Private Placement Services
Accelerate your Fundraising Efforts
Components of Launching a Capital raise
- • Legal (corporate docs, offering docs, due diligence)
- • Regulatory (filings and ongoing reporting)
- • Subscription management (escrow, payment processing, investor refunds, and closings)
- • Securities sales management (broker dealer or funding portal and transfer agent)
- • Marketing (investor outreach)
Our Approach
Consultation Phase
Our first priority is to gain a thorough comprehension of your capital raising objectives. We carefully evaluate your business to determine if all the requisites for a compliant capital raise are fulfilled. We craft a custom strategy to enable your company to speed up securing the necessary capital for your company.
Vendor Engagement
We leverage our expansive network of strategic partners to connect you to the third-party vendors indispensable to your fundraising efforts.
Private Placement Coordination
We coordinate on your behalf with outside service providers needed to launch a regulatory compliant funding round.
Investor Subscription Management
We provide investor subscription management services during the course of your capital raise. Our subscription management services include: weekly escrow transaction reports, investor deposit reconciliations, and overseeing compliant and authorized escrow closings and disbursements during the course of the offering.