We’re tough because we want you to succeed.
There are two reasons we’re so tough on deal operators – our investor families demand it, and we want you to be successful. Getting through our initial vetting process is step one. Then, once your deal is part of our Business Development Process, we work to ensure every aspect of your deal is clear, polished, professional and poised for success.
End-to-End Business Development Services
Over the last 20 years, we’ve created and refined a complete package of Business Development Services that have proven to be successful. These include, in chronological order:
1. The Application
This is more than a way to vet you and your deal. If we believe your deal has value, we will help you consider the best approach. An application fee is charged upon submission of your application.
2. Corporate & Officer Due Diligence Service
We delve deeper into your people, your company, your value, your model and your plan, then provide a written summary for prospects.
3. Deal Flow Structuring & Deal Due Diligence
Our team works with your team to identify the offering structure that best matches the needs of our investors, while providing you the most appropriate financing for your company.
4. Offering Documents Creation
We will help you create a Subscription Agreement, tear sheet and Private Placement Memorandum/offering materials.
5. Pitch Materials
We know our investors, and have learned how to develop, organize and present deals for maximum effectiveness. These services include developing plans, pitch decks and marketing materials.
6. Business Development PROPEL
We invite our business development services clients to PROPEL, an in-depth training and education symposium where you will learn expert techniques for working with investors, developing an investor relations strategy, and increasing your confidence with pitching and networking with capital raising experts.
In-Depth, Immersive Member Communication
While other investment groups might expose members to deals through a generic listing on a website, we review aspects of your deal through a number of investor-centric methodologies. These include:
Mile Marker Club Symposiums
Symposiums provide our members with financial strategies to support their wealth accumulation and preservation goals, and are the best setting to present an opportunity directly our members.
Live Webinars
While members and prospective members are willing to travel to learn, schedules do not always cooperate. When travel is not possible, we conduct live, informational webinars to highlight and showcase our feature offerings.
Recorded Webinars
Each webinar is recorded and placed on our deal flow website so our members can conveniently access the details of our offerings.
Mile Marker Club Tour & Events
here are Mile Marker Club meetings, tours, and events across the country and throughout the year. Each Mile Marker Club activity provides opportunities for members to be updated on market conditions and learn how the deal flow can be integrated into their portfolios.
Mile Marker Club and Heritage Capital USA Newsletters & Podcasts
Our newsletters and podcasts – conveniently posted on our Mile Marker Club website – are packed with helpful information for our members, including the latest investments, investment ideas and wealth management strategies.
Deal Flow Library
Our deal flow library is more than just a website with random deals. The only opportunities featured are those that have gone through our full due diligence process.