INVESTMENT PACKAGE


BUSINESS PLANS, VALUATION, FINANCIAL MODELING, VITAL STATISTICS, PRESENTATION

WE HAVE THE COMPLETE PACKAGE FOR RAISING CAPITAL

Business & strategic plans

Business & strategic plans – tell the story of your business and the strategy you’ll use to make money.

Forecasts and projections

We use verifiable numbers to convince the investor that your number is “real”. 

Business valuation

Business valuation – how much is your idea worth? 

Present your company

Present your company information, and showcase your investment opportunity to our investors.

You want to get your idea to market but where will you get the capital?


Learn more about what we do

Over 30 years of combined experience of successful business & strategic plans, debt  capital and private equity.  

Expertise with a wide range of businesses including technology, manufacturing, government contracting, telecommunications, biotechnology, and many others. ​​​​​​​

Success in structuring deals that meet the objectives of business owners and investors with win/win results, gain quick and easy access to capital, eliminate the constraints of time and money that limit growth.

When you’re seeking to raise large amounts of capital from investors, you need a complete financing package that tells prospective investors everything they’ll need to know to make an investment decision.

To be successful, you need to be well-prepared. How well-prepared are you? Here’s a shortlist of all the things you’ll need to raise millions in capital and why you need them...

Capital structuring – you can’t structure deal that’s fair to you and the investor without first knowing how much money you’ll need (based on forecasts) and how much money your idea is worth (based on a  business valuation). 

Once you know that, then you need to ask some questions. Should you look for all stock investment? Should you borrow the money? Should you use some combination of the two? We can advise you on the best structure for your deal.