Why do we need you?
Equivesto takes the complexity out of funding your company through equity investment. As a business leader and innovator, your time should be focused on managing and growing your company. Equivesto can help take some of the workload off of preparing for an investment round, investigating the right forms of funding for you, and preparing your ideas to pitch to potential investors. Let us help relieve some of your burden when it comes to raising capital, and ensure you approach investors with all the information and tools you need for success.
Can I Pick & ChoosE the services I want?
Of course you can! We understand that clients can come to us at different stages and with different levels of fundraising experience. Whether you need us for a specific purpose, like running KYC on investors you already have lined up, OR you want us along for your entire funding journey, we can cater our services to your specific requirements.
How Long will it take?
While raising capital can take a considerable amount of time, the time spent working with Equivesto is at your discretion. We are available to help you with smaller specific problems, or we can work with you over several weeks or months to target larger issues. Our fees are tailored to fit each company's specific needs, timeline, and budget.
Where is equivesto headed?
Equivesto is in the process of becoming registered as an Exempt Market Dealer in the Province of Ontario, Canada. While we are currently working with companies looking for funding, our goal is to expand our services to connect our clients with investors. With EMD status, we can facilitate a multitude of prospectus exempt funding campaigns including Equity Crowdfunding, Offering Memorandums, and Accredited Investor deals. Equivesto has built a fully functional online portal to allow both Innovators and Believers to connect in real time. Coming this Winter.
What is Equity Crowdfunding?
Equity crowdfunding is a simple concept where an organization can raise money in exchange for shares by asking a large number of people each for a small contribution. There’s a long history of projects and initiatives that have been funded through crowdfunding campaigns, but using this concept as a model for investing is something that’s new for Ontario, and it comes with a number of risks and caveats that potential investors need to know about. Equivesto intends to mitigate those risks by placing an emphasis on developing robust compliance, investor protection, and due diligence policies & procedures.
Are you able to connect me to Investors?
Unfortunately, prior to being a fully registered broker dealer, Equivesto cannot facilitate any investor-client relationships. But don't fret, we are currently in the process of getting register as an Exempt Market Dealer in Ontario. If you're interested in being one of our beta issuers, please get in touch with us. We can work with your company to pre-create your campaign & pitch and release it the day we get registered.
What Type of Investment Activities Can Equivesto help with?
Equivesto can help you plan and execute a variety of funding campaigns. Depending on factors including location of incorporation, nature of business, dollar amount being raised, and investor type there are different funding options available as outlined by securities law. Equivesto specializes in capital raises that make use of prospectus exemptions (defined below). We can help you understand whats available, review your options, and prepare you for a compliant funding round.
What is a Prospectus Exemption?
Generally, securities offered to the public in Ontario must be offered with a prospectus – a document that provides detailed information about the security and the company offering it. However, there are some exemptions to this rule that allow securities to be offered without a prospectus – these are called prospectus exemptions.
Prospectus exemptions can help an early stage company raise important capital in less time and with less cost than preparing a prospectus. Investing in the exempt market offers investors an opportunity to participate in early stage companies with innovative products that are not large enough to be a public company. It also provides investors with another option for diversifying their investment portfolios with asset classes other than stocks, bonds, and cash.
Is it the right time to think about Investment?
It's never too early to think about funding. Often companies go though a cycle of growth, to funding, to growth, to funding, and so on. Although this is somewhat effective, these funding rounds are predominantly due to neccesity and cause strain on business momentum, increases the cost of investment, and puts unnecessary stress on leadership.
Adversely, running an investment round when things are moving well, valuation is high, and time is available, would be most ideal. Identifying this can be hard. Equivesto rule of thumb - A.B.F (Always Be Fundraising)!