capital can be simple if you are equipped with the right knowledge and
a business plan and an offering is one thing...
your plan in front of an investor is another! Through
years of actual experience with marketing business plans, we have put
together the tools to accomplish the job. Most
plans don't get read because the financials were a joke. And
believe this: Serious investors look at the numbers first! It is
just like buying a house;
look at the inside when you don't want to live in the neighborhood.'
All of the financial items
are created with a spreadsheet program on your computer. If you
have limited knowledge of the 'ins and 'outs of spreadsheets, don't
worry.... the easiest way to do your financials is to go to our
the financials and other supporting documents, you will need to
consider a Private Placement Offering (aka: Offering
Memorandum, Private Placement Memorandum,
PPO or PPM). The Offering markets your
new venture in a form that investors want. It
does not replace the business plan; it precedes
the plan. The Offering lays out what monies are needed,
structure, plan summary, risk, state regulations, investor suitability
requirements/questionnaire, etc. The Offering you create will not
only give you the confidence to raise the money, but it also complies
with the SEC Regulation D 505/506 securities offering. These offerings
allow you to market to NASD broker-dealers and others for equity capital
without the expense of a formal Initial Private Offering (IPO).
The only people creating
Offering Memorandums are business attorneys and companies specializing
in SEC Reg. D Offerings. The cost to have an Offering
Memorandum written for your venture ranges from $4,000 to $10,000.
If you spend some time
researching the private placement 'specialists', you will notice some
claim to provide a broker service. No, they are not going
to act as stock broker and raise the money for your new business. They
can't do that... It's against the law, they are not licensed stock
brokers. What they say they can do (with no guarantees, mind you)
is use their contacts with brokerage firms to see if any will take on a
huge block of stock and guarantee it's sale. Don't hold your
breath! All these guys do is plug in
your information into their Offering template, and you get to
We can do all of the work for you,
if you wish. Our cost for the
is $249.00 and it includes the Subscription
Once you have
the offering, plan and financial
projections, you are ready to get it in
front of investors. How to publish the
documents is important. You have a
choice on how to print and whether to go
digital. You must print some copies
and have them bound. Local copy
centers are perfectly equipped to handle the
task. Digital copies should be
converted to PDF format and are now easily
emailed and posted online. Posting
your docs allow you the ease of emailing a
link and a password versus multiple files
that may have trouble with spam software.
As you may have guessed, we can help with
password protected posting of your docs.
Now it is time
to talk investors - The best place to start
is within your circle of friends and family.
Do not be pushy, start out by asking for
their opinion and if they know of someone
who may be interested in an investment.
Bringing it up in casual conversations can
help too. Advertising is not allowed
in the blatant sense, but there are means to
get the word out. One method when
posting an ad is the word it as "Looking for
a financial partner". The important
part is that you are looking for a partner;
not an investor.
for financing are few and far between.
Some will always bring up getting an SBA
loan. Sounds good on paper, but
unfortunately the way most think of the SBA
is a fallacy! Go to any SBA approved
bank and try, what want from you is an asset
to collateralize the loan. very quick
you will see that unless you own property
worth more than the amount you want to
borrow, no SBA loan will ever happen.
Yes the SBA is backed by the government as
long as you back the loan first.
famously touted method for start-up funding
are angel investors. Angels only show
themselves when you have a proven, ongoing
operation that has tremendous potential for
explosive growth. We are talking new
patent or Microsoft type potential. In
reality, angel investors are very hard to
The truth is
that your best bet is with people you know.
Sometimes they are the hardest to approach,
and you do not want to jeopardize a close
relationship. So be smart about your
approach; plan this stage just as you
planned all the other aspects of you new