Initial Thoughts When Launching An Equity Raise

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Charles Davis, SIVAD’s CFO and a partner in The Meadowmont Group, a private equity firm, begins a series of conversations around equity raises – what to do, how to prepare, how to recruit and how to communicate with potential investors.

In this initial episode, Charles discussed the initial thoughts one should consider when starting an equity raise. In this audio presentation, Charles suggests that you fully understand how much capital you need to raise, as traditionally, we underestimate our capital needs.

Charles discusses the difference between debt raises and equity raises — angel investers vs. venture capital — and reminds us that many world renowned organizations, such as Facebook, once began as small, one-man business ventures…

Charles Davis is currently CFO for Sivad Business Solutions LLC, a regional document management and process automation company that specializes in the government, education, healthcare and small business sectors. Additionally, he is managing partner in The Meadowmont Group, a private equity fund specializing in healthcare and technology investments. Charles has a MBA from the Kenan-Flagler Business School at the University of North Carolina.