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For Investor

  • Investor Membership – FREE
  • Post Security on Secondary Offering Bulletin Board  (Paid by security owner)
    • Includes original offering documentation review
  • Process Transfer of Ownership
  • Security Valuations (determine if DPP can be sold and project status) 
  • Portfolio Management - Based on Initial Aggregate Capital Contributions Per Annum fee
  • Standard Portfolio Assessments
  • DPP Portfolio Assessments

For Issuers

  • Opportunity offering
  • Financial Consulting
    • Business Plan Consulting
    • Business Plan Review
    • Private Placement Memorandum preparation
  • Security Document Management & Storage
    • K1 delivery
    • PPM storage
    • Investor List Management
  • Post Investment Services 
    • Collecting the money from the investors.
    • Ensuring that the paperwork for the investment is clear and properly prepared.
    • Working with the company to ensure that the funds are delivered on a reasonable time frame.
    • Working with the company to ensure that milestones are met and, funding is available as milestones are achieved
    • Other activities
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