Capital planning solutions for the healthcare industry

Fair Valuation Estimate

How to Establish a Fair Valuation Estimate for a Successful Capital Raise

Attempting to raise capital without considering how investors might value your company could set you back months, if not years, on your fundraising journey, and it’s a mistake we’ve seen countless startups make when raising capital for the first time. The CPVS™ custom valuation estimate is a key feature of our capital planning process that…
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How to Choose the Right Funding Strategy for Your Startup

How to Choose the Right Funding Strategy for Your Startup

Whether you’re developing a revolutionary app or launching a groundbreaking product, having the right funding strategy is essential to fuel your growth and turn your ideas into reality. In this blog post, we will explore the various fundraising options available to startups and provide guidance on how to choose the one that best aligns with your business goals and objectives.

Why do I need a FINRA Broker-Dealer?

Broker-dealers are an important element of the fundraising process, and selecting the right one is crucial to your success. Some states require issuers to work with a broker-dealer.

MedTech Interview

Digital Surgery 4.0 and The Power of Go, Go, Go

The LSI Blog features an interview with Scott Huennekens, the keynote speaker at the 2021 Emerging Medtech Summit, discussing his career, his “Go, go, go” philosophy.

KoreConX – What is RegTech?

RegTech are the various technology solutions to improve compliance through efficiency, allowing companies to keep up with evolving regulations.

Rialto Markets – Bringing Private Placements into the Digital Age

We take for granted that we can easily trade stocks online, move them between brokers, and automatically receive dividends and shareholder communications. The recent rapid growth of private placements has pushed the need for similar infrastructure in the private markets.

Valuations Are at Record Highs

Valuations are at record highs, thanks to strong IPO exits, broader economic recovery, and growing participation by nontraditional investors. Don’t sell yourself short—your company may well be worth far more than your balance sheet would indicate.

Reg A+ Getting Media Exposure

Regulation A+ may finally be starting to get the media exposure it deserves. This story includes Cityzenith ‘s Reg A+ raise mentioned side-by-side with celebrity-backed venture funds.

How Many Founders Should a Startup Have?

Here’s another example of how individual investors in the online equity market (such as Reg A+) use different criteria than traditional VCs. It’s an unwritten rule that VCs don’t want to see more than 2 or 3 founders. But individual startup investors don’t seem to be bothered by that.

IPO Access for Everyone?

With the democratization of the capital markets, Main Street investors are wanting to find out how to get in on all the various opportunities that Wall Street investors have access to.