THE PROCESS AT A GLANCE:

 

Assessment - Meet You Where You Are

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• What are your aspirations     

• What do you need right now

• What problems have been identified

• Let’s talk through problems you don’t know about – this is the real value                               

• Business challenges       

• Organization     

• Investors’ expectations

• Cash needs       

• Legal Structure               

• Market plans

• People – Process - Technology

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Collaboration - Build a Relationship Plan

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• Detailed, time-phased plan for support through the company’s life cycle

• Technology and Service recommendations (accounting software and bookkeeping support)

• Engage and manage appropriate service providers

• Product Development roadmap adjustments

• Injection of appropriate experts when required

• What happens if our product idea is close but not quite right?

• Don’t let perfect get in the way of good enough

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Support - Continues Long After the Presentation

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• Regularly-scheduled face-to-face meeting to discuss the business and progress

• Updates to the five-year plan, Strategic Plan, Pitch Deck

• Financial Review

• Additional Capital rounds

• Market changes impact the plan

• Exit planning