Legally Raise Capital on your Terms at any Stage of Development.
The commercialization of innovation benefits society in many ways. Yet most would be shocked at the number of innovations unable to be commercialized due to the lack of available private capital for start-up and early-stage companies.
Collectively, venture capital and private equity firms fund less than 0.05% of startups and less than 1.5% of early-stage companies. For the companies that do receive venture capital, founders collectively receive less than 2% of all venture capital available, and more often than not, they will eventually lose voting control of their company.
Will professionally managed venture capital and private equity firms lower their standards and risk their fiduciary duty? Not a chance. Companies must increase their quality through proper corporate engineering to become worthy of investment. That is the only way.
“Is my company structurally worthy of institutional investment?”
That is the real question. The Idea-to-IPO Platform™ gives you the answer, and the Financial Architect AI System™ contains the tools to get there.
What You Get
The Financial Architect AI System™ is designed to save Companies $50,000 to $100,000 in legal, accounting and investment banking advisory fees.
The Financial Architect AI System™ Includes:
Master Broker-Dealer Readiness Rating Survey™, Operating Companies & REITs/Funds
- This application is a Company questionnaire that produces the Broker-Dealer Readiness Rating Report™.
- This Report goes out to our network of over 750 SEC registered broker-dealers for possible engagement.
- Once we have received “Indications of Interest” from a sufficient number of broker-dealers willing and able to sell your company’s securities to raise capital, we will inform you.
- Whether or not your company qualifies for a broker-dealer’s engagement, you can still raise capital with the FAS.
- You simply start the process by choosing the proper FAS program that will lead you to producing the proper deal structure, securities to be produced, priced and sold to investors, with the proper securities offering documents, either through a broker-dealer or directly.
The Financial Architect System Course™
- Seventeen (17) separate educational courses designed to lead entrepreneurs through the rigorous hurdles in deal structuring, financial modeling with GAAP compliant pro forma financial projections, securities document production, as well as instructions on how to sell securities to U.S., as well as foreign investors in compliance with federal and state(s) securities laws, rules and regulations.
Course Table of Contents. Click any page to view it full size.
FAS Programs for Operating Companies
1Seed Capital Producer™What’s included
- END USER Instructions in AI format.
- Timelines and Capital Budgeting designed to guide the expectations and capital budgets to be employed to ensure a successful capital raising effort.
- Form U-2A Uniform Corporate Resolution Template for assured securities compliance.
- Form U-2 Uniform Consent to Service of Process Template for assured securities compliance.
- Private Placement Memorandum (PPM) Distribution List & Securities Record for assured securities compliance.
- CapPro™ for Corporations (Corps.) financial modeling application assuring GAAP compliancy when producing pro forma financial projections, company valuation and securities pricing used for creating hybrid securities, such as; Seed Capital Convertible Bridge Notes or Royalty Financing Contracts.
- CapPro™ for Limited Liability Companies (LLCs) financial modeling application assuring GAAP compliancy when producing pro forma financial projections, company valuation and securities pricing used for creating hybrid securities, such as; Seed Capital Convertible Bridge Notes or Royalty Financing Contracts.
- Private Placement Memorandum (PPM) Template for Corps. for creating the text portion of the Seed Capital Convertible Bridge Notes in compliance with Regulation D, Rules 504, Regulated Crowd Funding, or 506(b).
- Private Placement Memorandum (PPM) Template for LLCs for creating the text portion of the Seed Capital Convertible Bridge Notes or Royalty Financing Contracts in compliance with Regulation D, Rules 504, Regulated Crowd Funding, or 506(b).
2Development Capital Producer™What’s included
- END USER Instructions in AI format.
- Timelines and Capital Budgeting in MS Excel designed to guide the expectations and capital budgets to be employed to ensure a successful capital raising effort.
- Form U-2A Uniform Corporate Resolution Template for assured securities compliance.
- Form U-2 Uniform Consent to Service of Process Template for assured securities compliance.
- Private Placement Memorandum (PPM) Distribution List & Securities Record for assured securities compliance.
- CapPro™ for Corporations (Corps.) financial modeling application assuring GAAP compliancy when producing pro forma financial projections, company valuation and securities pricing used for creating hybrid securities, such as; Convertible Preferred Stock.
