Private Placement Professionals

Voted #1 Regulation D Experts for 2020
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We Value Your Success

For over 10 years, Pro Business Plans has worked with companies to raise capital from preparing compliant offering materials - to investor presentations.

Its team of securities attorneys and financial professionals have over 50 years combined experience working from Startups to Fortune 500 companies.

Regulation D Services

Transaction
Structuring

Support from valuation and capitalization structure to selecting the optimal SEC exemption.

Private Placement
Offering Materials

Creation of Form 1A investment grade private placement memorandums and offering materials.

Offering Execution
Support

State and SEC Filings and review to ensure compliant offerings and broker-dealer introductions.

Private Placement Professionals

Pro Business Plans works one-on-one with issuers and broker-dealers across the entire private placement process from structuring, to private placement creation, and filing to ensure each transaction is completed in a timely and compliant fashion.


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Experienced Professionals Across 60 Countries in 30 industries

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Leading media recognition Entrepreneur.com, IBM, and other outlets

guaranteed satisfaction

Guaranteed Satisfaction Close collaboration to completion

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Case Studies

60 + Industries   $3.0 B + Investment   30 + Countries
apricus

Company Name:

Undisclosed

Type:

506(b), Equity

Amount Raised:

$20,000,000

Industry:

Biotechnology

A company in the Biotech space was seeking an equity private placement issuance with known accredited investors. Pro Business Plans assisted with the creation and filing of the memorandum, as well as financial projections for the drug development.

platster

Company Name:

Platster

Type:

Reg A+, Equity

Amount Raised:

$5,000,000

Industry:

Technology

An early stage B2C SaaS platform was seeking a low cost of capital and decided to issue shares with a Reg A+. Pro Business Plans prepared the private placement in conjunction with their in-house counsel and assisted with Reg A+ marketing materials.

Aziza Marina & Resort

Company Name:

Aziza Marina & Resort

Type:

506(c), Equity

Amount Raised:

$68,000,000

Industry:

Real Estate

A real estate development project for a hotel and resort development was seeking to issue shares on a broker-dealer platform for accredited investors. Pro Business Plans created the private placement offered to investors while collaborating with the issuance platform.

Merchant Cash Group

Company Name:

Merchant Cash Group

Type:

506(b), Debt

Amount Raised:

$20,000,000

Industry:

VC/PE Fund

A lending fund was seeking to raise debt to sell off several of its notes to accredited investors. A private placement was created for the purchase of the diversified secured notes using the private placement and filing assistance by Pro Business Plans, along with a review of portfolio performance.

Avkem International

Company Name:

Avkem International

Type:

506(b) Debt

Amount Raised:

$15,000,000

Industry:

Manufacturing

A manufacturing company in Tennessee was seeking to conduct a debt raise to finance the expansion of their facility and purchase new equipment. Pro Business Plans advised on the best structure and prepared the private placement for the offering to accredited investors.

Pegasus

Company Name:

Pegasus

Type:

Reg S, Equity

Amount Raised:

$50,000,000

Industry:

VC/PE Fund

A mineral resources fund based out of Texas was conducting a raise for a natural resource fund. Pro Business Plans assisted them to prepare a private placement offering for the subscription, along with marketing materials for the fund to foreign investors.

Consistently Outstanding Quality, Aimed at Tangible Results

Learn why the leading executives and Startup founders consistently trust Pro Business Plans .

Full Compliant

Meets FINA and Blue Sky requirements, as well as carefully keeps you protected from civil exposure with appropriate risks and disclosures.

Expert Team

Pro Business Plans has a team of securities attorneys and finance professionals prepare your private placement for end-to-end support.

Fully Custom

Every private placement is fully curated to the client’s requirements based on the business from the financials and market research to risks & disclosures or business description.

Funding Support

Pro Business Plans is well connected to many broker-dealers it can provide introductions to from fund placement agents to debt or equity focused middle-market bankers.

Custom Financials

An optional custom financial model to assist with budgeting and calculating key ratios crucial for investors to understand your business model.

Satisfaction Guaranteed

Pro Business Plans has never had an unsatisfied customer, which is why it provides a money back guarantee for all of its clients.

What is Included in Our Custom Private Placements? ?


  • Offering Summary
  • Investor Requirements
  • Forward Looking Information
  • Risk Factors
  • Use of Proceeds
  • Management
  • Management Compensation
  • Board of Advisors
  • Dilution
  • Current Shareholders
  • Share Option Agreements
  • Litigation Events
  • Share Description
  • Financial Statements
  • Regulation D Filing

Speak With An Expert adviser about your plan at (646) 956-1199