Helpful Guides & Templates
Business Plan Templates, Information Memorandum Templates,
Accredited Investor Certificates, Sophisticated Investor
Certificates and much more..
On this page you will find a range of very helpful
documents, guides and templates that will help you with a range
processes such as creating an initial share structure, creating
a capital raising schedule, creating an in house share
registry, producing an investor ready offer document or
information memorandum and even how to create a business plan
and much more..
Many of these documents and processes could often cost you
thousands of dollars should you source them from external
professionals.
Click on your selection or simply scroll down and
take a look around...
- How to create a
Winning Offer Document or Information Memorandum - Template
& Guide
- How to Create
a Successful Business Plan - Template &
Guide!
- Share Registry -
Template & Guide!
- Accredited
Investor Certification - Template &
Guide!
- Sophisticated
Investors Certificate -
Template
- How to Create a
Suitable Share Structure and a Multi Staged Capital Raising
Schedule! Template &
Guide!
If you have any questions
regarding any of our products and services, then please do not
hesitate to contact us as we would be only to pleased to assist
you! Click here to see our
Contact Us page.
All documents and guides shall
be emailed to you upon your successful purchase of same.
EquityAssist.net reserves the right to refuse service and make
refunds accordingly.
The use of any of these
documents or guides should only be done so in concert with
legal advice. The
documents and guides purchased from this site are for
individual use by companies and or,
for professionals
that represent a client company, but are not, under any
circumstances, to be re-sold. This is a condition of
purchase!
All prices are quoted in U.S.
Dollars as PayPal does not allow for multiple currency pricing
in the same shopping cart.
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Item 002
How
to Create a Winning Offer Document or
Information Memorandum! (Multi Country
Application).
A complete
Template & Guide to creating a
Winning, Investor Ready Information
Memorandum. Upon successful purchase, we
shall email this complete template with
detailed instructions. This provided in
Microsoft Word format!
Click Here for a
Sample Screenshot of the
Index!
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Item 003
Business Plan - Template &
Guide
This is a
complete template & guide to
creating a sensible and structured
Business Plan for your business. Upon
successful purchase, we shall email you
this complete template & guide in a
Microsoft Word format! This document is
suitable for all countries!
Click Here for a
Sample Screenshot of the
Index!
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Item
004
Share Registry
Template
This is a Share Registry Template that you
can use to track and calculate share
issues, shareholder details, Excluded
Offers and more. This is a Microsoft Excel
Document!
Click Here for a
Sample
Screenshot!
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Item 005
Accredited Investor
Certification
This Template
is a Certification Process that can be
used for the qualification of an
investor being deemed to be an
"Accredited Investor" in accordance with
Regulation D of the Securities Act. This
document is provided in Microsoft Word
format!
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Item 006
Sophisticated
Investor Certification (Australia
Only)
This Template
is a Certification Process that can be
used for the qualification of an
investor being deemed to be a
"Sophisticated or
Professional Investor" in
accordance with Section 708 of
the Corporations Act 2001
(Australia). This document is provided
in Microsoft Word format!
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Item
007
How to Create a Suitable Share Structure
and a Multi Staged Capital Raising
Schedule!
This module includes a
range of examples in Adobe Acrobat
Format of possible share structures, as
well as an interactive Microsoft Excel
document to assist you with the
calculation of a suitable share
structure and the implementation of a 4
to 5 stage pre IPO capital raising
program commencing with an initial
founder's share holding scenario through
to seed capital and additional rounds of
capital raising at an increased rate of
issuance per share, per round of capital
raising that might be tied to your
company achieving certain commercial
milestones and an ultimate Price to
Earnings Valuation per share.
Knowing how many shares you
need to have initially to maintain
majority voting control throughout the
capital raising process is a crucial for
you and your co founders. It is also
critical to have a road map that
outlines the various rounds of capital
raising you want to achieve and where
you may like to end up in 2 - 3 years
should you then embark on a stock
exchange listing or, become a take over
target or similar.
Click Here for a
Sample
Screenshot!
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