Preparation
- Understand company’s technology, market and product.
- Clarify company’s goals and expectations from a potential investor.
- Define with company the investor selection criteria.
Deliverables
- Preliminary financial advice and assistance in connection with the potential transaction.
- A list of 5 to 10 (depending on type of capital round) relevant potential investors ("Potential Investors List"), including the contact details of the relevant person in each potential investor.
Methodology
- Leveraging Mediclever’s network and additional research.
- Accredited / angel investors, accelerators / incubators, crowd funding, family offices, SWFs, hedge funds, VC, private equity and institutional capital sources.
Time and Budget
- Time: Immediate.
- Budget: flat nominal fee.
Preparation
- Validate appropriateness of company’s NDA document and marketing collateral.
- Assist in the company’s preparation of a disclosure schedule for a potential investor.
- Define company’s initial pitch to each investor in the Investor List and prepare a preliminary information document.
Deliverables
- Phone interviews (with or without the company’s representatives) with the selected investors from the Investor List.
- Summary document of all conducted interviews, rating the interviewed potential investors according to the pre-defined selection criteria.
- "Investor Short List" for face to face meetings.
Methodology
- Email, text or phone communication, social media, business conferences, speaking engagements.
Time and Budget
- Time: 1 month.
- Budget: flat nominal fee.
Preparation
- Meet with the Board of Directors to discuss the proposed transaction and its financial implications.
- Other customary investment banking services for the transaction.
Deliverables
- Face to face meetings with potential investors from the Investor Short List.
- Good faith diligent efforts and assistance with negotiating terms.
- M&A / investment Agreement.
Time and Budget
- Time: TBD.
- Budget: Success based.
4. Additional Services - Business valauations
Flat fees, concrete timelines, and support through your entire fundraising process
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