Investor Ready Presentation & Document Services

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 standalone comprehensive standardized Executive Summary of a business or project for preliminary review in lieu of opening a lengthy Business Plan document. With a client supplied business plan or existing executive summary, Petrini and Workman will modify and reformat to “Investor Ready” an existing executive summary or will create an Investor-Ready Executive Summary based off client’s existing business plan.

Fee: $250.00 * Client must provide a business plan

Investor Ready One Page Project Overview

An overview is required when you must 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, Petrini and Workman 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, detailed and targeted toward investors specifically interested in your type of product/service.

Fee $150.00 * Client must provide a business plan

Slide Deck Creation (PowerPoint Presentation)

In today’s world, when you must present your business, investors and will be looking for you to provide a presentation with a slide show, known as a “slide deck”. This is typically done using MS PowerPoint. Petrini and Workman will help you create a powerful presentation with presenting talking points highlighting the company:
• Business and Financial Development Plans Detailing Marketing Demographics and Feasibility
• Stock Ownership
• Offering
• Risks
• Competition
• Objectives
• Milestones
• Economic zones modeling and ROI
• Value Proposition
• Exit Strategy

This presentation will be formatted in such a way as to allow for in-person presentation but also remote presentation via web services. Petrini and Workman 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 Petrini and Workman audit time to listen, critique, and comment to assist you in presenting in less than 15 minutes for maximum impact.

Fee $1750.00 * Client must supply business plan

Investor Ready Business Plan

Need help crafting an Investor Ready Business Plan? Petrini and Workman will assign a professional business plan writer to custom craft the client’s business plan in preparation for seeking funding. This will include the 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. Petrini and Workman 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. Since every company is different, Petrini and Workman 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.

Fee Range: $4,250.00 – $8,250.00

Purchase Service