Improving SMB cash flow by 20x and Creating a new asset class for Investors

SMB Focus

Packaging investment banking, brokerage, exchange and reporting services into a single solution for SMBs with 1,500 or fewer employees.

Direct Investment Made Easy

Providing access to quality, high-growth investment opportunities; digitized securities backed by real assets allow for liquid buying, selling and secondary trading 

Fast Access to your Funds

Allowing for trade settlement within minutes versus the standard 3-day settlement period.

Unlocking Equity for Main Street

There are millions of great SMBs in the world struggling to grow because traditional capital (loans) is expensive.  What if there was a new way to raise cost effective capital?

Halagard is creating a new capital market that connects SMBs seeking to sell equity with investors.

How are able to make capital affordable?

  • First, we will provide a private marketplace, which removes significant regulatory cost.
  • Second, we combine multiple investment banking services into a single company, removing middlemen cost.
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Halagard Overview


News and Events

  • Opportunity Zones – Why We Need a Different Approach for Success

    Opportunity Zones, we need a different approach for success Bloomberg called about Opportunity Zones This week, we received a call from Bloomberg Tax reporters to discuss our point of view on opportunity zones as they relate to businesses and startups. (Link to the article that is behind a pay wall.) Slight misunderstandings can occur during

    December 7, 2018
  • How to Invest Capital in Opportunity Zone Businesses

    How to fund SMBs in Opportunity Zones We previously discussed if Opportunity Zones (O-Zones) are to succeed, that capital needs to flow into SMBs within the O-Zones. For the last 100 years, the method to inject capital into SMBs is a loan.  The IRS rules for O-Zones appear to exclude loans as an option for

    November 30, 2018
  • Opportunity Zones & Opportunity Funds

    Over at least the last 50 years, the US has done a bad job of allocating our vast resources.  We still don’t have a level playing field across social and economic groups. Thankfully, legislation has emerged from the swamp (DC) that could level the playing field and create a lot of jobs. It is called Opportunity

    November 28, 2018
  • Partnering with Banks to help SMBs

    Competing with Banks? My banker friends like to ask, are you trying to put me out of business? The answer is no In our materials we draw comparisons between to Halagard’s solution and loans.  The reason we made this comparison is that today a loan is the only capital solution for an SMB.  Capital is

    November 20, 2018