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A Teaser is a 2- to 3-page "highlights" description of your company; typically positioned to provide a quick introduction to a venture capital, private equity, hedge fund, or similar institution, or a strategic acquirer, and "get on their radar screen" for follow-up dialog.
The WriteBusinessCapital Teaser service aims to arm you with a 2- to 3- page document that fits into the fast-paced lifestyle of an institutional investor. The Teaser succinctly summarizes your company and is positioned to introduce your company, whet appetites, and result in a follow-up meeting or request for information. The Teaser typically precedes the WriteBusinessCapital Deluxe or Platinum Business Plan.
WriteBusinessCapital Teasers typically feature:
- Customized/start-from-scratch work product:
- In-depth interview by investment banker / MBA with years of business plan writing / positioning experience
- No software program; no canned/standard questionnaire
- Same-person service from beginning to end for maximum consistency
- Long-term view on gaining your trust and cultivating a valuable relationship
- Free revisions until you are satisfied
- 2 - 3 pages in length with 3-day turnaround
Contents:
- Company Highlights
- Investment Merits/Positioning Highlights
- Historical and Projected Revs, GM, EBITDA, NI (Charts and Graphs only)
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As created and used by professionals in Investment/Commercial Banking, Venture Capital, Private Equity, Hedge Fund and other institutional organizations.
Complete financial model with all three major financial statements (P&L, Balance Sheet and Cash Flow statements) that are GAAP-compliant. Advanced Excel financial modeling featuring dynamic input and assumptions tables for maximum flexibility and sensitivity stress testing. Models feature intra-linked tabs and formulas and come professionally formatted with color-coded hardcode, input and formula conventions. Financial models come complete with all footnotes and assumptions page(s).
- Profit and Loss Statement ("P&L")
- Balance Sheet
- Statement of Cash Flows
- Annual and/or Quarterly
- Standalone business or Pro Forma Funding basis
- Extras:
- Projection model
- Revenue or sales build up model
- Depreciation and Amortization schedules
- Property, Plant & Equipment schedules
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Investment Banking Styled Valuation Packet Utilizing Conventional Valuation Methodologies
When you have a complete working financial model and forecasts in place, WriteBusinessCapital can provide a valuation that packet contains widely accepted valuation methodologies widely accepted and used by the investment banking, Venture Capital, Private Equity and Hedge Fund industries.
- Discounted Cash Flow Valuation ("DCF")
- Comparable Public Company Trading Analysis ("Public Comps")
- Precedent M&A Transaction Analysis ("M&A Comps")
- Valuation Summary "Football Field"
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Professionally-styled presentation to serve as talking points for that big investor live meeting
Slick and stylistic PowerPoint slide show that clearly and concisely positions your company in an effective and efficient manner to any investor / lender. The purpose of the management or investor presentation is to not only to serve as your talking points but also to bolster your business plan to convey the consistent message in a live meeting setting over no more than 30 slides and no more than two hours. Presentations can feature:
- Investor-styled, professionally formatted
- Slide templates, color schemes and fonts based on your preferences
- Table of contents, appendices and section break slides
- Graphics including tables, graphs, charts and photo images
- Animation, slide transitions on click or timed, audio and video optional
- Professional cover, back, section tabs, and binding
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Thorough review and professional assessment. Constructive comments and suggestions for improvement
Review includes assistance with conceptual framing/positioning, "word-smithing" (grammar and spelling), organization and financials
- Conceptual business framing/positioning
- Document organization and flow
- Grammar, word-smithing, and spelling
- Financial model stress test and troubleshooting
Note: The Business Plan Review is not a writing service; only critique and assessment are provided. For substantial documentation rework, refer to the Standard, Deluxe, or Platinum Business Plan services.
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In-depth market analysis using 3rd party research, Wall Street research, news articles and trade journals
WriteBusinessCapital's in-depth Industry and Market Analysis and Competitor Benchmarking services include robust and comprehensive studies and expressive deliverables. Utilizing all available resources, WriteBusinessCapital will qualify, quantify and categorize the market trend, market demand, shifts in demand behavior; identify the competitive landscape and benchmark products / services.
Note: WriteBusinessCapital subscribes to most major research services. We retain the right to be reimbursed for any research expenses required from resources not in subscription, with your consent.
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800.894.0828 Toll Free Phone | 650.204.6963 Fax
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