North Star: Term Sheets/ Signed Sub Docs In The Shortest Amount Of Time Possible.
1
Investor Segment
2
Messaging
3
Channel
4
Presentation
5
Investor Due Diligence
Step One
Investor Segment
- Solving for investor type matrix.
- Existing rolodex of 4,000+ institutional and accredited retail investors.
- Access to enterprise investor databases: (Preqin, Pitchbook, Fintrix, FamilyOffices, Capital IQ, CrunchBase etc) $150k + /year
- Scrape list of every investor in the world that has a current mandate (past 6-12 months) for your deal criteria.
- Custom first lines & personalization.
Step Two
Messaging
- Data room review; deck analysis compared to recently funded decks.
- Unified teaser document
- Messaging (email, direct message) sequencing
- For qualified retail offerings: Video Investor Presentation, Video Investor Ad
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Step Three
Channel
Methods:
- Retail Offerings: Direct Outreach, Paid Advertising
- Institutional Offerings: Direct Outreach
Channels:
- Private email server capable of single blast to full list from company facing domains.
- Advertising vie Meta: Custom Audience, LAL
- LinkedIn Outreach: Multiple accounts
Step Four
Presentation
- Pitch development with Team Lead.
- Due diligence report on all investors prior to meetings.
- Investor meeting call recordings.
- Presentation review and iteration.
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Step Five
Investor Due Diligence
- Industry specific data room assembly; cross reference DD Requirements Matrix
- Liaise with investors during DD
- Assist in pre/post term sheet negotions.
Our Offer
Deliverable
Breakdown
Cost
Dedicated Team
Managing Director, Team Lead, Senior Analyst
$12,000/ Month
Market Analysis
& Strategic Planning
Identify Segment & Channel
$5000
Asset Buildout
List Curation, Unified Teaser Document, Channel Specific Messaging, Video Asset Creation
$10,000
Campaign Launch & Oversight
Outreach/advertising channel set up, daily monitoring & iteration; private mail server, multiple LI Accounts, scaled targeted ads: custom/LAL
$5,000/ month
Presentation Preparation
& Iteration
presentation workshops & preparation, review and iteration after each investor meeting
$5,000/ month
Investor Meeting Coordination
Coordinate interested investor meetings, conduct DD on firm/individual (portoflio,mandate)
Included
DD & Negotiations
Liaise with investors in data room, assist in term sheet negotiations
Included
Capital Raise Program
Monthly
Capital Raise Protocol
Community
Guest Speakers
Coaching Sessions
Monthly Cost
$1,000/ month
Strategy Fee
0%
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Deliverable
Dedicated Team
Breakdown
Managing Director, Team Lead, Senior Analyst
Cost
$12,000/ Month
Dedicated Team
Market Analysis
& Strategic Planning
Breakdown
Identify Segment & Channel
Cost
$5,000
Dedicated Team
Asset Buildout
Breakdown
List Curation, Unified Teaser Document, Channel Specific Messaging, Video Asset Creation
Cost
$10,000
Dedicated Team
Campaign Launch & Oversight
Breakdown
Outreach/advertising channel set up, daily monitoring & iteration; private mail server, multiple LI Accounts, scaled targeted ads: custom/LAL
Cost
$5,000
Dedicated Team
Presentation Preparation
& Iteration
Breakdown
presentation workshops & preparation, review and iteration after each investor meeting
Cost
$5,000
Dedicated Team
Investor Meeting Coordination
Breakdown
Coordinate interested investor meetings, conduct DD on firm/individual (portoflio,mandate)
Cost
Included
Dedicated Team
DD & Negotiations
Breakdown
Liaise with investors in data room, assist in term sheet negotiations
Cost
Included
Capital Raise Program
Monthly
Capital Raise Protocol
Community
Guest Speakers
Coaching Sessions
Monthly Cost
$1,000/ month
Strategy Fee
0%
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