Everything you need to raise capital
Working with our clients to raise capital since 2014
Investor Focused Services
Our core competency is to market and promote early stage businesses raising capital through formulated evaluations and unique strategic implementation in order to optimize performance of your offerings success.
Document Preparation
Each offering has it’s uniqueness. Blue Spade works closely with it’s clients to prep the necessary marketing materials to tell your business’s story to investors.
Investment Website (portal)
Blue Spade will develop a comprehensive fully compliant investment portal website. This investment site includes investor accreditation’s , open investor trading accounts, and ability to open escrow and perform all mandatory background checks on issuers and offering. This enables your investors a seamless experience while performing due diligence and making an investment.
Executive Overview Brochure
This marketing piece provides an attractive presentation on multiple formats for easy delivery. The key points that Blue Spade will highlight are your executive team, your experience, and your company goals.
Offering Overview Brochure
This offering document provides a quick look into your investment opportunity. We highlight the most essential points to gain the immediate interest of your investors.
Dynamic Private Placement Memorandum
We take your existing plain black and white document and bring it to life with a full color brilliant marketing presentation. This presentation PPM will include full color images of the offering and photos that represent its purpose and how it will continue to build your wealth. Blue Spade is recreating your existing PPM. Blue Spade is not a law firm and does not give or advise client’s on any securities law’s. Client’s will be required to have your attorney’s approval and sign off on the final PPM document.
Investor Focus Live Action Video
This 2 -3 minute video speaks directly to your potential investors. The video provides virtual credibility, virtual face-to-face interaction and provides the knowledge, passion and words directly from the executive team. This is a full service as we provide the storyboard, script, full production and editing.
Platform Setup
Once we have completed all preparation documents, we begin building your Investment Platform Website. All the document articles will be strategic implemented on the website to maximize the investors experience while accessing the website and performing due diligence on your offering.
Blue Spade has a proprietary software which will track not just your website behavior, but also every preparation document implemented. The unique and benefit of tracking all the documents allows for optimum vetting of your potential investor’s.
Integrate CRM
We will integrate our CRM into the investment platform website. This allows you to keep track of who is entering the website, signed up to view legal documents and how many individuals have responded to our email campaigns.
Compliance Integration
Providing a seamless experience for investor’s. We will integrate our partners propitiatory investment platform services software through and API to handle all the mandatory compliance of SEC and FINRA.
- Investor Accreditation
- Electronically signed and stored investor subscription agreements
- Payment processing
- Open Escrow
- Background checks for anti-money laundering and PATRIOT Act compliance
Market Investment
Blue Spade will market your offering to our exclusive network.
Email Campaigns
Blue Spade will market your offering to our exclusive network.
Vetting Specialist
Blue Spade’s vetting specialist will monitor and respond accordingly to your potential investor’s.
