Every situation is unique. However, some fairly common steps include the following:
• Initial discussion to understand your basic needs.
• Review your existing materials (draft business plans, financials, market research, competitor research, etc.).
• Follow-up discussion to clarify details and agree upon the scope and fees for the project.
• Several in-depth discussions to better understand the details, develop strategies, and agree on all major elements of the business plan and financial model.
• Conduct additional research, as needed.
• Draft an Investor Presentation and review it with you to ensure that all parties agree on the high-level vision.
• Draft the Executive Summary and review it with you to ensure that we all agree on the next level of detail.
• Prepare a draft outline of the business plan for your review.
• Begin filling in the details on the draft. Obtain and incorporate your feedback.
• Incorporate your revenue and expense models into the financial model, and explain how it works so that you can take “ownership” of the financials.
• Finalize all deliverables.
• Coach you on the best way to deliver the investor presentation and on how to address questions.
• Provide ongoing support, including making minor updates to the deliverables at no additional charge.