The team at Equivesto is here and ready to help throughout the entire process. We simplify and speed up the process using technology, but also make sure to take the time to provide hands on guidance when it matters.
Hands-On Help:
Full Review and Feedback on your Shareholder’s Agreement & other Legal Documents: We will review your existing documentation, including your shareholders agreement, and provide comprehensive feedback around its fit for your business, the impact of equity crowdfunding, and how to best protect your interests as well as the interests of your investors.
Business Plan and Pitch Deck Feedback: Detailed review and feedback regarding your business plan and pitch deck, including their fit for equity crowdfunding investors and areas for improvement prior to campaign.
Financial Projections Review: We will dissect your financial projections to help you improve their detail and effectiveness, which will help lead to a stronger valuation and better engagement from investors.
Valuation Discussions and Support: We walk you through estimating a valuation, things you can do to improve it, what investors might be expecting, and the impacts of having high or low valuations at this stage.
Design and Structure New Share Classes & Investment Offer: What shares do you plan to offer during this round? We have advice and feedback around what things investors care about, and what share types work best for equity crowdfunding. We help match your valuation with your share class to help recommend a price per share and a quantity of shares to issue.
Marketing Tips and Advice to Build Community/Network: Growing your community can be hard work. We have tips and tricks to grow you network before your raise starts, and ideas to help improve traction and interest while your campaign is running. Equivesto also promotes your campaign within our network to help you spread the word. Even with our help, you should still expect to bring over 50% of the investors required for your raise from your extended community.
Investors Relations Education: Managing hundreds or thousands of new investors can be a pain. We help by providing clear tips, suggestions, and education around how to do it well.
Check out the free document templates we provide here.