The document discusses secrets to raising equity capital through crowdfunding. It discusses the importance of relationships, transparency, and structure in crowdfunding campaigns. Specifically, it emphasizes putting investors first, being transparent even when mistakes are made, and properly structuring the campaign for alignment, exit strategies, risk/reward, and capital preservation. The document also outlines the different types of crowdfunding, legal structures for raising funds, steps to take in a crowdfunding campaign, and reasons why campaigns may fail or succeed.

1. ‘Secrets of Raising Cash’
© 2015 Eliances. All Rights Reserved
Crowd . Funding
&
Crowdfunding
Secrets of Raising Equity Capital
Chris Loeffler – CEO / Co-Founder
Caliber – The Wealth Development Company

2. ‘Secrets of Raising Cash’
© 2015 Eliances. All Rights Reserved
No-Tilt
Reward

3. ‘Secrets of Raising Cash’
© 2015 Eliances. All Rights Reserved

4. ‘Secrets of Raising Cash’
© 2015 Eliances. All Rights Reserved

5. ‘Secrets of Raising Cash’
© 2015 Eliances. All Rights Reserved
Caliber’s Secret Sauce?
•Relationships
•Transparency
•Structure

6. ‘Secrets of Raising Cash’
© 2015 Eliances. All Rights Reserved
Relationships
1. What business are you in: Raising Capital +
Whatever you actually do
2. Investors first, always, no exceptions, ever.
3. Look at people long term, avoid short term
thinking, people can smell it on you
4. Be the person you would be after you obtained
the capital

7. ‘Secrets of Raising Cash’
© 2015 Eliances. All Rights Reserved
Transparency
“Being willing to say what needs to
be said, even if we may upset
someone. Being willing to be
exposed, even when we make a
mistake.”

8. ‘Secrets of Raising Cash’
© 2015 Eliances. All Rights Reserved
Structure
•Alignment
•Exit
•Preference
•Preservation of Capital
•Risk / Reward

9. ‘Secrets of Raising Cash’
© 2015 Eliances. All Rights Reserved

10. ‘Secrets of Raising Cash’
© 2015 Eliances. All Rights Reserved
Equity Based
• Crowdfunding
for financial
return- in terms
of equity
• Fastest Growing
Category
• Raises the
largest sum of
money per
campaign
Lending Based
• Like the Equity
based
crowdfunding
for financial
return – in
terms of fixed
payments
• Smallest in
terms of
number of
platforms
Reward Based
• Crowdfunding
in which the
funder expects
a non-financial
reward such as
a token or a
limited release
of a product.
• Largest
category in
terms of overall
number of CFPs
Donation Based
• Crowdfunding
where the
funders donate
to causes they
want to support
with no
expected
compensation.
• Donation based
crowd funding
for arts and
performing arts
projects drive
less funding.

11. ‘Secrets of Raising Cash’
© 2015 Eliances. All Rights Reserved
What are the Steps?
1. Make sure you have a solid base
business
2. Select a funding structure
3. Select a method to seed the deal /
build momentum
4. Create a marketing sales strategy
5. Pick your platform (if moving online)

12. ‘Secrets of Raising Cash’
© 2015 Eliances. All Rights Reserved
Legal Structures
1.AZ Crowdfunding: $1M ; $2.5M –
Accreds, Non Accreds (10k max)
2.JOBS Act Reg D 506…..B v. C
3.Reg A+ - $20M - $50M

13. ‘Secrets of Raising Cash’
© 2015 Eliances. All Rights Reserved
Compelling Reasons to
Crowd . Fund or Crowdfund
1. Most efficient to raise small amounts
of capital
2. Most forgiving for mistakes
3. Speed and ease of funding and
reporting
4. Best customers in the world = investors

14. ‘Secrets of Raising Cash’
© 2015 Eliances. All Rights Reserved
Why You Will Fail
1. No Track Record / Get a Track Record
2. Great product / idea; no business
3. CEO can’t sell / Partner with someone who
can
4. Not talking to the right people / find the
right people
5. Making the raise a chore / bother
6. Connectors = Time Wasters = No One will
Do it For You

15. ‘Secrets of Raising Cash’
© 2015 Eliances. All Rights Reserved
Why You Will Succeed
1.You Failed and Kept
going
2.You did not stop
3.That’s it.