The Evans Report is in the process of contacting every VC Firm in North America! Here is what the top investment managers are saying!
In response to an e-mail you sent my partner Glenn Oken requesting our
project submission procedures and funding range, please give me a call at
813-222-8000 so that I can introduce you to our firm.
![]() Yes we are you looking at new Deals Submission Procedures? E-mail executive summary Our Funding Range? $2-$4 million
Brian N. Burns Thank you for your interest in Magnet Capital. Currently we are only entertaining investment opportunities in our local market of Arizona. We look to make controlling equity investments in businesses with $7 - 25 million in annual EBITDA. Typically we fund up to $25 million in equity with the balance of the purchase price leveraged from our financing sources.
For more details see Dear Mr. Evans, with reference to your e-mail (October 14, 2001) I am sorry to inform you that we are not considering any new investments at the moment. Best regards
Elserino Piol
. I think answers to all your questions are summarized. Our objective is to invest $15-$50 million of equity in proven growth companies. We both acquire companies and provide equity capital for expansion. We don't invest in start-ups or pre-revenue companies. Validation of the company's economic model (manifest in historical track record) is critical.
Timothy R. Kelleher
ggz@desaicapital.com
![]() PLease submit a business plan first, which we'll review and after which we let you know what the next steps from our side will be. Regards Vera Kallmeyer Vera Kallmeyer
Partner ![]()
![]()
![]() ![]() ![]() ![]() ![]() See our web site.
Marsh S. Marshall Jr.
Email: mailto:mmarshall@ecenturycapital.com
Mervin, Thank you for your interest. If you have a venture that meets our investment criteria as outlined in either our leveraged buyout website (www.capitolpartners.com) or our technology venture capital website (www.newhorizonsvc.com), please submit your business plan summary to bizplan@capitolpartners.com or bizplan@newhorizonsvc.com as appropriate. Thanks. Regards, Amy
Amy Klein
Please visit our web site.
Please visit
Patrick E. Hanraty Thank you for your interest in Edison Venture Fund. Edison primarily invests in expansion stage ($2+M revenue) IT companies located in the Midatlantic US. We generally invest between $1-5M. Should you come across deals that meet these criteria, please pass along an executive summary or business plan to bp@edisonventure.com. We will be happy to review. John
John H. Martinson Mervin, In response to your e-mail that was sent to Kris Johnson here at Affinity Capital Management, we are a healthcare dedicated VC firm, focusing on early-stage healthcare investments for companies in the Minneapolis, Minnesota region, and typically invest in the range of $1-3 million. If you have investment opportunities that fit this profile, feel free to send them directly to my attention at ssamson@affinitycapital.net.
Serafin Samson Affinity Capital Management
B. Kristine Johnson Please feel free to visit our website at www.gtcr.com for more information about our firm. Best regards,
Melissa Paris
Philip A. Canfield Are you looking at new Deals? Yes, in Life Science What are your project submission procedures? Send business plan or exec. summ. Via e-mail or Fed-Ex What is your Funding Range? $2-$7 Million
William Wight Not looking for new investment opportunities at present. Thank you . JCC
Juan Carlos Campuzano
REG D MADE EASY: How to Raise Private Capital - Available on Amazon! Lynette Bigelow 323-937-1126 - Office Hours M-Fri Noon-- 4:00 PM EST
Re; yr email on what we seek--for platform company for Heritage Partners:
Thank you for your email. Antares Capital provides expansion capital to
rapidly-growing companies in the Southeast and Texas. We primarily invest
in established companies, whose products and services have some degree of
acceptance in the marketplace and who have a proven business model in place.
General Partner This is Dick: HMS Hawaii Management Partners invests in early stage and startup companies originating in the State of Hawaii. We prefer to act as the lead investor in these opportunities. Some later stage investments are also made outside of the State of Hawaii. We then prefer to be a participant in a group being lead by another venture capital fund with whom we are familiar. As you proposal does not seem to meet these basic criteria we must regretfully pass on the opportunity. We wish you well. Mahalo
Dick Grey : Mervin All this information is on our web site http://www.assetman.com . Thanks. Graham. You may check our investment criteria at our website: www.lightspeedvp.com Lightspeed Venture Partners
KATHY" COLEMAN
I suggest you visit our website for the answers to the questions you pose.
