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What Should be Included in my Website?

First, you have to decide the purpose of your website: Is it to establish credibility for prospective investors, lenders, sellers, etc? The former, can be a simple website with information about your company and team members. This site requires little maintenance...

How Should I Choose a Company Name?

Don’t set yourself up for failure by choosing company names or domains that are doomed to fail. Even though a domain is available, choosing a company name or domain that is too close to someone else’s established brand can end with a “cease and desist” letter, long...

What is Branding?

What is Branding? It starts with your idea of what you want your company to be. It starts with your company name and domain, but includes the look, feel, colors, fonts, and themes that you consistently use every time you share written information or make a live...

Download Our Investor Marketing Plan Template!

Whether you are starting out as a Syndicator or have a new Securities Offering you need to market to prospective investors, you should start with an Investor Marketing Plan.

Our easy-to-complete Investor Marketing Plan template will have you up and running in no time. It includes a 3-page outline with descriptions of what you should be including for each phase of your Investment Company’s marketing program. It’s delivered in Microsoft Word so that you can easily add your own content for each section.