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.
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
- Videos about your business and/or offering
- Your most recent financials
- 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.
- $2,495 at signup
- $1,595 at closing
- Optional ongoing service to maintain portal for $250/year charged on the anniversary of your signup date
Includes all Basic Program Services, plus customization to Offering Memorandum, Subscription Documents and/or Promissory Note Documents.
- All Basic Program Fees apply, plus a $2,995 legal retainer
Premium Program may be necessary if your offering deviates from a standard common stock offering.
Includes all Basic and Premium Program Services, plus a 5-minute cinema quality video presenting your offering to prospective investors.
- All Basic and Premium Program Fees apply, plus a $9,750 production fee
Your full-length video will be displayed prominently in your offering portal, and select highlights will be made available for distribution through social media, email and other online formats.