Providing guidance and advice to the believers and dreamers. That is what the core of our job consists of. However, the practical (legal and administrative) execution of a successful fundraising or structuring of investors is sometimes very cumbersome, especially if you have to deal with over 10 investors.
As a professional adviser, you don’t want to spend time on administrative aspects and want to focus on value-added advice. This includes finding an efficient way to materialize investors’ investments and propose to your client the most robust and yet affordable way to manage these investors in the future.
Thanks to its decade-long experience managing investors through its pooling vehicle (Spreds Finance), Spreds has established itself as a major player in the Belgian financial landscape. That’s why, in the upcoming year, Spreds will be publishing a series of articles that highlights some of the most important questions to keep in mind when thinking about investors’ management.
While there are different ways to organise investors’ management, the main takeaway is: the more prepared your client is from the start, the easier you can make his life easier in the future.
In this upcoming series of articles, we will delve deeper into different topics, discussing the main points of attention as well as the dos and don’ts. Our goal is to make sure you are more prepared so that you can simplify your client’s life in the future, thus freeing up more of his time for his core task: allowing his business to grow. The topics that will be addressed are the following:
- A comparison of different pooling vehicles.
- The benefits of using a pooling entity (with legal personality).
- The best ways to put an efficient governance in place.
- How to organise the reporting with different groups of investors.
- What the pooling of investors means in terms of investors’ rights.
- What the pooling of investors means for the transferability of the shares/loans.
- The consequences of an IPO/exit for the pooled investors.
- How to make sure the investors benefit from fiscal transparency.
- Best practices in terms of management of pooled investors.
- We will close this series of articles with a global overview of the main takeaways.
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Who is Spreds?
Spreds helps meaningful businesses grow by connecting them to an active community of potential investors.
As the leading equity crowdfunding platform in Belgium, Spreds allows ambitious investors and entrepreneurs to come together in order to create success and boost the Belgian economic landscape.
More than 45,000 potential investors are present on the Spreds platform and are willing to provide their financial support, knowledge and connections to allow entrepreneurs achieve their dream and gain more visibility. Spreds offers them extensive support during the preparation of the campaign to help them raise funds responsibly. After the campaign, Spreds provides services to help them alleviate risks and burdens associated with the management of investors.
The investor community has access to an average of 1 new investment opportunity per week with transparent information needed to select the investment that speaks to them. To help investors invest responsibly, Spreds manages tax incentives related matters and provides diversification tools.
Based on its expertise, Spreds also offers transaction, investment management and pooling services to companies and professionals in need to make the management of their investors more efficient.