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The Sheer Assessment & Roadmap Process™ determines your business’ specific needs, so we can package and present your opportunity in away that maximizes your Capital Raise.

The Sheer Assessment & Roadmap Process™ determines your business’ specific needs, so we can package and present your opportunity in away that maximizes your Capital Raise.

assessment
Capital Raise Strategy

With increased capital, businesses can scale quicker and build safer. There are countless other benefits of having capital to take action and help achieve your ultimate vision for your company. To reach this goal, JAMIS’ has successfully executed multi-million dollar campaigns with our proven process. 

Capital Raise Strategy

With increased capital, businesses can scale quicker and build safer. There are countless other benefits of having capital to take action and help achieve your ultimate vision for your company. To reach this goal, Sheer has successfully executed multi-million dollar campaigns with our proven process. 

assessment
Phases of Process
  1. Assessment and Roadmap 
  2. Campaign Building 
  3. Campaign Execution
  4. Extended Outreach
Phases of Process
  1. Assessment and Roadmap 
  2. Campaign Building 
  3. Campaign Execution
  4. Extended Outreach
Capital Raise Strategy

With increased capital, businesses can scale quicker and build safer. There are countless other benefits of having capital to take action and help achieve your ultimate vision for your company. To reach this goal, Sheer has successfully executed multi-million dollar campaigns with our proven process.

assessment
Equity Crowdfunding Deliverables
Assessment and Roadmap
Is Crowdfunding right for you?
Type of Crowdfunding
Possibility and the size of the raise
Status of existing business plan
Probability of success
Portal overview and analysis
Sequential Crowdfunding strategy
Potential exit strategies
Campaign Building
Build/Complete Business Plan
Translate business plan to Crowdfunding language
Select critical success factors
Investor pitch deck / E-pitch
Valuation projections
Risk/reward analysis
Develop the offer
Portal posting strategy/analysis/execution
Other critical documents for investors
Campaign Execution and Extended Investor Outreach
Identify potential investors: profile investors using key tools, market research and other crowdfunding techniques.
Publish on selected crowdfunding portal(s)
Market the campaign
Measure the results
Equity Crowdfunding Deliverables
Assessment and Roadmap
Is Crowdfunding right for you?
Type of Crowdfunding
Possibility and the size of the raise
Status of existing business plan
Probability of success
Portal overview and analysis
Sequential Crowdfunding strategy
Potential exit strategies
Campaign Building
Build/Complete Business Plan
Translate business plan to Crowdfunding language
Select critical success factors
Investor pitch deck / E-pitch
Valuation projections
Risk/reward analysis
Develop the offer
Portal posting strategy/analysis/execution
Other critical documents for investors
Campaign Execution and Extended Investor Outreach
Identify potential investors: profile investors using key tools, market research and other crowdfunding techniques.
Publish on selected crowdfunding portal(s)
Market the campaign
Measure the results
Equity Crowdfunding Deliverables
Assessment and Roadmap
Is Crowdfunding right for you?
Type of Crowdfunding
Possibility and the size of the raise
Status of existing business plan
Probability of success
Portal overview and analysis
Sequential Crowdfunding strategy
Potential exit strategies
Campaign Building
Building/Completing a Business Plan
Translating business plan to Crowdfunding language
Selecting critical success factors for the raise
Investor pitch deck / Dynamic E-pitch
Valuation projections
Risk/reward analysis
Develop the offer
Portal posting strategy/analysis/execution
Other critical documents for investors
Campaign Execution and Extended Investor Outreach
Identify potential investors: profile investors using key tools, market research and other crowdfunding techniques.
Publish on selected crowdfunding portal(s)
Market the campaign
Measure the results
Equity - 5 Actions That Deliver

1. THE STORY
The story is the foundation of your company and is ultimately what will attract investors to your opportunity. Below are the ten majors areas of your story Sheer focuses on in your business plan.

  • Business Overview
  • Company Mission and Vision
  • Company Milestones/History
  • Business Model
  •  Team
  •  Products/Services
  • Competitor Analysis
  • Market Analysis
  • Marketing/Sales Plan
  • Financials/Capitalization

2. TRACTION PUBLIC
In addition to the business plan it is essential to elevate the most significant elements of your story into a concise traction story, pitch deck, video, or even through Sheer proprietary E-Pitch that tells your story in an even more dynamic way.

3. COMPLIANCE
It is critical to ensure every capital raise is completed according to the laws and regulations outlined by the SEC. We work directly with your legal representation and our legal council to create all appropriate and necessary offering document needed throughout the entire process.

4. PORTAL SELECTION/MANAGEMENT
With over 1,200 crowdfunding portals that exist today, it is important to carefully choose the right portal(s) that fit your business needs. We have partnerships with all of the major portals in the industry and can select, engage, and manage a strategic portal strategy that positions you and your company for the best chance of success.

Additionally, each portal has its own investor database of accredited and/or non-accredited investors that are actively looking at deals.

5. INVESTOR/EXTENDED OUTREACH
The approval of the JOBS (Jump Start Our Business) Act now allows issuing companies to connect with investors online. Each portal brings a different investor database. With the right strategies you can reach thousands of potential investors positioned to look at your deal.

In some cases additional investor outreach is need. Sheer will use strategies such as webinars, podcasts, targeted/retargeted advertising, list building strategies, and other methods to attract new investors.

Depending on the funding source selected develop a Capital Formation Plan that first, outlines the specific measurements that that source will use to evaluate the request. Second, structure a presentation that addresses each and every issue that the funding source will analyze.

Equity - 5 Actions That Deliver

1. THE STORY
The story is the foundation of your company and is ultimately what will attract investors to your opportunity. Below are the ten majors areas of your story Sheer focuses on in your business plan.

  • Business Overview
  • Company Mission and Vision
  • Company Milestones/History
  • Business Model
  •  Team
  •  Products/Services
  • Competitor Analysis
  • Market Analysis
  • Marketing/Sales Plan
  • Financials/Capitalization

2. TRACTION PUBLIC
In addition to the business plan it is essential to elevate the most significant elements of your story into a concise traction story, pitch deck, video, or even through Sheer proprietary E-Pitch that tells your story in an even more dynamic way.

3. COMPLIANCE
It is critical to ensure every capital raise is completed according to the laws and regulations outlined by the SEC. We work directly with your legal representation and our legal council to create all appropriate and necessary offering document needed throughout the entire process.

4. PORTAL SELECTION/MANAGEMENT
With over 1,200 crowdfunding portals that exist today, it is important to carefully choose the right portal(s) that fit your business needs. We have partnerships with all of the major portals in the industry and can select, engage, and manage a strategic portal strategy that positions you and your company for the best chance of success.

Additionally, each portal has its own investor database of accredited and/or non-accredited investors that are actively looking at deals.

5. INVESTOR/EXTENDED OUTREACH
The approval of the JOBS (Jump Start Our Business) Act now allows issuing companies to connect with investors online. Each portal brings a different investor database. With the right strategies you can reach thousands of potential investors positioned to look at your deal.

In some cases additional investor outreach is need. Sheer will use strategies such as webinars, podcasts, targeted/retargeted advertising, list building strategies, and other methods to attract new investors.

Depending on the funding source selected develop a Capital Formation Plan that first, outlines the specific measurements that that source will use to evaluate the request. Second, structure a presentation that addresses each and every issue that the funding source will analyze.