Hal Spice Go to our web site. www.digitalpartnersvc.com Mervin We continue to look at new situations. Our funding range is $8-50 million per transaction. Best regards, Don Molten
Donald C. Molten, Jr. Please review our web site @ www.thecatalystgroup.net. Thanks, Rick Herrman
Rick Herrman Mervin: We are not looking at anything right now. Thanks for your interest. Gilles Gade
Gilles Gade
Hello Mervin, Yes, we are currently looking at new deals. You can visit our website at www.mgroupinc.com to learn about our investment criteria. You can submit an executive summary to me by responding to this email. I will circulate the information to the Principals at our firm and they will be in touch with you to discuss their level of interest. Thank you for your interest in M Group.
Tracy Frailey
Mitchell Mondry
Mr. Evans:
Please visit our website at www.accessventurepartners.com. We are a seed/early stage fund with offices in San Francisco, Austin and Denver. See www.playgroundsurface.com and www.skydex.com. Thanks for contacting us. Frank Mendicino :
V. Frank Mendicino II $20 million min investment. Revenues min $20 million and EBITDA profitable. we do not do retailing, natural resources, food or consumer goods. see our web site at www.arlingtoncap.com.
Jeffrey H. Freed
Please see our website at www.archventure.com Tracey
Things will be quiet for the balance of this year. Try us again next year. thanks, Scott
Scott Chou Aspen Ventures invests in early-stage software and data communications companies located in the western United States. We specifically focus on companies that sell their products to large business customers and have the potential to generate several hundred thousand dollars of revenue from each customer. I would like to receive more information about your business proposal if it fits within our investment criteria. Please send an executive summary email. You may also want to review our web page at www.aspenventures.com for further information. Debra L. Schilling Dear Mr. Evans: Thanks for your recent financing inquiry. I'm afraid that EEAF does not finance U.S. based activities. For further information, please see our web site at www.eeaf.org. It would probably be a good idea for you to take me off your mailing list. Good luck with your search for capital. Sincerely, Brooks Browne President Environmental Enterprises Assistance Fund I suggest you take a look at our web site which answers your questions: Accessventurepartners.com. Thank you for your recent investment inquiry. We have transitioned to a new system for the receipt and processing of business plans through our organization. With the volume of opportunities that we see increasing each year, we have found it necessary to migrate all business plan/investment opportunity submissions to a web-based submission form. We respectfully request that you re-submit your proposal utilizing this new system, which should ensure that your plan is reviewed by the most appropriate person in our organization and should speed the review and response time for you, the entrepreneur. Bill Stensrud invests in early stage, first round, telecom infrastructure and services, primarily based on the west coast. If your business is not a telecom infrastructure or service business - please review the EP website and send your plan to the appropriate partner. Unfortunately, Bill cannot respond to plans sent to him which are not in his investment field. Thank you again for your understanding, and we look forward to receiving your submission. Enterprise Partners Website: www.epvc.com Business Plan Submissions: http://www.epvc.com/contact/business plan_submit.asp See our website for this info. Dan Owen General Partner
HO2 Partners We invest only in companies in the Chicago metro area. Tom Parkinson
t-parkinson@nwu.edu We invest in SE based technology companies. You can find more information on us at our web site. Thanks, Chad Chad McCall Managing Partner LiveOak Seed Capital 590 Means Street, NW Suite 200 Atlanta, GA 30318 w 404-223-2455 f 404-223-2257-FAX www.liveoakseed.com We recently closed a new Fund are in the investment mode. We only invest in energy technology enterprises. You can find out more about us on our web site (address below). Deal submission - send us an email. Thank you for your interest.
