Investment Memorandum Consultations Services
Those that are prepping for private placement and funding often require a detailed and thorough investment memorandum. Here at Flatworld Solutions, we are ready to become your partner in developing your investment memo.
Our affordable services and thorough approach to the structure and content of these memorandums make us the right choice for businesses looking to describe the investment risks and objectives of investing into the security.
Investment Memorandum Consultation Services We Offer
Flatworld Solutions has assembled and experienced team of consultants that are able to help you with your investment memorandum. We help you complete your memo requests, with services that include -
Company Profile Data
We make sure that we collect all the company specific data, as well as all of the questions that may be asked to make sure that the memo is completed in its entirety
Detailed Financial Analysis
We supply a complete financial evaluation using all relevant parameters, from balance sheets to income statements
IPR Projections
Our team of analysts will address common issues such as IPR projections, exit strategies, and more
Detailed Investor Overviews
Flatworld Solutions will also collect and categorize the best potential investors, so that you have all the data on those most interested in investing
Risks and Rationale
Our team will determine how funds would best be used, what risks exist, and how much time will be needed for investors to see a return
Investment Proposals
Our team will provide complete lists of any of the elements that are critical for funding, and include executive summaries to help find better investments
Gap Analysis
Our analysts are experienced in finding gaps between the projections and the current business, and help determine scenarios that could affect earnings
Tax Reports and Documentation
We also make it easier to handle all the complicated tax issues that arise from the investment, and make sure that your team has a plan for tax treatments
Throughout the process, we'll generate reports and dashboards, craft findings, provide competitor data, and more - everything you need to create the investment memorandum.
Our Investment Memo Consultation Process
We've developed a thorough process for handling these types of critical tasks, and our team is skilled at making sure that your final memo has the details and data necessary to receive funding or generate investments. Our process includes -
Evaluation
We'll first document format and determine the template that we're to use. We'll figure out what research is needed and take direction from your team. We'll also do some background work on the target company and examine historical data
Analysis
Once we've completed our background research, we'll begin the analysis phase, profiling the company and industry, evaluating markets, determining models and cash flow requirements, and more
Investment Strategy
As soon as we have analyzed the data, we'll determine the strategy to invest. These include management, marketing, and sales strategy, deal structuring, ROI strategy, positioning, and typology segregation for investors
Summary and Reporting
In addition to the investment strategy, we'll deliver the financial plan, any assessments' we've completed, and reports designed using graphics, charts, and other visualization tools
Every one of our services is customized to your needs, backed by our team of investment memorandum research and consulting experts. We will also maintain active communication along the way.
Why Hire Flatworld Solutions for Your Investment Memo Consultations?
Developing an investment memorandum can be expensive. That's why many outsource these needs to Flatworld Solutions. Few other consultants offer a team of highly experienced and vetted experts that meet any request. Benefits of hiring Flatworld Solutions include -
Cost effective rates with flexible pricing models
Thorough quality control checks for accurate data and timely completion
Multiple delivery centers to guarantee completing on time
Seamless integration with you and your team
Ability to cater to nearly any industry – from healthcare to retail to tech and more
Outsource Investment Memorandum Consultation Services to Flatworld
Let Flatworld Solutions be your partner for investment memorandum consulting services. Our team is highly capable of providing the investment research that your company needs. With the ability to tailor all our services to the requirements of your organization, we provide the best combination of quality and price available for these types of solutions. Other financial research services we offer are financial modeling, credit research, investment research, etc.
For more information about investment memo consulting, please contact us today to get started.
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Case Studies
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Flatworld Helped a US-based Healthcare Client Develop a Forecasting Model
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Flatworld Provides Online and Offline Research Support to Evaluate Competition
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FWS Provided Key Opinion Leaders (KOL) Profiling to a Top UK-based Med Firm
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FWS Provided a Detailed Porter Analysis and Web Research to a Leading US Technology Consulting Company
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Flatworld Solutions Provided Research Services to Top Hospitality Consulting Solutions Provider
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USA
Flatworld Solutions
116 Village Blvd, Suite 200, Princeton, NJ 08540
PHILIPPINES
Aeon Towers, J.P. Laurel Avenue, Bajada, Davao 8000
KSS Building, Buhangin Road Cor Olive Street, Davao City 8000