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.
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.
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