Reserve Your Investment
When you like the look of a company in its informal TestTheWaters(TM) stage, and if you would like to make a non-binding reservation, we call that “Reserve my Investment.” The advantages to an investor are these:
If the company later completes a capital raise, then you will have booked yourself space in that offering at the IssuePrice(TM) (the price per share at which the shares are sold by the company). If the company shares are in short supply after the offering, and if the shares are listed by the company on a stock market like the OTCQB or OTCQX, NASDAQ or NYSE markets, then you might be able to sell your shares for a profit later; or you might lose all of your investment, of course. This gives you better access to shares than in a traditional IPO, in which the vast majority of investors never have a chance to buy the IPO shares at their IssuePrice(TM).
By making your reservation, you also get to be a part of the company’s experience as it moves through the process of interacting with the interested investors and developing its offering so that it becomes a formal offering circular. Many investors will enjoy this experience.
By making your reservation, you help the company and Manhattan Street Capital as we work to make sure that there is sufficient investor interest in the offering to make it worthwhile for the company to complete the process.
Engage with the company
An important part of Concordia Boston Capital is the open exchange of advice, suggestions and feedback from our investor community to our offering companies. The more input you give to the companies, the better their offerings will become, and the more fun you will have, from the knowledge that you have helped, and by sharing the journey. By actively involving yourself, you will learn more about the company, the style of its leaders, and their strategy. It is a form of due diligence for you. And you get to help the companies that you interact with
Own share of the company
When a company (in which you have reserved investment space for yourself) completes all the steps at Concordia Boston Capital and completes their Qualification with the SEC, then they will be ready to raise capital. If there were any major negative changes in the company’s situation or negative developments, then the company may come back to the reserved investors with a reduced price per share, or perhaps a reduced size of the offering. And if the offering is heavily oversubscribed, the company may come back to you with an increased Issue Price and/or a larger offering, within the limits defined by the SEC and good practice.
As a potential investor who took the time to make a reservation, when the offering goes active, you can reduce but not increase the size of your investment above the amount of your reservation. We will maintain a waiting list of investors with reservations who will be able to take the place of reserved investors that reduce their investment, in the event that an offering is over subscribed.
Please be aware that there is no assurance that any company will grow, or that it will provide any profit in the future