Transforming Portfolio Analytics and Business Intelligence with key capabilities in investment insight and Sustainability
Strategem Finance syndicates private equity and direct lending with credit, asset, income-based, receivables, and inventory lending for maximum effectiveness. On the private equity side we partner with growing firms to provide consultation, deep insight, structuring, and private placements for M&A, Growth Initiatives, Strategic Alignments, and Public Private Partnerships, and ESG Initiatives. We provide direct funding for PP&E, Growth Planning, Working Capital, Short term, inventory, and emergency 24-hour funding.
Strategem Insight Provides deep decision-making insight for sustainable growth planning, helping enterprises answer the most important questions on strategy development and implementation for the continued viability of the firm’s growth and competitive advantage in the market:
Structuring and Negotiation. As consultants we facilitate the private placement process from beginning to end. Our services include structuring transactions, preparing a summary of terms, writing the private placement memorandum, developing a marketing strategy, contacting investors to market the financing, negotiating final terms, expediting documentation and closing the transaction, and serving as interim CFO if needed.
Avoiding Inadequate Capitalization Raising capital can significantly improve the chance of a successful business or product launch. However, in corporate law, “capitalization” is a corporation’s funding, and every corporation must be adequately capitalized at the time of formation and on an ongoing basis. Under legal standards, not just any capitalization will do: all corporations must be “adequately” capitalized to avoid piercing the corporate veil. A corporation may be capitalized through an initial investment of cash and other assets. Other forms of capitalization include liability insurance coverage, debt, and equity. Historically 80 % of businesses fail due to insufficient initial and ongoing capitalization. Raising sufficient initial capital for all operations, SG&A, IT, marketing, and investment, is extremely important. Determining the correct amount to raise mean also considering how much is needed to reinvest back into the business for continued sustainable growth. The difference between success and failure depends on this very factor. We conduct a thorough analysis to determine your unique needs and design cost cutting, asset optimization strategies to minimize the cost of capital.
Investor Relations.
Under SEC Regulation D, raising capital requires specific documentation designed to accommodate the need of potential investors to adequately analyze the risks inherent in the offering. Every Private Placement Memorandum (“PPM”) prepared by Millennium Management is custom drafted to meet the SEC’s highest specification for Regulation D disclosure on Form 1A. We develop documentation under 504, 506 and other programs for “C” corporations, LLC’s, LP’s using a combination of equity and debt offerings that follow the capital structure designed for your unique enterprise. Our PPM reflects the company’s business, industry Strengths, Weaknesses, Opportunities, Threats, and Risks. Our Private Placement Memorandum include all the primary documentation needed to raise capital and discloses all necessary offering data to investors.
DOCUMENTATION FOR PRIVATE PLACEMENTS UNDER SEC REGULATION D
Price $2500.00 USD. Includes all of the documentation, items and services listed above. Satisfaction guaranteed. For more information contact customer service: customer-services@www.mmixl.com
Related Services
Capital Planning
Capital planning is the essential task of determining how a business will afford to achieve its strategic goals and objectives through investments in assets, IP, and Human Capital. Usually, a company creates a Financial Plan immediately after the vision and objectives have been set. The Financial Plan describes each of the activities, resources, equipment and materials that are needed to achieve these objectives, as well as the time frames involved. The Capital Plan details the amounts necessary for sustainability, including plow back ratios. Our planning services include:
Creating an accurate Finance and Capital Plan is critical to the success of any organization. It provides the enterprise with rigor by confirming that the objectives set are achievable from a financial perspective. It also helps the CEO to set financial targets for the organization, and reward staff for meeting objectives within the budget set.
Our finance capital planning service involves three categories: 1. The strategic role of financial management, 2. Objectives of financial management, and 3. The planning cycle. The financial plan includes four primary financial statements (balance sheet, income statement, cash flow statement, and statement of owners’ equity) that are created within a business plan. We create financial statements, forecasts, models, and plans including annual, 3 years, and five-year projections of income and expenses for your company, division or department. Your finance plan is an estimation of cash needs, a decision on how to raise the cash, such as through activities like sales and marketing, borrowing or issuing additional shares in a company. While a financial plan refers to estimating future income, expenses and assets, the finance plan refers to the means by which cash and capital investment will be acquired to cover operating expenses, for instance through earning, borrowing or using saved cash.
BUSINESS PLANNING CONSIDERATIONS
We analyze all relevant documentation to develop and implement reliable accurate models with dashboards including the complete accounting system, ensuring consistency between capital and finance Plans, analyze and optimize the cost of capital, review debt collection processes, conduct cost/performance analysis, review internal and external reporting requirement and procedures, establish key performance indicators (KPI’s), and efficiency ratios, capital budgeting requirements, and reference class forecasting. Additional features of our financial plan are used for ratio analysis including:
For more information on Private Placement Documentation and complimentary analysis of Capital needs email us at: info@mmixl.com
We provide excellent business intelligence and data analytics services for increased competitive advantage including risk management, data integration, software design, testing and Implementation, data quality life cycle initiatives, and performance driven management solutions!
Business Intelligence includes the processes, methodologies, infrastructure, and current practices used to transform business data into useful information and support business decision-making and risk management programs. We research the latest developments in enterprise efficiency to keep you on the forefront of best data management practices.
We utilized myriad technologies in data management planning including Oracle, SAP, and IBM databases, Business Warehouse, Excel Pivot Tables, Business Objects Analysis, SQL, Crystal Reports, Business Objects Dashboards, Tableau, SPSS, RapidMiner,
Thank you kindly for your interest in our services we look forward to talking with you!
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