GemStone Equity Advisors, Inc. GemStone Equity Advisors, Inc.  
Strategic direction is a vital part of the PPM process.

PRIVATE PLACEMENT

An engagement with GemStone Equity Advisors, Inc. is typically concluded within 45- 60 days and is comprised of two phases.

Phase 1 is the overall strategic direction of the offering.

Phase 2 is the implementation phase where we will prepare and file all necessary documentation so you can begin to raise the capital you require.

PHASE 1 - STRATEGIC DIRECTION

Determine Capital Requirements and Valuation

Provide an understanding and substantiation of your companies current value and identify immediate opportunities to increase value.

Offering Terms

Work closely with management to structure offering terms that satisfy the diverse needs of potential investors and your company.

Determine Offering Type

Assist in evaluating the potential benefits and pitfalls of the various offering types available.

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PHASE 2 - IMPLEMENTATION

Legal Documentation

Prepare all offering documents; Private Placement Memorandum, Subscription Agreements, Suitability Questionnaire and Promissory Note.

Compliance

We will handle all compliance-related issues including the completion of applicable federal and Blue Sky filings.

Learn more about Private Placement Offerings and read our Frequently Asked Questions.

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GemStone Equity Advisors, Inc. • 19321 U.S. Hwy. 19 North, 100A • Clearwater, FL 33764
Phone 727-535-8300 • Fax 727-535-9600

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