Peter
http://www.gemini-investors.com Jeff T. Newton Managing Director jnewton@gemini-investors.com Gemini Investors, LLC 20 William Street Wellesley MA 2481 USA 781-237-7001 781-237-7233-Fax jgoodman@gemini-investors.com www.gemini-investors.com Thanks, please take a look at http://www.2minvest.com where you will find all the appropriate information. Thanks for your interest. Kim Graven 2M Invest Inc. Kim Graven Managing Director
email: kg@2minvest.com | www.2minvest.com
Mr. Evans
Please refer to our website
Malcolm Moss
============================ We are continuing to look at deals. We manage two funds that focus on distinctive market segments. The first focuses on established companies in or serving the healthcare sector. Typically, we fund companies that are healthcare services, products, devices or technologies and they generate $3 to $4 million in revenues. The second fund focuses on intellectual property as it relates to media and content. In particular, we invest in companies that own, have access to or can enable value intellectual property across a variety of media platforms or content formats. If you have an opportunity that fits this criteria, please feel free to email me a short executive summary of the plan. We typically provide $1 to $4 million on our own and have participated in rounds as large as $50m. Thanks you for your interest,
Rajesh Kothari Profitable, or just going profitable through internal growth or acquisition public companies that need money to grow. $1 to $5 million range Andrew B. Worden Managing Director abw@barronventures.com Barron Ventures, LLC 70 West 36th Street 16th Floor New York NY 10018 USA 212-868-9201 212-736-6584-FAX info@barronventures.com www.barronventures.com Mr.. Evans. Our Investment funds are geographically limited to businesses located in Indiana. We are always interested in reviewing investment proposals. If you have a company requesting funds please submit a package, email is appropriate.
Thanks.
Clearview Capital seeks to invest in mid-sized businesses in manufacturing, value-added distribution or industrial services that have achieved ltm sales of at least $25 MM and EBITDA of at least $4 MM. In the past 2 years we have completed three acquisitions with total combined sales of $225 MM and EBITDA $42 MM. We are always seeking additional acquisition candidates Any ideas should be sent to me at Clearview Capital's Vermont office where I operate as I am the partner who deals with new business. The address here is
Clearview Capital,
Suggest you visit our website for more details at www.clearviewcap.com. I am putting a brochure and collateral information in the mail to you. Sincerely, Pete Doolittle, Partner
We are looking for new acquisition opportunities. We look to acquire or recapitalize (with at least 51% ownership) niche commercial and industrial manufacturing companies with $10-50M in revenues and $1.5-6M in operating profits. We are willing to look at "story" deals and can accommodate management transitions, if desired.
please give me a call and we can talk in person billie ellis managing director, the halifax group 817-332-9811
Bille J. Ellis, Jr. 817-332-9811 817-332-7474-FAX www.thehalifaxgroup.com
Hello:
private equity firm focusing on buyouts of some size; no ventureinvestments at this time.
John A. Quagliaroli
Thank you for your interest in Labrador.
Please see: www.labrador.com for
answers to your questions.
You can find detailed information about CrossBow Ventures at www.cb-ventures.com Bruce W. Shewmaker Managing Director bshewmaker@cb-ventures.com CrossBow Ventures, Inc. One North Clematis Street Suite 510 West Palm Beach FL 33401 USA 561-838-9005 561-838-4105-FAX mail@cb-ventures.com www.cb-ventures.com Unfortunately our fund is fully allocated - we can no longer make new investments. Bob Bozeman General Partner bb@genesis-llc.com Genesis Capital, LLC 2400 Sand Hill Road Suite 101 Menlo Park CA 94025 USA 650-233-3747 650-745-7359 FAX www.genesis-llc.com Hi Mervin! Thanks for contacting IVP. Our current fund focuses on providing expansion capital to those info tech companies that have already achieved their first $10 million in revenue. You can read more about us at www.ivp.com. Cheers! Norm
Norman A. Fogelsong check out wwww.axiomventures.com for details Linda Sonntag, Ph.D.
General Partner (415) 434-9999 Tel (415) 434-0505 Fax
linda@axiomventures.com
Barry Stewart the General Partner of the Dolphin Fund Says Please Visit their Website Http://www.dolphinfund.com
richard.brekka@dolphinfund.com www.dolphinfund.com Hello Mervin: We accept only pure technology based deals ( No Internet based businesses that do not have any core technology behind them that the founders are bringing to the table ) in chips, networking, embedded software & communications . We fund in the range of 500K to a million dollars for very early rounds ( seed or Series A ). We want a two to three page executive summary as a start. We do not compensate anyone with any commissions.
Bipin Shah. Information available at our web site at www.morgenthaler.com. RDP
Subj: RE: (no subject) Mervin,
My apologies for the delay in responding to you.
There is no one better way to get information to us - fax, e-mail or regular
mail will all work fine. All we need is the executive summary.
