Join the Evolution of Capitalization

Gone are the days of entrepreneurs only needing to be country club members or connected to high society in order to raise capital for their worthy projects. In today’s world of platforms, portals, social media, technology and world-wide access to every type of investor, quality companies with great business ideas can gain access to capital. What’s more, the most organized, best presented, largest reach projects will get funded; not only those that are well connected (But that helps too!). Blue Moon Advisors may help get you connected. Contact Us Today

What drives us:

Our Company Mission

To serve entrepreneurs, investors and service providers by providing them services that simplify and streamline the process for companies to gain access to capital while maintaining compliance and delivering documentation in a professional manner.

Our Philosophy

Our philosophy is that entrepreneurs know their business well – but are not business finance experts. Finance professionals need a platform to collaborate, communicate and validate the documentation in coordination with the business ownership and capital providers. We speak the language of finance and provide translation to all parties to get deals done.

The Blue Moon Story

A Blue Moon, by definition is a Full Moon that is the 4th within a quarter (Instead of three); or two full moons in a month. It only happens about once every 30 months (Just happened in July 2015 and will happen again in January of 2018). It is a “Full moon” – That is where the term “once in a blue moon comes from. The analogy to business, out of 365 days in a year, there are 365 moons, only 12 full (We talk to 300 clients a year to find 12 good ones). But every 30 months or so – so 1:1,000! We identify a hard to find, IPO bound company that is “Fund Ready”, or 1:1,000

For Companies & Entrepreneurs

The link below opens to the Capital Readiness Review registration page. Once you complete and submit the Capital Readiness Review registration form, you will receive an email within Twenty-Four (24) hours containing the following information:

(1) A Mutual Non-Disclosure Agreement;

(2) A request for a copy of your current Business Plan; and

(3) Options to schedule a Confidential Readiness Review in person or over the telephone.

During the meeting or the call, a Blue Moon Advisor will provide a free consultation to review your completed Capital Readiness Registration, review your current Business Plan, and answer all your questions. If your Advisor and you agree to move on to the next step in the process, your Advisor will provide you with a Customized Proposal in order to make you and your company ready to take on capital.

ALL INFORMATION WILL BE HELD IN STRICT CONFIDENCE AND CAN BE WITHDRAWN AT ANYTIME; THIS INFORMATION IS SECURE AND WILL NOT BE SOLD, RENTED, OR SHARED WITH ANYONE WITHOUT EXPRESS PERMISSION. See our Privacy Policy for additional information.

CLICK HERE FOR A Capital Readiness Review

For Investors

Blue Moon Advisors brings innovative and ground-breaking businesses together with qualified, savvy investors in a confidential and professional manner through a simplified investment process and a trusted, state-of-the-art, integrated IOS platform. Partnering with Blue Moon allows investors to find compelling business opportunities, diversify their portfolios, and help entrepreneurs alleviate the problem of acquiring much needed capital. Anyone may register on our platform by completing the Confidential Investor Review.

Once registered, you will receive a confirmation email with a blanket Confidential Non-Disclosure Agreement. A Blue Moon Adviser will then contact you to schedule a telephone conference to refine your profile, walk you through the investing process and answer any questions you might have. Once the registration process is complete, Blue Moon will notify you of any opportunities that fit your profile and are available on our Online Securities Platform registered through our compliant IOS system.
Periodically, companies will post updates on their progress, updated financials, milestones they have reached, or may simply ask for advice in overcoming a roadblock. You also have the ability to follow companies that are currently in the auction period that you might want to invest in at a later time.

Click Here for a Confidential Investor Review

For Consultants & Service Providers

Blue Moon is seeking highly qualified service providers, educators and investors to become “Blue Moon Advisors.” Our Advisors must be in a position to assist companies in gaining access to viable capital sources and services that result in funding and/or fund readiness. Our goal is to be your trusted partner by providing you with a state-of-the-art platform, enabling you to find conflict-free, independent, and unbiased business opportunities for you and your clients. Please click on the link below and begin the registration process. Within forty-eight (48) hours of completing the Registration Form, someone on our staff will contact you to conduct a confidential interview and answer any questions you might have regarding the platform.

Planning and Documentation

We coordinate the right team in order to determine strategic plans, tactical plans, business plans and documentation required in order for entrepreneurs to package their story in the right way, to the right audience, in a timely manner.

Brand and Presentation Development

The right Corporate Image can make or break Access to capital. Presentations include technical documents that should be high quality, aesthetically pleasing material that conveys the company’s proficiency and professionalism.

Bringing Your Business to Market

Once your company is deemed “fund ready,” the Blue Moon Advisors internal and external team will introduce you to the best match for your qualifications and needs including debt or equity. In some cases, Blue Moon may refer Clients to an Equity Crowd Portal.