How to Raise Capital Using Regulation A+ Downloads

Capital planning solutions for the healthcare industry

Step 1

Watch a Sample Presentation

View a sample of a presentation that we did with a company looking to raise up to $75M using Regulation A+. Learn what Regulation A+ is and why it benefits businesses.

Step 2 – View our White Papers

Raising up to $75M doesn’t have to be a complicated process. Please review our white papers, templates and worksheets to show you exactly what we will build for your capital raise. Take a moment to explore the various resources we have put together for you.

Selling Shareholders Plan for Regulation A+

A white paper detailing how to sell shareholders for Regulation A+.



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How to Sell Lead Investors on Funding Your Reg A+

A white paper to show you how to sell lead investors on funding your Reg A+.



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Corporate Structure

A white paper asking what is the best corporate structure for attracting investors such as Venture Capital, Angel Investors, High Net-Worth Individuals, or Reg A+ funding.

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Valuation Methods

A white paper to show you 4 startup valuation models and tips for increasing your startup’s valuation when seeking investors.

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Capital Planning Valuation Strategy™ Process

A white paper where you will learn about facing an unknown business environment, the Capital Planning Valuation Strategy™ (CPVS™) and the benefits of a CPVS™ Assessment.

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Step 3 – View our Templates

Reg A+ Est Capital Cash Flow 40M (SEC Delay)

Template for Reg A+ Est Capital Cash Flow 40M (SEC Delay).

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Capital Planning Valuation Strategy™ (CPVS™) – Sample Form

The exact form you will receive when starting the Capital Planning Valuation Process with us. This secure form is where you will upload the necerssary due dilligence for us to review and create your confidential strategy.

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Reg A+ Pricing Analysis

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Medical Reg A+ Values

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2022 Reg A+ Filing and Funding Data

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CPVS™ Custom Pro Forma Cap Table

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Pre CPVS™ Pre- and Post-Valuation

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Selling Share Holders

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Reg A Val Trend

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Pre Rev Med Tech

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Pre Rev Med Tech $5

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Investor Analytics

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Deal Analysis

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Step 4 – Book a Call

Regulation A+ allows companies that want to raise up to $75 million to do so from anyone – regardless of assets and income levels. Schedule a call to learn more.

Book a Call

We believe that Regulation A+ offerings should be in the toolbox of every founder, owner, CFO, and Treasurer in the United States. As such, we’ve partnered with leading advisors specializing in Reg A+ to deliver a seamless and integrated capital funding solution for your company. I would love to discuss your funding strategy, let’s schedule a quick call.

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