Syndication Articles

What’s a Good CRM for Raising Capital?

What's a Good CRM for Raising Capital? We started out with Insightly (a Google app); we now use Active Campaign. Insightly is a good starter, as it used to be free for two people. We upgraded to Active Campaign when we wanted to start a newsletter and marketing drip...

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What’s a Convertible Promissory Note Offering?

What’s a Convertible Promissory Note Offering? A Convertible Promissory Note Offering allows you to raise money in advance of having a deal under contract or within a short timeframe. With a Convertible Promissory Note Offering, you can offer note investors the...

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Do You Provide Securities Offering Document Templates?

Do You Provide Securities Offering Document Templates? We don’t offer document templates. We provide reasonable, lump-sum fees for drafting our clients’ securities offering documents and helping them properly structure their companies, and we have many long-term...

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‘How Investors Raise Capital Legally’ With Vinney Chopra

‘How Investors Raise Capital Legally’ With Vinney Chopra

In this April 5, 2021, guest appearance on Vinney Chopra’s podcast “Syndication Made Easy,” Kim Lisa Taylor, Esq., discussed various considerations for syndicators to ensure they are doing everything according to the book and avoiding any issues with SEC compliance....

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