We Develope Investor
Ready Business Plans
CFO
Capital Partners work with both startups and established companies
to write and develop business plans to both document business
strategy and to raise capital.
Capital Formation - CFO
Capital Partners assists companies in identifying and raising
capital, in introducing quality companies to both accredited Angel
Investors and Venture Capitalists.
Strategy - CFO
Capital Partners works with companies at all stages of development,
to aggressively execute business development, sales and marketing,
and distribution agreements. CFO Capital Partners completes numerous business plans that
are professionally written and Investor-Ready, and completed
within 3-6 weeks.
-
Our fees
are very affordable and include access to Venture Capital and
Angel Investors. CFO Capital Partners will dramatically increase
your response from investors and help you to clearly articulate
your vision and competitive advantage.
-
CFO
Capital Partners assists early stage companies in creating value
through business plan consulting, strategic business development,
and introduction to capital.
-
Assists
early stage companies in creating value through business plan
consulting, strategic business development, and introduction to
capital.
-
The
Company has raised millions of dollars in capital on behalf of its
early stage clients.
-
CFO
Capital Partners has significant experience in working with
entrepreneurs who share their passion for creating and financing
innovative new companies, that will benefit from the opportunities
created by Internet and Wireless
technologies.
What
type of funding do I need?
This
depends on different criteria. If your credit and collateral
are decent, and your funding request is under $250,000 your best bet
will be the SBA and local bank business loans. You may also be
able to take advantage of Government and Private
Grants.
If
you are dealing in an amount over $250,000 you will have to work
with Angel Investors, Venture Capital Firms, and possibly have to
handle multiple small individual investments.
Funding needs are not all
equal
The
documentation you require will differ based on your needs.
Refer to the chart below to determine which service will best suite
your needs.
|
|
Business Plan |
Private Placement
Memorandum |
|
Bank Loan/SBA
Loan |
YES |
NO |
|
Venture Capital
Firms |
YES (Level III
Only) |
YES |
|
Angel Investors |
YES |
YES |
|
Govt/Private
Grants |
YES |
NO |
|
Multiple Individual
Investors |
NO |
YES |
Private
Placement Memorandum (Regulation D 504/506 Offering) –
Fee
Based
(please call for additional
information)
A PPM is used to raise funds through the direct sales
of stock. Many new business owners believe or are led to
believe that a Business Plan is all that they require, however savvy
owners realize that a PPM will be needed to secure multiple
investors. The 504 offering is best for amounts under
$1,000,000 and the 506 offering for amounts over $1,000,000.
For a detailed description of Private Placement Memorandums, view
our FAQ section.
Free Business Plan Outline
Download:
- Down-load outline to
write a business plan
Private Placement
Memorandum (Regulation D 504/506 Offering)
A PPM is used to raise funds through the direct sales
of stock. Many new business owners believe or are led to
believe that a Business Plan is all that they require, however savvy
owners realize that a PPM will be needed to secure multiple
investors. The 504 offering is best for amounts under
$1,000,000 and the 506 offering for amounts over $1,000,000.
For a detailed description of Private Placement Memorandums, view
our FAQ section.
Our
Business Plans come in three
levels:
Level I: Includes 17 pages
of financials, graphs, tables, and charts. Includes balance
sheet and pro-forma sheets, includes five year projections and
industry comparison. This level is suitable for clients who
are looking to simply show financial projections over the first five
years, and use of funds to potential investors who they already know
and have spoken with. Most suitable for presentation to
friends and family. Level I - Price-
$1,200
Level
II: Adds upon the
inclusions of the Level I by including a minimum of 12 pages of
industry analysis, product description, market analysis, and
customized research data. This level is suitable for SBA and
bank loans, as well as angel investors who are interested in your
product information and market analysis; this is suitable for
venture capital firms in combination with a private placement
memorandum. Level II -
Price - $2,200
Level
III: This level is
suitable for all angel investors and venture capital firms seeking
information regarding their return on investment, and investor
offerings. The level III should not be used for bank or SBA
loans as it contains investment offering data including ROI and
Investor Exit Strategies. Level III - Price $5,500 – Please,
first contact our office to discuss
The Funding Roadmap consists of the following
components that make up a series of summarized and fully integrated
reports:
1 DUE DILIGENCE REPORT -
FREQUENTLY ASKED QUESTIONS by investors (DDR -
FAQ's)
This is the portion of
the report organized by subject matter and arranged in a question
and answer format to help investors quickly index and review
reported facts and the end results of calculated analyses that would
be of most interest to them immediately. This information represents
a condensation of pertinent facts taken from the executive summary
and business plan with a page cross reference for more detail, or
linked to other more extensive report forms in this integrated
report system such as the Main Due Diligence report or Numerical
Summaries with line number cross references with a hyperlink to the
referenced report if more detail is desired.
2 NUMERICAL SUMMARIES
This is the portion of
the report that reviews the financial and other quantifiable facts
of history and projected data involving or relevant to the company
including its financial statements, its industry, its regulatory
environment, its marketplace, its competition and the activity of
the capital marketplace for companies in similar industries and
business lines in respect to the company’s prospects for public
offering and buyout /acquisition / merger opportunities. The format
for all of this data is laid out in horizontal linear form to allow
for a comparative chronological review to see more relative detail
and time-activity patterns about what happened in the past and how
it all ties to the proforma data. The historical data goes 5 years
back and the proforma data goes 5 years forward.
3 DUE DILIGENCE REPORT
This is the portion of
the report that gives a linear summary of linked data from the Main
Comprehensive Report about certain due diligence facts as reported.
This report
is not subject to
alteration and can only be changed from the data entered in the more
comprehensive Main Due Diligence Report. It covers all of the
subject matters and sub-categories in the table of contents of the
main due diligence report. The major subject categories are
Corporate Organization, Capital Structure, Shareholder Structure,
Accounting & Financial, Legal & Regulatory, Management,
Employees & Advisors, Detailed Supplemental Information on
Executive Officers and Presentational Documents.
4 DUE DILIGENCE REPORT -
MAIN
This is the primary
comprehensive due diligence report where most original data is to be
entered and can be analyzed. It includes hyperlinks to aid in
navigation between the Table of contents and the major and sub major
subject headings. This report is organized by the subject headings
described above in Quick Facts. There are several calculated
Analyses throughout this report and some calculated links are from
within the report while others are from other integrated reports.
Our business hours are
9am - 4pm Monday through Friday EST. We will be closed during
weekends and holidays. If you have any questions regarding: Order
Status, please e-mail Support@FreeBusinessPlans.org with the heading
"Order Status". Please include your name and date of
order.
Borrowers Looking for
Capital 
Email us your a copy of your Loan Request or Business
Plan | 
