Your Business Plan should be a disciplined presentation of how expect to use its capital to create a profitable operation and grow it from there. Your Business Plan should include important information on:
Our process, as the graphic shows below, integrates the important parts of your business plan into your equity offering presented to prospective investors
It’s only after Your Business Plan has been created that Your INVESTOR-CENTRIC EQUITY OFFERING DOCUMENT can be crafted, which should include your refined Business Plan and answer prospective Investors’ essential questions of:
1. What, specifically, am I being offered, should I choose to invest in this venture?
2. What are the risks that accompany my investment in the venture?
3. What Conflicts of Interest might there be between the principals and the investors?
4. How experienced and qualified is your management team?
5. What are the key assumptions underlying your financial projections?
6. What is your current or proposed business structure?
So, it should be clear that the preparation of your comprehensive Business Plan is essential to creating an Investor-Centric investment Offering Document, a Private Placement Memorandum, a PPM.
Our consulting work ordinarily includes an examination, evaluation of our client’s Business Plan; a statement of the refinements needed; and the creation of a venture-specific Economic Model before commencing any work on preparing the SEC-compliant Investor-Centric private placement offering document that our clients can then be used to solicit the capital required.