Empowering Issuers
in Capital Raising

Preferred Shareholder Services (PSS) is committed to offering top-tier, end-to-end support for companies seeking retail capital.

Specializing in the alternative investments industry, we draw upon our extensive knowledge, deep relationships, and partnership with Preferred Capital Securities to help ensure your success at every step of the capital-raising process.

The Preferred Advantage

Raising capital is vital for any emerging company. PSS offers comprehensive support every step of the way, helping to streamline the complex process and achieve your capital-raising goals.

PRODUCT
FORMATION

Select predefined product options or customize products that align with your goals.

DOCUMENT
FORMATION

Get support with private placement memorandums, subscription documents, and other necessary paperwork.

MARKETING

Drive sales with innovative product launches, creative campaigns, and comprehensive product materials.

COMPLIANCE

Ensure that all offering materials adhere to important regulatory rules and guidelines.

SALES TEAM FORMATION

Strategically form a new sales team or supplement your current team.

LAUNCH PLAN

Develop a comprehensive market entry strategy with insights into the competitive landscape.

TRADE PROCESSING
& OPERATIONS

Take advantage of complete back-office support, allowing you to focus on the bottom line.

SERVICE AFTER
THE SALE

Benefit from continuous post-sale support with account maintenance, custodian onboarding, and much more.

Experienced Guidance That Gets Results¹

With decades of experience and specialized industry expertise, PSS has established a track record of high performance.

~$5B+

Capital Processed

$2.6B

Liquidity Transactions

22

Separate Share Classes Serviced

70K+

Total Investors

~650+

Selling Agreements

20+

Custodian Relationships

1. As of September 20, 2024. Past performance is not predictive of future results.

A Tenured Leadership Team

PSS is led by a seasoned executive team that consistently leverages its decades of experience and industry-wide relationships to enhance your capital-raising capabilities.