Investor Marketing Documentation/Presentation
Investor Ready Executive Summary
When it comes to reviewing documentation via e-mail for the purposes of making a loan or investment, Venture Capital Groups, Angels, Banks, non-Bank SBA Lending Institutions, “start-up”, and mezzanine level investment groups prefer a stand alone comprehensive standardized Executive Summary of a business or project for preliminary review in lieu of opening up a lengthy Business Plan document. With a client supplied business plan that executes the process by the or existing executive summary IRA will modify and reformat to “Investor Ready” an existing executive summary or will create an Investor Ready Executive Summary based off of client’s existing business plan.
IRA will also provide at no cost to you a limited due diligence commentary, recommendation, and certified IRA MFA opinion (a $100.00 value) as to the merits and viability of your project. Your project will be exclusively profiled, detailed, and targeted investors specifically interested in your type of product/service (see description below for Resource Referral).
Fee: $250.00
Client must provide business plan
Since we would like to share in your growth, and when it is to our mutual advantage, we will discuss taking part of our base fee in stock options or higher finders fee. Please see the “How We Work” page for more details.
Investor Ready One Page Project Overview
An overview is required when you have to present in writing a brief synopsis of your project’s attributes. Due to the increased volume of deal flow, investment groups are now mandating a standardized investor ready one page overview for a preliminary review of your project, in lieu of an Executive Summary or lengthy Business Plan. Therefore, with a client supplied business plan or existing executive summary, IRA will create an overview will be a concise yet comprehensive in-depth product and service and industry overview. Your one page overview will be exclusively profiled toward the Good Garage Storage San Diego, detailed and targeted toward investors specifically interested in your type of product/service.
IRA will also provide at no cost to y0u a limited due diligence commentary, recommendation, and certified IRA MFA opinion (a $100.00 value) as to the merits and viability of your project. Your project will be exclusively profiled, detailed, and targeted toward investors specifically interested in your type of product/service (see description below for Resource Referral).
Fee$150.00
Client must provide business plan.
Since we would like to share in your growth, and when it is to our mutual advantage, we will discuss taking part of our base fee in stock options or higher finders fee. – Please see the How We Work page for more details.
Slide Deck Creation (Power Point Presentation)
In today’s world, when you have to present your business, investors and funders will be looking for you to provide a presentation with a slide show, known as a “slide deck”. This is typically done using MS Power Point. IRA will help you create a powerful presentation with presenting talking points highlighting the company’s:
- Business and Financial Development Plans Detailing Marketing Demographics and Feasibility
- Stock Ownership
- Offering
- Risks
- Competition
- Objectives
- Milestones
- Economic zones modeling and ROI
- Value Proposition
- Exist Strategy
This presentation will be formatted in such a way as to allow for in person presentation but also remote presentation via web services. IRA will incorporate the most topical, pertinent, and compelling information by developing talking points for 10 – 15 slides based on a 15 minute presentation to entice investors and re-enforce your business model to get their attention.
This service includes, 1-hour of IRA audit time to listen, critique, and comment to assist you in presenting in less than 15 minutes for maximum impact.
Fee $750.00
Client must supply business plan
Since we would like to share in your growth, and when it is to our mutual advantage, we will discuss taking part of our base fee in stock options or higher finders fee. – Please see the “How We Work” page for more details.
Business Planning Service
Investor Ready Business Plan
Need help crafting an Investor Ready Business Plan? IRA will assign a professional business plan writer to custom craft the client’s business plan in preparation for seeking funding. This will include creation of the company’s business and financial development plans detailing marketing demographics and feasibility, company stock ownership, offering, risk, competition, objectives, milestones, exit strategy, economic zones modeling, documentation and administrative requirements for project presentation and publishing to accredited investors. IRA will develop graphs and charts depicting the percentages and ratios of sales, market penetration, etc., along with the narrative and financial documentation required to set forth the use of proceeds and stock allocations required to fulfill the company’s or investment needs, to include the following applicable categories. Due to the varying types of companies that are seeking funding, there is not a static table of contents or list of items to be included in the disclosure documents at comp attorneys law offices. Since every company is different, IRA Network will adjust the due diligence process and requirements to suit the type of offering and the industry in which the company operates. The table of contents outline below covers most of the topics and/or items required in a professional business plan.
