Presenting Your Business Plan to Capital Providers

This four hour course teaches you how to wrap up your business plan and to prepare yourself to present it to lenders, investors and potential strategic alliances, collaborators and strategic partners.

The Statement of Purpose

  • A one page document to create interest in the reader
  • Purpose of the business plan
  • The business model
  • The financial model
  • Capital requirements/use of funds
  • Summary – why the investor/lender should give you money
    • The Executive Summary

  • A summary of the rest of the business plan – can be a stand-alone document
  • Business profile
  • The Product or Service
  • The Marketing Strategy
  • Financial Objectives
  • Management and operations
  • Exit Strategy
  • Summary – includes a call to action
    • The Exit Strategy
    Supporting Documents, Bibliography and Endnotes

    Steps for a Private Placement Memorandum (PPM)

  • What is a PPM?
  • Obtaining appropriate legal/financial assistance for a PPM
  • Equity investors
    • Applying for a Loan

  • Working with your banker and the loan application process
  • Requirements
    • Working with the Small Business Association (SBA)

  • Remember: the SBA is NOT a lender
  • Key issues
    • Business Communications – a Review

  • What business leaders see – and need
  • Contrast between written reports and presentations
  • Thomas Leech offers the “Back to Basics” fundamentals to a good presentation
  • The “C’s” of effective communication
    • Make Sure You Know Your Objective

  • Before you start, know your purpose, what you are trying to achieve and the end result you desire
  • Know your audience
    • Presentation Types and How to Present

  • The “Elevator Speech”
  • The “Business Lunch” or “Business Dinner”
  • Formal Briefings
  • Business Letter

    • Dates Courses Offered:

    October 14, 2009 6:00pm - 9:00pm OR October 15, 2009 1:30pm - 4:30pm
    Radisson Hotel
    1211 East Garvey Steet
    Covina, CA 91724
    626-915-3411

    Who is teaching this class?



    Sponsors




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