What Are the Opportunities to Be Involved?

Class A

Class A (Voting and Board Seat Eligible Members)

Class A shareholders are strongly encouraged to participate in as many product offerings as possible, in order to provide a stable initial base of clients to launch and maintain new products. However, this is not required. Class A shareholders will also oversee and govern the CUSO from a Board level.

Class B

Class B Shareholders

Class B shareholders are participants who utilize either one specific or multiple CUSO products and services. Class B shares generally provide product price discounts, as well as the opportunity for input into ongoing development of those products. Class B shares also provide potential for overall growth in investment value and equity. We anticipate that Class B shares will be available for purchase for individual product offerings.

Class C

Class C Shareholders

Class C shares are specifically reserved for our Industry Partners (Vendors and related entities) that want a seat at the product development table. We anticipate the potential for tremendous value from and for our Class C partners in many forms, but specifically having opportunities to play important roles in researching, funding, and early adoption of projects.

Class C partners will also find unique and ongoing networking opportunities as the CUSO ownership, management, and client base grow. Class C shareholders will also provide access to data and information based on their industry contacts and client bases, while also receiving data and marketplace access and insights that would otherwise not be available to them.


Key Business Strategies

Operations Strategy

CU Sol will deliver products and services on an individual basis to our targeted markets. We operate with a clear operations strategy, defined in each individual product or service plan.

Partner/Investor Strategy

CU SOL is open to the idea of several separate share classes. Our goal is to provide involvement and investment opportunities that promote collaboration in the marketplace overall, as well as between share classes, and add value to the business.

Client/Market Strategy

CU SOL primarily develops and designs services that are relevant for small to mid-sized (emerging) credit unions and community banks. We also provide services that are marketed directly to consumers, as well as to merchants and retailers.

Products/Services/Product Development Strategy

The financial products and services provided by CU Sol are only limited by regulation. Within these regulations, we are open to consider any idea, product, or service that can generate positive return on investment (ROI) for our clients individually, and for the CUSO as a collective enterprise. To that end, we are constantly open to new ideas and to seeking out new technology and market changes that provide these opportunities.

Service/Delivery Strategy

At CU Sol, we pride ourselves on being leaders in the service and delivery of all our CUSO product offerings. If we can’t do it as well or better than the competition, we won’t do it. If we no longer outperform the competition in providing a product or service, we will divest as soon as is reasonably possible, to avoid tarnishing our brand.

Financial Strategy

At CU Sol, our primary objective is to generate positive ROI that provides sufficient resources for ongoing market research and product development, along with income that will flow back to our CUSO owners. We assess divestiture and execute exit plans to meet financial goals.

Our Bottom Line?

The bottom line for CU Sol is all about our clients’ and investors’ bottom line. Ideally, we would prefer for every investor to be on board for every product we deliver. However, we understand that different financial institutions have different needs. We recognize that as our product and service lines diversify, it will be impossible to attract every investor or user. However, each investor in the CUSO profits from bottom line income, but also from information, ideas, and opportunities generated from research, as well as from networking with each other.

For more information on CU Sol, LLC as a CUSO, or if you are interested in becoming a partner or shareholder, please fill out the form below.