Company Why an Exclusive Agreement with WorldVest ?

       

After we have spoken together at length and examined the Five Must Haves for Investors, we should all be clear about whether WorldVest Capital Markets is the partner that you want. If we are in agreement that we can help each other, we will offer you an exclusive contract. At this point, some people want to discuss the wisdom of an exclusive relationship. Why not let everyone work for you?

There are reasons for an exclusive contract for you and for us.
The advantages for you include establishing a long standing relationship with a team that comes on board to fully understand your business and develop a plan that will take you far beyond Round A funding.

Our firm is built upon the relationships that we have established with leaders of the investment companies that are necessary to fund your business. It is difficult for you, on your own, to form these relationships quickly and you are unable to offer the amount of repeat business that we can present to these institutions.

You should be aware of this strength as individuals and groups approach you with offers to find capital for your business. You should always ask for examples of investment companies that will be approached when a capital placement group seeks your business.

Our partner investment companies want to do business with capital placement firms like WorldVest that they have come to know, respect and trust over years of business contact. They also like to know what firms are sponsoring each level of funding because they gain confidence teaming up with investing groups with whom they regularly work.

Funding different levels for your company is a concurrent activity. While we seek funds for Round A, we are simultaneously seeking Round B money. It is far more likely that we can fund your Round B and subsequent funding needs when we can point out to investment companies that they know the people who are funding other Rounds.

It is also important that you contract with a group that is part of a registered broker-dealer and which is subject to SEC and NASD regulation. Our broker-dealer, Trump Securities, LLC, fulfills that function. There are three General Securities Principals in our division and we avail ourselves of an experienced securities attorney as needed.

Many of the managers of start-up companies tell us that while they need financial guidance urgently, they have to hold on to their precious capital in order to build product, hire people or actively market the product. We understand this position.

It is worth your time to compare what you have at the end of two scenarios. In the first, you decide to spend money on producing a minimum amount of product and on getting at least one person out in the market selling. This could lead to capital, but how much? Usually at best, you are caught in the unending cycle of selling some product so that you can produce the same amount of product and sell it and so forth.

Consider spending the money on the preparation of a superb due diligence package. The results may well be that you receive all of the capital you need to go into full production, marketing and sales. It is easy to lose perspective when your money is getting low. Now is the time to invest in yourself and go after the funding that will carry you through and beyond the original vision that you had for your company.

There are advantages to an exclusive contract to us as well.

When the WorldVest Team commits to a client, we take it very seriously. Immediately, we assign a Project Manager and a Project Consultant and alert our consultants of the needs that must be met straight away. Remember, we cannot represent you to a funding institution until your documents are in excellent order. This means that we will designate up to five people to work on your behalf. Our Pathfinder, who discovered you for us, will stay in touch, and our President and our Executive Vice President and other General Securities Principals will speak with you regularly.

When we agree to obligate this time, energy and expertise to a client, we ask for a commitment to us as well. This establishes a true partnership and compels all of us to work together loyally for ongoing results.

We will negotiate this agreement, but we will recommend a 12 month contract to ensure a full realization of funding from Round A through growth and expansion. During these 12 months we will expect closing on several Rounds of funding and will be available and able should you desire assistance in the next steps to your success including acquisitions, mergers, buy-outs and expansion into new developmental areas.