 Use
a Private Placement Offering to Raise Capital
White Nagle Mazza & Associates, Inc. specializes in the preparation of Reg D
private placement offerings. WNM also provides assistance to successfully
market your offering directly to accredited investors.
The WNM
Private Placement Offering Package Includes:
-
Private
Placement Memorandum (PPM)
-
Investment
Presentation (Web and PowerPoint formats)
-
Subscription Agreements
-
Secure
Investor Website plus free hosting for One Year
-
Federal
and State filing forms
Private
Placement Document Preparation
This process includes working with the company to determine the structures,
valuations, terms, etc. that are appropriate. During this process WNM
provides a Due Diligence checklist. This helps the company organize the
documents that will be required to draft the PPM. If a recent business plan
is available it would be included in the PPM as an attachment. A business
plan is not required but it does provide the prospective investor a more
complete picture of the company's potential. If the company does not have a
business plan WNM can develop one for an additional charge.
WNM shortly
after assembling all the required information quickly develops the first
draft of the PPM. This draft is immediately submitted for review. Usually
two drafts are submitted prior to final copy. It takes approximately 10 days
to get to final draft after all the required data and documents have been
assembled. All the Subscription, Investor Qualification forms, Escrow, and
Reg D documents are included.
Investment
Presentation
Although the PPM presents a comprehensive amount of detail on every aspect
of the company, by definition it does not provide a concise overview of the
investment opportunity. This is accomplished with the Investment
Presentation. A well prepared Investment Presentation is essential to
successfully marketing the investment offering.
WNM, using a
backdrop of professional graphics, develops 13-15 Power Point slides that
answers quickly the primary questions, "Why will you succeed and How much
will I make and When?" The Investment Presentation communicates clearly and
quickly the attributes of the offering. If the presentation does its job the
prospective investor then is motivated to read the additional information in
order to support the presentation's facts and projections. In spite of the
multitude of documents and disclosures provided, the majority of investment
decisions are made based on the initial reaction to the Investment
Presentation.
The
presentation is developed in manner that it can be delivered via the web,
CD, or by email.
Investment
Website
The Internet, if properly used, can be a great asset in presenting your
Investment Offering to accredited investors. WNM develops a secure, password
protected website specifically designed for your prospective investors. The
website is used as a resource center presenting to accredited investors the
PPM, Subscription forms, Business Plans, Investment Presentations, product
and services brochures and specs, customer testimonials, etc.
WNM provides
one year of hosting free. Included is access to the site to make changes and
additions. For a small monthly fee WNM will maintain and update the website for
you.
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