SAFE, Reg. D, Convertible Notes, PPMs, Reg. A+, S-1, Pitch Decks, Subscription Agreements, and Any Documentation Needed if Your Company is Raising Money.
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We assist companies in raising capital. We write the first draft documentation then work hand in hand with either your legal team or ours. This saves you money as our billable rate is less than half that of most attorneys.
If you have begun writing your document we are happy to provide referrals to trusted lawyers and accounting firms to push your docs through the SEC.
Please call Robert Merrill Fletcher, ChE at 213.500.7236 for immediate answers to your questions and to determine if we are a fit.
Here are a series of examples of both Reg A+ and more traditional IPO registrations from one of the attorney groups I work with. The Xspand Reg A+ is generally considered one of the most successful Reg A+ to date.
Please keep in mind that in most cases a Reg D precedes the Reg A. We can discuss that further if you call or email.
Working together we can almost guarantee a successful registration with solid cost efficiencies.
Here is a brief overview of our service package(s) and how we approach this relatively complex subject.
First let’s agree that every company has a different niche, and a different need, and a different fact pattern as to what they can do, can’t do, and desire to do as relates to raising money.
Next, let’s agree that there are certainly different types of money, i.e. loans, equity and combinations thereof.
And after that, let’s explore what a company needs to raise money, no matter what type of money is to be raised.
Types of Money:
To provide the best possible solution to the clients we work with, I am part of an Advisory Group of professionals that have access to various types of capital. Our team includes:
Overall, we will assist you in determining the right combination of funding sources so as to minimize what you have to give up for the money.
And assuming that your company can complete the proper steps and requirements as shown below, then we will introduce you to our funding sources. This means that at the same time we are helping prepare you for raising capital, we are vetting you so that we can be confident about your company when talking to our money sources.
Common Elements That Every Company Must Have When Raising Money:
No matter what style, or type of money the client seeks, there are a few elements that MUST be in place.
Conclusion: What do we do?
Our Capital Advisory Group makes sure that you can raise money legally and as cost effectively as possible. We make the process as streamlined and legal as possible so that you can sleep well at night. We help you with the presentation, arrange your financials, providing the legal documents you need, and then, if desired, we help you manage the entire process of bringing in investors.
Are there any guarantees about raising money? You know the answer to that one. All we can say is that the more professional you appear, the better the likelihood of success will be.
"I cannot over-stress the importance of taking charge of investor expectations, managing the valuation numbers, and taking control of the investment negotiation. As soon as we contract for a Reg A+, you can make the statement, “We have put the wheels in motion to prepare for a public listing and raise $50MM. The instant that Press Release goes out, your valuation goes up, and it allows you to put the closing hammer on any fence-sitters. You can say, “you’d better make a decision now, because when this gets going, you will never get this pre-IPO-money valuation again”. It works, believe me".
We work in all industries.
Robert Merrill Fletcher, ChE has over 30 years of entrepreneurial experience in raising capital, startups, business operations and sales management. He is an expert in BPM (Business Process Management) and TQM (Total Quality Management). He graduated as a Chemical Engineer from Louisiana State University and after working for Ethyl Corporation in their Chemical R&D operations, he consulted with Shell, Exxon, and numerous other global petrochemical companies on projects around the world. He has done business in mainland China, Taiwan, Malaysia, Abu Dhabi, and India and has managed virtual workforces of hundreds of people around the world. He is an avid boater and golfer and has two lovely daughters.
For more information please email:
Robert@RobertMerrillFletcher.com or Rob@ConversionRob.com
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