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Ready-to-raise checklist

I use this checklist to see whether I can explain the raise, support my claims, and answer basic questions. I do not need perfect materials before I begin. I do need a clear use of funds, a consistent story, and a way to keep records current. I work through each section with my team. If an item is incomplete, I assign an owner and a next step before I contact investors.

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Story

Track record

Numbers

Materials

Investor list

I use this list to organize preparation. It does not determine whether a raise is suitable or compliant. I discuss offering questions with a securities attorney.

General education only. Not legal, tax or investment advice. Your ticks are saved in this browser only.

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Richard C. Wilson

About Richard C. Wilson

Richard C. Wilson has run the Family Office Club since 2007. It is the largest investor club in the world by media reach. The 15-person team hosts 30 events a year, including 16 in person, and has hosted more than 340 events since 2007. Richard shares what he has learned on the Centimillionaire Strategies YouTube channel.

Text or WhatsApp Richard at (808) 600-9260 or email Richard@FamilyOffices.com with a question about your raise. More about Richard.

General education only. Not legal, tax or investment advice.