How to Design a Win-Win Investment Offering
Our Get-It-Done 5-day challenge
The Problem
You’ve built a company with a promising future. You’re ready to start looking for funding…but you don’t know where to start.
Our Solution
This challenge will help you craft a well-structured offering that will be a win-win for all involved—you, your employees, your investors, your customers, and the long-term success of your business—in just 30 minutes a day for 5 days.
During this challenge, we will give you bite-sized lessons and quick daily assignments that will culminate in your having a customized investment offering drafted.
What Happens
Learn to customize your offering to investors and get clear on the goals, values, and non-negotiables that will inform the design of your offering.
Learn all the options for structuring how your investors will get paid, determining a reasonable return, and setting yourself up to ensure that bringing on investors doesn’t put you out of business.
Learn about the different types of investment offerings and choose the one that best fits your goals, plans, entity structure, and tax status.
Learn the pros and cons of how much control you should keep and how much you should give away.
Now that you have your offering, learn how you can get it in front of the right investors.
“Jenny’s expertise in this space is one of a kind—nobody knows more about raising mission-aligned capital. But it’s not just about legal expertise. Jenny and her team care deeply about the change that their clients want to see in the world and about their success. When you work with her, you’re getting a broad base of expertise and support.”
“I’ve known Jenny for nearly a decade. She is among the smartest people I know. She has devoted her career to helping entrepreneurs raise capital from the crowd. No one in the industry knows more about it than she does. No one! Zero people know more than Jenny.”
“Jenny Kassan is a national thought leader in the effort to increase capital flow towards triple bottom line businesses.”
“Jenny is deeply knowledgeable about a topic most of us are not! Jenny walks you through the steps necessary for finding investors so that when you approach an investor, you feel that you’re on solid ground.”
“Jenny is an entrepreneur’s dream come true.”
“Jenny gave me the tools I needed to offer an investment opportunity to supportive investors. My team and I are well on our way to achieving our goal of raising $500,000. We’re offering equity, but we are not giving up any control. We’ve had a remarkable response, and we couldn’t have done it without Jenny’s teaching and support.”
“Jenny is, hands down, one of the most knowledgeable sources in the field today when it comes to creative capital raising for social enterprises and small businesses.”