Strategic Capital Funding Action Plan
Free Basic Website
Our Regular Rate:
$5,000 per project
(Note: not all services have an explainer video)
Product Video is loading...
Click the image to learn more.
(Note: some resources may still be in development)
Click to expand and navigate. For a PowerPoint PDF, see the Airtable link below.
(These items may not be available for all services)
Listen to the audio podcast
Watch our playlist
View our PDF brochure
Download our service contract
Additional Linked Documents
Review the bilateral
Confidentiality & Non-disclosure Agreement
Click here (sign-up & login required).
Service: Item -
Is your business looking to expand, launch a new product or service, purchase a building, hire more staff, open a new call centre, or do you have some other plan that requires significant capital investment, and you don't know where to turn first? Perhaps you have a business or project that is in need of third party capital financing, private debt or equity investment, crowdfunding, venture capital, angel investment, strategic partnerships, government grants, or other sources of funding? Let us help point you in the right direction with a proper Strategic Capital Funding Action Plan prepared by our veteran funding specialist.
(be sure to also view the Resources above)
Our corporate financing specialist will consult with you for 30 hours over a 90-day period to help guide you in the steps required to prepare an investment funding package that can be used to help market, promote, and secure financing from amongst the following possible sources:
Debt / Equity Financing / Non-Bank Options
Capital / SBIC's / Investment Banking
Private Equity Placements
Strategic Funding Partners
Government Loans and Grants
Our specialist has 20+ years experience in the field of capital financing and will be able to walk you through the crucial steps to determining and locating feasible funding sources for your business. Benefit from his wealth of knowledge and personal experience to help you navigate the various landmines of business funding, while you present your best case to prospective financers.
The tasks to be performed will include:
Advising you with regard to Determining and Locating Feasible Funding Sources.
Utilizing our area of experienced involvement including our extensive connection to and relationships in the above funding areas.
Educating you on industry-best practices to aid in the achievement of your objectives.
Recommending to you various products, services, and strategies offered by us and other strategic vendors or suppliers, that may help you to successfully execute the suggested fundraising plan.
Creating a project flow timeline in the form of a GANTT Chart or similar tracking system. See our Project Management service page.
Providing a S.W.O.T. analysis to aid in arriving at the proper narrative, Facts & Figures to seek a suitable Funding Source.
Providing a written Strategic Capital Funding Action Plan detailing all of the above.
Based on his recommendations, we have the in-house capability to build all the marketing and multimedia collateral you may require to help you present your proposal in the best ways possible.
2022 Winter Special
Included with this consulting package
Free Basic Website
Special Offer MainBody
This special melts away on the first day of spring so take advantage today before it's packed away with the snow shoes.
March 20, 2022
Note: Not all services can be self-ordered through our online store; such services will be invoiced directly. If ordering just this single service, use the Single Item Quick Order button. If you are ordering more than one service, choose the Online Store for Multi-item Orders button to add items to the shopping cart.
For all credit card payments, a fee of 3% will be included in the Tax line item at checkout to cover our merchant processing costs. Upon request of an invoice, this transaction fee can be avoided by paying directly by e-transfer. Most payments are fulfilled via Square.com. (PayPal or Stripe may also be used for some items.)
See our services tab for more information on other ancillary services you may require.
To request more information on this specific service, and to inform us about your needs so we can prepare a proper quote, please complete the Service Intake Form by clicking on the button below. If requested on the form, we will then prepare and send to you a bilateral Confidentiality & Non-disclosure Agreement binding all disclosing parties from sharing confidential information with third parties. See below for a direct link to that file.
(The upload feature may not work with a VPN enabled.)