Outline of a Business Plan
- EXECUTIVE SUMMARY
- VISION
- PRESENT SITUATION
- MISSION
- GOALS
- COMPANY OVERVIEW
- LEGAL DESCRIPTION
- STOCK ALLOCATION
- PHYSICAL PLANT DESCRIPTION (PROPOSED)
- MANAGEMENT TEAM
- CORPORATE FLOW CHART
- IN-HOUSE MANAGEMENT-JOB DESCRIPTIONS
- ADVISORY BOARD
- STRATEGIC ALLIANCES
- JOINT MARKETING AGREEMENTS
- PRODUCT/SERVICE STRATEGY
- PROPOSED PRODUCTS AND SERVICES
- RESEARCH AND DEVELOPMENT
- MARKET ANALYSIS
- MARKETING CONCEPT
- MARKET CHARACTERISTICS
- MARKET DEFINITION
- DESCRIPTION OF AREA
- MARKETING STRATEGY
- WEATHER STATISTICS
- TIMING
- RESPONSIBILITY
- SALES STRATEGY
- PUBLIC RELATIONS
- RESEARCH AND DEVELOPMENT
- TRENDS AND OPPORTUNITIES
- CUSTOMER PROFILE
- SUMMARY AND CONCLUSIONS
- PROJECTED RATES, USAGE, & INCOME FORECAST INITIAL OPENING YR.
- MARKET
- GENERAL ASSESSMENT
- EST. POTENTIAL MARKET PENETRATION
- CUSTOMER PROFILE
- BUSINESS MARKET DEMOGRAPHICS
- SIZE OF FIRMS-PRIVATE INDUSTRY
- PENETRATION RATES
- COMPETITION
- RISK
- LITIGATION
- MARKETING PLAN
- MARKETING POSITION
- SALES STRATEGY
- OPERATING STRATEGY
- MEDIA OBJECTIVES AND STRATEGY
- PROMOTIONAL CAMPAIGN
- PUBLICITY
- DISTRIBUTION CHANNELS
- ADVERTISING
- FRANCHISE EXPANSION MARKETING PLAN
- DISTRIBUTORSHIP
- ASSUMPTIONS
- SALES
- SALARIES AND WAGES
- CONTRACT LABOR
- DEPRECIATION AND AMORTIZATION
- PAYROLL TAX EXPENSE
- INCOME TAX EXPENSE
- OTHER EXPENSES
- BALANCE SHEET
- STATEMENT OF CASH FLOWS
- FINANCIAL STATEMENTS
- CAPITAL REQUIREMENTS
- PROPOSED CAPITALIZATION
- EXIT/PAYBACK STRATEGY
- CONCLUSION
- SUPPORTING DOCUMENTS (LIST)
This will also include at no cost to you 5-hours of Business Plan Consulting with an IRA MFA (a $300.00 value), who will assist Client with the ideation, conceptualization, and modeling to run concurrent with preparing and writing of Business Plan, as well as assisting in crafting Company Milestones, creation of Company Exit/Payback Strategy, & Capitalization Strategy.
IRA will also provide at no cost to you a limited due diligence commentary, recommendation, and certified IRA MFA opinion (a $100.00 value) as to the merits and viability of your project. Your project will be exclusively profiled, detailed, and targeted toward investors specifically interested in your type of product/service (see description below for Resource Referral) with a client supplied One Page Overview (or Client can be add an IRA Project Overview for $50.00).
