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Cooper Financial Group works with independent partners to deliver operational, financial and tax benefits. Where there is a fit with your business strategy, we will connect you directly with our solution partner.

Business Challenge  |  Secure Financing

Most companies don't realize they have a structure, not capital problem

SOLUTION - Establish and package the real value of your business in a form investors can legally and confidently invest in through capital markets. One coordinated path from strategy to capital.

Assess

Evaluate the company, its underlying assets, financial condition, capital objectives, governance, investor proposition, and readiness for a registered offering to confirm the recommended regulatory pathway - Reg A, Reg D, or Reg CF.

Structure

Define the investment instrument, offering economics, ownership rights, use of proceeds, legal pathway, and investor narrative to create a term sheet and instrument design to review with legal counsel.

Register

Our independent solution partner works with qualified legal and financial professionals, coordinating offering documentation, audits, disclosures, service providers, and the SEC registration / qualification process to generate a qualified, filed offering.

Tokenize

Approved investment instrument is represented as an asset-backed digital security on the Trusted Smart Chain, which stays synchronized with your transfer agent’s official record.

Launch

An open raise with investors, coordinating investor onboarding, wallets, KYC/AML, payment infrastructure, transfer-agent records, campaign assets, investor communications and launch operations.

Get Started

Looking to maximize the financial value
of your company?


• Have valuable assets but lack liquidity?
• Want to raise capital without traditional debt?
• Need help packaging your business value into an investment product?
• Want access to digital capital markets as well as alternative investor pools?

Schedule discovery call