VC / Angel Matching
Connect with Angel investors and Venture Capital — the right way
START THE SUCCESS QUOTIENT™
Connect with Angel investors and Venture Capital — the right way
START THE SUCCESS QUOTIENT™Raising money from Angel investors or Venture Capital firms is not the same as applying for a bank loan. Investors evaluate readiness, documentation, positioning, and risk. Continental Management Group helps businesses prepare properly and pursue the right capital path.
Typically high-net-worth individuals investing their own capital. Often earlier-stage, more flexible, and relationship-driven.
Professional firms investing institutional capital. Usually later-stage or high-growth focus, with formal processes and higher expectations.
We draft PPMs as disclosure documents for private offerings. Legal counsel review is strongly recommended before use.
Most failed raises happen because the company was not ready. We diagnose gaps before you go to market.
A Private Placement Memorandum is the primary disclosure document used in many private securities offerings. It describes the company, the offering, the risks, and the terms of the investment.
The PPM typically includes the Subscription Agreement — the actual “buy” document the investor signs and returns with their capital. Attached to that is the Investor Questionnaire, which helps establish accredited investor status and sophistication.
Many companies also attach supporting materials such as a business plan, financial statements, and formation documents. The business plan alone is not an offer to sell securities — only a properly structured PPM can serve that role.
Important: Continental Management Group drafts PPM-related documentation as a service. We strongly recommend that all clients have these documents reviewed by independent, qualified securities counsel before use. We do not provide legal advice and we are not a broker-dealer.
Most private placements rely on exemptions under SEC Regulation D. In practice, this often means offerings limited to accredited investors.
Current accredited investor thresholds generally include individuals with income exceeding $200,000 ($300,000 jointly) in each of the prior two years with expectation of the same, or net worth exceeding $1 million (excluding primary residence). Certain entities and professionals may also qualify.
Regulation D (including Rules 506(b) and 506(c)) provides safe harbors for private offerings when specific conditions are met. Requirements around general solicitation, verification of accredited status, and disclosure obligations differ by rule. This is general information only — not legal advice. Always consult qualified securities counsel.
Before you spend months chasing investors, get a professional readiness diagnosis. The Success Quotient™ Assessment forces clarity on the gaps that actually block capital raises.
Ready to discuss capital raising?
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