ANI Case Study
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Investor Strategy Development and Execution Support
THE CHALLENGE
To support the emerging growth of a software solution in its services business, the company needed help identifying individuals and organizations that could invest in its future.
THE SOLUTION
Worked with CEO and CLO to do the following:
Built a business plan and pro forma for the product business
Identified organizations that could aid in process
Validated the product portfolio and roadmap
Identified investment targets
Developed the Pitch Deck
Built an Advisory Board to solicit initial interest and expand network
Created follower-ship from core employees
THE RESULTS
Initial feedback from investors is very strong
Advisory Board team delivered key structure and financing options
Term sheet targets for 1st Quarter