LAST CHANCE: Deadline to register for our virtual training ends TONIGHT!

Create a Golden Opportunity for Investors

How to Design a Win-Win Investment Offering

Our Get It Done 5-Day Challenge


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.


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.

Unlock Your Full Potential. Raise Money From Investors On Your Own Terms.

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.

Get clear on the goals, values, and non-negotiables that will inform the design of your offering.

Choose one of the three main categories of offering (equity, debt, or convertible) and make sure it fits with the legal and tax structure of your business.

Decide on your investors’ rights to get paid—when and how much will they make on their investment.

Decide whether to give your investors any control and, if so, what kind.

Decide whether to offer any perks, in addition to the investment itself, as a way to motivate larger and faster investments.


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 about the different types of investment offerings and choose the one that best fits your goals, plans, entity structure, and tax status.


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 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.

About Jenny Kassan

Jenny has over two decades of experience as an attorney and advisor for mission-driven enterprises. She has helped her clients raise millions of dollars from values-aligned investors and has raised over $1.5 M for her own businesses.

Jenny earned her J.D. from Yale Law School and a master’s degree in City and Regional Planning from the University of California at Berkeley.  She served on the Securities and Exchange Commission Advisory Committee on Small and Emerging Companies.  She also submitted the petition to the SEC that led to the passage of the 2012 JOBS Act and was present at the White House signing ceremony.

Jenny is co-founder of Crowdfund Mainstreet and the Force for Good Fund.  Jenny is the President of Community Ventures, a nonprofit organization dedicated to promoting the economic and social development of communities.  She also co-founded the Sustainable Economies Law Center and is on the board of directors for CfPA (Crowdfunding Professional Association).

What Others Are Saying

“Jenny is deeply knowledgeable about a topic most of us are not!  She walks you through the steps necessary so when you approach an investor, you feel that you’re on solid ground.”

Ann Kramer

Good4U Inc.

“I’ve done group programs with Jenny and she brings a wealth of experience and a fantastic, healthy perspective to fundraising that turns it from a chore into empowerment!”

Colleen Kavanaugh

Zego Snacks

“Jenny understands and is truly committed to solving small business issues and to communicating complex legal issues in simple, ordinary terms.”

Pat Sullivan

Visionary Resources

Don’t Wait Any Longer.

Get Instant Access To The Challenge Today!

After entering your name and email address above, you will be redirected to our learning platform and may be asked for your email address once more to set up your account there.