Fee Range: $1,250.00 – $4,250.00
Since we would like to share in your growth, and when it is to our mutual advantage, we will discuss taking part of our base fee in stock options or higher finders fee. – Please see “How We Work”
Business Plan Enhancement
Need help crafting an Investor Ready Business Plan? IRA will assign a professional business plan writer to enhance the client’s existing business plan in preparation for seeking funding. The company’s business and financial development plans will be enhanced where necessary, i.e., detailing marketing demographics and feasibility, company stock ownership, offering, risk, competition, objectives, milestones, exit strategy, economic zones modeling, documentation and administrative requirements for project presentation and publishing to accredited investors. IRA will develop graphs and charts depicting the percentages and ratios of sales, market penetration, etc., along with the narrative and financial documentation required to set forth the use of proceeds and stock allocations required to fulfill the company’s or investment needs, to include applicable categories. Check out monderlaw.com.
(See above “Table of Contents” for a more comprehensive list)
This will also include at no cost to you 3-hours of Business Plan Consulting with an IRA MFA (a $180.00 value), who will assist Client with the ideation, conceptualization, and modeling to run concurrent with preparing and writing of Business Plan, as well as assisting in crafting Company Milestones, creation of Company Exit/Payback Strategy, & Capitalization Strategy.
IRA will also provide at no cost to you a limited due diligence commentary, recommendation, and certified IRA MFA opinion (a $100.00 value) as to the merits and viability of your project. Your project will be exclusively profiled, detailed, and targeted toward investors specifically interested in your type of product/service (see description below for Resource Referral) with a client supplied One Page Overview (or Client can be add an IRA Project Overview for $50.00).
Fee Range: $250.00 – $1,250.00
Client must supply business plan in MS Word Format.
Since we would like to share in your growth, and when it is to our mutual advantage, we will discuss taking part of our base fee in stock options or higher finders fee. – Please see the “How We Work” page for more details.
Financial Statement Preparation
Perhaps you have the text for your business plan ready to go, but need some help in formulating one or more of the big 5 financial statements. IRA Network stands ready to assist you
Sales Projections with Assumptions
Having trouble with forecasting your sales into the future? Most prospective funders want to see sales forecasts that extend out 3 to 5 years after funding is achieved. Simply put, they want to see what the money will do for the business’s top line. However, this must be built with clearly identified assumptions so that an investor can see if the forecast is realistic.
Have an IRA Business Development Specialist help you build your sales projections with clearly articulated and defined assumptions.
Fee $250.00
Since we would like to share in your growth, and when it is to our mutual advantage, we will discuss taking part of our base fee in stock options or higher finders fee. – Please see the “How We Work” page for more details.
Pro Forma P & L Statements
Pro forma, latin for “as a matter of form”, in the world of finance it simply means a presentation based upon hypothetical information. Sales projection are important, but they hardly tell everyone the complete story. Sales projections tell you about the top line (revenues), P & L statements take a summary of that information, and add in the summary of the costs (COGS, fixed and variable business expenses, including salary, rent, etc) and reveals whether or not the company made or loss money. Investors will want to see Pro forma P & L statements along with your 3 to 5 year sales forecasts.
Have an IRA Business Development Specialist help you build your Pro Forma P & L Statements.
Fee $150.00
Must have Sales Forecasts covering the same period.
Since we would like to share in your growth, and when it is to our mutual advantage, we will discuss taking part of our base fee in stock options or higher finders fee. – Please see the How We Work page for more details.
Pro Forma Balance Sheet
A balance sheet is financial report that provides a “snap shot” of a company’s financial condition with regards to the status of a company’s assets, liabilities, and owners’ equity on a given date. The Pro forma component means that this will be based upon hypothetical information forecasted out into the future based upon the Sales Forecast and P & L Statements. Again, this should be forecasted out 3 to 5 years, just like your sales forecast and P & L Statements.
Have an IRA Business Development Specialist help you build your Pro Forma Balance Sheets.
Fee $100.00
Must have Pro Forma P & L Statements.
Since we would like to share in your growth, and when it is to our mutual advantage, we will discuss taking part of our base fee in stock options or higher finders fee. – Please see the “How We Work” page for more details.
