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Raise Capital Faster

Reaching More Investors with the Power of Technology

InvesTechs Industry Partners

Bridge Financing

InvesTechs can help with your short-term financing needs by introducing “bridge funding” sources. Bridge funding can take the form of debt or equity as a short-term investment to help cover offering costs and preparing for funding. In addition, in some cases, structuring a private placement before a public offering can solve the immediate capital needs and actually increase your company’s public offering valuation.

Private Equity Structure
and Strategy

Private equity experts can add immediate value in the form of capital and business combinations that set your organization up for long-term valuation growth. Private placements that utilize an exemption to registration may increase your time to market. Offering instruments can be debt, equity, or a hybrid. Careful consideration should be given to making the proper choice that will bring the most value to your company now and in the future.

IPO Preparation and Implementation

A strategy that a growing number companies are finding attractive is to combine a private Regulation D offering immediately followed by a Regulation A public offering. As mentioned earlier, this procedure can work well to allow your company to take advantage of immediate business opportunities that will favorability impact your company’s valuation resulting in a higher public offering price.

Post-IPO
Valuation Support

Often overlooked when raising capital is the listing of your company’s common stock on an exchange following the closing of your public offering. This important step begins the journey to realizing your company’s full valuation. InvesTechs can help prepare and implement this step drawing attention to your company and its value proposition to broker dealer trading firms. The intention is to be sure the stock is supported in aftermarket trading.

Compliance

The devil is in the details, and this is especially true when knowing which filings to make and when to submit them. Through engaging experienced securities professionals you can benefit from substantial savings. Depending on which registration exemption you implement, there may be a requirement to verify all investors as Accredited Investors and prepare varying disclosure documents. InvesTechs will set technology and procedures in place to ensure the requirements of your exemption are met.

Investment Technology

Our team will assemble and deploy a suite of technology specifically crafted to aid issuers in their capital campaigns. Our systems go well beyond sending emails to likely investors and asking them to take a look at your opportunity and value propositions. We will deploy a sophisticated investment platform, cutting edge investor prospecting methods, artificially intelligent outreach strategies, and automated pre-qualification stages.

Investment Platforms

Investors can make investments directly on your website through the implementation of our SEC and FINRA compliant investment technology. You will be able to display your team, executive summary, pitch deck, custom video, financial documents, offering specifics, and other required documents. This platform manages accredited investor verification, bad actor checks, transaction logistics, escrow, stock issuance and tracking, and follow-on management services.

Content Creation

Creatively market your investment opportunity with professional presentations, engaging videos, live webinars, and press releases with wide distribution networks. Our creative team will communicate your company's investment opportunity to an interested investor audience. These materials will be used in advertisements, on your website, and in person. Professional and engaging materials will catch the attention of investors and give credibility to your organization.

Investor Prospecting

We use BIG data to research investors most likely to invest in your company. Our investor bot gathers investor data from online communities then automatically finds their contact information online. Another source for consumer-level investors is the social following of your competitors, industry-specific investor communities on LinkedIn, and individuals who search specific phrases online. Our system cross-references these prospects with an opt-in email database and Experian to gather their credit reports and determine net value.

Investor Recruitment

Once prospects have been gathered and scrubbed, our system will automate the outreach, distributing your content and scheduling meetings. We send a series of emails and targeted ads to a fine-tuned prospect list. With a prospect’s email address, we can target ads directly to them and also use a lookalike audience to expand the reach to hundreds of thousands of potential investors. Once the investor clicks on the ad and views the Investment Page, we will retarget them with more ads to continue to drive engagement.

Investor Qualification

Whether your company is conducting a private placement or a public offering, as part of the investor prospecting campaign we will help qualify your interested investor prospects. Our team will reach out within 5 minutes of their initial inquiry and ensure the leads you receive are serious and qualified. This will take some of the strain off your organization resources that might otherwise be devoted to dead end leads.

Tracking Systems

Keep track of your leads through every step of the funnel with customized lead tracking systems. Our phone and CRM systems will ensure no prospects slip through the cracks, and you can receive performance reporting every step of the way. This allows the CEO to see the progress that is being made while still being at a distance to run their own company.

Request a Custom Quote

Click on the services below and submit the form to receive a custom quote

Type of Business

Real Estate Sponsor

Real Estate
Sponsor

Growth-Stage Company

Growth-Stage
Company

Investment Fund

Managed
Investment Fund

Broker-Dealer

Broker-Dealer
Firm

Fundraising Goal

Under $1mm

Under $1mm

$1mm - $5mm

$1 - 5mm

$5mm - $10mm

$5 - 10mm

$10mm - $20mm

$10 - 20mm

$20mm - $50mm

$20 - 50mm

Over $50mm

Over $50mm

Fundraising Timeline

3 - 6 Months

3 - 6
Months

6 - 9 Months

6 - 9
Months

9 - 12 Months

9 - 12
Months

 
Phone Number
Phone Number
 
 

We Bring Efficiency and Transparency
to Your Capital Raising Process

investment opportunity compliance review

Step 1: Compliance Review

The first step in raising capital online is ensuring your syndication or fund is appropriately structured to utilize the proper SEC registration exemptions. We will work directly with your attorneys to ensure the structure is sound prior to building your online investment platform.

Step 2: Create Strategy

We will work closely with you to understand your company's vision, business model, and process so we can effectively communicate your brand online. Your website is the hub for all online marketing activities, so it needs to be a professional representation of your brand.

create custom marketing strategy
marketing content creation

Step 3: Content Creation

A critical step to raising capital online is generating appealing marketing materials. In addition to marketing materials we will ask for financial projections, subscription agreements, and other necessary paperwork to make accessible to your new investors.

Step 4: Platform Development

Once your content has been assembled our team will begin building out your new investment platform. Being thorough in the previous steps will greatly expidite the development timeline. Once it is finished, you will have one location to send all of your brokers, lenders, investors, and developers.

custon investment platform creation
investor recruitment investor leads

Step 5: Investor Recruitment

Once your platform is complete we will begin driving traffic and generating investor leads for your syndications and funds. We use a proprietary mix of cutting-edge digital marketing methods to ensure that investors find your investment opportunities first.

What Our Clients Think

The InvesTechs team has been great to work with! They have a deep understanding of digital marketing, which I honestly don't have time to learn. They set up a complex marketing system that effectively reaches targeted groups of people and leads them to my new website.

Tom Grant

Tom Grant

Adamas Realty, CEO

The InvesTechs team has built an impressive system for my company that is projected to be profitable right out of the gate. I would highly recommend working with these guys. They are innovative, responsive, and feel more like a part of my team than contractors performing services for me. Most importantly they bring a positive energy to our organization. I plan to keep working with them far into the future.

Bruce Swearingen

Bruce Swearingen

The Land Bridge, President

I call my new investment platform the Lamborghini because it's stylish and incredibly powerful. I get daily compliments on my website, and the InvesTechs folks are always responsive when I need some changes made. I am impressed with the compliance features included.

Peter Ettro

Peter Ettro

Ettro Capital Management, President

Contact Us

Complete the information below learn how we can help you and your company raise the capital necessary to reach its full potential.

 
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