Our funding process

“Going public” is a process fraught with risks, the biggest risk of them all – doing all the work and not being able to achieve your funding goal.  DSV Consulting’s process mitigates your risks, enlarges your stakeholder audience, and increases your chances of long term funding success!

Rounds of our Funding Process

We recommend these funding rounds for companies embarking on a growth phase:

1. Friends & Family round – Get your belief level up and your friends excited about your company while honing your pitch; time frame should be less than 90 days.
2. Round A – You have a pitch, now go outside your sphere of influence and build momentum; time frame should be no more than 6 months.
3. Round B – After closing Round A, let time lapse and accomplish Round A goals; integrate achievements into updated pitch, expanding goals & use of proceeds for 2 years.  Time frame can be a little longer, but stay to less than 6 months.

Good founders know that they are always in the process of raising money for their operations, whether capital for new projects or working capital for current operations.

Steps

DSV Consulting has honed its process for compliance with regulations and maximizing our clients’ success in achieving their funding and business goals.  We help you with your Friends & Family Round by putting together your pitch deck, website, and integration with digital assets, but you will present to your colleagues and friends and increase your confidence (of course we help practice your pitch).  Items to note:

• We currently recommend Start Engine as the crowd funding platform and Energy Funders Black for businesses in the oil & gas business.
• We are not a licensed broker dealer and do not take fees based upon a percentage of the money raised.  We provide consulting services to support you during your fund raising ONLY.

OK, having said that, here are the steps we recommend:

1. [Round A] Small Online Public Offering (‘OPO’) raise of $107,000 (Form C).
2. Proceeds from step #1 pays for PCAOB auditor, legal requirements, and pay for advertising for OPO.
3. [Round A] Amend OPO (Form C) from $107,000 to $1,070,000 raise.
4. When step #3 proceeds achieve a meaningful working capital amount, file a Form A for a large OPO – raise the amount you need for 2 years of operations.
5. [Round B] When the Form A becomes effective, you will need to discontinue or turn off your Round A on your crowdfunding platform and engage the crowdfunding platform you will be using for your Large OPO (Form A) – many times this will be the same one.
6. Engage a market maker to file your Form 211 in order to receive your trading symbol.

These steps manage your risks of being out of pocket for your fundraising, and also ensure that your new investors’ risks are mitigated by you being a publicly traded company.

Further information

For further informatio0n our services at DSV Consulting LLC, please follow these links:

• Our business development consulting , funding and crowdfunding services pages…
• Our restructuring consulting post…

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