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Open Source Capital is excited to offer specially-crafted capital campaigns using Regulation D 506c to grow your investor base.

Let us bring our team of professionals to bear on behalf of your firm.

 

Open Source Capital has a comprehensive Capital Raise Campaign Program that accredited investors understand and appreciate.

 

 

Six Steps to Raising Capital using Syndication

 

                                                    1. Design the Capital Campaign

                                                    2. Prepare and review documents

                                                    3. Post-deal on our platform

                                                    4. Market the project

                                                   5. Meet investors

                                                   6. Close the deal

 

How We Work With You

 

Open Source Capital bridges the gap between self-directed syndication and full-service investment banking.

 

The cost presented by the gap is considerable and Open Source Capital provides a practical solution that can be used to reduce the acquisition cost of capital by up to 65%.

 

 The process:

Phase I (free pre-engagement analysis)

  1. Review Business Plan
  2. Review Company’s project proforma
  3. Build an independent Financial Investment Model and suggest Pricing
  4. Develop a Capital Campaign and Engagement Letter detailing the fees associated with the campaign.

 

Phase II.  Engagement

  1. Engage with Open Source Capital to develop your capital campaign ($5,000.00 Engagement fee) 
  2. Review Architectural Plans
  3. Review Construction Cost
  4. Review market study
  5. Underwriting and Stress Test Project
  6. Outline Marketing Campaign
  7. Site visits
  8. Revise the Financial Model based upon the results above
  9. Review or setup up a “SPV” to be the Issuer
  10. Based on the work performed during Phases I and II- Prepare and deliver the framework for a Regulation D 506c Offerings to a designated attorney for SEC compliance review and publishing ($7,500.00)
  11. Attorney review ($3,000)
  12. Setup escrow and wiring instructions

 

Phase III-

  1. Execute the Marketing Plan
  2. Develop Term Sheets
  3. Develop Mortgage and Note Terms
  4. Develop Indenture Terms and Agreements
  5. Submit the PPM to Broker/Dealer for FINRA compliance review
  6. Provide portal maintenance and updating
  7. Expenses for travel, due diligence and setting up roadshows
  8. Marketing/Branding/Advertising per the approved capital campaign
  9. Lead Investor Sourcing
  10. Coordinating Due Diligence
  11. Negotiate/Review Term Sheets
  12. Develop Terms of an Operating Agreement
  13. Develop Terms of (Investor/Developer) Construction Agreements
  14. Develop Terms of (Investor/Developer) Property Management Agreements
  15. Broker/Dealer Placement for FINRA deals
  16. Review terms of Broker/Deal Selling Agreement
  17. Coordinating the Closing
  18. Transaction Management and Coordination of Funds Disbursement

Phase IV – Closing 

Phase V- Post Closing ($ monthly- balance of the technology and consulting fee- based on the size and scope of the engagement)

  1. Project monitoring
  2. Portal maintenance
  3. Post Campaign Marketing/Branding
  4. Asset monitoring
  5. Investor Relations
  6. Distribution of 1099’s or K1’s to investors

  

 Neither Open Source Capital, LLC, nor its affiliates or portals perform any activities of a broker/dealer or investment adviser, including but not limited to, providing investment advice, negotiating securities transactions or recommending the purchase of securities.