Investor readiness for private companies
Before a company raises from, or lists for, outside investors, it needs a clear story, credible materials, and a plan for what it can legally say and when. We build that foundation so you're ready when the capital conversation starts.
Where private companies come to us
- Preparing a raise
- A deck, one-pager, data room outline, and website that answer the questions investors ask in the first meeting.
- Planning to go public
- IPO, direct listing, reverse takeover, Reg A+, or a Canadian listing, compared with your advisors before you commit.
- Building credibility
- Consistent messaging, a professional digital presence, and news that shows momentum before you need capital.
What we deliver
- Equity storyWhat you do, why you win, and what happens next, in words investors repeat.
- Investor deck and one-page summaryBuilt for a ten-minute first meeting and consistent with your financials.
- Data room outline and investor FAQThe structure and answers investors expect. Legal documents stay with your counsel.
- Website and digital presenceFast, credible, and answer-ready, so search and AI assistants describe you correctly.
- Go-public pathway mapOptions, requirements, costs, and timelines laid out side by side.
- Communications planWhat you can say, where, and when, under the exemption or offering process you're using.
We prepare you to raise. We don't raise for you. Level Up Media Group is not a broker-dealer or placement agent. We don't solicit investors, sell securities, or take transaction-based fees. When you need a placement agent, work with a FINRA-registered broker-dealer.
Private company questions
Can you help us raise money?
We prepare you to raise: the equity story, deck, data room outline, and digital presence investors will check. We don't solicit investors, sell securities, or take transaction-based fees. When you need a placement agent, work with a FINRA-registered broker-dealer.
What can a private company say publicly while raising?
It depends on the exemption. Under Rule 506(b) of Regulation D, general solicitation is not allowed; under Rule 506(c), it is allowed if every purchaser is a verified accredited investor; and Regulation A+ allows testing the waters. We plan communications with your counsel so they fit the exemption you're using.
What's the difference between an IPO and a reverse takeover?
In an IPO, a private company registers and sells new shares to the public, usually through an underwriter. In a reverse takeover (RTO), a private company merges into an existing public company and its owners take control. An RTO can be faster, but it brings the public company's history, liabilities, and shareholder base with it, so it needs careful diligence.
Tell us your level.
Send us your ticker or your deck. We'll come back with a straight read on where you are and what would move you up.