Steps
As a company, we are very process oriented. We have lengthy experience in successfully developing simple and effective business processes for highly complex subjects. The Ready for Investors capitalization process was created and proven over the course of a decade to deliver significant financial results for small businesses. This proprietary process consists of five primary steps, which are:
- Evaluate the business to identify key strategic approaches and milestones leading to its next stage of development.
- Build an investment quality dynamic financial model to prepare for the capitalization process.
- Utilize insights from the financial model to develop a capitalization plan, and identify sources and strategies appropriate to company stage of development.
- Create materials to facilitate and support the capitalization process, including business plans, presentation materials, and investment documents.
- Provide consultation, referrals, and other services to advance the capitalization and growth of the business.
This comprehensive and rational approach will give your small business its best possible chance for capitalization. We also provide these services a la carte or in small bundles based on the unique needs of each client. Our proprietary processes and hands-on expertise in each of these disciplines empowers companies to secure capital and achieve meaningful business goals.
Stages of Development
Your optimal path to capitalization depends in great measure on your company’s stage of development. The financial condition, strategic focus, realistic funding sources, and valuation approaches differ substantially for businesses in different development stages, as the following table illustrates. We believe the most intelligent approach is to seek capital from sources appropriate to the current stage of your company’s development, and use it to achieve meaningful performances that will help catapult you to the next stage. This is a fundamental aspect of our process, and is similar to four physical stages of human development having a natural order of progression – birth, crawling, walking, and running.
Collaboration
Our capitalization process is highly collaborative in nature. We work closely with you to equip you with the education, preparations, documents, and direction you need to get capitalized. As your expert partner who has done this successfully many times, we are here to help you reduce the time it takes and the number of mistakes often made, and put your capitalization efforts on the fast track.
The consultation which takes place during the whole process is just as important as the spreadsheets, business plans, and other documents we create. Your efforts and participation in the entire collaborative process is what prepares you to tell and sell the story behind the numbers and documents. All these elements are essential to success, as they will demonstrate your credibility, professionalism, and likeability. This team approach is far better than doing it all yourself or turning everything over to someone else. It will empower you with the knowledge and tools necessary to gain the confidence of investors and close deals, thereby maximizing your potential for funding success.
Contact us to learn more about the process of capitalizing your business.