Getting Ready to Present & Pitch Your Company

Whether your company is a start-up, early-stage development or emerging growth, we know you have toiled hard to create your business and want to fund its growth and expansion.

Money is tight, but when your company is presented properly to the right investment sources, funds are attainable. And yes, funding is difficult right now. Yet, investors of all kinds are overwhelmed with 'pitches and asks' from countless entrepreneurs and organizations with great ideas. They are easily put off by wrong or conflicting information in the process. When this happens, they're likely to move on to the next opportunity and pass on yours.

Jazz Ventures, LLC helps evaluate your work so you an position your company and your team properly to those investment resources you decide to pitch to. After getting to know you and understanding your goals, we'll do a detailed review of your documents and materials. We provide feedback, suggestions, and questions typical funders want to know in advance of approaching them. We help you hone, and prepare your message based on investor expectations. Whether it's a funding source we can help introduce you to or those that you are seeking and speaking with on your own, the objective is for you to be as prepared as possible.

We understand how investors think and the questions they ask. Our goal is to make clients as viable and prepared as possible so you present in a clear and concise way.

While our focus in the past has been working with companies in healthcare, life sciences, new technologies, manufacturing, and environmentally focused opportunities — we remain industry agnostic.

Services

We identify, coach and consult with companies that are seeking investment, which can come from debt or equity sources — or even grant programs. Some of our services:

Investor Planning / Prep
Strategic Planning
Market Introduction Planning
Team Assessment and Preparation
Creating concise and consistent documents with must haves for investors to start making decisions.
Strategic Marketing
Business Plan Consulting
Execution and Management (if your team is lacking a discipline, we have Fractional Sources to come alongside.
Listing of external professional team (accountants, attorneys)
Summary of financial projections with assumptions; valuation with assumptions; cap table, use of proceeds.
Revenue projections (with detailed versions available for subsequent discussions)
A sales/marketing/distribution/competitive overview
Due Diligence readiness
Exit plan (and rationale for exit strategy options)

As with any consulting company in the business of assisting companies seeking capital, preparation is important. While we think our advisory services are strong, there is never a guarantee your company (or any company in today's capital markets) you will be successful raising funds. Raising funds is not inexpensive -- during your capital raising process, you will spend money on accountants, attorneys, software, travel and fees for pitch events. Jazz Ventures will not automatically present you to funding sources. As a reminder, we are not broker/dealers and cannot offer those services. If you are in need of working with an investment bank, we have a network we can introduce you to. IMPORTANT: We do not require exclusivity and highly recommend you continue with all your networking to seek capital sources and never bypass bona-fide offers or discussions because you think another source is nearing the delivery of a term sheet. Until funds are in your account, you should always consider all options. And there are many scams around the world seeking to "help you by investing in your company". Do thorough background checks on these sources.