Business plan and funding

Company or Client – Client agent confidentiality
Trading activity – Producers of wood pellets from a mixture of virgin and waste wood

What?

Prepared business plan and make presentations to VC and HNWI for £3m. Received offer from a GreenTech fund.

How?

  • Met client to discuss the level and type of funding they were looking for.
  • Carried out quick investigation on company books and records.
  • Estimated a opening position.
  • Visited manufacturing plant and mapped out whole operation.
  • Prepared a schedule of input>>process>>output for each manufacturing process e.g. picking station, drying, Hammel shredder, Beast shredder, Hammer mill, pellet mill etc
  • Designed a data matrix to carry out multi plant modelling.
  • Agreed plant procurement forecast with the directors.
  • Prepared full financial model.
  • Carried out market research to ascertain what were the key market driver and opportunity proposition for the investor.
  • Prepared the full business plan.
  • Prepared a teaser and email across to over 100 fund managers.
  • Prepared presentation material for face to face meeting.
  • Spoke to funders and arranged meeting.
  • Met funders and presented business plan.

Company or Client – Client agent confidentiality
Trading activity – Pet toy retailer, Restaurateurs, Industrial shelf manufacturer, eConferencing software, Online fashion magazine and many more.

What?

Prepared business plan and make presentations to funders / bankers.

How?

  • Conduct initial meeting with client to understand business model and take detailed note.
  • Carry out research on the business, market, competition, financial, regulatory and other areas.
  • Set agenda for a workshop to setup data model for projection.
  • Chair workshop and fully understand and model revenue and cost matrix including overhead requirement to support activity forecast.
  • Prepare full financial forecast.
  • Prepare full business plan.
  • Send plan to client to review and arrange final meeting.
  • Meet client and fine tune financial model and business plan
  • Prepare presentation material for funders / bankers where applicable.
  • Prepare client for the presentation.
  • Join client when meeting funders / bankers.