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Make your next capital raise simple and efficient.

We will guide you through a series of easy-to-answer questions about your business, your intended use of funds, and the basic terms you want to offer investors.

Our legal team will then draft your offering and activate your portal—so that you can seamlessly raise capital through your personal network and plug into a sophisticated online advertising system to reach a broad base of qualified investors beyond your network.

Services Included:

1. Offering Memorandum

Our legal team will draft a simple, easy-to-read document that succinctly describes your opportunity, satisfies your disclosure requirements and sets forth the terms of your investment offering.

2. Offering Portal

We will give you a stand-alone portal to market your opportunity and upload supplementary offering materials, including:

  • Your business plan (if any)
  • Videos about your business and/or offering (if any)
  • Your most recent financials (if any)
  • Your projected financials*
  • Any relevant industry information

3. Subscription Functionality

Your investors will be able to subscribe to your offering directly through your portal. Subscriptions will be limited to “accredited investors,” and all appropriate attestations and other supporting documents will be collected through your portal.

4. Issuer Approval

As soon as your minimum subscription is reached, you will be given the opportunity to approve each investor electronically. Next, investors will be notified via email to wire funds directly to your bank account and your executed subscription documents will be stored in your portal.

5. Shareholder Ledger/Debt Holder Ledger

All stock issuances or debt issuances will be tracked and made visible to you as the administrator in your portal. After closing, you will be able to click on any of your investors to retrieve copies of their subscription documents and/or accredited investor verification documents.

6. Data Room

We will give you a secure, segregated location within your portal for you to upload any relevant supplementary documents for investor review. Documents can be uploaded either during or after the offering process.

7. Government Filings

All federal and state notice filings pertaining to your offering will be filed for you by the Glass Box legal team. This includes federal filings with the SEC as well as state Blue Sky filings.

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