1. Private Placement Needs Established (min. $3mm)
- Special Development Expansion Project(s)
- Corporate Cashflow Projections
- Insider Liquidity Needs
- Exclusive Period Negotiated
2. Preliminary Business Plan Analysis (2 weeks)
- Collation
- Completion
- Strategic Issues
- Management
- Investor Summary
- Internal Due Diligence
- Initial Investor Contact Feedback
3. Private Placement Documents (2 weeks)
- Collation
- Completion
- Exhibits & Financials Audit
- Offering Regulatory Documents
- Investor Due Diligence Package
4. Private Placement Trips (1-2 weeks)
- One Key Executive (CEO)
- London or Frankfurt Institutions
- Select Foreign Investors e.g. Asia
- TechVest Followup and Collection
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