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)

1. Review Business Plan
2. Review Company’s project proforma
3. Build an independent Financial Investment Model and suggest Pricing
4. Present you an Engagement Letter detailing the scope of work and  fees associated with the work product.

 

Phase II.  Engagement

1. Engage with Open Source Capital to develop your work complete product 
2. Review Architectural Plans
3. Review Construction Cost
4. Review market study
5. Underwriting and Stress Test Project
6. Revise the Financial Model based upon the results above
7. Review or setup up a “SPV” to be the Issuer
8. 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
9. Help setup your escrow and wiring instructions

 

Phase III-

1. Develop Term Sheets
2. Revise documents as needed
3. Develop Mortgage and Note Terms
4. Develop Indenture Terms and Agreements
5. Submit the PPM to Broker/Dealer for FINRA compliance review
6. Lead Lender Sourcing
7. Coordinating Due Diligence
8. Negotiate/Review Term Sheets
9. Develop Terms of an Operating Agreement
10. Develop Terms of (Investor/Developer) Construction Agreements
11. Develop Terms of (Investor/Developer) Property Management Agreements
12. Broker/Dealer Placement for FINRA deals
13. Review terms of Broker/Deal Selling Agreement
14. Coordinating the Closing
15. 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.