FREQUENTLY ASKED QUESTIONS

You’ve got questions. We’ve got answers.

  • Capitalizing quality transactions; and Matching investors to those transactions.

  • All transactions undergo a vetting process that seeks to examine the characteristics of the deal as well as the management of the issuing entity. This includes but is not limited to the following:

      • Management Background Checks
      • Financial Condition
      • Management Track Record
      • Realistic Deal Expectations
      • 3rd Party Scientific, Accounting and Legal Analysis
      • Legal Issues

  • Investors are accredited first by completing the OfferBoard Accredited Investor form. The process begins with signed statements confirming an Accredited Investor status and then moves to a more extensive OfferBoard operated procedure to prove accreditation. We have set a high standard for verification and confirmation of accreditation status. At OfferBoard we utilize a number of third party services to verify accrediation.

      • Verification of financial abilities
      • Transaction History
      • Proof of Funds (in some cases)Background Checks
      • Litigious Behaviors

  • In order to successfully have a transaction posted on OfferBoard, the Issuer must meet or exceed our required due diligence. OfferBoard is focused on creating a top-quality information package and Virtual Data Room (VDR) for all transactions. For example, the following are required:

      • Background check of Issuer or sponsor and senior management
      • Seasoned and trackable management team
      • Verifiable technical data. Ex., geological and geophysical data (E&P)
      • Established customer base (Services)
      • If applicable, audited financial statements
    Upon a satisfactory validation of these items, an investment banker will be assigned to your account and begin working with you to finish the process and begin developing the investment materials. Please find a much more complete due diligence list here.

  • Simple - just go to this link and follow the steps. After your submission, OfferBoard will begin the due diligence process (initial background checks, management track records, etc).

  • OfferBoard is not simply a posterboard for deals, it is an invaluable marketing and technology distribution tool for raising capital. All issuers are assigned an investment banker (internal sponsor) that receives, prepares and packages the deal for submission to OfferBoard. From there, the Issuer's sponsor manages all interested investors and filters through the process. The Sponsor also works with the investor(s) to answer as many questions as possible to create familiarity with the deal. Once an introduction makes sense for next steps, the sponsor will facilitate and then provide structuring assistance where needed/requested.

  • OfferBoard provides a sophisticated, yet user-friendly platform that showcases properly vetted companies and/or transactions to Accredited Investors. Both companies and investors have their own Dashboards that manage and display relevant metrics of their transactions and deal flow. All of OfferBoard securities are offered through our highly-seasoned energy-focused Broker/Dealer, Entoro Securities, LLC with a team of investment bankers that manage the process with precision from start to funding.

  • Though we are well versed in the A&D space, our primary focus is capital raising and securities. That's where OfferBoard excels and brings something to the industry that doesn't exist elsewhere in the market. Additionally, A&D is not what the energy space needs right now. The energy market needs access to capital whether for project financing, acquisitions, growth, etc.

  • Yes, we only work under exclusivity. As we commit to the deals that we accept, we look for that same commitment to us. After all, we truly believe there is no better route for funding in the entire market.

  • Currently, OfferBoard primarily lists energy-related deals and projects. This may range from E&P companies looking for drilling capital to renewable solar energy companies desiring to raise capital for a contracted power facility.

  • That's completely up to the Issuer and the demand for a transaction. An Issuer sets the minimum amount of investment per investor, as well as the maximum. Therefore, you have control over how many investors participate in your funding. Every company listed on OfferBoard must agree to provide at least quarterly reporting to their shareholders who subscribed via OfferBoard. As far as leadership roles for investors are concerned, that determination is left up to the company, but OfferBoard can help advise.

  • Yes, we take pride in our established processes and advanced security technologies that work to maximize the protection of sensitive and valuable information. After all, information is money in this and most other industries. As such, after an investor has been verified as an accredited investor, they must undergo an automated approval process by the issuer of the project. From there, you will have access to the logs of your data room to monitor who has access to that information, when they accessed it and for how long. Additionally, we maintain and deploy all of the latest methods and protectors to ensure against cyber attacks.

  • There is no typical profile. Our accredited investors consist of family offices, venture capital firms, pension funds, individual accredited investors, other broker-dealers, registered investment providers, international groups, and other financial advisory organizations.