Reg D 506(c)

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“DealMaker's solution is an industry solution. Before we came along, users were doing business using a manual workflow that was costly, error-prone and resulted in tons of headaches. We entered the market to eliminate this friction and allow our customers to achieve more using digital technology.  The result is they have a much better experience overall.” - Mat Goldstein, Co-Founder and Chief Revenue Officer

  • ‍Mission alignment (optics, too)

  • Considerations: c corp, lead investor change costs

  • Scalable

    • ​can test the waters; more feedback more datapoints more flexibility long term

  • Lower fees 

Questions

  • Administration - early stages of managing these investments + post investment (pooled into a single LLC w/ single rep & custodian)

  • Dealmaker is a registered transfer agent. Diff tools tech stack is most important. Transfer agent services. SPV within the offering and they are investing in our SPV instead of business to make sure the cap table has one entity. Quite easy (COSTS?) (Structure manages admin burden)

  • Distribution: newsletters, marketers, promoters... get featured by deal promoters and newsletters.

  • $20M at $5k average check over 9 months 400 people managing 1500 prospects every month (at 35 - 40% conversion).

  • Winning combo: platform (dealmaker and stripe - close on rolling bases) + marketing (ridge growth) + IR (hybrid financial) + counsel - how does interface?

  • Broker dealer and transfer agent - dealmaker is registered for both. Keep everything under one umbrella - so the cost would be the one source of truth. Everyone has a specific roll to play in this financing and does duties to perform through.

  • Winning combo: platform (dealmaker and stripe - close on rolling bases) + marketing (ridge growth) + IR (hybrid financial) + counsel - how does interface?

  • Broker dealer and transfer agent - dealmaker is registered for both. Keep everything under one umbrella - so the cost would be the one source of truth. Everyone has a specific roll to play in this financing and does duties to perform through.

  • Reg D to test waters then when fully qualified >> reg A. decent strategy or good strategy. Reg D waiting in the gates (with re-marketing until Reg A +) It's important that if you do the D you have to get the success, distribution, network of accredited investors to make it move

  • a lot of different structures and we are seeing what we can accommodate on our platform // ALY CRITICAL THBKINT

70%

Gains in speed and cost savings

72 hrs to 30 min

Average transaction completion time reduced with elimination of print, sign, scan, and review loop.

Everyone Wins

With digital. Companies raising on DealMaker have significantly lower costs, as much as 90% less
Time to funding = reduced by 70%

Together, HelloSign and DealMaker have had a positive impact on bringing a new and fully digital experience to the capital raising process. With DealMaker and HelloSign eSignature combined, issuers close 70% faster.

Advantages

We live in a digital world, and there are now more efficient ways for companies to raise capital. 

 

The traditional IPO process is broken. We can’t fix broken food system with a broken financial system. So we are transforming both infrastructures.

 

  • IPO is admin-intensive, difficult, and too expensive.

  • After the JOBS act >> clients can raise money more efficiently and capital investors can have a better experience.

  • The Future = Distributed. Ownership. Access. Adaptable.

Decentralized

Distributed.

Diversity

In investor base. Biodiversity = adapt = resiliency

Ownership

Changing ownership structures - people want a direct connection with something they own.

Transparent

Analytics. 

Alignment

Better alignment on values (impact), timelines, etc.

Communication

Improved (multi) stakeholder communication + community interest/engagement. 

Scalable 

Infrastructure to scale. 

Control

Companies can set their own terms as desired.

Empowerment

Building the road for what the future holds (parallels in our two industries)

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Get in Touch

801-896-4515

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