Information and Resources For Your Investment Partnership

"Because of my uncertainty about buying something from someone I had not used before, I was concerned about the time and aggravation if it did not work out. After speaking with you personally I was much reassured; that was clearly the difference for me."
- Scott Barksdale, Leawood, KS

"My biggest concern when buying anything online, is legitimacy - legitimacy of the product. After speaking with you, however, I felt comfortable moving forward with purchasing the template."
- Jimmy Jaimes, Dallas, TX

"What I found is the format is an easy to follow, fill in the blanks presentation of what is necessary and regulatory without the confusing nomenclature."
- Stephen Eichler, Santa Ana, CA

"I found the [Equity Pricing] model easy to use… It was simple, accurate and I was able to immediately download it from the web after purchase. I used the calculations and valuation information to make some important decisions about the terms I would offer to potential investors."
- Brian Kelly, New York, NY

"I am glad we did not spend thousands of dollars. We had a great business plan written so we were able to cut and paste the information right into the PPM and term sheet. The article regarding term sheet was a big help with focusing our efforts.
- Richard Burnett, Thousand Oaks, CA

"Our group was able to use the basic framework to build a PPM efficiently and in a relatively short period of time - it did the job we needed. Using your PPM template was both time and cost effective; it proved to be a good roadmap for the relatively extensive information which needed to be compiled."
- Scott Barksdale, Leawood, KS

"This was my first time working through the process of creating a Private Placement Memorandum. As a result, I had many questions. The line-by-line instructions were extremely beneficial. The instructions made it easier to modify the template to fit my business situation."
- Jimmy Jaimes, Dallas, TX

"Seeing [that] I had a firm grip of what I needed to accomplish, the PPM flowed well into what I had envisioned. It was a good fit for what I needed."
- Stephen Eichler, Santa Ana, CA

"I would definitely recommend [the Equity Pricing Model] because it was a cost effective way to get the results I needed and it was one of the only products like it I could find. Additionally, being able to pick up the phone and speak to Nick was great. Any questions I had were immediately answered."
- Brian Kelly, New York, NY

"I will significantly reduce the amount of money I have to spend on attorney fees by presenting them with a well-structured and well-written PPM."
- Jimmy Jaimes, Dallas, TX

Without a doubt, the greatest benefit was your willingness to be available on short notice and to respond to questions that arose. Your personal service was tremendous!"
- Scott Barksdale, Leawood, KS

"I found that the template was professionally done."
- Jimmy Jaimes, Dallas, TX

"Other benefits would include, but not limited to, all inclusiveness of the forms. I didn’t have to wonder if I was missing something, or maybe there was a form that I needed because of a special or unique situation. The package was complete and useful from day one."
- Stephen Eichler, Santa Ana, CA

"I would totally recommend this product. The customer service you provide exceeds expectations by a mile. One of the best customer service experiences I've had. Thank you."
- Jimmy Jaimes, Dallas, TX

"I would recommend this product to other people…"
- Stephen Eichler, Santa Ana, CA