The Localstake Marketplace Difference
See how our platform can help you manage a more efficient and impactful capital raise.
Phase 1: Evaluating the Investor Market
Remove the guesswork from your offering: start by measuring real-time interest from the market to help you hone in on the right terms to close funds.
Set your terms
We create historic and projected cash flows and provide advisory on viable investments structures
- Evaluate market interest on a range of potential offering structures
- Use our investor feedback loop to optimize your terms and drive down the cost of capital
- Choose the best fit for your business - equity, revenue share loan, or convertible debt
Data depicted is for informational purposes only and is not reflective of actual performance on Localstake Marketplace.
Build your network
Aggregate your current networks and connect to ours
- Easily connect to existing resources (Linkedin, Gmail, Outlook) to pull in potential contacts
- Gain access to the Localstake Marketplace active community of investors
- Use our outreach tools to quickly engage the investor audience while complying with regulatory standards
Data depicted is for informational purposes only and is not reflective of actual performance on Localstake Marketplace.
Track Engagement
Use your investor dashboard to stay on top of your progress and organize your outreach
- Track your investor activity from pageviews all the way through to investment
- Assess which investor outreach methods are performing the best for you
- Extract critical investor data to plan the least onerous regulatory and legal path for your offering
Data depicted is for informational purposes only and is not reflective of actual performance on Localstake Marketplace.
Phase 2: Closing Funds
Once you've established your investor market, use Localstake Marketplace hands-on advisory to a build a best-fit offering using information gathered in Phase 1.
Choose your laws
Choose a regulatory path that accommodates the investors interested in your business and fits your overall goals
- Choose from federal crowdfunding, intrastate crowdfunding, or any Regulation D option
- Use Localstake Marketplace compliance tools to make sure you're managing information requests and filing costs appropriately
- Raise funds from both accredited and non-accredited investors, or just accredited investors, depending on your needs
Leave the paperwork to us
We'll handle all of the paperwork and regulatory filings, while helping keep you in line with securities laws
- Save thousands on legal documents by using our offering templates and customized support
- Manage all of your documents in one secure data room
- Have peace of mind that all of the details are being accounted for
Simple, efficient closings
Investors complete their investment in four easy steps
- Investors can show interest, commit to invest, sign investment documents, and transfer funds all on Localstake Marketplace
- Easily manage investor follow up to close funds and decide which investors to accept or deny through the investor management dashboard
- Once you have closed investment, manage investor reporting and handle any required payments using the Localstake Marketplace investor relations network
Phase 1: Cash Flow Analysis
Phase 1 Pricing
Review your current financial situation and make plans for future financing using our cash flow tools.
Features
Connect directly to your bank and accounting data
Localstake Marketplace can automatically aggregate your financial data from resources you are already utilizing, no need for manual data entry.
Select from a variety of fundraising structures and terms
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.
Dedicated customer support and advisory via e-mail
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.
Benchmark your financial projections to industry data
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.
Business plan and investor pitch creation tools
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.
Phase 2: Fundraise Setup
Phase 2 Pricing
Monthly subscription
Build out your business plan and profile.
Features
Compliance review
Our AML, OFAC and background checks bring additional credibility to your team and company to help build trust with potential investors.
Dedicated customer support and best practice advisory via e-mail and phone
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.
Integrate and upload contacts
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.
Measure investor demand
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.
Optimize investment terms through investor feedback
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.
Communicate and track engagement with your target investor audience
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.
Phase 3: Fundraising
Phase 3 Pricing
Monthly subscription + % of funds raised or flat fee
Market your fundraise, connect with investors, sign investment documents, and transfer funds. Localstake Marketplace will verify the eligibility of all investors.
Features
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.
Raise up to $5 million
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.
Investor verification
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.
Collect electronic signatures
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.
Investment execution services and legal docs
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.
Single investor option
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
Managed regulatory filings and compliance
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.
You cannot broadcast your fundraise to your social media connections
The laws you will use to fundraise don’t permit you to publicly solicit investors.
Phase 4: Post-Fundraise
Phase 4 Pricing
Monthly subscription + % of funds distributed
Once you've fundraised, use Localstake Marketplace to distribute funds to investors (as applicable) and communicate with your investors.
Features
Dedicated customer support and advisory via e-mail
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.
Provide investor updates
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.
Make payments to investors
We can manage and facilitate any necessary payments back to your investors through our payment processing platform.
Investor management
If your investors are pooled into an entity that we manage, we will handle tax document administration and other necessary procedures for you.
Continue to connect with new and existing investors
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.