The 60-120 Day Capital Campaign

 

 

 

 

 

How we work with you

 

 

We have developed a cutting-edge 60- 120-day Digital Marketing Capital Campaign that is hosted and marketed on the RealConnex.com portal.

The process starts by designing you a Capital Campaign composed of six phases, whereby we will take on the roles of advisor, strategist, and marketing consultant to help you execute a private syndication offering as a capital campaign and branding activity, oriented around a specific project.  You pay an underwriting, document prep, and hosting fee for direct expenses and when the objectives of the capital campaign are met we receive a Consulting Fee, the “Work Product Fee“.

 

 The Scope of our work is as follows:

Phase I – Initial Transaction Review and Consideration

  1. Review Company’s transaction proforma
  2. Review transaction business plan

Phase II – Transaction Acceptance by OSC

  1. Engagement to provide services related to Accepted Consulting Transaction
  2. Review transaction acquisition, development, and construction costs and operational revenues
  3. Develop transaction structure and prepare financial model and structure terms
  4. Prepare an Operating Agreement for the project entity corresponding to the financing structure
  5. Prepare transaction Escrow Agreement
  6. Underwriting and stress test financing model
  7. Revise the financial model and Operating Agreement structure as may be required
  8. Assist, as may be required, in the preparation of transaction entity formation and necessary documentation
  9. Prepare a Private Placement Memorandum for a Regulation D 506(b) Offerings, for investor subscription

Phase III 

  1.  Submit the PPM to Broker/Dealer for FINRA review, as may be required

Phase IV

  1. Place the transaction offering on the RealConnex.com secured portal website, as may be required
  2. Provide portal maintenance and updating
  3. Start the marketing campaign
  4. Setup escrow and wiring instructions
  5. Coordinating due diligence
  6. Assist in the negotiation and review of lender term sheets

 Phase V

  1. Continue executing the marketing plan
  2. Review mortgage and note terms
  3. Marketing/Branding/Advertising per the approved capital campaign
  4. Assist in the development of terms of construction agreements, as may be required
  5. Assist in the development of terms of property management agreements, as may be required
  6. Assist in placing an offering with a Broker/Dealer, as may be required
  7. Review terms of any Broker/Deal selling agreement
  8. Assist in coordinating the closing

Phase VI Closing/Post Closing

  1. Portal maintenance
  2. Post-campaign marketing/branding

Optional Services:

  1. Sourcing senior debt
  2. Sourcing JV Co-Sponsors
  3. Broker/Dealer Sales by RCX Capital Group, LLC
  4. Club Privé

Club Privé

Promote your underwritten deal to a profiled RealConnex Club of high net worth individuals and family offices.

  • How it Works   
    • Select the “Club Privé option
    • A RealConnex Club Privé specialist will review and underwrite your deal
    • If Selected as a Club Privé deal,
      • Open Source Capital and RealConnex set up a marketing program
      • The deal is notified to selected Club Privé members
      • Your deal is promoted to investors in their feed
      • A Live audio, video Webinar Pitch to members is arranged by RealConnex. You will meet at least 8 offices for a face to face event.
      • The deal is pitched as the Deal of the Day in the Club Privé members newsletter
      • The deal is a top listing opportunity on RealConnex

               

 

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