Outsourcing the Conduct of a Capital Campaign

In recruiting guests for my Successful Funding show on LinkedIn Live, I begain compiling a list of services that a small business may engage in raising funding.

?The list began with those services which stand between the small business and an investor. Typically, the providers of these services are regulated and licensed by the States and/or the Federal government. These services include:

·?????? Securities brokers

·?????? Registered investment advisors

·?????? Exchanges

·?????? Crowdfunding platforms

These services are focused upon sales of securities where an investor places money with the small business with the hope that their investment will appreciate in value over time under the management of the small business and the investor will realize a return on their investment.

?The list is expanded to include any services that may be engaged with the funding transaction:

·?????? Attorneys

·?????? Accountants

·?????? Escrow agents

·?????? Payment processors

?My work, like many other services, falls within the activities that include the design, staging and conduct of a capital campaign:

·?????? Assessment of capital needs

·?????? Development of a capital strategy

·?????? Crafting of investment offer

·?????? Development of offering documents

·?????? Development of promotional documents

·?????? Distribution of promotional documents

?The conduct of a capital campaign is dependent upon small business operational activities that the business must have or acquire:

·?????? Bookkeeping and/or accounting software

·?????? Communications services and devices

·?????? Website

·?????? Customer relationship management (CRM) software

?The services described above are dependent upon the small business being all it can be in the conduct of its business so that the small business can take on the additional activities of raising capital. At this point, in describing services related to raising capital, it may be fair to include any services that a small business may purchase by outsourcing the work to anyone not an employee.

?There are many types of alternative funding that may increase the size and scope of this list.

?There are many ways of raising funding that do not involve the sale of securities, such as the sale of products, services, real estate or other assets.

?As a basic recommendation, a small business should consider outsourcing work whenever it can gain a benefit in the reduction of time and/or costs and thereby reducing the total resources needed by the small business.

Successful Funding

?The sixth Successful Funding show will be today at 9 am MST [NOTE THIS IS NOT THE REGULAR TIME OF 8 AM].

My guest will be Arlen Meyer the founder of the Society of Physican Entrepreneurs. ?

You may view all of the Successful Funding shows in my Posts on my LinkedIn profile at: https://www.dhirubhai.net/in/karldakin/

?The Successful Funding show will repeat weekly at 8 am MST on Tuesdays on my LinkedIn profile. You may register to attend by going on LinkedIn, search for Events, click on the Events button, then search for Successful Funding, then click on the Attend button. You should receive an email with a linke to save to your calendar. You can also click on the Share button and obtain the URL link to the show and put it in your calendar.

??Superpowers for Good

?I had the pleasure of being interviewed by Devin Thorpe on his SuperPowers for Good show that is affiliated with the Impact Cherub Club and SuperCrowd. We talked about impact investing, investing in small businesses as a wealth building method and access to capital through investment crowdfunding. Devin advocates supporting small businesses throug Reg CF crowdfunding and strongly believes that systematic investment ($100/month) in small businesses will build wealth at a rate comparable with more common investments in Wall Street or real estate.

The show may be viewed at the following link:

?https://s4g.biz/13feb24

?Don Cohen

?I was a guest on Don Cohen’s show last Wednesday. The other guest was Russ Hedge who is an expert on LinkedIn, in building crowds and obtaining sponsorships. We had an interesting conversation on the importance of relationships as assets and the need to build a community.

?https://www.dhirubhai.net/events/7165045714392170496/about/?originTrackingId=FM34mdygS4S4HJ%2FDF4JeNQ%3D%3D

?Founded in FOCO

?I will be presenting a workshop on the topic of What is Your Funding Potential? on March 8 from 11:00 am to 12:30 pm in Fort Collins, Colorado at the Founded in FOCO event.

?The five-day event offers 100+ sessions with 100+ local experts to help you?spark new ideas,?learn from peers, and?build relationships.

https://foundedinfoco.com/about/attend/#rsvp

?SuperCrowd 2024

?I will be co-hosting the SuperCrowd 2024 event: “The Impact Crowdfunding Event of the Year” that will be held April 17th and 18th online.

?https://thesupercrowd.com/supercrowd24

?Motivated Money Half-Day Workshop

?Subscribers to the Instant Funding Newsletter are invited to attend a half-day workshop where I will present my Motivated Money Method to raising capital. Subscribers qualify for a 20% ($100) discount from the standard $500 price. Use the discount code: Instant Funding

?https://dakincapital.com/event-5422390

?Thursday, February 29 -? 9 am to 1 pm MST - Zoom Online

?The workshop will instruct on the Motivated Money Method of raising capital that targets investor candidates that are 'most motivated' to provide needed capital. Attendees will receive a workbook, templates, and a video recording of the workshop. A single organization may have up to three representatives may participate for a single registration fee.

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Karl Dakin, the Capital Coach

Dakin Capital LLC

[email protected]

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