Companies, Startups & OZ Projects
Step 1: Company, Startups & OZ Projects create an account then fill out a short online form providing basic information about their company. Halagard performs a review of the information to determine if there is a good match for our services. If not, we have partners who can help with alternative solutions.
Step 2: Companies, Startups & OZ Projects that are a good match for our Connect-In services provide a deeper set of information and financials. This allows Halagard to underwrite and score the company.
Step 3: All Companies Startups & OZ Projects that have strong scores move into the Deal Maker part of Connect-In and provide information needed for a private offering (PPM) creation. Legal and accounting work begins. If a company has a low score, we share their information with our capital partners.
Step 4: Once the PPM is created and published on our site, Connect-In begins the process of notifying investors of the opportunity and gauging interest. We set a date for investors to submit questions and the date for bidding on the initial price per share.
Step 5: Investors will set the initial price via a patent-pending process, and then the actual Digital IPO will be executed. Capital will flow to the business and shares of the company are given to Investors.
Step 6:: The shares will age for one year before they can be traded in the Connect-In Market.
Step 1: You will first create an account and then confirm you are an Accredited Investor. Once approved you will be able to access the Connect-In Deal Maker Portal
Step 2: Inside the Investor Portal you can:
- research companies that have active PPM's / seeking investment
- set your investment criteria (e.g. geography, earnings, industry etc.)
- review your holdings, current value of your portfolio, trends, news, trade history of company x, buy / sell shares, etc.