Private Placement is funding of securities which are sold without an initial public offering, usually to a small number of private investors.   Private placements typically consist of shares of common or preferred stock or can be other forms, such as warrants and promissory notes.

Our Fund Raising Approach is to work closely with our clients as a team to help in the fund raising process by:

Analyzing and Fine Tuning the Business Plan to address the Critical Elements Investors are looking for:

• Quantifying the Market Opportunity
• Product / Services with Differentiators
• Experience and Strengths of the Management Team
• Promoting Solid Financial Plan

Developing an Executive Summary that Focuses on the Strengths of the Business Plan and Encourages Investors to Follow Up.

Identifying the best fit between the Client and Institutional and High Net Worth Investors. 

Contacting Investment Banking Firms for Level of Interest and Scheduling Meetings.

Preparing Investor Presentations for Meetings.