We help you raise the capital necessary to implement strategic and corporate development opportunities, enabling you to grow both revenue and profit. As part of our services, we:

• Compile target market research;
• Design and complete a strategic plan;
• Develop and implement corporate expansion plans;
• Implement yearly budgeting processes;
• Create mission and vision statements;
• Develop and form new operating entities;
• Introduce new products;
• Identify and assess personnel; and
• Evaluate technological needs.

Next Level Finance works with your management to develop the required documentation and processes during the capital raising effort. This includes:

• Business Plan Creation

  A business plan is developed that details the product/service offering and the unique attributes that make your company an attractive investment.

• Financial Model Preparation

  A key element of your company’s information is the projection of future revenue and profits. We assist in the development and preparation of a full financial model that highlights your growth expectations. We project defensible revenue increases based on company- and industry-specific drivers, as well as the associated costs.

• Education of the Principals

  We educate you about how to present yourself and your company, its strengths, its challenges and its opportunities in a way that will invite the most desirable investors.

• Identification of New Service Providers, Suppliers and Customers

  During the course of our work, it is most likely that we will discover better ways for you to do your business. We help to create new relationships that enhance and expand your ability to develop products and serve customers.

• Investor List Development

  Concurrent with the preparation of the business plan and financial model, we begin to identify potential investors. A list of potential investors is created that will be targeted for partner review of your business plan.

• Investor Contact

  Upon completion of your documentation, Next Level Finance contacts investors to present the investment opportunity. Information is sent for review by the investor committee. Once an investor has expressed interest, Next Level Finance coordinates face-to-face meetings between your management and the potential investors.

• Investor Presentation

  Next Level Finance works with management to design a 20-30 minute investor presentation that captures the essence of the opportunity from the information in your business plan.