Raising capital is Janey’s speciality, a few things to consider...

There are so many different ways to raise capital from investors, but overall one can do so via a conveyance of shares (equity) or a loan (debt) from investors. With increasing compliance requirements and calls for offeror transparency from regulators of NZ’s financial markets, let’s work together to ensure that your business achieves a solid raise!

Discuss with Janey on what will be relevant for you so that she can prepare an investment agreement specific for your business.

Financial Markets Compliance

  • Investor eligibility.
  • Investor certifications.
  • Advertising of offer.
  • Disclosure rules.

Anti-Money Laundering

  • Who is the investor?
  • Where are they from?
  • Source of funds.
  • Tax identifiers.

Terms & Conditions

  • Share issue vs. sale.
  • NDA / exclusivity.
  • Warranties.
  • IP inclusive?
  • Directorships?
  • Bank consents?
  • Settlement process.
  • Governance documents.
  • Treatment of capital.

Investor Relations

  • Marketing (i.e. IM)?
  • Dedicated sales-team / investor point of contact. 

Reach out today for an agreement tailored to your business

 

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