We can create a Company Brochure for your startup or real estate investment company. Our copy editing services will ensure that you have a professionally drafted and designed Company Brochure to show prospective investors that you mean business. Whether you meet them at networking events, invited seminars, one-on-one, or online, you will have a polished Company Brochure that the investor can take home and share with other decision-makers (i.e., spouses or significant others) when considering an investment in your company.
Your Company Brochure can be printed on card or magazine stock or you can choose the option to post it on your website or ours in digital online, magazine format. The typical Company Brochure will include a description of your company, its vision and mission statement, and biographies of key principals.
Our flat-rate fee includes drafting, editing, graphic design and review by a Corporate Securities Attorney and up to 3 rounds of revision; additional time is billed at $200/hour.
Digital magazine format or printing and shipping costs will be quoted separately.
Anticipated timeframe from start to finish: 2-3 weeks
BUILD YOUR TRACK RECORD
Want to wow your investors with your prowess in the investing world? For real estate Syndicators seeking private investors, this is a must. Show your potential investors what you’ve done so they can see your experience first-hand. You could give them a boring spreadsheet, but instead, why don’t you give them something they will actually enjoy reading? Let us put your numbers and photographs into a layout you can be proud of.
The standard product is 11×17, double-sided, folded in half; with a custom front and back cover and your data professionally presented inside. Our flat-rate fee includes drafting, editing, graphic design and review by a Corporate Securities Attorney and up to 3 rounds of revision; additional time is billed at $200/hour.
Anticipated timeframe from start to finish: 1-2 weeks
INVESTMENT SUMMARY aka PITCH DESK OR PRESENTATION
Let us showcase your startup company or securities offering by using our copy editing and graphic design services to create a printable, color, 10- to 16-page Investment Summary for your startup company, blind pool securities offering, or private equity fund. We’ll help you explain to potential investors what you are doing, how you are doing it, how it will generate a profit, why it makes sense, and what has to happen before investors get their money back and a return on their investment. All Investment Summaries are prepared by skilled professional editors and graphic designers and reviewed by an experienced Corporate Securities Attorney. Your lump-sum fee includes up to 3 rounds of revision; additional time is billed at $200/hour. We will provide a printable PDF version that you can print and a digital flipbook version that can be embedded on your website or hosted on ours.
In addition, we will provide you with a brochure-style 4-page condensed summary (11×17 double-sided document designed to be folded in half) that can be printed and used as a handout in your face-to-face meetings with investors. We will also provide you with a 1-page email teaser that you can share with prospective investors. Printing & shipping costs quoted separately.
The purpose of your Investment Summary is to help you develop your business model and explain it in a logical, coherent, and compelling format that you can use to raise money for your company; or to get investors ready for when you do have a deal so they already know they want to invest with you. The Investment Summary is written in plain English and is designed to be an Exhibit to a Private Placement Memorandum and a standalone marketing piece for your Private Placement Offering. It does not replace any of the legal documents required for such an offering.
Anticipated timeframe from start to finish: 3 weeks
Let us design and set up a website for your Securities Offering. Using our copy editing and design services, we will ensure that your website has the same theme and look as your Company Brochure, Business Plan and Investment Summary. The goal is to help your company compete for investor dollars with high-dollar hedge funds. Our flat rate pricing includes setup and design of a 5-page website and includes up to 20 hours of drafting/editing/design time and review/editing by a Corporate Securities Attorney; additional time is billed at $150/hour. After setup, maintenance can be handled by your team or one of our referrals. Your website is where your investors will go to make sure your company is legit, and it’s the place where you showcase the experience of your team. If you are doing Regulation D, Rule 506(c) or Reg A+ Offerings, you can even post your Investment Summary on this site. Want to use a Securities Broker/Dealer to process your transactions? We can embed their links in your website so that your investors have a seamless, secure investing experience. We make you look great – all you have to do is bring the investors.
PROPERTY OVERVIEW SERVICES
We can help you describe your specific investment opportunity to investors using our copy editing and graphic design services in a printable, color, 10- to 16-page Property Overview. We’ll help you explain to potential investors relevant information about the project, including what they’re investing in, where it is, how you propose to generate a return, and what you plan to do to make it all happen. We’ll insert your sources and uses of funds tables, financial projections, and proposed exit strategies in a format that investors will understand. We will even do up to 2 hours of market research and include a synopsis in your Property Overview. You provide the spreadsheets and let us tell the story. All Property Overviews are prepared by skilled professional editors and graphic designers and reviewed by an experienced Corporate Securities Attorney. Your lump-sum fee includes up to 3 rounds of revision; additional time is billed at $200/hour. We can also provide a digital flipbook version of the Property Overview that can be embedded on your website or hosted on ours.
The purpose of your Property Overview is to help you explain your offering to your investors in plain English – before you lay 120-140 pages of legal documents on them. This document is designed to be an Exhibit to a Private Placement Memorandum and a standalone marketing piece for your Private Placement Offering. It does not replace any of the legal documents required for such an offering.
Anticipated timeframe from start to finish: 1-3 weeks
IN ADDITION WE HAVE A GREAT COACHING PROGRAM, ACCESS TO OVER 200 LENDERS, FUND MANAGERS AND 10,000 ACCREDITED INVESTORS. ASK ABOUT OUR PACKAGES TO GET IN FRONT OF A FAMILY OFFICE MANAGER, FUND MANAGER OR ACCREDITED INVESTORS.
OTHER SERVICES ARE LISTED ON OUR SQUARE PORTAL.
IN ADDITION WE CAN WRITE YOUR OPERATING AGREEMENT, STRATEGIC FUNDING PLAN, ADVISE ON YOUR BUSINESS PLAN AND SCALING PLAN AND SET YOU UP WITH EVERYTHING YOU NEED TO RAISE CAPITAL.
DISCLAIMER: I AM NOT AN ATTORNEY AND CANNOT GIVE LEGAL ADVISE. MY ADVICE AND WORK PRODUCT IS BASED ON PRACTICAL EXPERIENCE WORKING ON DOZENS OF CAPITAL RAISE PROGRAMS IN REAL ESTATE, TECH AND OIL & GAS!
I WILL REFER YOU TO MY NETWORK OF SECURITIES FIRMS AND ATTORNEYS.
I ALSO CANNOT RAISE YOUR CAPITAL AS I AM NOT A FINRA LICENSED BROKER-DEALER. I CAN PUT YOU IN TOUCH WITH A FEW WHO MAY TAKE YOUR RAISE ON.