Finding Investors

The first thing you should know is that paying any individual or company that is not a broker/dealer (ex: Merril Lynch is a broker-dealer) is prohibited under Federal Securities Law. You need to be prepared to identify and solicit prospective investors yourself.

How to do that? To do so, you need to create:

  1. Business Plan. This document should be more than 5 pages and cover the specifics of the company's operations and the management team's curriculum vitae.
  2. Private Placement Memorandum. Our document is < 100 > pages, not including your business plan. Includes your Offering details, Subscription Agreement, Operating Agreement, and Accredited Investor Questionnaire. Your business plan is added as an addendum. There is a 142-page PPM that is available for you to scroll through to understand what a PPM looks like and the information it contains.
  3. You will need to open a Google AdWords account. This will be your principal medium to solicit “qualified prospects.”
  4. You need to create a Website. When a prospect clicks on your ad, they are taken to your website, which provides access to your presentation information, including your Private Placement Offering, and includes a mechanism to reach you with more questions.

What’s the difference between a Qualified Prospect and a Non-Qualified Prospect?

A prospect sees your Google Ad and clicks it, taking them to your website, where they find additional information and a way to reach you with further questions. A non-qualified prospect is someone you email unsolicited. Every day, you delete multiple examples of unsolicited emails from your inbox and spam folder.

The commonality across all phases of this process is using “keywords” that prospects will search for, which will trigger your ad.

When we build an Offering Document, we include 5 or 6 keywords that likely prospects will be using in their searches.

  • The offering document includes the keywords.
  • Google AdWords includes the keywords.
  • The website includes keywords in the vocabulary.

Does this work? Your reading this shows you it does work.

You entered a keyword into your search that brought up my ad. You clicked on the ad. It brought you to my website to answer the original reason you clicked on the ad. You have read some or all of my presentation. You may or may not decide to pursue this going forward, but I have presented it to you. What more can you ask than to put your project in front of as many “qualified” prospects as possible? What did this cost me to solicit you to read my presentation? Maybe $1.50 for the click?

All the offering memorandums I create have 4 to 6 keywords to build your website and structure an AdWords campaign.

If we build your website, we will charge you a flat fee. If we handle your Google AdWords campaign, the fee is .50¢ per click.

For further discussion of this and other questions you might have, contact Mr. Shields at 239-231-5509

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Phone: 1 (239) 231-5509 (Voice/Texts)
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