Case Study: Crowdfunding / IPO Advisory

Client Needs

  • Decide on best option: Debt, Reg CF, Reg A/A+ or traditional equity
  • Manage IPO process
  • Marketing/listing platform choices
  • Coordinate approvals with existing investors

Our Offerings

  • GAAP financial statements preparation
  • Risk assessment
  • Form S1 or Form 1A preparation
  • Third-party services coordination (underwriters, transfer agents, etc.)