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- Solutions -
It is important to note that each project is unique to the client and what is included and timelines are guidelines based on the typical needs of a single deliverable. We are committed to working with our clients to find them the solution or solutions they need at a fair price.
1. Standard Investment Memo -
For a new project in its early stages where the level of detail and complexity that you need to communicate is less than a project that is more developed.
Includes
2 hours of consultations with our team and 1 video update, with a final walk through video on how to use the memo once it is complete.
Timeline
Each project is unique and typically ranges from 1 to 3 weeks, depending on information availability and your schedule
*Most popular package
2. Executive Investment Memo -
For a project that has detailed documentation to be presented in addition to a pitch deck and financials, we can develop the documentation, or present your documentation consistent with the format and design of the pitch deck and memo.
Includes
3 - 4 hours of consultations with our team and 2 video updates, with a final walk through video on how to use the memo once it is complete.
Timeline
Each project is unique and typically ranges from 2 to 6 weeks, depending on information availability and your schedule
- About our Investment Memo’s -
The investment memo is a long form document outlining details of the opportunity being presented. We use a structure that follows the pitch deck in order to maintain consistency and simplicity while still providing all of the detail needed for potential investors. Allowing our clients to speak more about each individual slide in the pitch deck and keeping the pitch deck clean and easy to digest. For more on pitch decks follow this link
.Company Highlights: Overview of company's industry and operations.
Fundraising Highlights: Key points from recent funding rounds.
Pitch Deck: Visual presentation for investors.
Detailed Memo: In-depth analysis of business strategy.
Market Opportunity Report: Insights into potential market size and growth.
Go to Market Report: Strategy for entering and penetrating markets.
Competitors Analysis Report: Comparison with key industry players.
Strategic Roadmap Report: Plan for future business developments.
Financial Highlights: Summary of financial status and health.
5 Year Forecast: Long-term financial projections.
24 Month Forecast: Short-term financial projections.
Interactive Dashboard: Dynamic tool for financial tracking.
Valuation Report: Assessment of company’s worth.
Cap Table: Breakdown of company's ownership structure.
- Examples -
*Most of our work is protected by NDA but here are some samples with the names and details changed to honor our clients
- Our process -
Step 1: First meeting:
We start with a meeting to align on your business goals and investor readiness.
Step 2: Send Your branding, documentation, & information request list:
Provide logos, fonts, and colors to maintain brand consistency.
Step 3: Review the draft:
Watch a video walkthrough of the draft, then share your feedback on our platform.
Step 4: Refine and perfect:
We refine the deck based on your comments to ensure precision and impact.
Step 5: Wrap-up and deliver:
We finalize details in a closing call and deliver your ready-to-use pitch deck
- Reviews -
- Contact Us -
Connect with us on Upwork to schedule a meeting and explore how we can collaborate on your project
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