Our Process
Set Your Strategic Direction
1
Model Your Strategic Alternatives
2
Conduct Rigorous Analysis
3
Prepare Investor-Facing Materials
4
Our four-step process is intended to make sure you’re doing what’s best for your business, not just what’s best for your investors. Our job isn’t simply to build investor-facing materials; it’s to help you answer all of the questions that precede the decision to meet with investors in the first place.
Set Your Strategic Direction
We start by understanding your strategic objectives with a short, medium, and long-term view. Then we work with you to identify possible strategic initiatives that will drive towards your stated objectives.
Model Your Strategic Alternatives
We will develop financial insights into how your strategic alternatives will affect your growth and profitability. Our integrative approach gives you a full 360° view of your forecast, allowing you to assess changes in profitability, assets, and cash flows. This allows you to see what investors will see before they do. Showing investors that you have “done your homework” will greatly increase their confidence in your business and decrease the perceived riskiness of investing in you as an owner.
Conduct Rigorous Analysis
We determine what would need to be true in order for each alternative to make financial sense. We do not make arbitrary assumptions to drive your forecast; we use your company’s data in conjunction with data we collect from an array of external sources to derive a set of assumptions you can confidently present to investors. Lastly, we calculate key financial ratios that allow you to make objective decisions about your financing options.
Prepare Investor-Facing Materials
Once you determine that you have a strategy worth pursuing, we will prepare professional-looking marketing materials for you to present to investors. We will let your data tell the story with data visualizations that ground your assumptions in reality.