Cash Flow Analysis
A Cash Flow Analysis is a financial report that analyzes all the changes that affect the cash account during an accounting period looking at all changes in cash in the categories of operations, investments, and finances. A company with more cash coming in then going out, is considered Cash Flow Positive while the opposite is Cash Flow Negative. Cash Flow is an extremely important element for any business to monitor. Even companies that have assets well in excess of the liabilities may end up bankrupt simply because they failed to monitor their cash position appropriately and could not generate enough cash to meet current obligations.
The Cash Flow Analysis for investment purposes should follow the Pro Forma P & L, Balance Sheet, and Sales Forecasts.
Have an IRA Business Development Specialist help you build your Cash Flow Analysis.
Fee $150.00
Must have Pro Forma P & L and Pro Forma Balance Sheet.
Since we would like to share in your growth, and when it is to our mutual advantage, we will discuss taking part of our base fee in stock options or higher finders fee. – Please see the “How We Work” page for more details.
Break Even Analysis
A Break Even Analysis is a financial report that determines the volume of sales at which fixed and variable costs will be covered, known as the Break Even Point. All sales beyond this point, will lead profits, all sales below this point lead to losses.
Have an IRA Business Development Specialist help you build your Break Even Analysis.
Fee $150.00
Must have Pro Forma P & L and Sales Forecasts Assumptions.
Since we would like to share in your growth, and when it is to our mutual advantage, we will discuss taking part of our base fee in stock options or higher finders fee. – Please see the “How We Work” page for more details.
All 5 Financial Statements
Have an IRA Business Development Specialist help you with all 5 of the Financial Statements.
Fee $750.00 – Save $50.00
Since we would like to share in your growth, and when it is to our mutual advantage, we will discuss taking part of our base fee in stock options or higher finders fee. – Please see the “How We Work” page for more details.
Business Document Consulting Services
IRA Project Opinion Letter
A personal and professional recommendation to the capital provider from one of our IRA Network Business Development Specialists based on IRA’s own internal due diligence findings.
Fee $100.00
Must have a Complete Business Plan
Exit & Payback Strategy
Every prospective funder ultimately wants to know how they will get their investment returned. Be ready with an answer by sitting down with a Master Financial Associate (MFA) and discuss the different exit and payback strategies that are available to you and our project, and get assistance in crafting this important element of your business plan.
Fee $100.00
Must have a Complete Business Plan.
Since we would like to share in your growth, and when it is to our mutual advantage, we will discuss taking part of our base fee in stock options or higher finders fee. – Please see the “How We Work” page for more details.
Elevator Pitch Formulation
To successfully connect with prospective funders, an entrepreneur must be able to distill his or her core message and vision into a concise 30 to 60 second speech, aka, an elevator pitch. You should be able to capture the attention of others in this time, getting them to want to learn and hear more. Do you have your pitch ready? If not, work with one of our MFAs to formulate you pitch.
Fee $100.00
Must have a Complete Business Plan.
Since we would like to share in your growth, and when it is to our mutual advantage, we will discuss taking part of our base fee in stock options or higher finders fee. – Please see the “How We Work” page for more details.
MFA Consulting Time
Have questions and looking for answers? Need some help with strategy? Just looking for a little bit of guidance? IRA offers a business solution by allowing Clients to buy as much or as little time as needed.
Fee $60.00 / HOUR; Or purchased in 5 hour blocks for $240.00
Hourly rate is billed in 15 minute increments, as used.
Packaged Document Services & Consulting
Complete Set of Investor Ready Documents or Enhancement of Existing Documents
IRA will provide a full business plan or enhance Client’s existing business plan where necessary (as defined above in the ala carte services) and will also provide the following:
- One-page Project Overview (as defined above)
- Investor Ready Executive Summary (as defined above)
- Power Point Presentation / Slide Deck (as defined above)
- All 5 of the Financial Statements (as defined above)
- MFA Opinion Letter (as defined above)
- 5-hours of MFA Business Plan Consulting (as defined above)
- Exit/Payback Strategy (as defined above)
- Elevator Pitch (as defined above)
Fee Range: $1750 – $4250
Since we would like to share in your growth, and when it is to our mutual advantage, we will discuss taking part of our base fee in stock options or higher finders fee. – Please see the “How We Work” page for more details.