To give you a quick overview, the Women's Growth Capital Fund provides
expansion capital to women-owned businesses that are located in the Mid-Atlantic
region of the East Coast. We look for companies that have been in business at
least two years and have annual revenues in excess of $500,000. We are unable to
provide seed capital, grants or loans.
In an effort to be of assistance to entrepreneurs who head early stage
businesses, we have compiled a list of resources that should be helpful to your
clients. They can be found on our web site. The address is www.wgcf.com.
We wish you the best of luck.
Susan
We accept executive summaries and business plans via Email, Fedex, Fax or
U.S. Postal Service. Please feel free to visit our Web page at
www.atvcapital.com or you may contact me directly.
Thank you. Jean
Jean Urban
Subj: RE: (no subject) Please submit a brief email summarizing your business model, financing needs
and latest round completed so we can determine if your proposal fits within our
investment strategy.
Thank you!
You can submit deals via email to ventures@pjc.com. Please only send
deals Thank you,
From: Arnold.Brandyberry@CTINNOVATIONS.COM (Arnold Brandyberry)
To: Epart40579@aol.com ('Epart40579@aol.com')
Investment proposals should be sent to Stepheni Harpin
stepheni.harpin@ctinnovations.com
Date: 5/29/01 8:25:38 AM Pacific Daylight Time
From: mpartain@davistuttle.com (Mike Partain)
To: Epart40579@aol.com
Probably best to send an executive summary via e-mail.
Date: 5/25/01 8:46:46 AM Pacific Daylight Time
From: reception@comventures.com (Reception)
Sender: jsmith@comventures.com (Jennie Smith)
To: Epart40579@aol.com ('Epart40579@aol.com')
You can send your executive summary or business plan to info@comventures.com.
Thanks you,
ComVentures
Take a look at our web site, www.esevc.com. Ron Hahn
Please submit deals to deals@brand-equity.com. Thanks.
David
-----------------------------------------------------------------
WE'VE MOVED - Please Note!
David Yarnell
Managing General Partner One Stamford Plaza Direct Phone - 203-724-1102 david@brand-equity.com Date: Wed, 23 May 2001 2:41:27 PM Eastern Daylight Time You can send potential investment opportunities to me. My contact info is
listed below. E-mail or hard copy works
Thanks,
Sean
__________________________________________
Sean P. Cantwell 617.824.1000 x1096 (phone) E-mail: SCantwell@summitpartners.com
Date: Wed, 23 May 2001 12:50:04 PM Eastern Daylight Time Hi Mervin- we invest in west-coast based seed and early stage enterprise
software and information technology startups. if you have something that fits
that scope, we'd love to take a look- pls send on a business plan directly to
me.
Regards,
Kevin Hartz
Most people e-mail us their executive summaries.
Linda
Linda Norris
From: plans@stevewalker.com (Plans)
To: Epart40579@aol.com
If you are looking for funding please submit an executive summary to plans@stevewalker.com.
We invest in software and internet related companies in the mid-atlantic
area.
Thank you for your interest in Steve Walker & Associates.
Sender: dmiller@stevewalker.com
Please feel free to e-mail your business plans or executive summaries to Semone Robertson
From: Cyndi@edisonventure.com (Cyndi Ogle)
To: Epart40579@aol.com ('Epart40579@aol.com')
Mervin,
The best way to send plans are via email. Edison looks for software and
communications companies strictly in the mid-Atlantic region. The company must
be at least on a revenue run rate of $2M and no more than $15M. We typically
invest anywhere from $1M-$5M in a company. If you have any companies that fit
this structure please send me their exec. summaries or plans.
Thanks for your interest in Edison Venture Fund.
Cheers!
Cyndi
To: Epart40579@aol.com ('Epart40579@aol.com ')
Please send to info@waldenvc.com
To: evansreport@yahoo.com We are affiliated with a group that The requirements are relatively lenient Dunn & Bradstreet DUNS # with SIC code #. 2 Bank references .
If the business or its' principals have
sufficient assets or credit they may qualify
for Business credit line unsecured or secured.
If you have assets to secure funding , email
or call me at 817-299-0189 ,asm123@ureach.com
or asm123@yahoo.com
Also we have a NO Credit check , No Income verification loan for purchases
refinancing of Real Estate in Florida ,Georgia, North Carolina and Colorado .
Email asm123@ureach.com
or call 817-299-0189 Sincerely , Adrian Martinez Thank you for your interest in Edison Venture Fund.
