Discover Blue Moon Consortium, Inc.

Blue Moon Consortium, Inc. is the parent entity for a group of companies that support small to medium businesses in all areas related to the preparation, presentation and ultimately, acquisition of business finance instruments.

Blue Moon Consortium serves Small-Medium Enterprises (SMEs) as a full service “one-stop shop” for access to business capital through a proprietary 24-step system that includes documentation and web-based alternative private securities financing programs and methodologies.

Our network of advisors provide most areas of expertise related to business finance and development including attorneys, accountants, bankers, brokers, coaches, consultants, investors and marketers.

Because of our vast network of advisors, the combinatory of our seven companies working in concert, we can prepare and execute business finance documentation and presentation materials for entrepreneurs around the world in multiple industries, sectors, and subsectors.

We specialize in the development of professional-grade documentation in support of Securities exemptions such as Regulation D 506(c), Regulation A, Regulation A+, private debt, and EB-5 Private Securities through our Title II Funding Portal. We will operate an intermediary Title III Crowd Funding Portal beginning May 16th. In other business models we operate provide a suite of supporting services including, but not limited to: Business finance documentation preparation services, virtual data room management, an investor marketing system, creative design, graphics, and presentation material development. And finally, we have created a network of professional, subject matter expert advisors called “Blue Moon Advisors.”

Blue Moon Constortium Top-10 Most Frequently Asked Questions (FAQ)

Blue Moon Consortium, Inc. is the coordinating entity for eight companies. Founded by Tony Drexel Smith in 1995 as TD Smith & Associates, the brand representing all the coordinated entities is “Blue Moon Advisors.” The Company has 10 full time executives and more than 200 independent contractors.

Blue Moon Advisors is a formal network of business finance professionals that specialize in the capitalization of start-up, formation-stage, seed and growth companies seeking alternative, speculative and primarily private capital. 75% of Advisors are direct sources of Capital. 25% are industry professionals and service providers.

We are a financial technology company that created, owns, operates and licenses a scalable, automated web-based software system that produces a funding feasibility score known as the Capital Readiness Report. Companies that reach a minimum of 925/1,000 are funded 100% of the time. We offer a companion service that provides a life-long corporate governance virtual data room service that maintains capital readiness through the life of the business.
(1) bluemoonconsortium.com – Primary Entity & Holding Company; (2) bluemoonadvisors.com – Our Brand; (3) bluemoonscore.com – Corporate Governance and Capital Readiness Reports; (4) sumaticinc.com – Training & Events; (5) castlepeakfinance.com – Title II Intermediary Portal; (6) bluemoonsecurities.com – Future site of our Broker Dealer.
Our mission is to provide a compliant, professional, time-sensitive, cost-conscious and realistic approach to the business finance process for our Clients.
Blue Moon Advisors serves the Private Securities market with fully compliant business finance documents, due diligence services, financial packaging, market studies, funding portals and training courses. We have five main revenue streams: (1) Capital Readiness Reports; (2) Business finance document preparation fees; (3) Ongoing corporate governance – be ready for capital at any time; (4) Training, education and course material as it relates to business finance; and (5) Licensing fees.

Blue Moon Advisors only works with Clients referred by Registered and fully contracted Blue Moon Advisor Network members. In this way, Clients have received a first pass in the vetting process.

After the completion of an 8-year study of successfully funded clients, we developed an industry-wide “Institutional Grade” standardized assessment and funding package process for the private capital community. Normally reserved for Pre-IPO, publicly traded, or PreM/A companies, Blue Moon Advisors philosophy is that all companies seeking capital should be highly vetted as being “capital Ready.” Of the last 31 funded projects in which we developed their financial packages, that averaged $1,087,000 in capital, all had earned at least 925.

We have sourced capital 45 different ways over a 20-year span. More recently, our sources of capital include: Angels, Accredited (High net Worth); Title II, Title III and Title IV JOBS Act programs (Funding Portals and Crowdfunding); Private placements; SBA; Private Equity; Venture Capital; and EB-5.

In the Network space our competitors are the Association for Financing Professionals. In the assessment, scoring, research and rating space our competition is limited, but is most likely comparable to publicly traded company rating services such as Moody’s Analytics, Fitch Ratings and S&P. In the business finance preparation and consulting arena our direct competitors are Growthink, Start-Up garage, Accenture and Cayenne Consulting. In the Funding Portal space our competitors are Wealthforge, StartEngine, U.S. Capital Partners and Seed Invest.