Cutting Edge Capital is Open for Investment!

 

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June 2014
IN THIS ISSUE
CEC News
Blog Roll
Client News
Upcoming Events
CEC News

Cutting Edge Capital is Open for Investment!  
 

       

We are pleased to announce that our DPO is now LIVE on our website!

On June 11th, we officially launched our DPO using our Online Investment Tool (OIT), a proprietary software tool that automates the investment process. We also listed our DPO on CuttingEdgeX, the nation’s only listing site for DPOs.

Our DPO offers an unsecured note with a 4% annual interest rate over a term of 5 years. The minimum investment is $1,000. Anyone can see the OIT’s easy-to-use interface on our website, but only California residents are eligible to invest. 

Please read our press release to learn more.

 

The Wall Street Journal Covers DPOs!  

On June 11th, The Wall Street Journal ran a feature-length story, Entrepreneurs Turn to a New Source of Funds: Their Neighbors,” that highlighted how DPOs are central to the “invest local” movement – as a means of capital raising by entrepreneurs and a way to create local investing opportunities for communities. Cutting Edge Capital’s CEO, Jenny Kassan, was quoted as saying that DPOs keep more wealth local than typical arrangements with professional investors or large banks. 

 

Read the story here

 

DPOs featured in Bloomberg Businessweek! 
On June 5th, Cutting Edge Capital and DPOs were featured in a Bloomberg Businessweek article by small business writer Karen E. Klein. The article, “How to Go Public Without a Stock Exchange,” looks at DPOs from the perspective of two of our clients: Quimper Mercantile (Port Townsend, WA) and Real Pickles (Greenfield, MA). Klein notes that although DPOs bear a likeness to equity-crowdfunding proposed under the JOBS Act, DPOs are legal under existing securities laws. 
 
Read the full article here.  
 

DPO Boot Camp Launching in Massachusetts!
 
Applications are now being accepted for our next DPO Boot Camp launching in September! The boot camp will take Massachusetts enterprises through the step-by-step process to launch and manage a Direct Public Offering (DPO). Please click here to download a flyer.

 

 

Kim Arnone Receives “Heart of Oakland Award”
 
 

On June 25th, Cutting Edge Capital’s Kim Arnone was honored with the Oakland Metropolitan Chamber of Commerce’s “Heart of Oakland Award” for being an outstanding community leader.

Kim is Co-Director of Securities and Compliance at Cutting Edge Capital and Attorney at our sister law firm, Katovich & Kassan Law Group. She co-chairs the Chamber’s East Bay Women in Business Roundtable and is a committed to increasing the success of women in business.

 

Congratulations Kim!

 

Read more about the Chamber’s awards here.

Jenny Kassan Joins Good Food Web as Expert Advisor  
 
 

We are pleased to announce that Cutting Edge Capital CEO Jenny Kassan is now listed as an expert advisor on the Good Food Web, a community-driven online platform to build a resilient, good food economy. The platform connects farmers, food entrepreneurs, investors, advocates, and eaters to educational resources and best practices. 

 

Read more about the the Good Food Wehere

Joy Hughes of Solar Gardens to Present at Solar 2014   
 
 

Cutting Edge Capital friend and collaborator Joy Hughes, Founder of Solar Gardens Institute, will be presenting at Solar 2014 in San Francisco on July 8th. 

 

The Solar Gardens Institute is helping organize communities to pool their resources and go solar. It advocates for community-based energy development through legislation in several states.

 

Joy’s panel at the conference, “Open Standards for Shared Renewables,” will address community solar projects.

 

Save the Date!
Community Capital Symposium (CoCap)
September 2, 2014
Impact Hub Oakland, Oakland, CA
 

We are excited to announce that we will be holding our second CoCap Symposium on September 2, 2014, at Impact Hub Oakland! 

 

Co-sponsored by Cutting Edge Capital, Impact Hub Oakland, and Sustainable Business Alliance, the second annual event is dedicated to empowering community ventures and locally-focused investors to build thriving communities together.  It will bring together community capital leaders from around the country to share their successes, challenges, and accumulated wisdom. 

 

An overview of last year’s event can be found here.

 

Details for this year’s event are forthcoming. Please save the date!  

