How to Raise Capital

We have just released our new 51 page e-book to help CEOs to understand exactly how to raise capital in today’s world.

The book chapter headings pretty much tell the story about what’s included:

  • The Process of Raising Capital
  • Create the Financial Plan
  • Create the Operating Plan
  • Determine the Amount of Capital Needed
  • Determine the Terms of the Capital
  • Determine Type of Offering
  • Write the PPM
  • Subscription Documents
  • Escrow Agent
  • Your Investing Audience
  • Create your Investor Presentation
  • Create your Marketing Plan
  • Execute & Close the Offering

This book is a gift from us — you can get it here.  We are also making available a complementary One-Hour Consulting session for CEOs who want to raise capital.

Why would I do this?

We offer consulting services to businesses like yours and I know that some percentage of the executives we help with our Special Report and One-Hour Consulting session will end up as our clients.

We want to be clear —

Grow with the Right Capital Structure

What’s the best capital structure for your business?

If you’re growing rapidly, can you attract the debt or equity capital you need in order not to have working capital consume all your liquidity?

Most successful CEOs are excellent at running their business, but more likely than not, they lack the experience in the capital markets.  While we often think of the “markets” just for publicly traded companies, there actually is a “market” for debt and equity and thousands of participants in the market are willing to provide some type of financing.

But what is right for your company with your circumstances?

Is senior debt a possibility, or must you raise equity to grow?  Is real estate involved?  If so, then another whole set of alternatives exist.

We worked with a company recently that thought they would need to sell about 30% of the company to continue to grow.  After our analysis, we became convinced that the company had internal cash flow sufficient to execute a well thought out and incremental growth plan.  Result?  Company has now grown as much as it might have with the $3 million equity infusion, but the CEO owner still owns 100%.