Building an audience on all available platforms
- • Engagement – responding to comments and messages, will direct you to detailed requests/messages to the client
Types of private placement memorandum
Private Placement Memorandum
Private Placement Memoranda can come in many different forms. The type of offering and the type of security being issued will determine the structure and nature of the PPM. However, the two primary PPM documents that are used across the globe are an equity private placement or a debt private placement.
Equity
For an offering based on equity, the company issuing the equity is selling ownership shares for capital. The most used equity PPM is one that sells equity in the form of common stocks or shares. Specifically an LP or an LLC can sell units or limited partnership interests in the company. In some cases, to increase even more interest the company can sell their preferred stocks, and this comes with more benefits.
Equity
Contact UsDebt
For a debt offer, the company will sell debt securities such as debentures, bonds or notes. In a debt PPM the company will write about pertinent information such as the type of debt being sold, the interest rate, the maturity date and other relevant information. In a debt offer a company may also issue convertible debt securities.
Debt
Contact UsRule 506 (b) or Rule 506 (c)?
Do You Need Help Choosing Between Regulation D Rule 506 (b) and Rule 506 (c)?
Choosing an exemption, whether it is Regulation D Rule 506, 504 ,or another option, is a difficult process. Even the most adept real estate investors and entrepreneurs can struggle with security laws. The wrong decision can have serious consequences. If you choose the wrong exemption — or fail to comply with your Regulation D exemption requirements — you might face serious penalties from the SEC and state securities agencies. You might also open yourself up to civil liability and criminal prosecution. Rather than taking these risks, it is always best to consult with a skilled PPM lawyer. A lawyer typically will assess your project and build a private placement strategy that meets your long-term and short-term goals — while complying with federal and state security laws. Our in-house attorneys are the best at what they do and place their exclusive focus on drafting PPM’s.RULE 506 (B)
You can advertise.
You cannot accept any money from Non-Accredited Investors
You can accept funds from an unlimited number of Accredited Investors.
RULE 506 (C)
You cannot advertise at all.
You must have a prior relationship with the investor before you can accept their money.
You can accept funds from an unlimited number of Accredited Investors.
You can accept investor funds from up to a maximum of 35 Non-Accredited Investors.
