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New Tech Case Story — Step 5The Challenge: Get Investors' Attention
How can New Tech attract potential investors?
It's now time to prepare New Tech's investment proposal. Elizabeth Pratt, the company's in-house accountant, is pleased by the prospect of preparing the first draft. She knows that it will be a key tool in interesting investors in New Tech.
New Tech's Investment Proposal Financial Statements Elizabeth is well prepared. She's worked with others on the management team to document their financial assumptions, determine their financial requirements and build a deal that will benefit investors and New Tech. She has prepared New Tech's five-year financial projections for inclusion in the proposal. She's met with New Tech's lawyer, Tony Lee of Smith & Smith, to discuss which security act provisions the company may be subject to, the prospectus exemptions the company may qualify under, as well as other considerations regarding the presentation/format of the document. Elizabeth has read extensively about how to organize and write an investment proposal, accessing various sources including business reference books and some Internet sites. She's consulted with Grant Argent (the company's financial advisor) and she's ready to start writing the proposal. Key TasksTo put together an effective investment proposal, Elizabeth will have to fulfill these tasks:
She's organized the executive summary into three parts. If you haven't read about our case study company before, read the Overview of New Tech Distributors Corp. |
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Updated: 2005/07/12![]() |
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