$20,000.00 excluding tax

Fundraising Strategy

Services

  • Finance

Goal:

  • Grow
  • Launch
  • Plan

Overview

Pitch Deck; Financial Model; Valuation Analysis & Capital Structure; Investor Lead Lists & DRAFT Email Copy for Initial Investor Outreach

Jeffrey Fidelman1
Have questions?Send me a message or book a free consultation.

Description

SCOPE:

  • Work with management to create/refine presentation and narrative in order to best engage investors and/or prospective clients
  • Work with management to build, review, and revise the financial model including market research 
  • Propose capital structure, including valuation and, if needed, convertible note calculators
  • Pull investor lead lists and generate the initial email copy

DELIVERABLES/OUTPUTS: 

  • Pitch Deck (PowerPoint) 
  • Financial Model (Excel)
  • Valuation Analysis (PDF)
  • Investor Lead Lists & Generate Email Copy (Excel and Word)

TIMING: 

  • 6-8 Weeks
  • Up to 100 Hrs of work; Additional time to be billed at posted rates

ASSUMPTIONS: 

  • Client will provide constructive feedback and guidance in reviews

Additional information

Aim

, ,

Expertise

Product Type

Provider

Jeffrey F.