Edison primarily invests in expansion stage IT companies located in the
Midatlantic US.
We generally invest between $1-5M. Should you come across deals that meet
these investment criteria, please send an executive summary or business plan,
and we will be happy to review.
Tammy
Send an exec summary via email Sincerely, The Business Development Team To: Epart40579@aol.com ('Epart40579@aol.com')
through email To: Epart40579@aol.com
If your e-mail pertains to a business plan/executive summary, please be aware
that the review process takes several weeks as we receive a large number of
business plans and executive summaries daily. We will be in touch with you as
soon as possible.
send via email
early-stage, start-up / high tech - datacommunications and software Betty Hughes A 2-page Executive Summary is preferable.
Kindly forward it to busdev@patricof.com
Regards,
From: ZThompson@polarisventures.com (Zack Thompson)
To: Epart40579@aol.com ('Epart40579@aol.com')
Via email.
-Zack
From: APayton@avlabs.com (Amy Payton) Dear Mr. Evans:
Thank you for your interest in AV Labs. We fund Internet-based businesses
focused on B2B, applications and infrastructure based in Austin, Texas. If this
describes your company, please send your business plan via our website
www.avlabs.com.
We are very sensitive to the need for you to hear back from us in a timely
manner. Typical response time is within eight business days of your submittal.
Again, thank you for your interest in AV Labs.
Best Regards,
AV Labs
From: gmcculloch@summitpartners.com (McCulloch, George W.)
To: Epart40579@aol.com ('Epart40579@aol.com')
Send them to Debby Lower (dlower@summitpartners.com). Summit invests only in
late-stage companies with $5 million or more in annual revenues, so early stage
and seed financings are not a fit for us.
-----Original Message-----
From: MBangert@mayfield.com (Michael Bangert)
To: epart40579@aol.com ('epart40579@aol.com')
If you have an executive summary or a business plan, you can send it to
busplans@mayfield.com. If it is within investment interest we will consider
to review the plan, otherwise it will be shredded.
Good Luck:
Michael Bangert
Mayfield
From: hschloss@mayfield.com (Harvey Schloss)
To: Epart40579@aol.com ('Epart40579@aol.com')
Unless you've worked with one of our investing partners, I'd suggest that
you simply send it to Mayfield. We have a process in place that routes the
plan to the appropriate investing partner.
-----Original Message-----
From: Epart40579@aol.com [mailto:Epart40579@aol.com]
Sent: Friday, May 18, 2001 3:53 AM
To: hschloss@mayfield.com
Subject: (no subject)
From: Joye@onset.com (Joye Carr)
To: Epart40579@aol.com ('Epart40579@aol.com')
You can submit through our website www.onset.com or through this email
address.
-----Original Message-----
From: Epart40579@aol.com [mailto:Epart40579@aol.com]
Sent: Friday, May 18, 2001 3:16 AM
To: menlopark@onset.com
Subject: (no subject)
Just email me an exec summary.
From: Ross Martinson rmartinson@edisonventure.com
To: "'Epart40579@aol.com'
E-mail is fine.
Ross Martinson
| |
| |
If you need to Investment Capital, this is the best workbook on the market! Within 30-60 days you can locate a Venture Capital Investment firm capable of investing -! Written by one of America's leading experts in the industry, Mervin Evans, the author of "NEW YORK VENTURE CAPITAL DIRECTORY!" Venture Capital Made Easy! will teach you what are the best methods to search for investment capital. Venture Capital Made Easy! is a 160 page format and outline workbook and 3 matching audiocassettes. Venture Capital Made Easy! is an exciting program that forces you to research and plan for the future. Each page of the workbook has a set of questions that define your funding package into a professional funding request.
$99.99 ( We Pay the Shipping Costs)10 Day Refund Policy COPYRIGHT 2002 ALL RIGHTS RESERVED
If your Company NeedS Investment $$$!
MERVIN EVANS, is the Author
of several titles.
21 Steps to Funding Your Project MERVIN L. EVANS 2-90 Minute Audiocassettes $ 29.99
OTHER TITLES WRITTEN BY MERVIN EVANS
BUSINESS RESOURCES ![]()
STATE OF CALIFORNIAGOVERNMENT RESOURCES
![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]()
Accretive Technology Partners, LLC
American Securities Capital Partners, L.P.
