The Localstake Marketplace Difference

Localstake Marketplace will create cash flow projections using your data so that you can monitor and track your financial progress, discover trends, set strategic goals, and prepare for additional financing.

Localstake Marketplace can automatically aggregate your financial data from resources you are already utilizing, no need for manual data entry.

Review the offering terms available to your business, including equity and debt strategies. Use the Localstake Marketplace term builder tools to set preliminary terms based on your company's specific financial and operational progress. We will help you determine a market-ready offering structure to help entice investors. You can modify your terms later based on investor feedback.

24/7 email support with a dedicated advisor, providing assistance and best practices on fundraising for the entire time you use the Localstake Marketplace platform.

We will help you create custom industry benchmarks based on your business model. Analyze how your revenue potential and margins stack up to comparable companies.

Develop your business plan and create one pitch for all investors with our story building profile questions. Highlight your business for investors and explain how their investment will benefit the company.

Our AML, OFAC and background checks bring additional credibility to your team and company to help build trust with potential investors.

Interface with a Localstake Marketplace advisor to supplement your work on the platform. We're available to provide feedback on offering structure, investor communication and closing. 24/7 email and phone support with a dedicated advisor for assistance and guidance to help you close investors.

Add your existing networks to the Localstake Marketplace investor management dashboard. Organize your offline conversations in one place to get a comprehensive, real-time view on interest and commitment momentum. Skip the endless meetings and provide your investor prospects with calls-to-action to convert them from initial interest to closed investment.

Aggregate dollar commitments based on investor-validated terms so you can define the level of interest that exists and the probability of successfully closing funds. Pinpoint and organize committed interest across a broad set of investors.

Distribute proposed terms across targeted investor segments for commitments or proposed counter terms. This creates market-based insights into how your proposed offering should be structured and priced so you can successfully raise funds with the optimal investment structure.

The Localstake Marketplace investor management dashboard provides analytics on investor activity, and real time status on investor interest and commitments. See background information on investors and control who has access to the details on your profile.

Raise funds from anyone regardless of their financial background. The Localstake Marketplace compliance tools ensure you're raising funds the right way and following important requirements when involving non-accredited investors. Non-accredited investors can invest in your business and since they make up nearly 98% of the population they represent an important investor audience. Access them in a compliant manner on the Localstake Marketplace platform.

You will use securities laws that allow you to raise a maximum of $5 million. If you are looking to raise more than this amount, you will be limited to only allowing accredited investors to invest.

It is important for you to know who is investing in your company. We will verify the identity of all of your investors before they invest.

Investors will use our DocuSign integration to sign their investment documents and send them to you to approve and countersign. Then we'll store the executed documents for both your and the investor's records. These documents are their evidence of investment. We do not issue stock certificates, unless required by law.

We have worked with our outside legal counsel to create investment document templates for both corporations and LLCs to raise funds via revenue share securities, preferred equity, and convertible notes. Our software will take your information and populate these documents for you to use to raise funds from investors, saving you thousands of dollars in legal fees. We will manage the transfer of investor funds to your bank account once you reach your funding goal. Investors may send funds via check, wire, or electronic ACH. The one-time fee incurred at this stage covers the cost of the services provided in preparing your offering.

Utilize the single investor option to organize and streamline smaller-dollar investors in your fundraise through a single investor entity managed by an affiliate of Localstake Marketplace. This is not a standard service, but may be available. If you are interested, get in touch with us

We will manage all of your federal and blue sky law filing requirements, Painless legal and regulatory compliance. We'll set up your SEC EDGAR account, file Form D with SEC, and make any blue sky filings with states on your behalf. We will also do free tax credit administration, if required.

The laws you will use to fundraise don’t permit you to publicly solicit investors.

24/7 email support with a dedicated advisor, providing assistance and best practices on fundraising for the entire time you use the Localstake Marketplace platform.

Use our investor updates tools to stay connected with your investor base. Keeping investors updated will give you a higher likelihood of being able to raise funds in the future and keep your investors informed on how they can help your business grow.

We can manage and facilitate any necessary payments back to your investors through our payment processing platform.

If your investors are pooled into an entity that we manage, we will handle tax document administration and other necessary procedures for you.

Keep an active profile on Localstake Marketplace to keep both your existing and new investors engaged. This will help in the future should you choose to raise additional funds.