Raising capital

Steps to Onboard and Launch

Here are 361Firm's key steps for raising capital (see Deck (opens in a new tab)).

1. 1A

   Step 1A. Thoughtfully Onboard

   You are here

   Share your deal basics in your words and categories at 361firm.com/onboard.

   Details
2. 1B

   Step 1B. Engagement Letter Agreement

   Template agreements for (1) a Fund or Sponsor (opens in a new tab) and (2) a Company (opens in a new tab).

3. 2

   Step 2. Compliance Due Diligence

   For compliance, we require basic due diligence information, summarized in this spreadsheet (opens in a new tab).

   Details
4. 3

   Step 3. Invoice for Onboarding Fee

   Once the invoice is received, compliance will commence reviewing the Due Dil and Marketing Materials, which typically takes 24 hours.

5. 4

   Step 4. Latest Marketing Materials and Data Room

   Please send (or re-send), in PPT or PDF, the full Presentation Decks and any Short Form Decks or Teasers, plus any other key collateral you might wish us to share with our target investors.

   Details
6. 5

   Step 5. Investor Target List

   While waiting for compliance approval, we will send our initial list of proposed investor prospects for your review and approval.

7. 6

   Step 6. Your Draft Cover Note on Your Funds

   We typically forward your draft email with a note to encourage the target investor to take a meeting or join a group Zoom to introduce you.

8. 7

   Step 7. Your Availability for Intro Zooms for Investors

   Let us know days/times that could work and we will start to schedule the initial Zoom with Investors.

   Details
9. 8

   Step 8. In-Person Events, plus a Deep Dive via Zoom

   At the in-person events, we can feature you on a panel as well as typically give you a window to pitch, plus a Deep Dive via Zoom.

   Details
10. 9

    Step 9. Kickoff Call

    Once we have all or most of the above in hand, we find it useful to have another call to discuss the game plan and any outstanding items.

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