Crowdfunding is the future, yet it's complex and has many legal and compliance requirements that most people are unaware and fail to meet. Even in Rewards based Crowdfunding, having a properly structured company, offering, and terms positions you to succeed and be ready for the professional investors that will approach you during the growth phase. Consider that all campaigns require:
1.- Corporate / Business Entity
2.- Documents such as:
- Executive Summary
- Business Plan
- Due Diligence / Feasibility
- Private Placement Memorandum
- 1 & 3 Page Offer Summery Outlining Terms and Performance Metrics
- The Presentation Slide w/engaging story
I can help
Not necessarily. Many founders have done significant work and only need validation of their documents and strategy. Others are almost ready and just need an insider review to make last minute changes. Others, who are new to Crowdfunding and are starting want a full package to guarantee sucess
Yes, depending on what you need we can select a base package to maximize the consulting I provide and ad items a la carte as you need them. I'm flexible and can be brought in and out of your process to only support the areas you need help with.
Yes, not only can I recommend the platform that will have the best alignment with you, but as I have direct relations to the top platforms can quickly evaluate your readiness and held with the legal document selection, completion, and submission
Yes, although we would need to talk about the details and complexity of the campaign needed to support your successful Crowdfunding. I can help define a strategy, blue print and recommend resources, or I can manage and run your campaign as an outsourced service.
Yes, if you think you have almost everything ready then choose the base package so I can review the core documents and point out issues or answer the questions you specifically have. I am flexible and if you are clear on what you need we can find the lowest cost consulting structure for you
No problem, contact me and I can answer any questions you have. I like clients to have clarity and as an advisor my role is education not just consulting