- One Platform Continuous Deal Flow
- OfferBoard connects quality transactions with quality investors; both of which have undergone an initial vetting and review process. The OfferBoard Method takes the standard, laborious capital raise/deployment process and creates a highly efficient mechanism using technology, standardization and automation; increasing distribution and success.
OfferBoard encourages companies to apply for listing and initial review to determine if OfferBoard is the best fit for their capital raise. Issuers are taken through a rigorous vetting process to make sure that they meet our investment criteria and the highest standards of FINRA mandated due diligence.
As with Issuers, Investors must register and be vetted for compliance, suitability and performance. While OfferBoard encourages all accredited Investors and Institutions world-wide to become OfferBoard registered investors, investors will be subject to follow-up vetting as required by compliance, regulation and/or issuers.
Investment Banking Instrument/Process
As part of OfferBoard’s service, an investment banker (sponsor) will be assigned to each project and assist in the identification of the best financial instrument to use/pursue. Options might include equity or debt, a hybrid of both or a completely different and customized approach. The process is similar to a traditional capital raise except bolstered and empowered by the advanced technology of OfferBoard.
Proper due diligence and full documentation is still required (example: Investor presentation, private placement memorandum and independently reviewed financials).
The power of OfferBoard is found in its global reach. The moment that an Issuer’s deal is seen by the investor in West Texas, Oklahoma, or Houston, it’s also seen in New York, Hong Kong, and Singapore thanks to the JOBS Act of 2012. Through the use of both technology and personal touch, investors all over the world have begun looking to OfferBoard as a premier source for capital deployment. Our global distribution network has been developed over years of hard work and combines the relationships of our world-wide team to reach out to our network of institutional and accredited Investors.
OfferBoard is the only 506c platform with a specialized and focused concentration in energy and infrastructure. We are proud to have an industry vertical specialty, a dedicated Placement Agent service, and one of the largest accredited Investor databases in the industry.