Atlantic Technology Ventures, Inc.
Atlantic Medical Capital, L.P.
Blue Capital Management, L.L.C.
Clayton, Dubilier & Rice, Inc.
Centre Partners Management, LLC
Charterhouse Group International, Inc.
Chela Technology Partners, LLC
Chela Technology Partners, LLC
MMC Capital Communications & Information Fund
Cornerstone Equity Investors, LLC
Crest Communications Holdings LLC
Cramer, Rosenthal, McGlynn, Inc.
Desai Capital Management, Inc.
Draper Fisher Jurvetson Gotham Ventures
Dolphin Communications Partners
East Coast Venture Capital, Inc.
Gilbert Global Equity Capital, LLC
Greenhill Capital Partners, LLC
Ibero American Investors Corp.
Inter-Atlantic Capital Partners, Inc. /businesses/morgancapital
JPMorgan Partners
Lehman Brothers Private Equity
Mitsui & Co. Venture Partners, Inc. /privateequity
MSD Capital, L.P.
Morgan Stanley Venture Partners
Needham Capital Partners, L.P.
New York City Investment Fund, LLC
Odyssey Investment Partners, LLC
Palladium Equity Partners, LLC
Paramount Capital Investments, LLC
Private Equity Investors, Inc.
Perseus-Soros Biopharmaceutical Fund, L.P.
Riverside Management Group, Inc.
Schultze Asset Management, LLC
Silicon Alley Venture Partners, LLC
Sony Strategic Venture Management
StartingPoint Venture Partners
Sterling/Carl Marks Capital, Inc.
Summer Street Capital Partners, LLC
Sunrise Capital Partners, L.P.
TH Lee.Putnam Internet Partners
Venture Capital Fund of America, Inc.
VS&A Communications Partners, L.P.
Waller-Sutton Media Partners, L.P.
E.M. Warburg, Pincus & Co., LLC
Wellspring Capital Management, LLC
Welsh, Carson, Anderson & Stowe
WestSphere Equity Investors, L.P.
Weiss, Peck & Greer Private Equity
eCompanies-Evercore Venture Management ![]()
21st Century Internet Venture Partners
Amsterdam Pacific Securities, LLC
Atherton Venture Partners, LLC
August Capital Management, LLC
Belvedere Capital Partners, LLC
Berkeley International Capital Corp.
BrainStorm Ventures International, LLC
Broadview Capital Partners, LLC
Century Park Capital Partners, L.P.
Chevron Technology Ventures, LLC
Compass Technology Partners, L.P.
Concordia Capital Technology Group, Inc.
Doll Capital Management Co., LLC
Dorset Capital Management, LLC
Draper Fisher Jurvetson ePlanet Ventures
Entertainment Media Ventures, LLC
Explorador Capital Management, LLC
Friedman Fleischer & Lowe, LLC
Global Crossing Ventures, Inc.
Hummer Winblad Venture Partners /capital
internetcom Venture Partners
Information Technology Ventures
Institutional Venture Partners
Kleiner, Perkins, Caufield & Byers
Lighthouse Capital Partners, Inc.
Levine Leichtman Capital Partners, Inc.
Marcus & Millichap Venture Partners
Oaktree Capital Management, LLC
Octane Capital Management, LLC
Pinecreek Capital Management, LLC
Plantagenet Capital Management, LLC
Progress Investment Management Co.
Putnam Lovell Capital Partners, Inc.
Rosewood Venture Capital Group
Starter Fluid Management, L.L.C.
Venture Strategy Management Company LLC
Aqua International Partners, L.P.
Walden International Investment Group
Windamere Venture Partners, LLC
Windjammer Capital Investors, LLC
Western States Investment Group
SAMPLE LEAD LETTER NAME INVESTMENT PARTNERS ADDRESS CITY ST ZIP (123) 123-4567
Company Address City State Zip Code Dear Investment Manager: Enclosed you will find a copy of the Company Name funding profile. We __________________________________________________________________
____________________________________________________________ ______We are looking for an investment partner capable of a $___,000,000 position. Our company has an exciting future. As you are well aware this market has never been more profitable. A copy of our management statement is enclosed for your review. We bring a management team that has
__________________________________________________________________
____________________________________________________________ ______
What are your funding procedures?
May we have a phone interview date with your Staff followed by an In-Office interview date with your Board of Directors?
