Plan Implementation

  • Management of:
    • The Drafting of the Offering Documents
    • Development of the Core Messaging
    • Development of the Marketing Materials
    • An Independent Due Diligence Review
  • Sourcing of a Retail Capital Markets Team Including:
    • Outside Counsel
    • A Managing Broker Dealer
    • A Transfer agent
    • An Escrow agent
    • A Design firm
    • A Printer
    • A Fulfillment Service Provider
    • A Data Room Host
    • A Fund Administrator
    • A Valuations Firm
    • A Distribution Team
  • Management of the:
    • Introduction of the Offering into the Market
    • Ongoing Due Diligence
    • Building of the Selling Group
    • Education of the Financial Advisors
    • Capital Raise