Advisor Access: Membership Benefits

For Financial Professionals Seeking Deal Flow

Advisors RAISING CAPITAL need "Issuer Access". Click on the "Corporate Officers" button above.

(+) Add Significant Value. Be A Hero To Your Clients

It's no secret that HNW investors are increasingly interested in private projects. Angel Groups are sprouting up with unprecedented velocity. And while VCs are ratcheting down risk parameters and PE Funds and Hedge Funds are outright dissapearing, financial professionals who engage in capital formation are increasingly being called upon to find quality projects suited to specific client objectives - be those clients HNW individuals, Angel Groups, VC Funds, or Hedge Fund and PE Funds.

But due to the regulations, in the past reps had no real way to find quality dealflow on an investment objective basis. Worse, Advisors are often innndated with projects having nothing to do with their interests, from gray area finders. The sheer amount of work sifting through those deals, returning phone calls and communicating with those finders is burdensome, and low on the productivity scale.

But now there is a solution. The PPX is a web accessable clearinghouse of quality projects. It gives you access, on your terms, at your convenience. Now you can find projects based on your clients' investment parameters - without the hassels. Whether your client is an individual looking to participate in the next hottest restaurant in Las Vegas, a PE Fund looking for a Fast Food Chain to take private, or a VC looking for a renewable energy project - or anything in between  - you can find it in the PPX, at your convenience. Even with a mobile phone.

So don't tell your clients to go pound sand. Or wait, in the hopes that the ideal project falls in your lap. Take a moment, log into the PPX and get them what they want. Add value to your relationships. Bring new revenues and new relationships into the firm. Sign new companies as IB Clients. The PPX puts it all at your fingertips.
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(+) Eliminate Wasted Time And Compliance Nightmares

The PPX is the first institutional clearinghouse built with compliance as a foremost concern from the ground up. The PPX embraces the role and skills of registered financial professionals, and denies access to gray area finders and retail individuals.

We all know how time consuming it is to sift through reams of projects we have no interest in, and how terribly difficult it is to get an allocation of a hot issue. But the process of capital formation is changing. It is becomming collaborative and more transparent... Increasingly, deals are being taken down as a collaborative effort amongst several firms, rather than just the lead. Risk is increasingly being spread laterally.

The Old Boy Networks that in the past had a stranglehold on quality deal flow are finally fading. The financial crisis has accelerated this trend of late, but it is important to note that the trend toward "democratization of deal flow" is more the outcome of modern electronic communications than anything else. All markets are gaining electronic efficiencies, and it was only a matter of time.

And so now, you can search and find quality deals on your terms, at your convenience. Without being hassled. Without the risk and non-productive busywork of replying to finders of deals which you are not interested in anyway. In an environment purpose built for professionals.

(+) Identify Projects Custom Suited To Client Investment Objectives With Ease

The industry is changing. In the past, the Old Boy Networks held a virtual stranglehold over qality projects, and all others were given the mushroom treatment (kept in the dark and fed S%&#). Not so anymore. Due to a number of factors, private capital formation is increasingly the province of collaborative groups - Distribution Networks of Placement Agents. Make no mistake; the real business of private capital formation happens at small firms.

The PPX offers a suite of proprietary tools, enabling you to do things simply never before possible. Instantly find projects custom suited to a variety of parameters. Industry. Income type. Location. Hundred of categories, and more categories are being added all the time. Find a nightclub in Las Vegas. A manufacturer of wireless telemetric devices for application in Windfarms. Windfarms. Alternative Energy Funds. Ethanol Manufacturers. Ethanol Distributors. Internet Startups... You name it. You can even search via mobile phone.

So don't work harder and longer - work smarter and faster. At your convenience. At electronic speed. It's about time :)

(+) Rate And Review

Wouldn't it be nice to know about somebody before reaching out to them? "Feedback" makes this possible. Review the experiences of others before reaching out. And then rate them and include your own experience, for others to review. In a community like the PPX, integrity is of utmost importance. See what everyone is saying, and throw your own experience in the mix.

(+) Powerful Tools That Work. Really. Wanna Know Why?

It's simple, really. The PPX is the first clearinghouse for deal flow built with regulatory compliance in mind. It was created by financial services professionals for financial services professionals. To add electronic efficiencies to a market desperately in need.

This is a key differentiator at the PPX. Because the system is built from ground up to support the modern financial regulatory matrix, not to get around it. Result? A system that speeds the process of capital formation, making it more transparent and efficient, supporting and increasing the public trust.

(+) Bring New Relationships And Revenues To Your Firm

It's a great feeling when you find a project that suits your clients objectives to a "t". But it's also great for your firm. Whether you decide to be a placement agent along with others (and participate in the raise as part of a group), or whether you sign the company up to an exclusive realationship with your firm and take down the entire deal, you're adding value, revenue, and in a very real sense creating jobs and driving the economy. Good work.

Want to find deals custom suited to client's objectives? At your convenience? Without hassles? Whether your client is a PE fund or an ultra HNW individual? You've come to the right place. At the PPX, not only can you source quality deals, but you can do much more...

PPX "Advisor" Membership Is Free for Registered Reps, RIAs, IAs, VCs, Fund Managers, etc.  Membership is discreet, and services are available 24/7. Membership is access to powerful knowledge and tools More Info

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