11/11/2025
Venture Capital Investment Bankers | Small Business Finance | Reg D Private Placements
Free consultation: if I like the project, I may be interested, may work for equity 928-228-9228 24 7s cell.
Or, send a 2 page summary to [email protected]
Rothman Checklist for a Member-Managed Debt and Equity L.L.C. Finance Proposals
Brief bios on three founding members (Managing Members) and their proposed duties.
Clerical budget: $1,500.00 to pay for filing fees, templates and documentation to be legally able to sell shares.
A local lawyer with vision, to review everything in respect to local laws, and do minor editing.
A proposed site, either owned, financed, or prospective where the owner will consider an option which ties the property up long enough to execute the non-public offering. (this may require the founding members above to purchase the option in exchange for larger ownership shares in the L.L.C.)
Research for the writing of assumptions to be used to project operation results: selling price of developed lots at today’s prices, septic and utility installation costs, bids, and contingent commitments.
Contingent commitments from lenders to finance the debt based on their criteria, for financing construction.
Complete documentation on the proposed property purchase.
Assets, human, tangible and intangible for the opening balance sheet. This can include strategic alliances, supply agreements, trade agreements, and people and organizations who are interested in participation in the offering and/or finance or operations.
A list of potentially large vendors who will benefit from the venture.
A finished business plan, with all the usual documentations and definitions of the company, the plan, the players, the marketplace, the industry and venture, projected budgets, use of proceeds, and projected potential results.
Venture Capital Investment | Oregon Small Business Finance | Reg D Private Placements
