An exceptional resource for startup and early stage companies
preparing to seek funding, The Morgan Leigh Group is known
for its effective and well-crafted investor packages.
We are dedicated to assisting our clients fully capture
and concisely articulate the value of their opportunity.
We work hand-in-hand with the founders and management
team to distill, bottle and package the essence of their
business strategy and revenue model.
Our investor package generally includes the business plan,
pro forma financial statements and a roadshow presentation.
All materials in the investor package are thorough, crisp,
logically structured and highly professional. Our ultimate
objective is to successfully communicate a compelling investment
opportunity to potential investors.
The business plan is a concise, well-written,
easily understandable explanation of how the company will function,
grow and succeed. The enthusiasm, excitement, energy and vision
of the founders must be immediately apparent. As most investors
make their initial decisions based on the executive summary,
this section must be especially watertight.
We recognize that the creation of the business plan and
executive overview is an organic and dynamic process. Our
approach is to work closely with the founders and management
team to produce succinct, logically structured sections that
appropriately distill all hard-to-grasp concepts and collectively
paint a convincing picture of the company.
Our business plans typically include the following sections:
Executive Overview, Business Premise, Company, Management Team,
Market Analysis, Products and Services, Business Strategy,
Sales and Marketing Strategy, Summary of Financial Projections,
Schedules and Milestones. (Top)
Our pro forma financial statements are efficient spreadsheet models
that explicitly differentiate between variables and formulas,
allowing for easy and quick changes to basic assumptions at any time.
The efficiency is largely derived through the use of
advanced functions and array formulas. The spreadsheets
are formatted so as to be easily readable, easily modified
and well presented either electronically or in print.
Our approach is conservative and includes a sensitivity
analysis of key variables.
Pro forma financial statements would typically include
the following sections: Disclosure, Capital Structure,
Cash Flow Statement, Income Statement, Balance Sheet,
Capitalized Expenses, Staffing Plan, Key Metrics, and
Sensitivity Analysis. (Top)
A presentation is typically the first
introduction of the investment opportunity to the investor.
The goal is to make a GREAT first impression!
While a striking presentation (appearance, consistency,
grammar, and vibrancy) will not clinch the deal by itself,
a poor one will almost certainly eliminate your chances
of success. We firmly believe that the following
should shine through during the presentation: a persuasive
vision; the exceptional capabilities of the founders and
management team; and the strong likelihood of financial
and operational success.
The presentation is a powerful tool in helping to achieve
these objectives. A vibrant, well-structured,
well-formatted presentation successfully delivered
creates a strong image of the presenters and the
company for the investor. A colorless, lifeless,
inconsistently formatted presentation will likewise
achieve the opposite -- a negative (and difficult to change)
perception on the part of the investor. Presentations
generally are organized similar to the business plan and
customized (from a pool of slides) for specific audiences.
The Morgan Leigh Group also offers presentation
training to prepare you for important presentations. (Top)
The capital structure is a particularly
important component of the pro forma financial statements.
Notwithstanding its importance, the capital structure is
often given but scant attention, an unfortunate state of
affairs that repeatedly results in waves of strong emotions,
hard feelings, and unexpected disincentives.
The capital structure is meant to be a highly planned
delineation of the company ownership over time.
It considers the various shareholder groups such as
founders, executives, employees, directors, advisors
and investors. It incorporates information on the
expected grants of qualified and non-qualified stock options.
It projects specific company valuations over time,
potential returns for investors and anticipated dilution
for all shareholders. The Morgan Leigh Group works
directly with startup founders and managers to develop
a capital structure acceptable to all current and
anticipated shareholders. (Top)
You only have one chance to make a
great first impression with investors! Donít sell yourself
short! Let our extensive experience in management
consulting, financial analysis, strategic planning
and startup incubation work for you. Let The
Morgan Leigh Group help potential investors to
truly understand-and-desire to be a part of-your
compelling opportunity! (Top)