Equity Investment Preparation

Seeking equity investment capital is a long, difficult, and often confusing process. 

It is important that any entrepreneur make the necessary preparations to ensure that their enterprise is investment worthy.

That’s where we come in. We provide a feasibility study, prepare your company’s financial data and projections, assist you with deck preparation, and seamlessly walk you through the entire process. 

Whether you’re seeking seed or series A, B or C funding, we can help you get investor ready.

Investment Capital

Preparing Your Business For Funding:

We begin our partnership with a thorough consultation where we learn about your needs and the intricate details of your business. 

From there, we develop a feasibility plan, establish accurate financial projections, and assist you with creating a winning investor pitch deck. 

Our collective experience helping entrepreneurs receive finding ensures you’re working with a team of professionals with a track record of success.

Investment Capital

Legal Preparation

We’ve also partnered with a legal team that specializes in investment capital. They will prepare the following:

  • Term Sheet
  • Amended and Restated Certificate of Incorporation
  • Preferred Stock Investment Agreement
  • Investor Suitability Questionnaire
  • Investors’ Rights Agreement
  • Shareholder Written Consent Form
  • Board Written Consent Agreement