Home / You never get a second chance to make first impression. We’ll ensure that your project is investment grade.

You never get a second chance to make first impression. We’ll ensure that your project is investment grade.

When we act as your business validators YOU Win!  We provide rapid go to market fundraising using proven methods.  As former Investment Bankers and serial entrepreneurs we know how to build a short list of the BEST ten investors.  We will raise more money, at better terms and much faster then you using the spray and pray method.

 To Save time and money click here to create a proven fund raising plan.

You never get a second chance to make first impression. Don’t waste your first impression. Keep your powder dry until you are vetted and ready. The correct strategy coupled with the correct short list   As former Investment Bankers, technologists and serial entrepreneurs we can save you months and thousands of dollars.

Due Diligence list of the documents that most serious investors will required for funding:

Incorporation Paperwork
Contact Info on Corporate Attorney and Accounts
Capital Stock Accounts
Profiles of key staff, operators and Advisors and Directors
Organizational and reporting charts
Founder Agreements & Employee Non-compete, confidentiality and NDA agreements
Profiles of key staff, operators or directors
Employee benefits documentation
Key Man Insurance Policies
Operating Agreements
Copies of Patents, Trademarks, Copyrights
IP Assignments and IP License agreements
Stockholder Agreements
Tax Returns last 2 years
Complete Financial Statements (Income Statement, Statement of Changes in Equity, Balance Sheet, Statement of Cash Flows,and Notes to Financial Statements)
All Leases, Loans, or SAFE agreements
All Strategic Partnership Agreements 
All Joint Venture Agreements
Company handbook(s)
All employee HR handbooks, manuals, and HR policies, etc
Employee benefits documentation
Any collective bargaining or union/labor contracts
Commission contracts or agreements
Employee lists by location, region, department, etc.
Employee surveys and results,
Incentive policies and programs
Job descriptions and pay schedules
Occupational Safety and Health Assessments or other regulatory documents
Past and current performance reviews
Retirement plan information, liability and performance
Salary and bonus information
Sales contracts
Work for Hire contracts
Company newsletters, magazines and Website URL’s
Consulting agreements in effect
Documentation for past litigation or ongoing lawsuits
Details of any Workers compensation claims

The success of our process depends on working together with you and the other founders while going through the six aspects of value creation.

Identified by the acronym: COSTAR (Customer Opportunity Solution Team Advantage and Result)  The framework guides our due diligence process, refines our strategic thinking, teases out threats and identifies business opportunities frequently missed by less rigorous approaches.

The COSTAR framework guides our due diligence process, refines our strategic thinking, teases out threats and identifies business opportunities frequently missed by less rigorous approaches.

Want to discuss your project click here

 

Telephone: 305-Start Up (305-782-7887) Email: Info@Startup-Miami.com

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