For some reason entrepreneurs are expected to use a lawyer for legal issues, an accountant for accounting issues but - when it comes to raising capital, they are expected to be omnipotent. There is a process to raising venture capital successfully and, while NBI cannot guarantee the ultimate success of a capital raise, it can increase the likelihood for a successful raise. NBI can provide the following services:

Capital Raising Strategy
Venture capital is not always the best solution to a company's capital needs. NBI clients have turned down venture capital term sheets and prospered, raised grant financing and found innovative ways to fund their business. NBI will help you assess the most appropriate financing strategy for your company and its best estimate on the likelihood of success.

Business Plan
In some cases you may be able to raise financing without a business plan but you will not get your best valuation without one. Institutional investors who receive hundreds of plans a year will require a professional plan to even get past their analysts. NBI will help you develop a fundable plan in a format that a potential investor will expect and that addresses their investing criteria. The plan will also include GAAP-based projected financial statements created with justifiable assumptions.

Initial Investor Communications
Your initial communication to a potential investor is not likely to be your business plan. It will be a cover letter, executive summary, a voice mail you leave or your "elevator speech" at a business event. These initial communication tools are often overlooked yet have the ability to make a lasting bad first impression. NBI will advise you on how to create awareness and interest in preparing these initial communications.

Investor Recruitment
It is unlikely that investors will change their investing criteria to fit your deal. Therefore, it is imperative that appropriate investors are targeted. NBI will help identify an initial pool of investor candidates, determine if their investor profile, portfolio, fund life cycle, desired deal size and other criteria fit your deal, and will manage the time consuming communication process with minimal disruption to you and your staff.

Investor Pitch
You will likely have several opportunities to make your pitch to a potential investor: your executive summary, business plan, your first qualifying phone call, your initial presentation and the committee presentation. It is unlikely you will get a second chance if you do not execute any one of these properly. NBI Advisors will help you prepare your various pitches and critique them from an investor's perspective to ensure you are prepared each step of the process.

Due Diligence
"Done Deals" can become undone during the due diligence stage. Non-standard financial reporting practices, poor intellectual property management, unreported liabilities, mismanaged pipeline forecasting, - there are a myriad of red flags that can kill a deal prior to closing. NBI Advisors knows these types of red flags and can advise you on corrective action before the start of the due diligence stage. NBI Advisors will work with your lawyers, accountants, auditors (if any), analysts, and others to enable you to successfully complete the due diligence stage without any last minute, deal killing surprises.

Closing
The closing of a large investment requires timely management of high priced lawyers, accountants, analysts and others following a tightly controlled critical path to ensure a cost effective closing and a process that does not lag and leave you open to unforeseen negative events. NBI Advisors can advise you during this process by developing a critical path to closing that will ensure that all necessary activities are executed in a priority order that will lead to a timely and successful close.

Post-Closing
Little consideration is often given to the post-closing planning requirements of receiving venture capital. It is possible that you will convert to a different corporate entity creating personal tax consequences. It is likely that you will have to appoint one or more directors to your newly formed Board and Committees. You will have to develop new policies and procedures to comply with your stock offering. NBI will help you anticipate and execute these time consuming tasks so that you can focus on executing your business plan.

NBI ADVISORS10725 SHEPPARDS WAY DRSUITE 200GLEN ALLENVA23060804-756-7372

SECURITIES OFFERED BY:
Waterford Investor Services, Inc.
(member FINRA/SIPC)
Home office: 1201 S. Highland Ave. #2
Clearwater, Fl. 33756
(727) 441-1616