Blog Roll

Integration and Maximums: 

Raising up to $1 Million from Investors in all 50 States

  by Jenny Kassan, CEO 

We are often asked whether it’s okay to raise money from multiple sources using multiple strategies at the same time or close in time. The answer to this question depends on several factors. Here are a few pointers: 

 

If you are conducting a Direct Public Offering under the federal exemption known as Rule 504, you are allowed to raise up to $1 million in any 12 month period. In any state where you register the offering, you can do public advertising and accept investment from both accredited and unaccredited investors, once you receive the okay from the state securities regulators. []

Read the full post here.


Your Guide to Direct Public Offerings in 7 Steps

  by Andy Bamber, Business Development Manager 

Step 1: Decide what to offer 

 

This is often the most important decision you will make as an entrepreneur because the terms you set can have major implications for the direction of your business. If you offer an investment that requires fast growth and the sale of the company for your investors to get paid, for example, you can guess what your investors will be pressuring you to do.  []

Read the full post here.


Client News

 CERO Cooperative Wins Greenovate Award!

 
Tim Hall of CERO Cooperative accepts the “Community Leadership Award” from Mayor Martin J. Walsh at the Greenovate Boston Community Summit.
 
We are pleased to share that CERO Cooperative won the “Community Leadership Award” at the Greenovate Boston Community Summit
 
CERO Cooperative’s waste separation systems enable the increased reclamation and sale of clean paper, plastics, metals, and organic food waste, saving customers money and reducing rash sent to landfill and incinerators by 50% or more. CERO, or “zero” in Spanish, has a long-term vision of “zero waste.” 
 
The Summit was a one-day event meant to empower the Boston community to address climate change and make Boston the greenest, most climate-prepared city in the U.S. There were 11 award winners, including businesses, community organizations, non-profits, residents and institutions. Winners were selected for their impressive sustainability achievements and commitment to “greenovating” Boston. 
 
Read Mayor Walsh’s official announcement of the winners here
Upcoming Events

 IRTA International Convention

 Cancun, Mexico

September 25-27, 2014

 

  

The International Reciprocal Trade Association (IRTA) is the world’s leading association and advocate for the barter and trade industry. 

 

Cutting Edge Capital’s Jenny Kassan will be speaking at IRTA’s 35th Annual International Convention.

 

The Convention will have events featuring:

  • Nationally renowned speakers
  • Broker training
  • Technological developments
  • Complementary currency programs 

Please refer to IRTA’s website for more information.

 Sierra Business Council 2014 Conference

 Tahoe City, CA

October 8-11, 2014

 

  

The Sierra Business Council is proud to present three days of extraordinary conversations, new ways of thinking about old issues, and creative models for bringing about large-scale social, economic, and environmental change in the Sierra Nevada. 

 

The 20th Anniversary Conference in Lake Tahoe will ignite and inspire innovation and action to build and sustain flourishing Sierra communities. The conference will bring together an exceptional lineup of thought leaders and practitioners who are designing and implementing cutting-edge solutions to the most difficult social and environmental issues of our time.  

 

Cutting Edge Capital’s Jenny Kassan will be speaking on a panel about impact investing.

 

Please refer to the Sierra Business Council’s website for more information.

 SRI Conference

 Colorado Springs, CO

November 9-11, 2014

 

  

Celebrating 25 years, the SRI Conference on Sustainable, Responsible, Impact Investing will be November 9-11, 2014, in Colorado Springs, Colorado. The SRI Conference is an annual gathering of the responsible investment industry designed to stimulate, inspire, and serve the needs of investment professionals, as well as institutional and high net worth investors who seek to direct investment capital in positive, healthy, transformative ways-toward a truly sustainable future.

 

Cutting Edge Capital’s John Katovich will be speaking at the conference. 

 

Please refer to the conference website for more information.

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Cutting Edge Capital is a consulting firm and innovation center that works to redirect the flow of resources and wealth from Wall Street to Main Street and to preserve it for future generations. CEC is pioneering tools for a more inclusive economy, sustainable communities, and healthy ecosystems.

 

As a certified B Corporation and Alameda County Green Business, we are dedicated to the sustainability of our clients, staff, community, and the environment. We invite you to visit our website to learn more about who we are and what we do.


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Cutting Edge Capital | 436 14th St. Suite 1120 | Oakland | CA | 94612