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Breakaway Funding, LLC 150 Gate Five Road, Suite 102 Sausalito, CA 94965
f/BreakawayFunding@breakawayfund
linkedIn.com/company/Breakaway-Funding-LLC
MAIN OFFICE 415 729 9482 EMAIL [email protected]
breakawayfunding.com
FACT SHEET
MEDIA CONTACT:
Gary Tobin TOBIN & Associates [email protected] 415-256-9490
NAME
FOUNDED
FOUNDER
PURPOSE
HEADQUARTERS
Breakaway Funding
2013. Registered Limited Liability Company, State of California.
Kim Kaselionis
To unite investors, businesses and financial institutions to facilitate growth capital through our securities-based crowdfunding portal.
150 Gate Five Road, Suite 102, Sausalito, California 94965
LEADERSHIP Kim Kaselionis, Founder/Managing Partner Azmina Hanna, National Director, Marketing & Communications Richard Cuff, Eastern MarketingJeffere Riy gler We, b Developer Shava Riun gler We, b Developer
ADVISORS
WEBSITE
SOCIAL MEDIA
Khoi Dang, Partner, Horgan, Rosen, Beckham & Coren, LLP Micha Grel alnick, Lead Accelerator, Keiretsu Squared Georg Me oskoff, Principal Consultant, APG Consulting, California T Nom elson, Director of Sales, Zenergy Works Jean-Lu Sc ervat, Principal, Panoramic Capital Advisors G Tary obin, Principal, TOBIN & Associates Pa Wul eiss, Chairman, Fractal Sciences, Inc.
http://breakawayfunding.com
Twitter.com/breakawayfund Facebook.com/breakawayfunding Linkedin.com/company/breakaway-funding-llc
PORTAL MANAGEMENT Community Leader, Inc.
Breakaway Funding, LLC 150 Gate Five Road, Suite 102 Sausalito, CA 94965
f/BreakawayFunding@breakawayfund
linkedIn.com/company/Breakaway-Funding-LLC
MAIN OFFICE 415 729 9482 EMAIL [email protected]
breakawayfunding.com
BACKGROUND
About us Breakaway Funding, LLC connects growth-ready entrepreneurs with investors seeking alternatives to conventional equity investments. We provide business owners with the tools, technology and training they need to conduct successful financing campaigns, and investors with the opportunity to invest in ventures in which they have personal interest. Our technology portal brings together investors and businesses in an environment where both benefit from the provided due diligence reports, analyses and post-investment progress updates.
Overview Incorporated in 2013, Breakaway Funding, LLC was created to help solve a two-pronged problem: Lack of access to capital by small to medium sized businesses and community banks’ struggle to lend. The solution: a fully- integrated crowdfunding platform that serves to match investors with businesses requiring capital to strengthen their balance sheets and position those companies for funding by traditional community banks and credit unions: A true Community Capital Marketplace™.
Purpose Driven Providing businesses with access to capital has been the hallmark of Breakaway Funding’s founder and managing partner, Kim Kaselionis. A former CEO/chairman of a successful community bank for nearly two decades, she understands the collaborative nature of the funding equation from all sides.
What is a Community Capital Marketplace™ The community capital model is a dynamic reaction based on collaborative rather than adversarial relationships among financial institutions, investors and businesses. This hybrid financial ecosystem provides:
• Investors with new opportunities,• Companies with new sources of capital and• Financial institutions with a steady stream of qualified businesses with which to build
relationships and stay relevant.
For financial institutions and their commercial clients, crowdfunding is the next step in the funding continuum. It opens up new financial resources for small to medium-sized business (SMB) when traditional means are unavailable, whether for circumstantial, timing or regulatory concerns.
Advocacy and Our PositionCollectively we have the power to restore what historically has been the strength and prevailing spirit of the U.S. economy: the importance of local ownership and entrepreneurial innovation in our communities. Kaselionis has championed the Community Capital Marketplace™ since 2013 because it is the concept that combines the benefits of the JOBS Act of 2012 with crowdfunding to create a funding conduit between businesses/entrepreneurs, investors and community financial institutions.
Breakaway Funding, LLC 150 Gate Five Road, Suite 102 Sausalito, CA 94965
f/BreakawayFunding@breakawayfund
linkedIn.com/company/Breakaway-Funding-LLC
MAIN OFFICE 415 729 9482 EMAIL [email protected]
breakawayfunding.com
Membership in our Community Capital Marketplace™ To access the crowdfunding portal and become a part of our Community Capital Marketplace™ individuals must complete the online registration form, confirm their account and agree to the terms and conditions for use of the site. Membership, while not a requirement for our community partners or the financial institutions with whom we partner, is encouraged for the full benefit of our model.
The Community Capital Marketplace™ is for all investors, businesses, financial institutions and community partners, including: professionals from corporations, government agencies, nonprofit organizations, professional services firms, solo and B-corps, associations, and academia.
For the MediaA few low-resolution photos are available on this page for your use. Please email Gary Tobin at [email protected] if you intend to use them. For high-resolution versions of these or other Breakaway Funding photos, please call us at (415) 729-9482.
Publications and PresentationsBreakaway Funding publications provide its members, financial institutions and the equity crowd-funding community at large with timely insight available for download. They include:
• PENSCO Crowdfunding Report 2015: Crowdfunding Redefined. The new wave of capital raisingin 2015.
• Crowdfunding The Next Generation of Financing, provides important information how crowd-funding can help banks to: Expand their customer base; Build a future loan pipeline; Generatedeposits; Create new CRA opportunities; and Increase fee income.
