Raising Capital and Brand Building

Raising Capital and Brand Building

Your business is unique.  Open Source Capital is here to fit your needs, whether case by case or as a continuous partner.

 

We offer a cost effective option  for companies wanting to raise capital and build their brand.  Our strategy is focused on helping you raise capital and building your brand, by educating investors about who you are, what you bring to the table, and why investors should be inspired to invest with you time and time again.

By providing credible, third-party sponsorship, and leveraging our close relationship with the investor community, Open Source Capital consistently positions issuers with leading investors.

Open Source Syndication- an effecient way to raise capital with maximum distribution and transparency

(Regulation D 506 and Title III Crowdfunding)

 

With Open Source Syndication, OSC takes on the roles of Internet Marketing, Transaction Advisor, Negotiator, Strategist, Underwriter, and Trustee for the Issuer.  Marketing is targeted to investors worldwide, giving you maximum exposure to the capital markets.

  

 

 

 

 

Services Include:

  1. Project Financial Modeling and Pricing

  2. Developing Pitch Decks

  3. Underwriting and Stress Testing Projects

  4. Setting up a “SPV” as Issuer

  5. Developing Private Placement Memorandums for (Regulation D 506 and Title III)

  6. Developing Trustee Agreements

  7. Developing Term Sheets

  8. Developing Mortgage and Note  Agreements

  9. Developing Indenture Agreements

  10. Expenses for travel, due diligence expenses and investor meeting

  11. Marketing/Branding

  12. Portal Placement

  13. Investor Sourcing

  14. Coordinating Due Diligence

  15. Negotiating Term Sheets

  16. Developing Terms of Operating Agreement

  17. Developing Terms of (Investor/Developer) Construction Agreements

  18. Developing Terms of (Investor/Developer) Property Management Agreements

  19. Coordinating the Closing

  20. Transaction Management and Coordination of Funds Disbursement

  21. Investor Relations

  22. Loan Servicing

  23. Distribution of 1099’s to Investors

FEES- with online syndication certain costs and expenses are incurred regardless of whether or not a transaction is consummated. Upon Acceptance of  our Engagement Letter, the Sponsor shall remit to OSC an Engagement fee to help cover Items 1-10.

Generally, Sponsors are offering investors equity and debt investments that are considered speculative grade and Sponsors are paying yields sufficient to attract the interest of nonbank real estate investors.  The cost of a new dequity loan is similar to the cost of preferred equity (3-6%) of the total loan amount, depending on (1) the complexity of the transaction, (2) the strength of project, and market conditions.

By contrast, large, high-quality companies pay less for plain-vanilla loans issued by commercial banks. For our Sponsors, the story is a very different.  By “different,” we mean more expensive.