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The Top Ten To Do's |
- NAIL DOWN YOUR INTELLECTUAL PROPERTY- PATENTS AND TRADEMARKS- WHAT DOES AN INVESTOR GET?
- CREATE A FINANCIAL MODEL OFFERING MULTIPLE FUNDING SCENARIOS INCLUDING THE PAST THREE YEARS OF FINANCIAL RECORDS (IF AVAILABLE) AND THE NEXT FIVE YEAR PROJECTION
- APPOINT A MANAGEMENT TEAM OF DEPTH AND EXPERIENCE WITH RESUMES SPECIFICALLY WRITTEN FOR THIS DEAL; AT MINIMUM INCLUDE SALES AND MARKETING POSITIONS, CEO, AND CFO. EXPERIENCE NEEDS TO PROVE TEAM HAS RUN COMPANIES IN THE PAST
- CREATE AN UP TO DATE LIST OF ALL SHAREHOLDERS AND HOW OWNERSHIP IS DISTRIBUTED
- COMPOSE A LIST OF ALL SECURED AND UNSECURED CREDITORS; COPIES OF ALL LOAN AGREEMENTS
- OBTAIN COPIES OF AGREEMENTS OR CONTRACTS WITH ALL AFFILIATED COMPANIES INCLUDING FUNDING ADVISORS
- WRITE A PPM WHICH WILL INCLUDE YOUR BUSINESS PLAN AND BASIC FINANCIALS
- CREATE A VISION DOCUMENT WITH ACTION PLAN
- PLAN AND REHEARSE A PRESENTATION OF YOUR COMPANY
- CREATE A 0NE-PAGE TEASER SUMMARIZING THE BASIC INFORMATION
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