Current Battle Financial, Inc. Investment Opportunity

Convertible Note Offering

Battle Financial, Inc. (“Battle”), is a Delaware corporation incorporated for the purpose of operating a national direct-to-consumer bank preferably through a wholly owned subsidiary named, Battle Bank, National Association (“Battle Bank”).  

 

Battle intends to leverage its experienced management team, and cutting-edge technology to target a national audience of financially sophisticated, self-directed, mass-affluent individuals and a diverse base of small to medium-sized business clients. Battle expects these individuals to have unique interest in our high yielding deposit products, currency deposit accounts, precious metals offerings, precious metals lending products and unique retirement accounts.  Our target clients are well-educated consumers of independent financial research who have complex needs that are currently unmet by the banking industry.  Battle plans to meet those needs with state-of-the-art technology and readily available and knowledgeable client support.

 

Battle Financial, Inc. has signed a stock purchase agreement for the purchase and assumption of all of the issued and outstanding capital stock of a small, one-branch national bank chartered by the OCC.  Battle intends to inject additional capital in this bank to support expansion of the products and services currently offered by the bank to include the national, direct-to-consumer products and services in Battle Bank’s business plan. 

 

The Company is supported by two lead investors that have each signed stock purchase agreements for approximately $15.0 million, a total of approximately $30 million.  These funds will be held in escrow until the Company has received all necessary bank regulatory approvals to close the acquisition of the target bank and launch Battle Bank’s business plan.

 

To support the Company’s pre-opening expenses, the acquisition and ultimately the launch of its business plan, Battle Financial, Inc. is offering, for sale by subscription, Convertible Promissory Notes to Accredited Investors Only. 

 

The Notes bear an interest rate of seven percent (7.0%), compounded annually. The principal and unpaid accrued interest on the Notes will convert to shares of Common Stock of the Company upon the occurrence of certain events, which are detailed in the Offering Memorandum. 

 

All securities are being offered by Battle Financial, Inc. and not by its proposed subsidiary, Battle Bank, N.A., which is currently in its organizational phase and not yet open for business. Convertible Promissory Notes are not deposits of Battle, and are not insured by the FDIC or any other governmental agency.

 

Minimum investment $75,000.

Who is Battle Financial, Inc.
building Battle Bank?

Experienced Management Team

Management team with 30+ years of experience operating proposed business model and 35+ years of specific business experience in the precious metals/foreign currency market segments.

Scalable Source of Low-Cost Funds

Scalable platform and low-cost distribution channel is expected to enable Battle to achieve a lower all-in cost of deposit compared to traditional branch-intensive models.

Unique Product Mix for Target Client

Diverse and innovative set of products and services that provide complementary earnings streams, investment opportunities and customer cross-selling benefits.

Diversified Asset Deployment for Expected Growth

Assets will be deployed nationally using a diversified mix of precious metals loans, national community bank lending, and self-directed retirement account lending with a focus on conservative underwriting and prudent growth. 

Offering Resources

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Click here to learn more about the SEC's definition of an Accredited Investor. Please also note that a third-party verification of your accredited investor status is required before you can participate in this offering.