- CapPro™ for Limited Liability Companies (LLCs) financial modeling application assuring GAAP compliancy when producing pro forma financial projections, company valuation and securities pricing used for creating hybrid securities, such as; Convertible Preferred Equity.
- Private Placement Memorandum (PPM) Template for Corps. for creating the text portion of the Convertible Preferred Stock in compliance with Regulation D, Rules 504, 506(b) or 506(c).
- Private Placement Memorandum (PPM) Template for LLCs for creating the text portion of the Convertible Preferred Equity in compliance with Regulation D, Rules 504, 506(b) or 506(c).
3Expansion Capital Producer™What’s included
- END USER Instructions in AI format.
- Timelines and Capital Budgeting in MS Excel designed to guide the expectations and capital budgets to be employed to ensure a successful capital raising effort.
- Form U-2A Uniform Corporate Resolution Template for assured securities compliance.
- Form U-2 Uniform Consent to Service of Process Template for assured securities compliance.
- Private Placement Memorandum (PPM) Distribution List & Securities Record for assured securities compliance.
- CapPro™ for Corporations (Corps.) financial modeling application assuring GAAP compliancy when producing pro forma financial projections, company valuation and securities pricing used for creating hybrid securities, such as; Convertible Preferred or Common Stock.
- CapPro™ for Limited Liability Companies (LLCs) financial modeling application assuring GAAP compliancy when producing pro forma financial projections, company valuation and securities pricing used for creating hybrid securities, such as; Convertible Preferred or Common Equity.
- Private Placement Memorandum (PPM) Template for Corps. for creating the text portion of the Convertible Preferred or Common Stock in compliance with Regulation A.
- Private Placement Memorandum (PPM) Template for LLCs for creating the text portion of the Convertible Preferred or Common Equity in compliance with Regulation A.
FAS Programs for REITs and Funds
4Film Producer™What’s included
- END USER Instructions in AI format.
- Timelines and Capital Budgeting in MS Excel designed to guide the expectations and capital budgets to be employed to ensure a successful capital raising effort.
- Form U-2A Uniform Corporate Resolution Template for assured securities compliance.
- Form U-2 Uniform Consent to Service of Process Template for assured securities compliance.
- Private Placement Memorandum (PPM) Distribution List & Securities Record in MS Excel for assured securities compliance.
- CapPro™ for Corporations (Corps.) MGMT. Co. & FILM FUND financial modeling application assuring GAAP compliancy when producing pro forma financial projections, company valuation and securities pricing used for creating hybrid securities, such as; Convertible Preferred and or Common Equity for both the MGMT CO. & THE FUND.
- CapPro™ for Limited Liability Companies (LLCs) MGMT. Co. & FILM FUND financial modeling application assuring GAAP compliancy when producing pro forma financial projections, company valuation and securities pricing used for creating hybrid securities, such as; Convertible Preferred and or Common Equity for both the MGMT CO. & THE FUND.
- Private Placement Memorandum (PPM) Template for Corps. for creating the text portion of the Convertible Preferred or Common Stock for both the MGMT CO. & THE FUND in compliance with Regulation D, Rules 504, 506(b) or 506(c).
- Private Placement Memorandum (PPM) Template for LLCs for creating the text portion of the Convertible Preferred or Common Equity for both the MGMT CO. & THE FUND in compliance with Regulation D, Rules 504, 506(b) or 506(c).
5Oil & Gas Producer™What’s included
- END USER Instructions in AI format.
- Timelines and Capital Budgeting in MS Excel designed to guide the expectations and capital budgets to be employed to ensure a successful capital raising effort.
- Form U-2A Uniform Corporate Resolution Template for assured securities compliance.
- Form U-2 Uniform Consent to Service of Process Template for assured securities compliance.
- Private Placement Memorandum (PPM) Distribution List & Securities Record in MS Excel for assured securities compliance.
- CapPro™ for Corporations (Corps.) MGMT. Co. & OIL & GAS FUND financial modeling application assuring GAAP compliancy when producing pro forma financial projections, company valuation and securities pricing used for creating hybrid securities, such as; Convertible Preferred and or Common Equity for both the MGMT CO. & THE FUND.
