Investment Memorandum – Analyst Edition

£10,164.00 ex VAT

A highly professional and clean investment memorandum built in MS PowerPoint™️ (or Keynote or Adobe InDesign®) to provide a detailed overview of your business plan to potential investors or acquirers. This presentation is suitable for tech companies with trading history raising £5M to £50M, or looking to be acquired. This presentation assumes that the buyer already has a financial model purchased either from Orsatech, or has a model with similar features as the Orsatech Financial Model – Investor Edition.

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Description

A highly professional and clean investment memorandum built in MS PowerPoint™️ (or Keynote or Adobe InDesign®) to provide a detailed overview of your business plan to potential investors or acquirers. This presentation is suitable for tech companies with trading history raising £5M to £50M, or looking to be acquired. This presentation assumes that the buyer already has a financial model purchased either from Orsatech, or has a model with similar features as the Orsatech Financial Model – Investor Edition.

What is included:

1.MS PowerPoint™️ 16:9 investor presentation, 60 slides, to include the following slides:

-Cover
-Disclaimers
-Contents

-Sub-Section Title – Executive Summary
-Key Highlights
-Financial Snapshot

-Sub-Section Title – Company Overview
-Company Overview / Summary
-Elevator Pitch – Purpose/Vision/Mission
-Problems
-Solution
-Product 1 Features
-Product 2 Features
-Product 3 Features
-Delivery Approach
-Management Team
-Team
-Organisational Structure
-Headcount by Function
-Business Development and Marketing
-Client Base
-Client 1
-Client 2
-Client 3
-Technology
-Inhouse Capabilities/Key Partnerships
-Key Company Milestones
-Pricing and Business Model
-Accolades and Awards

-Sub-Section Title – Market Overview
-Market Overview
-TAM/SAM/SOM
-Top Buyers
-Competitor Analysis

-Sub-Section Title – Growth Strategy
-Short Term Strategy 1
-Short Term Strategy 2
-Short Term Strategy 3
-Short Term Strategy 4
-Long Term Strategy

-Sub-Section Title – Financial Profile
-Income Statement
-Revenue by Product and Service
-Revenue by Client
-Client Retention
-Recent Client Contracts
-Key Metrics
-Breakdown of Operating Expenses

-Sub-Section Title – Funding
-Funding Needs and Uses

-Ask / Summary

-Sub-Section Title – Appendixes
-Appendix: Balance Sheet
-Appendix: Cash Flow

2.Research
-Secondary research (determination of market size and growth using publicly available material and also review of current market investment activity) to feed into the slides.
-Competitor analysis (feature comparison, investments received and valuations) to feed into the slides.

3.The presentation will be built using:
-MS PowerPoint, or optionally Keynote or Adobe InDeisgn
-Consistent professional look matched to the business brand and logo
-Clear normally white backgrounds
-Professional font selection (free fonts) and colour combinations
-Single ideas for each slide
-Plenty of visual elements, diagrams and text blocks arranged on slides, not bullet points and wordy slides
-Links to demos where these are available
-High quality appropriate stock photographs (5 supplied and licensed)

Note the presentation will not be password restricted in any way enabling the buyer to modify themselves if required once produced.

4.The package will include three remote consultations:
-Data gathering at start of project (2-3hrs)
-Review of first pass of slide order, and slide frameworks (2-3hrs)
-Review of first pass of completed presentation (2-3hrs)

Investor Edition includes the following options as standard:
-Core 60 slide presentation in MS PowerPoint™️ or Keynote
-12 Stock photos
-Secondary market research (with output on slides)
-Competitor analysis (with output on slides)

Additional features can be supplied at extra cost:
– Change any meeting to face to face in London instead of remote
– Presentation in Adobe InDesign®
– Incorporation of client provided financial model
– Additional slides
– Maintenance plan

Presentation would take about 20 working days to complete.

Payment terms 40% paid on purchase, 40% paid after first pass slide order and slide frameworks is sent, and 20% paid after first pass full presentation sent.

Once the first draft of any of the products is sent, clients has five business days to request any changes. Any change requests that are included in standard maintenance plan will be made free of charge.  Any change requests that are out of scope of standard maintenance plan will be chargeable at the standard hourly rate.  Changes will be made with an estimated five business day turnaround.