Business plans, pitch decks and memorandum documents are the foundations of building a successful business. By using these plans appropriately to attract investors, a company can move and grow quickly into new geographies and new business areas. Fundamentally, these documents are important to gain enthusiasm, trust and respect from investors that are interested in an offering, which is why at Swordblade, we have developed a bespoke system to ensure that our clients demonstrate excellent credentials to investors, to encourage long term growth and develop roadmaps to future success as a result.
Investor business plans are the main document that investors will consult when deciding whether to invest in a company or not, based on the fundamentals presented within the document. These are plans which are distributed as part of the fundraising process, to give investors confidence in the company they are investing in, and therefore to encourage more investors to bring funds to the table as part of the process.
A pitch deck is a showcase, usually for investors early in a start-up, which consists of several slides and infographics, showcasing a company’s technology, products, methods, and concepts with investors to attract attention and enthusiasm. The pitch deck would also usually showcase the team behind the idea, and in this sense would be light on more in-depth, statistical data which investors would eventually use to make a decision – the pitch deck is all about first impressions.
Memorandums, or information memorandums, or Private Placement Memorandums, are documents that are used to raise funds for companies. The memorandum document is produced prior to a sale, equity or bond float, to be distributed to prospective buyers – including detailed information about how a company operates, what is sold, the services offered.
Valuations are the hallmark of going public. At Swordblade, we are proponents of the DCF method of valuing a company, due to the detailed information that it provides both directors and investors in the company. DCF, or Discounted Cash Flow, is a methodology that takes into account cashflow in order to evaluate the current and future valuations of a company. This analysis, and other methods, are all provided as a service at Swordblade, and you can find our DCF calculator here. Full DCF valuation documents are curated in cooperation with our colleagues at Cambridge Corporate Finance, providing deep analytical insight into a company, alongside a strong valuation that can be used to calculate future performance
In 1700, the Hollow Sword Blade Company began a banking and securities trading business in the City of London. Today, from the same location, Swordblade & Co helps ambitious growth companies access public markets. We are proud to continue a rich, centuries-old legacy of assisting entrepreneurs in building their companies and visions.
Swordblade & Co
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