Raising new funds with the Capital Builder

Resource

Learn about co-operative funding options, capital raising and regulatory requirements with this practical guide to planning and managing fundraising initiatives.

The Capital Builder is a free resource for co-operatives that are thinking about raising new funds.

It is suggested that you commence in Part 1 to learn about the different sources of funding for co-operatives and how they contribute to the overall capital profile.

Part 2 provides a practical guide to preparing the business case for any fundraising project. For co-operatives thinking of offering securities, the Term Sheets that help you design or structure securities are in this part.

Part 3 outlines the regulatory roadmap – what approvals and processes are required for member offers and public offers – and a guided drafting tool for the disclosure document.

The Capital Builder does not provide legal or financial advice in respect of fundraising. Co-operatives should seek their own advice from suitably accredited professionals when considering any fundraising activity.

This guide and builder was originally published by the Business Council of Co-operatives and Mutuals (BCCM) and updated by the Care Together Program.

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