Whether you're trying to raise debt or equity capital there are still certain unwritten rules that apply that cater to the mentality of today's investor and funding community. Certainly there are scores of private placement memorandum and business plan chop shops that wouldn't know how to properly consult with your company or write a fundable document even if they wanted to but they will gladly take your money to throw together a template and try to pass it off as custom work.
The issue is this, it's not necessarily the consultant, though these fly-by-nights shoulder a large portion of the ...
If you own or run a company that is trying to raise capital in the current economic conditions you've undoubtedly been challenged by the limited funds available. Investors are more difficult to find and the individuals that are actually willing to part with their cash are even tougher to find. You've talked to friends, family members, your cpa and your attorney but trying to get them to invest is like drawing blood from a stone, it's just not happening.
There is an easier way. Most broker dealers and market makers have an emergency number in their Rolodex that reads "Investor Finder", these...
If your company is about to start taking steps for a public offering you will most likely want to bring in employees that will help season your business plan and private placement memorandum for your initial rounds of capital. The human resources section of your PPM is crucial and on your business plan your 'key executives' portion is critical.
You must be able to justify, many times over, the reason for the existence of this executive in your business. Let's start with pedigree: This employee must have a traceable track record of success working with similar corporations at the same stage ...
Are you a business owner raising capital with a Regulation D Rule exemption (504, 505 or 506) also referred to as a Private Placement Memorandum, PPM or Offering Memorandum? If you are using this mechanism to raise capital then you'll, no doubt, have to have a solid comprehension of the most distinct and important part of the Private Placement Memorandum referred to as the 'Offering Circular'.
When your consultant or attorney is asking you for details on everything from business location to management, from dividends to risk details, you need to make sure that this information is complete a...
Private Placement Memorandums and Direct Public Offerings, the most common mistakes made. When gearing up to raise capital it is typically a business owners first instinct to simply throw together a business plan and find the cheapest company to put together the private placement memorandum and then seek funding. What these professionals don't realize is that they are doing things in reverse and often times a PPM is not a standalone solution to financial needs.
The first problem is the most companies will first write a business plan and cheap PPM and look for a capital solutions last, when ...
