5 Tips When Meeting With An Investment Bank

 

images (1)

 

 

 

 

Lauren LeibowitzPrincipal at 1st BridgeHouse Securities, LLC, CrowdfundBeat Sr. Guest editor,

If you are meeting with an Investment Bank then your company has the need to raise capital from outside investors to fuel its growth. An Investment Bank is the intermediary between your company and investors through a capital raise process.  Having an Investment Bank handle your capital raise allows for an independent party to structure a viable transaction that is fair and balanced for the you, the Issuer, and Investors.

shutterstock_6-768x512

 

 

 

 

 

Investment Bankers are knowledgeable and experienced in outlining the necessary supporting due diligence, analyzing the company’s financial model and valuation and recommending a practical transaction structure. Investment Banks are FINRA members which indicate that a public record of the firm and its registered persons is available on FINRA’s Broker Check. The Investment Bankers that participate in structuring and marketing of the transaction need to have passed the Series 79, Investment Banking Limited Representative exam at a minimum.

Here are 5 tips to make your meeting with an investment bank successful:

1. BE PREPARED

  • Know the history and deal type parameters of the investment bank you are meeting with.
  • Know your numbers!
  • Have clear answers for the questions below.

 

2. BE CONFIDENT BUT NOT COCKY

When meeting with the Investment Bankers listen to their advice and constructive criticism. You may not agree with all of their comments but it’s important to comprehend what they are saying in order to keep refining and improving your pitch, model or plan.

 

3.  TELL YOUR COMPANY’S STORY

  • Where are you today?
  • Where do you see your company in 3-5 years?
  • What is your exit strategy?
  • What does your current cap table look like?
  • What intellectual property do you have?
  • Know your numbers!
  • Explain your capital needs
    • How much capital are you seeking? Be specific with the use of proceeds.
    • Why are you seeking this capital?
    • What is your capital needs timeline?

 

4. CONVEY THESE FEELINGS AND TONES IN YOUR RESPONSES

  • Passion
  • Dedication
  • Growth
  • Value

 

5. ASK THE INVESTMENT BANKERS QUESTIONS

  • Ask about their background and relative experiences.
  • Ask for a basic plan as to how, where and in what form they think funding will come.
  • If appropriate, ask about fees to be prepared.

 

Hiring a qualified Investment Bank can be one of the smartest decisions an entrepreneur can make. The bankers will teach and guide Issuers based on their experience. While there is a cost to hire professionals, the savings derived by delivering an efficient raise and avoiding regulatory pitfalls are immeasurable.

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

 

 

 

 

 

Tags: , , , , , , , , ,

HEADLINE NEWS

Judy Chicago Talks Feminist Product Collaborations And The Importance Of Crowdfunding  ForbesRenowned artist, feminist icon, educator, and now, product collaborator. This is all in a day's work for Judy Chicago, who recently returned to her hometown of ... [...]

Crowdfunding Growth Spurs Opportunities and Challenges, Say LeClairRyan Attorneys  Yahoo FinanceNEW YORK, May 23, 2019 /PRNewswire/ -- The practice of crowdfunding — where startups may raise small amounts of money from a large number of ... [...]

BudTrader Regulation Crowdfunding Offering Now Available on Equifund CFP  Yahoo FinanceWILMINGTON, Del., May 23, 2019 /PRNewswire/ -- Equifund CFP, an equity crowdfunding platform that delivers vetted, early-stage investment opportunities, ... [...]

Currently Crowdfunding: New Tools to Soothe Tired Muscles, Help You Conserve Water, and More  Core77.comNavigating the world of crowdfunding can be overwhelming, to put it lightly. Which projects are worth backing? Where's the filter to weed out the hundreds of ... [...]

5 Crowdfunding Myths Exposed  hypebot.comWhile many artists view crowdfunding as their ticket to music industry success, recent events like the PledgeMusic train wreck may have them second guessing ... [...]

French Startup BeeLife Is Aiming To Make Crowdfunding History  ForbesFrench startup BeeLife is hitting the market with its revolutionary bee hive, which it hopes will engender a new generation of beekeepers, rebuild the bee ... [...]

Steampunk Fantasy RPG MidKnight Story Achieves Crowdfunding Target  Only Single PlayerMidKnight Story is the latest remarkably promising RPG set to be brought to life thanks to support from fans. [...]

When survival is a popularity contest: the heartbreak of crowdfunding healthcare  The GuardianA growing number of Britons are turning to online fundraising for essential treatment in a desperate, 'Dickensian' attempt to get around NHS shortfalls. But does ... [...]

Equity crowdfunding changes who gets financed  ImpactAlphaImpactAlpha, May 21 – Three years after the equity crowdfunding exemption in the Jumpstart Our Business Startups, or JOBS, Act took effect, startups and other ... [...]

Kyoto's Gion Festival opens crowdfunding for its 1150th anniversary  Time OutThe Gion Festival, which celebrates the Yasaka Shrine in Kyoto, is touted as the biggest festival in Japan – and for a country as rife with festivals as this on. [...]

CFB Finance

Marketwired

  • Crowdfunding
  • Crowdfund
  • Peer to Peer Lending
  • FinTech
  • Reg A+
  • Reg CF
  • Crowdfunding USA

Press Release

Live Crowdfunding .tv

What's Next Step in Regulation A+ JOBS ACTS Title IIII :L Interview : Steve Cinelli with Brian Korn Securities and Crowdfunding/Peer-to-Peer Lending Lawyer, Watch more video library | Conference | Interview | Campaign Showcase | Research | Education |