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Services - Valuation and Management Summary

Corporate structure

a. Minutes of meeting

b. Bylaws

c. Securities

Tax Auditing

a. Initial auditing

b. Annual


a. Quarterly balance sheets

b. Annual balance sheets


a. Quarterly

b. Annual

c. Sort term projection (3 to 10 years)

Preferred Placement Memorandum

Business Plans


Key Factors to Successful Valuation Management


1. Infrastructure

d. Business Plan

e. Board of directors

f. Incorporation

g. Securities

i. Upper management

  • Duties and responsibilities
  • Preferred
  • Common
  • Compensation
  • Vesting schedules
  • Severance packages

ii. Employees

  • Duties and responsibilities
  • Options
  • Compensation

h. Auditing

i. (PPM) Preferred placement memorandum: (optional)

2. Exist strategy

j. Alternatives to investors

k. Escape goat

3. Capital funding

l. Angel funding

m. Capital funding

n. Public offering

4. Burn rate and sales

o. Short term goal planning

p. Long term goal planning

q. Sales plan

r. Zero burn rate

5. Implementation of exit strategy

s. Investor relations

t. Board relations

u. Exposure efforts

  • VC Conferences
  • Industry conferences


Bicycle effect

Exposure and the interstice effects 

Customer Offering 

Value propositions

Start Ups


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