- CapPro™ for Limited Liability Companies (LLCs) MGMT. Co. & OIL & GAS FUND financial modeling application assuring GAAP compliancy when producing pro forma financial projections, company valuation and securities pricing used for creating hybrid securities, such as; Convertible Preferred and or Common Equity for both the MGMT CO. & THE FUND.
- Private Placement Memorandum (PPM) Template for Corps. for creating the text portion of the Convertible Preferred or Common Stock for both the MGMT CO. & THE FUND in compliance with Regulation D, Rules 504, 506(b) or 506(c).
- Private Placement Memorandum (PPM) Template for LLCs for creating the text portion of the Convertible Preferred or Common Equity for both the MGMT CO. & THE FUND in compliance with Regulation D, Rules 504, 506(b) or 506(c).
6REIT Producer™What’s included
- END USER Instructions in AI format.
- Timelines and Capital Budgeting in MS Excel designed to guide the expectations and capital budgets to be employed to ensure a successful capital raising effort.
- Form U-2A Uniform Corporate Resolution Template for assured securities compliance.
- Form U-2 Uniform Consent to Service of Process Template for assured securities compliance.
- Private Placement Memorandum (PPM) Distribution List & Securities Record in MS Excel for assured securities compliance.
- CapPro™ for Corporations (Corps.) MGMT. Co. & The REIT financial modeling application assuring GAAP compliancy when producing pro forma financial projections, company valuation and securities pricing used for creating hybrid securities, such as; Convertible Preferred and or Common Equity for both the MGMT CO. & THE REIT.
- CapPro™ for Limited Liability Companies (LLCs) MGMT. Co. & THE REIT financial modeling application assuring GAAP compliancy when producing pro forma financial projections, company valuation and securities pricing used for creating hybrid securities, such as; Convertible Preferred and or Common Equity for both the MGMT CO. & THE REIT.
- Private Placement Memorandum (PPM) Template for Corps. for creating the text portion of the Convertible Preferred or Common Stock for both the MGMT CO. & THE REIT in compliance with Regulation D, Rules 504, 506(b) or 506(c).
- Private Placement Memorandum (PPM) Template for LLCs for creating the text portion of the Convertible Preferred or Common Equity for both the MGMT CO. & THE REIT in compliance with Regulation D, Rules 504, 506(b) or 506(c).
7Venture Producer™What’s included
- END USER Instructions in AI format.
- Timelines and Capital Budgeting in MS Excel designed to guide the expectations and capital budgets to be employed to ensure a successful capital raising effort.
- Form U-2A Uniform Corporate Resolution Template for assured securities compliance.
- Form U-2 Uniform Consent to Service of Process Template for assured securities compliance.
- Private Placement Memorandum (PPM) Distribution List & Securities Record in MS Excel for assured securities compliance.
- CapPro™ for Corporations (Corps.) MGMT. Co. & FUND financial modeling application assuring GAAP compliancy when producing pro forma financial projections, company valuation and securities pricing used for creating hybrid securities, such as; Convertible Preferred and or Common Equity for both the MGMT CO. & THE FUND.
- CapPro™ for Limited Liability Companies (LLCs) MGMT. Co. & FUND financial modeling application assuring GAAP compliancy when producing pro forma financial projections, company valuation and securities pricing used for creating hybrid securities, such as; Convertible Preferred and or Common Equity for both the MGMT CO. & THE FUND.
- Private Placement Memorandum (PPM) Template for Corps. for creating the text portion of the Convertible Preferred or Common Stock for both the MGMT CO. & THE FUND in compliance with Regulation D, Rules 504, 506(b) or 506(c).
- Private Placement Memorandum (PPM) Template for LLCs for creating the text portion of the Convertible Preferred or Common Equity for both the MGMT CO. & THE FUND in compliance with Regulation D, Rules 504, 506(b) or 506(c).
Transfer Agent & Registrar Application
- The primary IP of this application can handle the difficulty of accounting for the issuer’s obligations when selling and administering the functions of hybrid securities for any type of company.
- The secondary IP of this application are Instructions for the Transfer Agent & Registrar Application specifically designed for issuing and managing the aspects of Hybrid Securities.
Does Your Company Need
Substantial Capital?
Would you like to raise it while keeping the vast majority of your equity ownership and voting control? If you consider yourself a serious entrepreneur, join the Financial Architect System™ platform and begin your Idea-to-IPO capital formation workflow.









