The Capital Raise Roadmap
From the TCRH team that has collectively raised over $2B in funding comes a comprehensive, step-by-step guide to equity capital raising.
Over 25 pages of valuable information! We’ll demystify the capital-raising process step-by-step, complete with six proprietary worksheets and tools you and your team can use to keep on track.
From assembling the right team, putting together the necessary financial models and documentation, practicing your pitch, all the way through due diligence, the Capital Raise Roadmap is an essential tool for any business owner.
We hope you find it useful!
Thought Leadership
7 Sources of Capital and How to Evaluate Them
Raising capital and deciding what sources of capital to pursue is a challenge both large and small businesses share. In the early stages of a company, you lack credibility, which limits your options. Then, as your business matures, you have more choices, but there are...
Employee Retention Tax Credits (ERTC): What Clients Should Know and Do Now
The original CARES Act included the Earned Retention Tax Credit (ERTC) for businesses that were not eligible for the Paycheck Protection Program (PPP). The new stimulus package now allows businesses to utilize both the PPP and the ERTC and this is retroactive to March...
Founder & Managing Partner, William Lieberman, accepted into Forbes Finance Council
Forbes Finance Council is an Invitation-Only Community for Executives in Accounting, Financial Planning, Wealth and Asset Management, and Investment Firms New York, NY, January 2021 — William Lieberman, our founder and managing partner, has been accepted into Forbes...
