Capital Raising Tips for Tech Entrepreneurs

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Verifying Your Qualified Investor

According to Reg D rules, Issuers (companies raising capital) are responsible for verifying investor suitability. This process establishes whether they're a qualified investor as an accredited investor, as described in   Rule 501  of   Reg D. We have...

Disclosing When you have Diluted Shares

Along with specific risk factors, disclosing ‘dilution’ is one of the most important sections of a PPM (what's a PPM?). It’s one of the first sections investors review when reviewing a potential investment.

Your Investor Relations Strategy After The Offering

Following up with private investors (new shareholders, or members) is key to continued success. It’s also a great way to keep them from calling once a week to check on company progress.

What is a PPM?

A PPM is the Private Placement Memorandum, also known as: Private Offering Memo, Confidential Offering Memorandum, Investment Memoranda and/or Private Placement Prospectus. It is the booklet that discloses the legal minimums an investor needs to...

Bring your Startup to Life with Business Plan Services

How Business Plan Consulting Services Create Value

In a sentence, great business plan services help entrepreneurs and management teams plug strategic gaps and blind spots in their business models, strategic thinking and monetization plans, not...

Seven Steps To Raising Capital

Preparing a Regulation D securities sale involves seven steps to raising capital:

1. A Great Business Idea.2. A Great Business Plan: A full copy of the business plan should be included in the PPM (see below) as an Exhibit. See sample business...

The Best Pitch Deck Template

As you start lining up meetings to get the funding your startup needs, you're no doubt stressing about the day of the pitch. Bill Gurley from Benchmark says “Venture capital is not even a home-run business. It’s a grand-slam business.”

So, is ...