- 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
Plan Implementation