7. January 2020

STRATEGY & FUNDRAISING PACKAGES

 

The packages are suitable for startups, projects and early-stage SMEs. You can use the discount coupon to add additional services that we have available in our webshop (financial analysis, documents, fundraising website and investor marketing add-ons).

We will proactively use the website to attract new investors. View all details of the Fundraising Website.

Step 1: Financial Preparation

View the details of all services that can be included:

Financial Plan 

Market

Business Model

Growth

Operational

Financial

Valuation

*If we have already prepared one or more of the above documents for you in the past, we cannot unfortunately apply any discount or substitute them with other documents, as the update of these documents takes a similar amount of time as a new document, the packages are already heavily discounted, and in many cases we will create a new document if a document is too outdated or no longer fit for scope.

FAST-TRACK FINANCE

INVESTMENT READINESS

INTERIM CFO

€750/ 2 Weeks Service

€1,450/ 2 Months Service

€2,550/ 3 Months Service

✔ Advanced Financial Plan ✔ Advanced Financial Plan

✔ 1 Market Feasibility Analysis

 

✔ Valuation (in excel)

✔ Advanced Financial Plan

✔ 2 Feasibility Analyses (Market/ Business Model/ Growth/ Operations/ Financial Feasibility)

✔ Valuation (in excel)

Step 2: Investor-ready Documents

View the details of all services that can be included:

Pitch Deck

Business Plan

Valuation Report (Calculation Engagement Report)

Financial Analysis

Executive Summary

Investment Teaser

Investment Proposal

FAST-TRACK FINANCE

INVESTMENT READINESS

INTERIM CFO

✔✔ Choice of 1 Document (Pitch Deck – Business Plan – Valuation Report – Financial Analysis – Executive Summary – Investment Teaser – Investment Proposal) ✔✔✔ Choice of 2 Documents (Pitch Deck – Business Plan – Valuation Report – Financial Analysis – Executive Summary – Investment Teaser – Investment Proposal)

Step 3: Transaction Support

View the details of all services that can be included:

Unlimited Consulting & Updates (Option A), for the Service Duration (2 Weeks/ 2/ 3 months)

Fundraising Website & Web Support (3/ 6/ 9 months)

(the website subscription can then be extended and turned into a post-investment and collaboration site for the team and investors)

3 Investors’ Opinions

Approach of 20 Investors

Secure Dataroom and NDA

Term Sheet

FAST-TRACK FINANCE

INVESTMENT READINESS

INTERIM CFO

✔ Fundraising Website 3 months (+news included in our newsletter) ✔✔ Unlimited Online Consulting & Document Updates
✔✔ Fundraising Website 6 months (+news included in our newsletter)
✔✔ Unlimited Online Consulting & Document Updates
✔✔✔ Fundraising Website 9 months (+news included in our newsletter)
✔✔ 3 Investors’ Opinions
✔ 20 Investors’ Approach
✔✔✔ 1 Month Marketing & PR Boost (Blogging, Press Release, Distribution, Targeted Traffic, Social Media)✔ Secure Dataroom & NDA
✔ Term Sheet✔✔✔✔ Extra Options: 100 Tracking Links, custom locked financials (for investors submission)/ anonymous website (for high-risk transactions)/ analytics access (for independent links tracking & monitoring)/ 1 analytics report

Package Conditions

Service Discount: A discount of 30/ 50/ 70 % has already been applied on all services included in the package, to finance the investors’ approach, in exchange for the commission. Additionally, the Client will receive a 30/ 50/ 70 % discount coupon valid for the purchase of additional services, valid for the next 1/ 4 /6 months. You can choose any additional service as needed. The more services you intend to buy, the more you save with the Investment Readiness and Interim CFO Package.

Commission Fee: A commission fee of 2.5% on the total amount of funds raised for the next 0/ 14/ 18 months (according to the package contract duration), from any source, is due. The commission is a late payment for the discounted services rendered. It is due regardless of any source, due to the vast marketing that we initiate (web/ newsletter/ social media/ direct contact/ referrals), which would make it complex to pinpoint the source of the investment. Also, we support the exchange of information among investors. No commission fee is due if you purchase the services at the normal, non-discounted rate, which are available to all. If you want to work with a broker on an introduction fee, please contact one, as our work is much more extensive than that of a broker, as we assume the role of interim CFO during the process and work with companies over longer periods of time when needed.

Revenue Fee: The commission fee has a high risk, sometimes up to 90%, for early-stage companies, as we see many bootstrapping for longer periods of time or changing strategy. Our work is in no way aimed only at raising funds, we also want to make our clients ready for investors without the need to over-inflate numbers (the truth always comes out eventually), and we validate our clients strategy throughout our entire work, particularly through the financial planning, feasibility analysis, valuation and investors’ feedback. This dramatically reduces the startup risk and common startup mistakes. The revenue fee is a retribution for our strategy input, calculate as 5% of the revenue increase (not the entire revenue, but the revenue increase) over a period of time of 18 months (according to the package contract duration), using trailing 12 months figures.

Online Contract: You will be required to sign an online contract with us through HelloSign before purchase or in the first week of the service (except for the fast-track service). The contract duration refers only to the Commission and Revenue Fees, as the Confidentiality Clause can be longer. The contract will include your name, and you can review its contents in the Terms & Conditions page. if you wish to have a customised contract and negotiate certain clauses, you can purchase a contract fee.

FAST-TRACK FINANCE

INVESTMENT READINESS

INTERIM CFO

✔ 30% discount on all services for 1 month

✔✔✔ No Additional Fees

✔✔ 50% discount on all services for 4 months
✔✔ 2.5% Commission
✔✔ Online Contract 14 months
✔✔✔ 70% discount on all services for 6 months
✔ 2.5% Commission and 5% of revenue increase
✔ Online Contract 18 months
 

 

 

 

 

 

All payments take place in advance, at the start of each relative service purchased in the web shop.

 

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