Business Plan Tools You Need to Find Investment Capital
Together we will produce a comprehensive Capital Formation Package, including a How-to Guide Ebook, Sample Documents, Investment Capitalization Report, Investment Corporate Structure Report, Sample Term Sheet, Valuation Model Excel Workbook (if applicable), and Investor Pitch Deck for your Business Plan. These tools will aid you in your preparations, ideal for approaching potential investors and for consulting with your tax, legal, accounting and financial professionals.
The ebook starts off by outlining the entire capital formation process so you can understand what to expect when. It then breaks down each step you need to consider after your Business Plan has been created. You will learn about: Valuation, Incorporation, Capitalization, various types of securities and corporate structures, how to use an investor Pitch Deck and finally what to consider in finalizing a Term Sheet for your investment offering. It will provide you some tips on attracting and presenting your plan and opportunity to investors. It will discusses your options in structuring your securities offering, e.g. : Convertible notes, Rule 504 and 506 capital raises. The book will also educate you on how to select and build a team of legal, financial, tax and accounting support.
There are numerous ways to establish a pre-money valuation for your business. Valuation models are different for different types of business enterprises. Investors need to understand what the value of your business enterprise is in order to agree to provide you investment capital. You need to establish a valuation in order for you to know how much equity to offer an investor. We will help you understand some business valuation models and help you create a valuation if it is necessary for your current stage of business development.
Investment Corporate Structure Report
There are numerous corporate structures to use for your business and there are common business rules which relate to structures used when a company is looking for investment capital. We will educate you on these structures and help you identify the structure you may wish to use. This Report is designed to allow you to intelligently discuss your capital and securities strategy with your attorney and financial advisor.
Investment Capital Structure Report
From a business standpoint you need to know your capital needs, what kind of security to offer your potential investors and considerations of the different types of preferences and restrictions that investors typically expect. This Report will provide you some financial analysis based on your Business Plan that allows you to present a capitalization plan to potential investors.
Term Sheets are business documents which present the “deal-points” related to a transaction. For investors, Term Sheets are often used to create a preliminary deal-point understanding prior to having the lawyers create the formal agreements and documentation. We will provide you examples of Term Sheets that relate to the type of Business Plan you have created and which corresponds to the investment capital.
Pitch Decks are designed to support entrepreneurs in presenting their business as an “Investment Opportunity” to investors making sure to highlight the key points that Investors care about. These are usually 10 slides, customized to your Business Plan and delivered in a Microsoft PowerPoint format. This is an optional add on. Click here for more info