Our Numbers
160
Successful Capital Campaigns
Our clients consistently rate us highly
52
Years of experience
Decades of financial wisdom at your service
1.8
Billion Raised for Clients
Proven strategies that work
Why You Need Us versus
We Can Raise Capital On Our Own!
Community Capital Advisors Versus Going it on Your Own
We have a proven process to obtain every available investment dollar and likely from places you have not considered.
We are experts and this is our business. We typically know the answers before the questions are asked and know why they are asking.
We leverage every contact to make sure your story reaches the right audiences and we know how to grow the number of contacts.
We have the tools to manage all aspects of the Capital Campaign from Regulatory Requirements, Offering Documents, Approved Sales and Marketing Documents, Contact Management, Marketing, Sales, Event Management, and all levels of Reporting.
We are 100% dedicated to your Capital Raise and handle all the necessary tasks. We raise the capital and you run the Bank.
We know how to get all types of investments funded. IRA, ROTH, 401K, 403B, SEP, DBP, etc.
You may know some sources of investors but not all.
You will take longer, you will spend more and you will raise less capital. You are not an expert and you are not dedicated 100% to raising capital.
Not all of Management and Board Members will be engaged to make calls and ask their circle of influence to invest.
Not everyone understands the Value Proposition or articulates it and you will miss opportunities.
No process for Marketing, Sales, Events, Contact Management, Reporting and requirements for Stock Registrar.
Will likely not do the necessary follow up to turn those interested into stock orders.
Likely you will not have expertise or relationships to handle complex stock purchases.
What Our Clients Say
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