Client Services
Research
Capital investors require detailed information of markets, industries, and business entities when determining if and when to make investment decisions. However having access to information is not enough. SVG provides our investors with the resources to parse data, provide corporate advisory, conduct equity research, and provide the results in concise investment project reports.
Investor Relations
Matching private equity investors with new and expanding business entities is a process that requires a personal touch. SVG provides the personal touch so that all of our clients can feel confident with the managed risks and the business projects.
Comprehensive Analysis
- Financial Statement
- Business Proposal
- Investment Risk
- Investment Recommendation
Due Diligence
Venture Capital firms risk substantial amounts of money when they invest in IPOs or expanding business entities. Consequently VC firms require an extensive amount of information when deciding to make an investment. Depending on the type of business and other market factors VC investors may require additional information. While this process may seem invasive to business entities, which often bear the expense of providing the information, the ability to obtain financing which would otherwise be unattainable more than compensates for any inconvenience.
1. Corporate Documents:
- Articles of Incorporation
- Bylaws and operating agreements
- Shareholder agreements
- Minutes of Board of Directors and Shareholder meetings
- All documents furnished to shareholders and directors
- Certificates from all states and jurisdictions where the company does business
2. Previous Securities Issuance:
- Copies of stock certificates, warrants and option agreements
- Complete Stockholder contact information
- Number of outstanding shares, dates of issuance, and percent ownership
- All outstanding preferred stock, including covenants
- All outstanding options, warrants or convertible securities
- Employee stock benefit programs; stock options, stock purchases or others
3. Financial Information
- Audited financial statements since inception
- Income statements, balance sheets, cash flow statements
- Records of all changes in equity position
- Accounting methods and practices
- Company prepared monthly or quarterly statements
- A three year budget and financial projections
- A complete and current business plan
- Accounts receivable aging and accounts payable aging
- Product or service pricing plans and policies
- Revenue and gross margins by product or service
- Extraordinary income or expense details
- Explanation of any material write-downs or write-offs
- A summary of all bad debt experiences
- Details of any outstanding contingent liabilities
- Accountant report on the company's financial condition
