| |
|
view pdf version |
 |
FUNDRAISING
Use our Virtual Data Rooms to distribute confidential information and electronically deliver your PPM to potential investors during the fundraising process.
● No more Printing, Numbering and FedExing
● Invite Accredited Investors and Track PPM
Delivery
● Electronically Distribute Your Private Placement
Memorandum
● Set-up the Virtual Data Room
SAMPLE DATA ROOM
To see a sample V-Rooms™ Virtual Data Room, click the link below and type in the provided username and password.
|

|
Username: PPM
Password: PPM |
|
Your Fundraising and PPM Distribution Solution
No more Printing, Numbering and FedExing
Our V-Rooms™ Virtual Data Room technology makes this possible with these unique features:
● Nine Security Access Levels to provide the potential investor with more details as the deal progresses.
● Dynamic Confidential Watermarks that stamp each page with the investor’s Name, Date and Time of access, and IP Address.
● “Blue Sky” Compliant Audit Reports that document when the PPM was delivered to each investor. |
|
Invite Accredited Investors and Track PPM Delivery
● Email an unlimited number of potential investors and provide a General Information Username / Password which will allow them to view the general information.
● Potential investors view the General Information and interested accredited investors download, print, sign and fax the Questionnaire to you for your files.
● Then issue a Specific Username / Password to each accredited investor which allows them to accept delivery of their copy of the PPM and allows you to “track delivery” via your Audit Reports.
Electronically Distribute Your Private Placement Memorandum

Set-up the Virtual Data Room
Upload documents associated with the PPM at their appropriate Security Access Levels:
● Security Access Level 1 - General Information
● Executive Summary
● Accredited Investor Questionnaire
● Security Access Level 2 - Private Placement Memorandum
● PPM - Subscription Documents
● Warrant Purchase Agreements, Etc.
● Security Access Level 3 - Due Diligence Information
● Legal Documents
● Management Structure
● Financial Information
Establish Usernames / Passwords for access to the Virtual Data Room
● A “General” (Level 1) - Username / Password for issuance to an unlimited number of potential investors
● An Administrative Username / Password which allows you to upload documents directly and easily
issue Specific Usernames.
TOP