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The New Leaf Minnesota Investment Offering Package

Everything you need to raise money for your business.

$9,000 for the Investment Package

INSIDE THE SHARED FOLDER

Documents for all license types: cultivation, dispensary, extraction & manufacturing, transport.

ALL Investment and Compliance Documents for ALL LICENSE TYPES:

  • Financials for all license types. Full sets of 7 year Pro Forma Financial Excel Workbooks
  • Capitalization Tables
  • Compliance Documents, Manifest, Logs & Supplemental Appendix Executive Summary
  • Form Bd — Broker-Dealer Registration
  • Form D Registration Form
  • Investment Tracking Spreadsheet
  • Investor Prospectus (Offering Sale Brochure for Investors)
  • Investor Suitability Questionnaire
  • Ledger
  • Legal Clauses Liabilities — Recourse vs Nonrecourse
  • Offering Assumptions Worksheets
  • Operating Agreement
  • Operations Manuals
  • PPM — Private Placement Memorandum
  • Promissory Note Template
  • Operating Agreement
  • S Election Form
  • Shareholders Agreements
  • Stock Certificate Template
  • Stock Option Grant Form
  • Subscription Agreement Signature Page
  • Transaction Receipts

ALL CANNABIS BUSINESS MODEL FINANCIALS

Full 7 YEAR FINANCIAL SETS EXCEL WORKBOOKS for:

  • Dispensary
  • Cultivation
  • Extraction
  • Distribution & Transport
  • Retail
  • CEMDR (Full Vertical Integration)

BUSINESS PLANS

Business Plan & 7 Year Pro Forma Financials

Business Plans included for:

  • Dispensary
  • Cultivation
  • Extraction
  • Retail
  • Transportation
  • Other assorted financials

STATE AND U.S. REQUIRED DOCS

  • Form D Registration Form (U.S. and State Registration Form)
  • Staffing Position Templates
  • Labor Peace Agreement
  • Promissory Note
  • Operating Agreement

INVESTMENT TOOLS

Offer equity in your company for investors to help you fund the business & expansions.
Of course, NEW LEAF CAN HELP WRITE UP THE WHOLE DEAL FOR YOU AS WELL.

  • Investor Ledger for Investor Compliance Recordkeeping, etc.
  • Transaction Receipts
  • Private Placement Memorandum (PPM) — The Main Legal Document for the Offering
  • Subscription Agreement Page for Paying Investors
  • Investment Offering Prospectus — A full 12 page document to sell the deal to investors. Similar to a pitch deck, the Prospectus will contain the following information for potential investors:
    • Operating Agreement for managers, directors & investors
    • Number of shares — this document shows how many shares the company authorizes, ownership share classes for both owners and investors, etc.
    • This document will also dictate the number of managing members and their voting, managerial rights, and net income, net distribution and sale net proceeds from the event of the sale of the company

REQUIRED COMPLIANCE FORMS

All Compliance Logs, Manifests, Clearances, Agreements, Reports, etc.

  • Stock And Ledger Templates
  • Security Compliance
  • Product Recall Forms

Quality Assurance Forms & Incident Reports

  • Sanitation & Maintenance Supplemental Appendix — Required Compliance Forms
  • Security Logs and Agreements
  • Transport Logs
  • Compliance and Report Forms
  • All Security Forms
  • Product Recall and Quality Assurance Forms
  • Sanitation & Waste Management Forms

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ADDITIONAL CONSULTING HOURS AVAILABLE

Hourly Flat Rate $300/hour

If you would like to have the top gurus in the U.S. guide you through the entire process, we are available. We have been in business since January 1, 2016, providing service to multi-state clients serving over 480 clients across the U.S. Book a meeting with our 2 Top Directors:

Mr. Scott W. Lowry — Ceo/Founder of New Leaf
Mr. Terry Hawkins — Executive Director of Client and Project Management

What does a typical meeting consist of?

For each one-hour meeting, you will get the industry’s two leading experts with many wins in many states.

We will go over the following:

  • The Full Regulations
  • New Public Releases of Information Released by the State Regarding this Application or App Submission
  • Social Equity Requirements
  • Requirements for Application and App Submission
  • Corporate Structuring and Formation of your Entities
  • Operating Agreements: Ownership Percentages for Voting, Management & Net Distributions
  • Financials – Projecting how much will be needed for the capital stack to fund the project for the first one to three years and ensuring the cash flow projections meet the need of the project to keep investors engaged and pleased. Most importantly, to advise the state that you have adequate funds if the license is granted.
  • Completing the Design and Layout of Your Facility
  • All Required Director Release Forms, Truth Attestations, etc.
  • The Actual Submission Process and Application Submission through the Final Submission
  • And anything else that will help you SUCCEED AT WINNING THAT LICENSE!
Starting at $900

Financials

Financials can be designed by New Leaf. We will provide you with a first version of your 7 Year Pro Forma Financials, then review, update & adjust. Financial set 1st version and editing to final financials + excel workbook & data set — STARTING AT $900

Since 2016, New Leaf has prepared financials for over 480 clients across the U.S. including Dispensaries, Cultivation Indoor & Outdoor, Extraction Facilities and Transportation Facilities. Our TOP OF THE LINE FINANCIALS are prepared by the New Leaf agency CEO/Founder, Scott W. Lowry.

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Starting at $750

Schematic Design (SD) Floorplan Development

Floorplan Development — To-Scale with Security Overlays — Starting at $750

New Leaf has created Floorplans for Dispensaries, Cultivation Indoor and Outdoor, Extraction Facilities, and Transportation Facilities all across the country.

TOP OF LINE FLOORPLANS are designed by Our EXPERT CAD DESIGNERS. Plans will be designed to-scale and we will also be available to help on an hourly basis on the actual design specifications. We have designed well over 480 Different Floorplans with Security Equipment Overlays, Color Coded Access Sections (if needed).

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Questions?

Do you have presale questions or need help with your account?

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