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Financial Documentation Sign Up

Sign up online via our Client Documentation Portal 
 
Business Plan Revisions:
  • Includes 17 pages of financials, graphs, tables, and charts. 
  • Includes balance sheet and pro-forma sheets, includes five year projections and industry comparison.
  • Includes 6 months of free updates.
  • 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.
  • Suitable for presentation to friends and family who are interested in investing in your start-up, but require full projections before investing.
  • $250.00  (Allow 2 business days for first draft)

Business Plan for Investors/VC:

  • Includes 17 pages of financials, graphs, tables, and charts.
  • Includes balance sheet and pro-forma sheets, includes five year projections and industry comparison.
  •  Includes A minimum of 15 pages of industry analysis, product description, market analysis, and customized research data
  • 12 months of free updates and 1 hour of business consulting via our toll-free hotline.
  • Suitable for all angel investors and venture capital firms as information regarding their return on investment, and investor offering is included.
  • The gold level should not be used for bank or SBA loans as it contains investment offering data including Return on Investment, (ROI), and Investor Exit Strategies, and does not contain loan payback schedules.
  • $450 (Allow 3-4 business days for first draft
Regulation-D Private Placement Memorandum (Compliant under SEC Rules 504/505/506):
 
  • Regulation-D Private Placement Memorandum Offering is used to take advantage of multiple investment parties, and the involvement of NASD Brokers. 

  • Our Regulation D drafts have up to date disclaimers and by-laws for all 50 states and foreign investors, and will not limit your investors geographically. 

  • Our Regulation D drafts include full subscription agreements and investor suitability forms. 

  • Fully compliant with State and SEC regulations.

  • Includes 12 months of free updates.

  • $600.00 (Allow 3 business days for first draft)

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