The Capital Raising Readiness Assessment

By Lauren Leibowitz, CrowdFundBeat Guest Contributor, Principal at 1st BridgeHouse Securities, LLC,

Since the light bulb went off in your head with that million dollar idea, you have been tiredly working on turning it into an innovative and viable operating company. You have not only invested time and lost many hours of sleep, but you have also invested a lot of your own funds in turning this dream into a reality. You are now at the critical point all successful entrepreneurs face during this journey, you are short on funds. You and your friends and family are tapped out and the development and growth of your business requires additional serious capital. The next step may be speaking with a professional investment bank in order to solicit accredited investors, but are you really ready?

Follow the check list below to make sure that you have all the preliminary documents and support to take the next step by engaging a FINRA member Investment Bank. When taking the Capital Raise Assessment Review, you want to be able to answer ‘Yes” to all or have a very good explanation on why some are missing.








Does your company have enough capital to operate for the next 6 months?
Is you company formed and incorporated?
Is there a Bank Account open?

Do you have prepared or can easily prepare:

A current Business Plan (includes your strategy, opportunity, challenges, market/industry)
Financials and/or financial projections for 3-5 years
Current Cap Table
Corporate documents
Approved Patents or Trademarks, if applicable (Secure key assets, relationships and IP)
Prior Regulatory filings
Have you identified your material relationships for operations (i.e suppliers, manufactures?)

Are you confident with your leadership team’s capabilities for the next growth stage?
Do you have a strong financial officer?
Do you have reliable corporate council?

Once you believe that you are ready to take the capital raising plunge, then it may be time to reach out to a FINRA member Investment Bank such as 1st BridgeHouse Securities, LLC to assist with the structuring of a viable capital raise for your company. Your investment banker will become an important partner on this journey from initial due diligence phase, through capital raise, funding and beyond. Good luck.

If you have a questions about any of the items on the Capital Raise Assessment then contact 1st BridgeHouse Securities at or (786) 375-5644.

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Lauren LeibowitzPrincipal at 1st BridgeHouse Securities, LLC,






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