Our Investor Review unveils a winning idea, a novel or time proven strategy and overcomes skepticism or objection with facts and answers to frequently asked questions. It indicates the potential for investment and return from investors (Angel Investors, Venture Capitalists, Affiliates, Partners and others.) It details timeframes for investment, growth and return on investment.
Our Investor Ready Presentation includes:
- The purpose of the business and the winning idea
- The future goals for the business
- The history and track record of the parent business
- An analysis of the market (who and where the customers are), and an evaluation of the main competitors
- A description of the marketing strategy
- A description of how the business will work (who will supply goods, how the profit is to be made, and how the profit is to be allocated.)
- Strengths and Weaknesses, Potential Risks and Rewards
- Funding and growth /governmental and private support
- An overview of financial information, including start-up costs, revenues and expenses, and ability to make a profit.
- A persuasive request for funds
The Investor Ready Business Plan:
Executive Summary: an overview of each section and summary.
Company Description: legal form, location, shareholders, subsidiaries, date of inception, brand and trade names, company history.
Management and Organization: organization chart, overview of management team and support roles key biographical profiles, track record and achievement.
Board of Directors; Consultants and Advisors: roles, expertise, compensation.
Product/Service Description: complete description of the product or the services, overall market for the product or service, competitive advantages.
Patents, Licenses, trademarks.
Regulatory Approvals or Industry Standards.
Operations Plan: inventory and supply channels, requirements.
Quality control, product lifespan, warranties.
Industry Analysis: Analysis of industry characteristics and competitive factors, comparative analysis of key competitors and summary of competitive edge.
Market Analysis: target markets, key market factors, market segmentation, buying patterns, market growth and trend projections.
Market Statistics: size, growth projections, seasonality, economic factors and vulnerabilities.
Customer Data: demographics, needs, loyalty, buying patterns, buying behavior and purchasing criteria.
Pricing and Sensitivity, pricing strategies.
Competitor Data: type, number, strengths, weaknesses, turnover, barrier to entry, future competitors.
Marketing and Sales Plan: customers, market size, demographics, characteristics, growth prospects, trends, sales and growth potential.
Strategic alliances, sales and marketing force and distribution channels.
Key strategies during the Investor Ready plan period and quantification of short and long term goals, milestones and tools for measuring actual success.
Financial Summary: capitalization plan, short and long-term projections – Sales, Gross Margin, Net Income and Cash Flow.
Capitalization Plan: startup condition, capitalization plan, start-up requirements and resources, use of proceeds.
Business Projections: projected operating highlights, key financial indicators, plus break even, benchmark and sensitivity analyses.
Amount and timing of needed funding, forecasts, projections and assumptions.
Sales: forecasted Sales and Cost of Sales for the first and subsequent fiscal years.
Net Income: Projected Net Income Statement for the first and subsequent fiscal years.
Cash Flow: Projected Cash Flow Statement for first and subsequent fiscal years.
Net Cash Flow/ Cash Balance for first 12 months and all quarters.
Balance Sheet: Projected Balance Sheet for first and subsequent fiscal years.
Implementation: key elements of the marketing and operating plans, project schedule, detailing milestone tasks, budgeted expenditures and revenues.
Risk Assessment: key success factors, critical risk factors and anticipated management responses to various contingent events.