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Private equity financial consultant

 

Private equity financing and enterprise development path

 

 
Help newly established enterprises, enterprises at growth stage and expansion stage to gain growth capital; help enterprises to make strategic development plan and build optimal capital structure.
Provide the enterprises with professional consultation service in the financial and law aspect, and reconstruct the financial system, property right structure and management system according with modern enterprise system.
Help customers to carry out equity financing by applying broad enterprise resources, network of investors and financial market resources through optimal financing channels and financing methods, and facilitate business negotiations between enterprises and investors.
Provide the enterprises with industry research to carry out investment feasibility study and evaluation of value.
 
Project screening and contract signing
 
 
Project screening and contract signing
1 screening→2 contact→3 financing suggestion letter→4 signing the contrac→5 basic due diligence investigation
Business plan
1 design project scheme and schedule
2 design project scheme and schedule
3 collecting materials of enterprises(teams, shareholding structure, technique level, business mode)
4 finance analysis
5 Enterprise evaluation (PE, DCF) and design financing scheme
Financing docking
1 screen matching investors
2 send business plan
3 representative enterprises dock with the investors
4 entrepreneurs and investors meet with each other
5 help enterprises to check and review Term Sheet and negotiate the trade outlines
6 assist Due Diligence Investigation
7 supervise investment agreements and investment in place
 

Due diligence investigation

Due diligence investigation on target enterprises should be carried out in many aspects. Except the target companies themselves, local government of the target companies (such as the industry development environment and government evaluation), registration authorities (industry and commerce registration, land and property registration, tax, ect.), suppliers, customers, local financial institutions, and staff of companies all can be the investigation channels.
 
  

 

Business plan

 

 

 Business plan is a written document showing the current state of the company and project as well as developing potential in the future for the investors and cooperators, edited by companies, enterprises, or project units aimed at financing and capital raising and other targets, based on the scientific survey, analysis, collecting and clearing up relevant documents, according to certain form and content with requirements in detail.
 

Aim of writing the business plan: direct aim of writing the business plan is to search for strategic partners and risk investment funds, and the length of the plan shouldn’t be too fussy or too simple. Generally speaking, the bigger the scale of the project, the longer the plan will be; if the business is singular, it can be a little bit simple. The characteristics of a good business plan include the contents below: pay attention to the product, dare to compete, fully investigate the market, forceful document descriptions, indicative action policies, excellent teams, good finance forecast, and wonderful summary schedule.

Function of business plan: a good business plan is a key step to gain loan and investment. As for how to attract investors, especially risk investors to participate the investment project, a business plan of high quality and with rich content will help the investors to better and more quickly understand the investment project, make the investors confident and enthusiastic, urge the investors to participate this project, and finally help to raise money for the project. Business plan is a stepping-stone for competing for risk investment. And investors will receive many business plans everyday, of which the quality and professionalism are the key points of the investment. In the beginning when enterprises endeavor to gain risk investment, they should put making business plan as the top priority.
 
Main content of the business plan we made is as below:
Chapter 1: summary of plan; abstract is the ‘crest’ of the whole business plan, the most highly generalization of the whole plan. To certain degree, whether the investors care about your project mainly depends on the abstract part. In another word, a good abstract is indispensible for investment.
Chapter 2: introduction of project; mainly to introduce basic information of the project, main facilities and equipments of the enterprise, basic information of manufacturing technique, basic information of productivity and production rate, quality control, inventory management, after-sales service, research and development, etc.
Chapter 3: market analysis: mainly to introduce the market situation of the products or the service, include: basic information of the target market, developing trend of the future market, market size, purchasing power of target customers.
Chapter 4: analysis of the industry; mainly to introduce the basic information of the industry which the enterprise belongs to, the position of the enterprise in the whole industry, comparative analysis of the same type of enterprises, SWOT analysis, and show the core competitive advantages of the enterprise.
Chapter 5: marketing; mainly to introduce development goals of the enterprise, developing strategy, developing plan, implementing steps, overall marketing strategy and analysis of the risk elements.
Chapter 6: management team; mainly to introduce the management concept, management structure, management ways, basic information of main managing staffs, basic information of the consultation teams, arrangement of the staff and salary standard.
Chapter 7: financial analysis; mainly to make business income estimation and cost estimation for the future 5 years; calculate and make sales estimate sheet, cost estimate sheet, statement of profit and loss and statement of cash flow; calculate the Break-Even Point, the payback period and return on investment. Chapter 8: capital demand; mainly to introduce the amount of capital applied for, ways of application and detailed planning.
Chapter 9: quit of capital; mainly to show the investors how to take back the investment, when to take back and how much the return on investment, etc.
Chapter 10: risk analysis; mainly to introduce various kinds of risks that may be brought by this project and the measures to counter the risks accordingly in detail.
Chapter 11: conclusion: conclusion on the whole business plan.
Chapter 12; attachments: the attachments are the supplement for the body part. As the length of the body party is limited, some contents are unable to be described too much. Those content not enough or need reference documents should be put in the attachment part to be referred to by the readers.

We adopt investment analysis and appraisal tools accorded with national standards to plan, package, investigate, analyze and compile your investment project in a standardized way, which is highly feasible with targeted aim for the investors at home and abroad.
To keep the latest internationalized copy continuously, analyze with certain emphasis according to different industries, and gather several top experts in the field to create the business plan. The success rate in the submitting step of the business plan ranks the top in the same industry.
Experience in planning and packaging of investment projects and financing projects is rich and is of quite strong expertise and international business standards.

Financial consultant

Excellent financial consultant is helpful for maximization of the value of company’s private financing.
 

 

 
Investment decision time span of private equity fund
 

 

Investment consultant

Assist clients to search for new development opportunities in the industry from the perspective of industrial structure, make strategic plan and operation plan, and reduce overall risk of returns and cost based on truly, overall, and clearly mastering the characteristics and development state of the industry.