how to raise capital
with assob ASSOB Professional Education Series
Version 3.2 ©Australian Small Scale Offerings Board
1300 722 954 www.assob.com.au
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raising capital with assob
15 easy steps to raising capital on assob 1. Submit a completed “Capital Raising Scenario” request form 2. Receive a “Capital Raising Scenario” from an ASSOB Sponsor 3. Meet with the sponsor for a Capital Raising Presentation 4. Sign an agreement with the ASSOB Sponsor 5. Host a “Discovery Meeting” to plan the Campaign 6. Submit “Part One” of Documentation 7. Have Offer Document prepared 8. Liaise with Sponsor and ASSOB to ensure Document is compliant 9. Submit “Part Two” of Documentation 10. Request ASSOB to set the Offer Document open for Marketing and Capital Raising 11. Host and attend Investor Meetings 12. Get feedback on parcels sold 13. Live on Primary Board once Round Two parcels sold or when time dictates 14. Share Registry distributes funds raised from Trust Account according to your instructions 15. Stay listed for Secondary Sales
Version 3.2 ©Australian Small Scale Offerings Board
1300 722 954 www.assob.com.au
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step 1 submit completed “capital raising scenario” request form Download and complete (via this link) a “Capital Raising Scenario” if you have not already done so
Version 3.2 ©Australian Small Scale Offerings Board
1300 722 954 www.assob.com.au
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step 2 receive a “capital raising scenario” from your ASSOB sponsor CAPITAL RAISING SCENARIO
Version 3.2 ©Australian Small Scale Offerings Board
1300 722 954 www.assob.com.au
Page 4
step 3
meet with the sponsor for a capital raising presentation
Version 3.2 ŠAustralian Small Scale Offerings Board
1300 722 954Â www.assob.com.au
Page 5
step 4
sign an agreement with your assob sponsor
Version 3.2 ŠAustralian Small Scale Offerings Board
1300 722 954Â www.assob.com.au
Page 6
step 5
host a “discovery meeting” to plan the capital raising
Version 3.2 ©Australian Small Scale Offerings Board
1300 722 954 www.assob.com.au
Page 7
step 6
submit “part one” of documentation
Version 3.2 ©Australian Small Scale Offerings Board
1300 722 954 www.assob.com.au
Page 8
step 7
prepare offer document from template
Version 3.2 ŠAustralian Small Scale Offerings Board
1300 722 954Â www.assob.com.au
Page 9
step 8 liaise with sponsor and assob to ensure document is compliant
Version 3.2 ŠAustralian Small Scale Offerings Board
1300 722 954Â www.assob.com.au
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step 9
submit “part two” of documentation
Version 3.2 ©Australian Small Scale Offerings Board
1300 722 954 www.assob.com.au
Page 11
step 10 request ASSOB to set the offer document open for marketing and capital raising
Version 3.2 ŠAustralian Small Scale Offerings Board
1300 722 954Â www.assob.com.au
Page 12
step 11
host and attend investor meetings
http://www.youtube.com/watch?v=F3o9E6izJPc
Version 3.2 ©Australian Small Scale Offerings Board
1300 722 954 www.assob.com.au
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step 12
get feedback on parcels sold
Parcels sold! detailed in red added as Share Applications come in.
Version 3.2 ŠAustralian Small Scale Offerings Board
1300 722 954Â www.assob.com.au
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step 13 live on primary board once round two parcels sold or when time dictates
step 14 share registry distributes funds raised from Trust Account according to your instructions
step 15
stay listed for secondary sales
Version 3.2 ŠAustralian Small Scale Offerings Board
1300 722 954Â www.assob.com.au
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... and remember it all starts when you download and complete the “Capital Raising Scenario” request form click to START
Download and complete a “Capital Raising Scenario” request Form
Version 3.2 ©Australian Small Scale Offerings Board
1300 722 954 www.assob.com.au
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