Capital Raising Tips for Tech Entrepreneurs

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Becoming a Wartime CEO

For the foreseeable future the  capital markets are almost entirely closed while investors triage their existing investments and wait to see what happens with the proposed fiscal policy.    You will see alot about how the best companies were...

Thoughts on raising capital now

After ten years of rising US equities prices, many investors are selling (albeit off the highs) but with large capital gains. This sell-off gives investors a chance to rethink their allocation and potentially focus on private investments in...

What Tech Entrepreneurs Should Know about the Venture Capital Process

In a downtown Austin incubator, on a warm Texas summer morning, five tech entrepreneurs swapped horror stories about venture capital firms. One of them proclaimed, ‘even the coffeeshop we’re meeting at has gotten venture capital.’ They were all...

How to Raise Venture Capital for a Tech Startup

Starting in the 1990’s raising capital for tech startups became ubiquitous in the venture capital community. The early Internet ventures, some of which led to the Dot Com Bubble, raised money at a fever pitch. The high failure rate started a...

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...