InCrowd Capital Investment Banking
Investor Introductions
For companies that have all of their offering materials prepared for a capital raise or acquisition, and all they need is a simple introduction.
Fee: 2.0%
Full Investment Banking Services
For companies that need investor introductions and help preparing for and marketing their deal, we offer a full suite of investment banking services, including:
Introductions to our network of venture capital and angel investors
Capital raise and other strategic advisory services
Financial models and budget build-outs
Transaction structure advisory
Data room management
Outreach, ongoing communication and maintenance of relationships with potential investors, acquisition targets (buy side) or potential acquirers (sell side)
Term negotiation
Fees:
5.0% at closing of successful sale or raise
$0 paid up front!
$0 paid if unsuccessful!
Willing to take up to 2/3 payment in company equity
Full investment banking services are offered by application and acceptance only. If you are interested or have additional questions, please use the form below to contact us and upload a pitch deck or company overview for review.
If you have questions first, please feel free to send us a note at info@incrowdcapital.com and we will be happy to follow up or schedule a time to talk with you in more detail!
Capital Raise Advisory
For companies that are just starting to think about raising capital and are just looking for advice on:
the right type of capital for my company, including advice on bootstrapping and raising capital through crowdfunding, angel networks, individual angels, venture capital firms, bank financing and others.
how to approach each type of investor or raise strategy.
how to structure deals and what type of deal is best for your company (e.g. convertible note, SAFE note, priced round, etc.).
Fee: $165/hour
Music Catalogue Sales
For artists, estates and others looking to sell catalogues, rights or royalty streams, we offer the following:
Introductions to our network of financial and strategic investors
Strategic advisory services
Financial models and budget build-outs
Transaction structure advisory
Data room management
Outreach, ongoing communication and maintenance of relationships with potential investors, acquisition targets (buy side) or potential acquirers (sell side)
Term negotiation
Fee: 6.0%
Phillip Shmerling, Managing Member
Phillip Shmerling is the managing member of InCrowd Capital, a Nashville, Tennessee-based angel investment group and early-stage venture capital fund founded in 2012. InCrowd has a portfolio of 17 companies ranging across a broad array of industries, with a current portfolio of music technology, gaming, IoT, green energy, healthcare and consumer goods businesses.
Mr. Shmerling began his career in 2005 working as an investment banking analyst with Morgan Keegan in the merger and acquisition advisory division, where he remained through the end of 2007. At Morgan Keegan, Phil advised companies in sell-side and buy-side transactions in a broad range of industries including media, hospitality, real estate, restaurants, logistics, aerospace & defense and consumer products. Mr. Shmerling later joined Choice Food Group as the head of retail where he worked for close to five years before starting InCrowd.
Mr. Shmerling graduated from Indiana University, earning a Bachelor of Science in both accounting and finance from the Kelley School of Business and an honors degree from the Honors College.
Mr. Shmerling holds a Series 79 Investment Banking Representative License. Broker Check.
InCrowd Capital is an affiliate of BrightChoice Financial, LLC, FINRA CRD#147509, a subsidiary of 2nd Generation Capital, LLC.