INVESTOR DOCUMENTS

The primary documents used to attract investors are your Executive Summary, your Investor Pitch, and your Business Plan.  All of these documents need to cover the 11 essential topics required of any prospectus.  The Executive Summary is your initial hook, the Investor Pitch is your primary selling document and your Business Plan is the heavyweight validation of the assertions made in that pitch.  These documents must be complete, well organized and cogent.

Your Executive Summary is a Word or Acrobat document designed to be e-mailed to prospective Investors with the objective of convincing them to take a closer look at you.

Your Investor Pitch is a PowerPoint slide presentation designed to support a face-to-face meeting with Investors.

Your Business Plan is a Word or Acrobat document designed to provide the complete story of your investment opportunity and your plan for addressing that opportunity.  It needs to provide a compelling account of the attractiveness of the opportunity, a credible plan of execution and an objective description of the market environment, all of which can stand up to detailed due diligence.

I am an expert at writing these documents.  I combine four elements to construct the story:

1. The economics, critical assumptions and execution plan embodied in the Excel-based Operating Plan
2. Detailed interviews with the management team
3. Intensive market research
4. Intensive competitor research

In a very real sense, your investor documents are the strongest signal you can send that you are a professional team and that you know what you are doing.  By working together, we can create not only the appearance of professionalism, but the the reality.  Our collaboration will help you strengthen the vision you have of your business and put a great deal of flesh on those bones. 

Once I have completed a first draft of the investor documents, the management team weighs in to provide the edits and additions that make these documents their own.

I have received feedback from many venture funds, including Kleiner Perkins, that the business plans I have constructed are among the best written they have ever seen.  This is not just because I know how to write, but because I understand the agenda that investors bring to the investment process and how to address their concerns with concrete detail.