• Community Banks, Part I: Renewed Purpose and Survival Through Crowdfunding
• Community Banks, Part II: Crowdfunding 101 for Community Bankers
• Community Banks, Part III: Crowdfunding Within the Community Banking Model
Breakaway Funding, LLC 150 Gate Five Road, Suite 102 Sausalito, CA 94965
f/BreakawayFunding@breakawayfund
linkedIn.com/company/Breakaway-Funding-LLC
MAIN OFFICE 415 729 9482 EMAIL [email protected]
breakawayfunding.com
FREQUENTLY ASKED QUESTIONS
What is Breakaway Funding?Breakaway Funding, LLC operates an equity and debt crowdfunding platform that connects entrepreneurs seeking funding with investors seeking competitive returns and community financial institutions with a steady stream of new clients: a Community Capital Marketplace™.
What is a Community Capital Marketplace™?Community Capital Marketplace™ is based on collaborative rather than adversarial relationships among financial institutions, investors and businesses. This model of a community capital ecosystem is unique to Breakaway Funding and a pending registered trademark with the USPTO.
What is hybrid crowdfunding?Hybrid crowdfunding is a new funding model that creates greater access to capital for growing companies by marrying equity crowdfunding with traditional bank financing. It is community-based equity capital that provides the cash to strengthen business balance sheets to make them more attractive borrowers to traditional community banks and credit unions.
What kinds of businesses seek capital through the Breakaway Funding platform?Any private US company is eligible to raise funds on the Breakaway Funding platform. This includes companies engaged in import / export activities. Typically, these are existing companies with good growth potential or startup companies. .
Can anyone invest in Breakaway Funding campaigns?It depends. Each offering is different. Some allow only accredited investors, other invite unaccredited investors to join. Register today to review deals and determine which investment is right for you.
Is Breakaway Funding a “broker/dealer?”No. Breakaway Funding is an intermediary or funding portal. We partner with CrowdTrade®, a registered broker-dealer to facilitate the sale of securities on our platform. CrowdTrade® is operated by BrokerBank Securities, Inc., a Member of FINRA®. CrowdTrade® is a licensed trademark of CommunityLeader, Inc.
What is the funding process?Investment funds are transferred from a bank or brokerage account to the escrow account until the fund raise minimum is realized. When the campaign is realized, the escrow company will transfer the funds into the company’s bank account.
Why crowdfunding?By broadening your potential investor pool, you gain increased exposure and more evangelism for your company/ product/service. Crowdfunding is a strategic opportunity for you engage your communities and is an excellent means to validate your product or service.
Fresno First Bank to offer crowdfunding option to business borrowers
http://www.thebusinessjournal.com/news/banking-and-finance/24064-fresno-first-bank-to-offer-crowdfunding-option-to-business-borrowers[9/27/16, 5:01:29 PM]
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Fresno First Bank to offer crowdfunding option tobusiness borrowersPublished on 09/21/2016 - 1:13 pmWritten by Business Journal Staff
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A Valley bank is teaming up with a Bay Area-based internet company to offer crowdfunding to areabusiness borrowers.
Fresno First Bank and Breakaway Funding LLC, a securities-based crowdfunding portal headquarteredin Sausalito, today jointly announced an agreement to bring the hybrid crowdfunding process forbusiness lending to the San Joaquin Central Valley.
Fresno First Bank will make a $10 million loan portfolio commitment available to customers who areworking with Breakaway Funding to reach their capitalization or financing needs. Breakaway Fundingwill work with potential customers to provide screening, counsel and an online portal, while deliveringloan-ready businesses to Fresno First Bank.
In a joint statement, Steve Miller, CEO and president of Fresno First Bank and Kim Kaselionis,founder/managing partner of Breakaway said, “We are excited about this working relationship. It breaksnew ground in how local businesses and entrepreneurs can take advantage of both equitycrowdfunding and work with established financial institutions to meet their ultimate funding needs.”
“Fresno First’s reputation and forward-thinking leadership combined with Breakaway’s crowdfundingsuccesses will demonstrate how Breakaway’s proprietary process, the Community Capital Marketplace(CCM), provides the capital necessary to businesses, who have previously found funding unavailableor unworkable,” the joint statement said.
Fresno First Bank, founded in 2005, has more than $300 million in total assets.
The new crowdfunding program targets businesses from start-ups to those up to $25 million in annualrevenue.
“Companies in this portion of the market,” said Miller, “often have difficulties in securing the financingthey need to start or to expand their operations. By working through the hybrid crowdfunding processthey will have an opportunity to raise the required equity, to strengthen their financial profile and toqualify for more traditional bank funding.”
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Fresno First Bank to offer crowdfunding option to business borrowers
http://www.thebusinessjournal.com/news/banking-and-finance/24064-fresno-first-bank-to-offer-crowdfunding-option-to-business-borrowers[9/27/16, 5:01:29 PM]
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This year, Fresno First Bank was named by Forbes as one of the Best 25 Small Businesses in Americaand received the All-Star Performance Award from the Great Game of Business in 2015.
Kaselionis, previously the CEO/chairman of a successful community bank, said: “As a former banker, Iunderstand the importance of driving growth in a local economy by partnering with businesses who areseeking to grow. Fresno First Bank recognizes that providing an industry-leading funding process willbe extremely beneficial to the Central Valley. That Steve, the board of directors and his managementteam are willing to take a leadership role in the hybrid funding process is testament to the bank’s desireto be a community leader and to adopt industry-leading financing tools.”
Breakaway, founded in 2013, has successfully completed financing transactions with traditionalfinancial institutions throughout Northern California, as well as through the crowdfunding process andCCM.
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