Would you please send us an information kit and your submission policy. To whom should we forward a copy of our full package?
Our management team welcomes any questions that you or your staff may have. We look forward to working with you.
Thank You, YOUR NAME PHOTO or CORPORATE-LOGO YOUR COMPANY PROFILE Vision / Mission
In 2002 , [Company] was [formed / created] to [describe the purpose of your activities]. Overall, our company can be characterized as a [x] (high-profile retail merchant, aggressive distributor or x, quality manufacturer of x--the business and image for your customers to see).
Background For many years people have [x]. The "state of the art"/condition of the industry today is such that [x]. We have just started / completed the design / development / testing / introduction of (product / service) -- a novel and proprietary [x] (example: soap for cleaning vinyl, retail store, construction tool, etc.) The legal form of [Company] is [Sole Propietorship / General or Limited Partnership / Corporation / Subchapter S-Corporation], located in [list primary business address as well as satellite locations]. . By 19[xx] our operation was producing $[x] (sales, units, products), and has operated at [financial condition -- profitable, break-even, etc.] ever since. Revenue projected for fiscal year 19[xx] without enternal funding is expected to be $[x]. Annual growth is projected to be [x]% per year through 19[xx].
Objectives Revenue projected for fiscal year 19[xx] without external funding is expected to be $[x]. Annual growth is projected to be [x]% per year through 19[xx]. We feel that within [x] years [Company] will be in a suitable position for [further expansion, an initial public offering or profitable acquisition]. Our objective, at this time, is to propel the company into a prominent market position.
Capital Requirements According to the opportunities and requirements for [Company] described in this business plan, and based on what we feel are sound business assumptions, our [initial / first year / total] capital requirements are for $[x] by [date], 19[xx]. To accomplish this goal we have developed a comprehensive plan to intensify and accelerate our marketing and sales activities, product development, services expansion, engineering, distribution and customer service. To implement our plans we require a [loan / investment] totaling $[x] for the following purposes:
We anticipate additional investment requirements of $[x] and $[x] in [x] [months / years] and [x] [months / years] to allow us to increase production capacities to meet market demand. Management Team Our management team consists of [x] men and women whose backgrounds consist of [x] years of marketing with [list company names], and [x] years of corporate development with [list company names].
Our management team also includes [x] men and women with [x] years of engineering and design with [company], a chief financial officer with [x] years of accounting, administrative, merger and acquisition, banking experience with [company]. In-House Management
Outside Management Support [hourly / project basis]
Additionally, our outside management advisors provide tremendous support for management decisions and creativity.
Product Strategy Current Product [Company] currently offers [x] products: [List products and resources]. [x], our principal product, consists of [x]. Overall our existing product line is [give status: introductory, growth, maturity or growth stage]. Our product technology consists of [x].
Research and Development In response to demonstrated needs of our market, new [products / services] are being developed to include [x], [x], and [x]. These new [products / services] are especially useful to [describe prospective customers] who can now easily [x]. Launches are planned for [month], 19[xx] and [month], 19[xx].
In addition to our existing products / services we have developed / plan to introduce [x] follow-on products / services, (product) is a [x] and is especially useful to [x] (prospective customers) who can now easily [x]. Other product / services include [x].
