You may only get one chance with an investor. Make sure it’s your best chance.
WAN's team of experienced professionals will help you create the best financing strategy, review existing materials and help revise them so they captivate and excite investors.
Please watch our
Finance Marketing video to learn more about selling to investors, review our professional consulting services and ePlan presentation solution, and take our On-line Investment Readiness test.
ePlan: Attract investors and standout from the crowd
You give an investor your elevator pitch, they're interested. What's your move? Hand them your ePlan containing your multimedia presentation, business plan and contact information all on a mini-CD that fits in an investor's shirt pocket. Click here to learn more.
WAN Financing Consulting Services: Professional services dedicated to helping you secure investment capital, covering the following areas:
Financing Strategy
WAN will assess your financing needs, past rounds of funding and company stage to create the ideal financing strategy, which includes: the appropriate mix of capital (debt, equity and grants), the best targets and the most effective method and timing for approaching investors. Click here to watch Stages of Financing.
Business Plan Review
WAN will review your business plan from an investor's perspective. We will then help refine your plan so it excites investors and best expresses your vision and strategy. Click here to download a free business plan template.
Executive Summary
WAN will help refine your executive summary so it succinctly communicates the critical points of your business plan to investors, grabbing their attention and asking for more details.
Investor Presentation: Slides
Landed the chance to make a presentation to a group of investors? WAN will help you develop a presentation that keeps investors interested while stepping them through your vision and strategy. Click here to download a free presentation template.
Investor Presentation: Delivery
Before stepping in front of the spotlight, become comfortable with your presentation by holding a practice presentation session with WAN. We will provide real-time feedback , hold a Q&A session, and make sure you are confident and prepared for the real thing.
When you are ready to set up a free consultation appointment regarding WAN's
eServices, please
e-mail us or call (608) 442-7557.
WAN's On-line Investment Readiness Tool: Is your company "investor ready"? Developed for WAN by a national consulting firm, the on-line tool analyzes the business components most important to investors. After completing a convenient on-line survey you will receive feedback and, if necessary, suggestions on how to improve your chances of raising money. To view images of the on-line survey,
click here (clicking will open a new window).
To order WAN's On-line Investment Readiness Tool click here. This link will redirect you to the Wisconsin Technology Council's website, where you can create an account and order on-line. Once your order is placed, WAN will review your information and send a customized link for the on-line tool (please allow two business days to receive customized link).
