Advisory services for compliant financing through Reg D, Reg S, and RWA structures.
GlideLogic provides strategic advisory services for businesses seeking compliant capital raising solutions. We design and structure Reg D and Reg S offerings, including RWA (Real-World Asset) securitization, always working through qualified licensed intermediaries to ensure full regulatory compliance and investor protection.
Advisory Role: We are an advisory firm, not a broker-dealer. All securities offerings and sales are executed through qualified, licensed broker-dealers or placement agents. We provide structural design, compliance guidance, and investor relations support.
Tailored capital structures designed for your business model, cash flows, and investor profile.
Advisory support for Regulation D private placements under Rule 506(b) and 506(c), targeting U.S. accredited investors. We advise on structure, documentation (PPM, subscription agreements), and compliance requirements, coordinating execution through licensed placement agents.
Advisory support for Regulation S offerings targeting non-U.S. persons in offshore transactions. We provide guidance on offshore transaction compliance, investor eligibility verification, and legend requirements, working with licensed intermediaries for execution.
Advisory services for tokenized or structured financing tied to real-world cash flows and assets. We design compliant RWA structures under Reg D or Reg S frameworks, ensuring proper disclosure of underlying assets, cash flow mechanics, and investor rights.
We advise on a range of securities structures to match your capital needs and investor preferences.
Priority claims on assets and dividends, customizable rights and preferences. Features include liquidation preference, dividend rights, conversion rights to common stock, protective provisions, and anti-dilution protection. Best for companies with clear path to liquidity.
Debt instruments convertible to equity at predetermined terms. Typical features include 6-12% interest rate, 12-36 month maturity, 15-25% conversion discount, and valuation caps. Best for early-stage companies and bridge financing.
Securities tied to business revenue or specific cash flow streams. Structures include 2-10% revenue share until cap reached (1.5x-3x invested capital), with minimum payment floors. Best for cash-flow positive businesses avoiding equity dilution.
Tailored securities combining features of debt, equity, and revenue participation. Examples include preferred stock with revenue kickers, convertible notes with RWA collateral, and tiered structures for multiple investor classes.
Illustrative Terms Disclaimer: The financing terms, percentages, and structures described above are illustrative examples for educational purposes only. Actual terms for any securities offering will vary based on company-specific factors, market conditions, investor requirements, and regulatory considerations. These examples do not constitute an offer to sell or solicitation to buy any security.
We specialize in industries with predictable, recurring cash flows, where financing structures such as debt, preferred equity, or revenue-sharing agreements can align capital with sustainable business models.
Revenue-linked RWA structures tied to international sales. Financing aligns with predictable cross-border payment flows and marketplace revenue streams.
IP and royalty securitization based on content revenue sharing. Structures leverage streaming royalties, licensing fees, and predictable content distribution income.
Accounts receivable financing backed by contracts. Structures supported by long-term shipping agreements and predictable freight revenue streams.
Preferred equity or project debt, supported by long-term PPAs. Financing backed by power purchase agreements and predictable energy production revenue.
Revenue-sharing agreements aligned with clinic and service income. Structures tied to recurring patient revenue, insurance reimbursements, and service contracts.
Hybrid models: preferred equity with franchise revenue splits. Financing structures combine upfront capital with ongoing royalty participation in franchise operations.
Industry Focus Disclaimer: These examples represent advisory focus areas and do not constitute an offer to sell securities. All transactions are executed via licensed intermediaries.
Structured pathways for investor liquidity across restriction periods and post-exemption trading.
For restricted securities that have not yet satisfied Rule 144 safe harbor conditions, we design RWA (Real-World Asset) structures enabling compliant secondary trading through specialized venues.
Advisory Focus: We structure compliant RWA offerings and coordinate with licensed trading venues to provide liquidity solutions for securities during restriction periods, ensuring adherence to SEC registration exemptions and trading platform requirements.
Once securities satisfy Rule 144 safe harbor conditions, we advise on optimal exchange listing strategies based on company scale, investor profile, and strategic objectives.
Liquidity Advisory Services: GlideLogic provides strategic advisory for liquidity structure design. All securities trading, RWA platform operations, and exchange listings are executed through licensed intermediaries and registered venues. We do not operate trading platforms or facilitate securities transactions directly.
Schedule a confidential consultation to discuss your capital needs and determine the optimal financing structure for your business.