Products & Services
Investment Documents

Investment Documents

Are you looking to raise capital or speak to the bank? Do you need a professional investment document, pitch deck, teaser or investor memorandum to present to investors? We work with the company to "package" the investment opportunity for investors in the form of investment documents including an investment memorandum or teaser.

Investment Memorandum / Teaser

An investor or information memorandum needs to clearly present the business opportunity as well as explain the key elements of the investor proposition. Key elements include:

• Company information (what does it do) and corporate structure

• Investment requirement - equity or debt, convertible note,

• Use of funds

• Share capital structure of the Company (or fund)

• Potential investor exit - trade sale, IPO

• Investor highlights

• Company background including intellectual property (IP), products, market and customers

• Company milestones - historical and future

• Financials including income statement (P&L); cash flows and balance sheet

• Valuation including recent sales

• Board and leadership team information

• Regulatory / investor warnings

• Share application forms

• Desk top publishing

Different options are available depending on the type of raise being conducted, the target investor and the level of documentation available and time to market. We are able to create investment documents, business plan, financial models, share capital structures, valuations to enable the Company to present a compelling opportunity to investors. Desktop publishing is also available.

Investment teasers, information memorandum, prospectus, product disclosure statement (PDS), offer information statement (OIS) can all be created.