Toolkit
Tools and Resources That Maybe Helpful!
-
Investor Communications: Regulatory Helpful Hints
December 5, 2018 THIS REPORT IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND IT SHOULD NOT BE CONSIDERED LEGAL ADVICE. REGULATORY LEGAL ADVICE SHOULD ONLY BE OBTAINED FROM LEGAL COUNSEL. INVESTOR COMMUNICATIONS REGULATORY HELPFUL... Read More -
Transaction Illustrative Timeline
December 5, 2018 Organized Expectations Creates Capital Raising Clarity Purpose While each capital raise is unique and has its own highpoints as well as challenges, there is a basic outline to each capital... Read More -
Executive Summary: Sample Template
Jan 07, 2023 EXECUTIVE SUMMARY TEMPLATESAMPLE OUTLINEMAKE AN IMPACT Purpose The goal of an Executive Summary or 2 Pager (see Sample Outline here) is to crystallize important information about the investment opportunity such that... Read More -
Must Ask Questions when looking for Institutional Capital
Jan 18, 2023 Looking for Institutional Capital? Must Ask Questions You have a meeting/call with a potential capital provider/investor and you want to tell them everything about your company as fast as possible... Read More -
Due Diligence Checklist: Real Asset/Real Estate
Jan 18, 2023 INVESTMENT DUE DILIGENCE SAMPLE CHECK LIST REAL ASSETS/REAL ESTATE Purpose The purpose of an investment due diligence check list is for an investor to make sure that they have completed full... Read More -
Presentation Template: Funds
Jan 18, 2023 PRESENTATION TEMPLATE Funds Purpose The purpose of a presentation template is provide guidelines for a capital seeker to prepare an investor pitch deck on the potential investment opportunity. In order for... Read More -
Presentation Template: Companies
Jan 18, 2023 PRESENTATION TEMPLATE Companies Purpose The purpose of a presentation template is provide guidelines for a capital seeker to prepare an investor presentation on the potential investment opportunity. In order for an... Read More -
Presentation Tips & Guidelines: Create a Visible Path to Investor Returns
Jan 18, 2023 PRESENTATION TIPS AND GUIDELINES: CREATE A VISIBLE PATH TO INVESTOR RETURNS Purpose The goal of a presentation is to provide a written introduction of your investment opportunity in order to hold... Read More -
Due Diligence Checklist: Company
Jan 18, 2023 SAMPLE DUE DILIGENCE CHECKLIST COMPANY Purpose The purpose of an investment due diligence checklist is for an investor to make sure that they have completed full due diligence on a... Read More -
Due Diligence Checklist: Fund
Jan 18, 2023 SAMPLE DUE DILIGENCE CHECKLIST FUND Purpose The purpose of an investment due diligence checklist is for an investor to make sure that they have completed full due diligence on a... Read More -
Financials Tips & Guidelines: Track Record, Projections, Assumptions
Jan 18, 2023 FINANCIALS:TRACK RECORD, PROJECTIONS, ASSUMPTIONS TIPS AND GUIDELINESSUPPORTED AND TANGIBLE INVESTOR RISK ADJUSTED RETURNS Purpose The goal of providing financials (track record (historical), projections, pro forma and assumptions) (“Financials”) is for... Read More