Production and Delivery The key factors in our [production or service] delivery include [x]. Our current [product or service] is produced at [location or by x supplier]. Because of [x], our future facility will need to [expand / move / etc.]. Our biggest advantage is [x]. Market Analysis-Market Definition The [x] market is growing rapidly. The market for these products amounted to $[x] million in 19[xx]–representing a [x]% growth over $[x] million in 19[xx]. According to the [research firm / industry report / trade journal], the overall market for the [x] industry [worldwide / nationwide / in this region] is projected to be $[x] [billion / million] by the end of 19[xx]. The area of biggest growth in the [x] market is in the area of "[x]" Currently, the market distribution is shared by [x] participants, with [top competitor] considered the market leader. In the next [x] to [x] years it is estimated that there will be more than [x] [thousand / million] of [product]s distributed by [Company]. The market potential for [product] in these quantities – with a current retail price of $[x] per unit – is approximately $[x] [thousand / million]. This translates to [Company]'s market share of [x]% of the overall market by 19[xx]. Customer Profile [Company]'s target market includes [types of customers]. The typical customer of our products is someone who is in the [x] field, and who currently uses [product] for [give application / purpose]. A partial list of [actual] customers includes:
[x] Competition Companies that compete in this market are [Competitor 1], [Competitor 2] and [Competitor 3]. All companies charge competitive prices: [list examples and range of prices]. Key factors of [list top factors] have resulted in the present competitive position in the industry. Compared to competitive products (or the closest product available today) our (product/service) can/will [x]. The ability to [x] is a capability unique to (Company)'s products/services. Our strategy for meeting/dominating the competition is [lower price, bigger / better, -- your unique selling proposition]. Risk Factors The top business risks that [Company] faces as it begins to [enter / expand in] the [x] market are: An environmental risk that may cause some concern is [top environmental risk]. Marketing Plan Responses from customers indicate that our [product / service] is enjoying an excellent reputation and we fully intend to continue this trend. Inquiries from prospective customers suggest that there is considerable demand for it. Relationships with leading OEMs (Original Equipment Mfgs.), retailers, Fortune 500/1,000 companies, major accounts, manufacturers and distributors substantiate the fitness of [Company] for considerable growth and accomplishment in our industry / area. [Company]'s marketing strategy is to aggressively enhance, promote and support the fact that our products [list your unique features, benefits, established market position / presence]. Sales Strategy Because of [product]'s special market characteristics], [seasonal / geographic / etc., as mentioned in your Market Analysis section], our sales strategy includes [x] Distribution Channels [Company]'s marketing strategy incorporates plans to sell our [product] through several channels. The determining factors in choosing these channels are [x]. Our mix of distribution channels will give us the advantages of [list advantages] over our competition. A partial list of [Company]'s major current [distributors / retailers] includes: [x], [x] and [x].
Advertising and Promotion Our advertising and promotion strategy is to position [Company] as the leading [manufacturer / service provider / distributor] in the market. We will utilize the following media and methods to drive our message home to our customers: For the next [x] [months / years], advertising and promotion will require $[x]. On an ongoing basis we will budget our advertising investment as [x]% of total sales.
Public Relations During 19[xx], [Company] will focus on the following publicity strategies: We will track, wherever possible, the incremental revenue generated from our advertising, promotion and publicity efforts. We anticipate at least $[x] of sales will be generated directly from our promotions, and possibly an additional $[x] of indirect increase in sales through our various channels. Financial Plan Exit / Payback The attached financial projections indicate that the exit of [investor] will be achievable in [x] years. The exit settlement will be in the form of [x]. The increase in profits generated by [x] will allow us to have the funds to repay the loan in [x month / years].
Conclusion [Company] enjoys an established track-record of excellent [support / service] for our customers. Their expressions of satisfaction and encouragement are numerous, and we intend to continue our advances and growth in the [x] marketplace with more unique and effective [product or service]. ============================================================================================== Positioning Writing You can get prepared for your VC process by learning what types of questions venture capitalists will ask, what intrigues them, their motives for asking specific questions, and what they want to hear. Evans Associates research and development department
has completed an extensive study on this topic, and has
developed a targeted list of questions VCs typically ask.
Venture Capitalists are not untouchable people, but they are very busy. Telephone conversations should be friendly, but succinct and to the point. Many times the venture capitalist will require a review of your business plan before talking with you. Be willing to send your plan in advance of any conversation, and follow up on the stated date and time mentioned in your cover letter. There are many sources for venture capital and you as
the entrepreneur should be willing to solicit several
firms. The initial response time is usually several
weeks, with the entire deal taking several months. PROFESSIONAL TIP Do not Call VC MANAGERS! Business Plan - a detailed document of the company
including: business strategy, marketing plan, financial
document, competitive analysis. Marketing Material - any
document that directly or indirectly relates to the sales
of your product/service. Stay focused on your business plan. Meetings can sometimes last several hours and you may become talkative. Avoid mentioning any grandiose plans you may have for the future. Also, do not mention any products that were not
covered in the business plan. Such conversation could
present you as a dreamer, or someone who is trying to run
before learning how to walk.
Please Send a Copy of your current Funding Request with you payment of $2,499 for 50 Page Professional funding request to: Mervin Evans Post Office Box 71351 Los Angeles CA 90071 ****************************************************************************** NEWS RESOURCES ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]()
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