• Process Overview

    Powering Next Generation Private Capital Markets

  • Initial Review

    Powering Next Generation Private Capital Markets

  • Due Diligence

    Powering Next Generation Private Capital Markets

  • Distribution

    Powering Next Generation Private Capital Markets

  • Investment Process

    Powering Next Generation Private Capital Markets

Process Overview

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.

Every step of the process is designed to reduce time and effort, thereby expediting the funding process when a good fit is realized.

1
Issuer Onboarding

Entoro 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 standard of due diligence.

Investor Onboarding

The investor onboarding process is designed to ensure that all accredited investors registered with OfferBoard comply with suitability and performance requirements dictated by regulation.

Investment Banking

Entoro specializes in capital raises, advising on acquisitions and divestitures, providing master broker/dealer services, fairness opinions and asset management.

As part of Entoro’s service, an investment banker is assigned to each project and will assist in identifying the best financing structure. Entoro will complete proper due diligence and assist with documentation preparation ensuring that all necessary information to successfully market the project is available.

Distribution

The power of Entoro is found in its global reach. Once an offer is loaded onto the OfferBoard platform, it becomes simultaneously visible world wide. Through the employment of both technology and personal touch, investors all over the world have begun looking to Entoro as a premier source for capital deployment.

Differentiators

OfferBoard is the only 506c platform with a specialized focus concentration in energy and infrastructure.

Entoro’s OfferBoard platform is the premiere online private placement service focused on the energy and infrastructure sectors.

We are proud to offer our clients a full service investment banking relationship backed by one of the largest accredited investor databases in the industry.

Initial Review & Engagement

2

Issuers introduce a transaction for initial review, vetting, and acceptance. The capital raise transaction must meet the established criteria of Entoro to be listed on OfferBoard. Upon agreement, the Issuer engages Entoro Capital in a standard investment banking agreement.

Due Diligence, Preparation & Packaging

3

Issuers are required to go through a rigorous due diligence process to prepare the transaction for marketing.

The due diligence process, coupled with preparation and packaging ensures that each transaction meets the consistency and quality that our investors expect.

Distribution & Marketing

4

The placement and marketing of a transaction on OfferBoard is based on its market segment and/or underlying capital need/instrument. Many deals will have built-in audiences while others will require a full scale domestic and/or international marketing campaign.

Investment
Process

5

Entoro manages the entire process from initial review to funding. Entoro Securities manages all escrow activities. Our investment bankers bring a white glove approach that takes the burden off of your shoulders so that you can focus on your core business.

  • Initial Interest

    OfferBoard’s continuous distribution and global marketing of quality transactions is designed to create a book of interested and motivated Investors. The investment banker works with potential Issuers & Investors to develop the best structure and game plan.

  • Negotiations

    Entoro seeks to develop sustainable relationships with both issuers and investors. All efforts are expended to match Issuer with the right Investor group and make any modifications to the original offer.

  • Definitive Documents

    Upon conclusion of negotiations, the OfferBoard team works with both Issuer and Investor to convert the offering documents into definitive documents ready for approval and signature.

  • Filings

    Entoro Securities manages all FINRA and regulatory filings for Reg. D 506c investment documents.

  • Funding/Breaking Escrow

    Once the required amount or minimums have been met and all documentation has been completed, Entoro Securities manages the breaking of escrow and distribution of dollars according to agreed-upon terms.

  • Project Funded

    Success! Final approvals, project is funded and project execution begins. Depending on requirements set forth during negotiations, either the Issuer or a third party service will provide quarterly reports to investor(s).

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