Investor Grade Business Plan: Methodology

Methodolgy

Bottom Line: We use our extensive experience and knowledge base to get results. Our team has extensive experience dealing with angel & professional investors‚ banks and other lending institutions‚ as well as private equity firms and venture capital groups.

Here are some insights into how our methodology works:

The Strategic CaseHaving an idea is one thing‚ but creating a concise report that backs up the company's strategic and growth position‚ validates the strategy‚ and addresses all of the mission's critical components and risks requires talent and skill. The business strategy must relate to market opportunity‚ market share aggregation‚ product features and consumer benefits; as well as to competitive landscape‚ business model‚ monetization and pricing‚ revenue streams and cost structures‚ risk analysis‚ roll-out stages‚ operational and exit strategies and more.

The Operational Back-up



Business Plan Fairy's proprietary "Reality Wheel" approach bridges the gap between Strategy and Operational Realities, helping you definitively prove to your lender/investor that you know what you are doing and that you have thought it through.

Slick sales job aside‚ we need meat--an operational blueprint that breaks strategy and goals into bite-size pieces for sequential and time-triggered execution; for staged investment and scalability planning. Depending on your package selection, priorities are sequenced to their relative stage‚ and clear measurable assumptions are provided in scale up of each area (i.e. people‚ processes‚ technology needs‚ systems and processes‚ metrics‚ key risks and their contingencies). All of the contributing sections are then rolled up into a succinct sequential document that builds the operational business case.

The Market Analytics We must validate a business case from a sector or market position. The factors considered are the economy‚ government regulations‚ technological aspects‚ ecological and environmental issues‚ competitor analytics‚ market size‚ demographics and segmentation. Also sub-sector groupings‚ supply chain comparatives‚ trends‚ buyer trends and behavior‚ loyalty segments‚ economic trends‚ advances in technology‚ and other factors to deliver the investor a well- informed picture around our market entry‚ market share expansion or exit strategy-related movements.

The Financial Nirvana No matter how good the idea‚ the team‚ or the plan‚ eventually it all comes down to the financial model and analytics - the use of proceeds‚ money going out the back door for previous business obligations‚ debt service‚ ramp up assumptions‚ reasonableness of these assumptions‚ the basis of revenue projections‚ the hard costs‚ the business case behind capital needs‚ and so forth. We must focus on profitability‚ solvency‚ liquidity‚ stability‚ financial ratios‚ past performance‚ future performance‚ industry and valuation metrics‚ financial comparatives‚ operations and growth and scalability assumptions‚ pro-forma‚ and comparative variances in varying scenarios.

The Transaction Details We are not attorneys and do not provide legal advice‚ but do provide general consulting to acquire consensus on difficult and complex issues. Our discussion may include focus on the terms of the offering‚ the allocation and use of proceeds‚ and various "material" facts and risk factors that are present in the business transaction. Common elements analyzed include: capitalization‚ dilution provisions‚ distribution scenarios‚ financial aspects‚ operational assumptions and results; compensation and management‚ conflicts of interest‚ shareholder and voting rights‚ valuation considerations‚ capital acquisition strategy and pre-emptive rights (if applicable).

We can keep you from making mistakes that could very well change the course of your life.

  • Real Life Scar Tissue. We can keep you from getting caught with your pants down in front of fickle investors. We have amassed extensive scar tissue by starting, building, growing, advising & funding, numerous small businesses.
  • Real Life Experience. We can help you avoid "DEAL KILLER" mistakes. We have been involved in countless transactions and have a powerful team with an average experience base of 20 plus years; many with Blue Chip experience, Ivy League degrees & mainstream media accolades.
  • Real Life Methodology. We help you gain instant credibility with investors and lenders. We have refined our "hard knocks" proprietary approach based on our exclusive "Reality Wheel," which cuts out the hype and focuses on connecting strategy to execution.
  • Real Peace of Mind. We can save you a significant amount of stress, distraction and headaches typically involved in the process of raising capital. Going out and raising capital can be a nasty ride and we do our best to make it less turbulent.
  • Real Life Sales Pitch. We know what type of business case sells and how to sell it. We live and breathe the "Art" of creating compelling & realistic deliverables. Our human talent is comprised of financial & business analysts as well as salespeople. Our Business Plans are focused on GETTING A "YES" from Investors and nothing else.

"After a decade in the Major Leagues with the Houston Astros and the past 35 years in the corporate world and as an entrepreneur, I know the difference in what it takes to sell a product. There were no shortcuts in making it to the top of the baseball world and the same holds true in the business world. Planning and execution are everything. Business Plan Fairy knows what they are doing!"

NORM MILLER, HOUSTON

In 30 minutes, we will show you:
  • Why 99.6% of all business plans get rejected!
  • The Top 5 "Critical Deal Breakers" without which it is impossible for you to get funded.
  • The Top 3 "Deal Killers" which will make lenders & investors reject you automatically.
  • How our proprietary vetting process increases your chances of getting funded several fold.
At the end of this session, as a token of our appreciation, you will even receive one of our powerful e-books at no charge:

"Business Plan Deal Breakers: 100 Questions You Must Answer to Survive the Investor Snake Pit" Book Your Free Consultation
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