Do you want to expand to a new location? Add a production facility or a new line of business? Reach more people with you kick-butt product or service?
Whether you’re looking to explore innovative investment mechanisms, or — as an impact- or community-driven venture — you just want someone that “gets it” … We got you.
We’ll help you get your ducks (documents) in a row.
Revenue-based investing (or revenue-based financing, as it’s also called) uses instruments that allow you to allocate a healthy portion of your future revenues to keep investors happy, rather than being bogged down by more extractive or power-disparate arrangements. It prevents you from paying out anything you can’t afford, and it gives you your company back in the end. It’s essentially a class of investing, with a lot of customizable features, and we think it’s the right answer for a lot of early stage or local businesses. It also just happens to be our specialty.
This deals with what you’re offering to investors.
Revenue-based Finance
This goes by many names, but in general refers to a subset of newer regulations that allow you to promote your investment round to the general public and, ultimately, to take in investment online.
An offering of this kind can be structured a variety of ways, but the common thread is that you’ll be able to publicly promote the offering to potential investors (think TV spots, email newsletters, social media), and you’ll be able to take investment online. Depending on your needs and networks, you can open up investment to your community of customers, fans, supporters, and allies, or you can keep it limited to higher net worth folks in your inner circles. You can focus on local investors in-state. Or you can seek to reach a broader regional or national community. The options are many. But any way you slice it, it unleashes a boatload of new possibility for early stage entrepreneurs.
For you legal jargon folks, this covers Rule 506(c), Reg A+, Reg CF, and Rules 504 and 147A. And it deals with how you’re offering what you’re offering to investors.
Community Finance
In a private offering, you’ll be limited to what’s called accredited investors. This is how many traditional companies have raised their first round of investment. You’ll need to have connections to wealthy individuals or organizations that might want to invest in your offering, but if you do, it’s a great (and very common) option. And for you legal jargon folks, this is your standard, widely used 506(b).
Private Offerings
Want to create a pooled investment vehicle? There are infinite ways to slice it. We’re knowledgeable in the many ways it can look for for-profits vs. nonprofits, in different industries, and positioned for different regulatory strategies and investor markets. We welcome exploring your ideas with you.
Funds & Blended Finance Structures
We are, of course, pros at setting up some of the more traditional and time-tested instruments as well. Whatever your flavor, we’ll get you squared away for your first or next investment round.
Debt, Equity, and Convertibles
We’re able to provide additional support as needed or upon request — things like corporate formation, B Corp certification, contract review, and general counsel services. “Ask us how,” as they say.