Open Source Capital is excited to offer specially priced syndication campaigns using Regulation D 506 c to grow your investor base.
Let our team work on behalf of your firm to open your deal to the world of accredited investors
Open Source Capital provides a comprehensive Capital Raising Platform that accredited investors understand and appreciate.
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)
- Review Business Plan
- Review Company’s project proforma
- Build an independent Financial Investment Model and suggest Pricing
- Present you an Engagement Letter detailing the scope of work and fees associated with the work product.
Phase II. Engagement
- Engage with Open Source Capital to develop your work complete product
- Review Architectural Plans
- Review Construction Cost
- Review market study
- Underwriting and Stress Test Project
- Revise the Financial Model based upon the results above
- Review or setup up a “SPV” to be the Issuer
- Based on the work performed during Phases I – Prepare and deliver the work product for a Regulation D 506c Offerings to accredited investors or a designated Syndication or Crowdfunding Portal
- Help setup your escrow and wiring instructions
Phase III-
- Develop Term Sheets
- Revise documents as needed
- Develop Mortgage and Note Terms
- Develop Indenture Terms and Agreements
- Submit the PPM to Broker/Dealer for FINRA compliance review
- Lead Lender Sourcing
- Coordinating Due Diligence
- Negotiate/Review Term Sheets
- Develop Terms of an Operating Agreement
- Develop Terms of (Investor/Developer) Construction Agreements
- Develop Terms of (Investor/Developer) Property Management Agreements
- Broker/Dealer Placement for FINRA deals
- Review terms of Broker/Deal Selling Agreement
- Coordinating the Closing
- Transaction Management and Coordination of Funds Disbursement
Phase IV – Closing
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.