ConnectSource Inc. – $300K in Seed Capital

Help Keep My Money LLC Business Investment Opportunity


Description

Help Keep My Money LLC has contracted with ConnectSource Inc. to manage its Power of 10 Savings (P.O.T.S.) programs. Help Keep My Money LLC developed the P.O.T.S. programs (Card Account, Referral Network and Merchant Network) and is a minority owner of Common and Preferred Shares of ConnectSource Inc.

ConnectSource Inc. is a performance-based marketing company organized and operating out of Wyoming.  Its founders (Michael Evans is a founder) started the company on 7/24/17 and it is a closely held private C corporation with two types of stock shares:

  1. Common Stock Shares: 100,000 shares that are voting shares, but do not pay dividends.  These shares are closely held by the founders and are not generally available to investors.
  2. Preferred Stock Shares: 1,000,000 shares that are non-voting shares, but do pay quarterly dividends.  These shares are currently owned by the founders and the company and are available to investors.  These shares are valued at $1/share (par) as of 8/9/17, when ConnectSource Inc. launched the Power of 10 Savings (P.O.T.S.) Card.

Help Keep My Money LLC has developed a set of 3-year pro forma financial statements (12-month Projected Cash Flow, 1-year Balance Sheet, and 3-year Income Statement) which can be downloaded here:

Power of 10 Savings Program Business Model with Pro Forma Financial Statements covering a 3-year Forecast Period as of 8-8-17

As part of the 3-year pro forma financial statements, Help Keep My Money LLC is raising $300,000 in seed capital for ConnectSource Inc. via a Preferred Stock Shares Purchase Agreement (available below).  Below is an overview of the investment opportunity.


Investment Opportunity

Total Investment: $300,000

Investment Vehicle: Private Placement of Preferred Stock Shares Certificates

Security: Net equity of the company

Minimum Investment: $10,000 for 5,000 shares

Terms of Investment: Investors may purchase up to 150,000 shares of ConnectSource Inc. Preferred Stock Shares at the rate of $2.00 per share


Download additional information

  1. Power of 10 Savings Program Business Model with Pro Forma Financial Statements covering a 3-year Forecast Period as of 8-8-17
  2. Preferred Stock Shares Financing Term Sheet 8-16-17
  3. Preferred Stock Shares Purchase Agreement 8-16-17
  4. Preferred Shares Stock Certificate

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