What is a Capital Planning Valuation Strategy™?
Capital Planning Valuation Strategy™ is a six-week process designed to help business owners decide whether a Regulation A+ offering, a 506(c), or a CF is right for them. The process establishes a powerful foundation for decisions about your company’s future capital funding efforts and provides a path to maintain control of your company through multiple cycles of fundraising while building a blueprint for a successful offering.
We developed a comprehensive assessment that will inform you about the JOBS Act and how to capitalize on the unique advantages of Regulation A+, which include access to a wider capital market and more diverse investor community, the potential to raise significant capital without sacrificing control, a simpler and more streamlined fundraising process, monetization opportunities, lower compliance burden, and above all, lower cost to you.
Our CPVS™ Assessment is the easiest and most efficient way for companies to determine their funding requirements and identify the optimal method of raising capital.
In this download, you will receive:
Video presentation of our process
View a sample recording of how we present your capital raise.
Sample data templates
View a sample of the materials we prepare for your company, including pro forma capitalization table, pre- and post-money valuations, selling shareholders analysis, custom marketing plan, and synopsis of sequential steps in the funding process.
Listing of companies who are raising funds using Regulation A+
See who is raising funds using Regulation A+ in the marketplace.
Next Steps
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