Investment Ready Partners Overview

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description

Investment Ready Partners Company Overview; teaching businesses to plan, package & present funding opportunities to the investment community.

Transcript of Investment Ready Partners Overview

Page 1: Investment Ready Partners Overview
Page 2: Investment Ready Partners Overview

“We Teach Businesses to Effectively

Prepare, Package & Present their

Funding Requirements to the Investment

Community”

Investment Ready Partners Inc

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The Funding Challenge Investors see many Opportunities, Invest in Few. Having a Unique Product or Service does not make you Unique to the

Investment Community. At a Minimum you Require:

Experienced, Talented Management Team “The RIGHT People With The RIGHT Responsibilities”

Established Revenue & Profit or a Specific Short-term Path to Achievable Revenue Objectives (> 6mths)

Ideally 2 Years in Business with Reference Clients Corporate Accounts Current, Taxes Filed, No Arrears Clear, Reasoned Business & Funding Objectives Product/Service & Intellectual Property Differentiation An Identified, Addressable Marketplace that Supports your Business &

Funding Objectives A Comprehensive Investment Package

“An Investor will invest in an ‘A’ management team with a ‘B’ plan; before a ‘B’ team with an ‘A’ plan.”

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The Cost of the Funding Process Investment Package Creation is Resource Consuming (100-

300hrs). Raising Investment is not a Core Business Process but is

Fundamental to Success.

How Does The Business Meet The Challenge? Sacrifice the Productivity of Core Leadership to Prepare for the

Funding Process? Overload Resources with Additional Hours and Work? Add a New Process not Necessarily Suited to the Talents & Skills of

the Core Leadership of the Business? Hire Additional Resources to Execute the Process? Contract the Process to Experienced Professionals?

Investment Ready Partners, through Pursuit™, Delivers a Proven Cost Effective Solution to Successfully Manage the Funding Process.

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The Funding ProcessPlan

Evaluation of the Current Business Review Current, Medium & Long Term Objectives Assess the Business Funding Requirements Execute a Funding Pre-qualification & Due Diligence Evaluate Potential Funding Sources Develop a Funding Plan & Strategy

Package Create a Comprehensive Funding Package & Presentation Appropriate

to the Funding Plan Include the Required Supporting Documentation

Pursue Identify & Contact Funding Sources Have Sales, Negotiation & Walk-away Strategies to Close the

Investment Prepare for the Next Round of Funding

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Pursuit™A Comprehensive 12 Step, 60 Day Process that Includes:

1. Initial Funding Qualification & Due Diligence Checklist 2. Assessment of Current Business Objectives and Funding

Requirements 3. Funding Plan & Strategy Development 4. Business Process Review 5. Business Plan Preparation 6. Three Year Pro Forma Financial Forecasts 7. Due Diligence Package Preparation 8. Investment Presentation & Elevator Pitch Creation 9. Presentation Training10. Stakeholders Briefing11. Value Chain Reference Engagement 12. Funding Source Introductions

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Pursuit™ DeliverablesUpon completion of Pursuit™ the Client receives:

A Funding Plan & Strategy A Business Process Review A Comprehensive Business Plan Three year Pro Forma Financial Forecasts Level One Due Diligence Document Package Investor Presentation and Elevator Pitch Stakeholder Briefings Investment Sales & Negotiation Strategy An Investment Ready Management Team Introductions to the Investment Community

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Client Commitments

Pursuit™ is a Collaborative Process. Success is Dependant on Active Client Participation. This Entails: Commitment to the Pursuit™ Process Clarity on Project Priority & Commitment Commit to Delivery Deadlines Timely Access to People & Information Open & Honest Communication Reasonable Expectation of Investment Timing, Cost &

Success

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The Pursuit™ TeamWorking with over 100 companies in the last decade, The Pursuit™ team brings a broad range of experience to every client opportunity. Principals include:

Ken Mair – over 25 years corporate experience, 15 in a Fortune 500 environment. Ken brings small company experience and large company discipline to every Pursuit™ engagement.

Fred Creasey – CA and Chartered Business Valuator. Fred has experience in large accounting firms (Coopers and Lybrand), is a former Fortune 500 CFO and has recently consulted to several medium sized business.

Scott Howard –5 years in Fortune 500 environments & 2 years working with emerging companies; Scott brings project management discipline to ensure every project meets its timelines.

Investment Ready Partners has associate relationships with several independent consultants & firms experienced in delivering the Pursuit™ process.

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Current Pursuit™ ProjectsThe Pursuit™ Process Applies to Multiple Industries, Fund

Sources, and Requirements.

Current Projects Include: Ontario Solar Feed-in-Tariff Farms - $100m – Equity - Debt GTA Alternative Transit - $50m – Government – Equity – Debt Water Treatment Technology - $3m – Equity Bio-Diesel Production Plant - $2.8m – Equity – Government Entertainment Production - $2.5m – Equity Financial Services - $1m - Debt Software-as-a-Service - $1m – Equity Fitness Infomercial - $300k – Equity - Debt Specialty Food Importer - $250k – Debt Professional Services - $100k – Debt

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Successful Client EngagementsThe Investment Ready Partners Team has been Delivering Funding Preparation Services to Clients for Ten Years, Helping to Raise over $100m. We have over Fifty Partner and Client References Including:

Kyoto Containment Systems Detail Merchandising Methes Energies World of Lights Kamarianakis Estates The Core Optimum Performance Centres Trade Finance Solutions

Contact information supplied on request

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Why Investment Ready Partners?The Funding Process takes Commitment of Time, Energy & Resources. Investment Ready Partners Manages The Funding Process & Provides:

Access to Expert Knowledge, Skills and Capacity Focus & Accountability Pursuit™, a Proven Process to Raise Investment An Integrated Package Unique to the Funding

Opportunity Investment Community Contacts & Relationships A Partnership & Collaboration Based Solution

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Getting Started

1. Initial Pursuit™ & Funding Qualification

2. Scope of Work Agreement

3. Initiation Cheque

4. Pursuit™ Phase One Kick-off Meeting

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Contact InformationInvestment Ready Partners Inc.

2000 Appleby Line, Suite 406Burlington, Ontario. L7L 7H7

Ken Mair 416-809-8120

[email protected]

Scott Howard416-559-8284

[email protected]

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