Investor-ready Documents

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View the investor-ready document options below

Select your financial plan

VIEW SERVICE DESCRIPTION

Project Start (with today’s order and payment): 17.05.2021

Example Business Plan DELIVERY: 13 days for first-draft delivery from the submission of information and payment, estimated for 30.05.2021. Reviews & Consulting for 2 Weeks from the First Draft Delivery until 13.06.2021.

Products sold to date: 37

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Project Options

Description

Select a financial plan to accompany your investor-ready document

PITCH DECK

FEATURES: The pitch deck is up to 15 pages long and is delivered in a branded Power Point presentation. We have a variety of designs available.

INFORMATION: We will start the project with a call to analyse your business model and collect all relevant information (or after purchasing, you can enter all your information here: Pitch Deck). You will then receive a first draft of the project, with possible additional Q&A before delivery. We can review and edit the pitch deck as many times as needed until the end of the retainer period.

DELIVERY: 7 days for first-draft delivery from the submission of information, estimated for 24.05.2021. Reviews & Consulting for 2 Weeks from the First Draft Delivery until 07.06.2021

VIEW THE PORTFOLIO for the document sample.

Additional professional design services are available as add-on.

You can purchase the Customisation Services for each new additional custom page, or purchase the Long Pitch Deck for a Deck or Management Presentation of up to 50 slides, delivered on 27.05.2021.

BUSINESS PLAN

FEATURES: The business plan is suitable for startups and early-stage businesses. The result is a professional investor-ready business plan with technical descriptions of all features of the business. The business plan will be 30-40 pages long, in a beautiful branded power point landscape format, with disclaimer, contact details and appendix, fully editable and easy to update, and structured for external (investors) use. The financial plan must be purchased separately (from us).

The business plan contains all important information and it is mainly a sales document for investors. For internal analysis and business planning, we recommend our feasibility analyses.

INFORMATION Request: a list of typical information requested is included here (or after purchasing, you can enter all your information here: Business Plan). We will start the project with a call to analyse your business model and collect all relevant information. You will then receive a first draft of the project, with possible additional Q&A before delivery. We can review and edit the business plan as many times as needed until the end of the retainer period. This option is aimed at fast-growing startups in need of additional consulting. The final business plan will be proofread.

During this time, you can set up consulting calls whenever needed HERE

Investor-ready Documents Valithea Advisory

VIEW THE PORTFOLIO for the document sample.

DELIVERY: 13 days for first-draft delivery from the submission of information and after completion of the financial plan, estimated for 30.05.2021. Reviews & Consulting for 2 Weeks from the First Draft Delivery until 13.06.2021

 

EXECUTIVE SUMMARY

FEATURES: 1-page pdf, with key business information and branded colours.

INFORMATION: We will start the project with 1 call to analyse your business model and collect all relevant information (or after purchasing, you can enter all your information here: Executive Summary ). You will then receive a first draft of the project, with possible additional Q&A before delivery. We can review and edit the executive summary as many times as needed until the end of the retainer period.

VIEW THE PORTFOLIO for the document sample.

DELIVERY: 2 Days for first-draft delivery from the submission of information, estimated for 19.05.2021. Reviews for 2 Weeks from the First Draft Delivery until 02.06.2021 

 

INVESTMENT TEASER

FEATURES: The investment teaser is 3-4 pages long, in vertical Power Point format, with graphs and adaptable brand colours. It can be used by startups in place of the executive summary or pitch deck, at events or meetings in printed format, or it is suitable for growth-stage and mature companies.

INFORMATION: We will start the project with a call to analyse your business model and collect all relevant information (or after purchasing, you can enter all your information here: Investment Teaser). You will then receive a first draft of the project, with possible additional Q&A before delivery. We can review and edit the investment teaser as many times as needed until the end of the retainer period.

The financials graphs can include your own financials or your can purchase a financial plan here.

Investor-ready Documents Valithea AdvisoryView the portfolio examples here.

DELIVERY: 3 Days for first-draft delivery from the submission of information, estimated for 20.05.2021. Reviews for 2 Weeks from the First Draft Delivery until 03.06.2021.

 

 

 

INVESTMENT PROPOSAL

FEATURES: The investment is suitable for small business transactions, real estate developments, join ventures, organisations’ funding requests, partnerships proposals and other small private placements. The result is a professional investment proposal that describes the business, investment and cooperation proposal. The document will be 20-30 pages long, in a beautiful branded power point vertical format, fully editable and easy to update. The style of the investment proposal is in part characterised by directly addressing the potential stakeholders in a letter form. The financial plan must be purchased separately (optional, but recommended).

INFORMATION Request: a list of typical information requested is included here (or after purchasing, you can enter all your information here: Business Plan). We will start the project with a call to analyse your business and collect all relevant information. You will then receive a first draft of the project, with possible additional Q&A before delivery. We can review and edit the investment proposal as many times as needed until the end of the retainer period.

During this time, you can set up consulting calls whenever needed HERE

DELIVERY: 10 days for first-draft delivery from the submission of information and after completion of the financial plan, estimated for 27.05.2021. Reviews & Consulting for 2 Weeks from the First Draft Delivery until 10.06.2021

 

INFORMATION MEMORANDUM

FEATURES: The Information Memorandum is suitable for growth-stage companies with multiple business lines or looking for large rounds of funding, for potential acquisitions and for the issuance of bonds. The result is a professional investor-ready Information Memorandum with technical descriptions of all features of the business and investment analysis. The document will be 40-70 pages long, in a beautiful branded power point landscape format, with disclaimer, contact details and appendix, fully editable and easy to update, and structured for internal and external (investors) use. The financial plan must be purchased separately (from us).

INFORMATION Request: a list of typical information requested is included here. We will start the project with a call to analyse the potential transaction and collect all relevant information. You will then receive a first draft of the project, with possible additional Q&A before delivery. We can review and edit the Information Memorandum as many times as needed until the end of the retainer period.

During this time, you can set up consulting calls whenever needed HERE

Investor-ready Documents Valithea Advisory

VIEW THE PORTFOLIO for the document sample.

DELIVERY: 28 days for first-draft delivery from the submission of information and after completion of the financial plan, estimated for 14.06.2021. Reviews & Consulting for 2 Weeks after the first draft delivery until 28.06.2021

 

 

INVESTOR RELATIONS REPORT

FEATURES: 2-page pdf, with key business and financial information and branded colours.

INFORMATION: This report is useful for businesses that have purchased a financial plan from us and want to update investors on performance, also on a regular basis.

DELIVERY: 2 Days for first-draft delivery from the submission of information, estimated for 19.05.2021. Reviews for 2 Weeks from the First Draft Delivery until 02.06.2021 

 

The project order and delivery will be as follows:

Investor-ready Documents Valithea Advisory

 

 

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