Meet with each client and review the company and the opportunity.
Evaluate business plan to identify strengths and areas for improvement.
Outline a strategy and timetable for reaching targeted.
Investors (including phone calls, conference presentations, face-to-face meetings, and web-conferencing.
Prepare any necessary marketing or sales collateral.
Execute strategy and gather feedback.
Secure funding and address additional rounds if necessary.
Our Team at work for you
Connecting your business to the FUNDING resources you need
Running a business is a full-time job. Unfortunately, so is funding a business. The good news is, iCFO Capital staff can do much of the heavy lifting for you. By performing the most labor intensive aspects of locating investors, we free up our clients to focus only on the most promising leads thereby minimizing the amount of time required to secure funding.
Network: iCFO Capital has an extensive network of trusted capital resources with a wide range of deal parameters.
Conferences: Conferences are held monthly in cities across California Including San Diego, Irvine, Los Angeles, Palm Springs, San Francisco and features a panel of Accredited Investors as well as a wide variety of financial professionals.
Follow-up: Although iCFO cannot endorse any business, we regularly assist in the follow-up process ensuring that no potential connections fall through the cracks and that every client maximizes contacts.
Technology: iCFO Capital is consistently utilizing the latest methodologies for maximizing your reach by implementing a variety of tools including live video streaming, web meetings, database pairing, social networking and more.
Collateral: Business plans, executive summaries, powerpoint presentations, financial modeling, projections, valuations, Presenting your business in a accurate, comprehensive and positive manner is just another one of our specialties.
The premier solution for maximizing exposure to accredited investors
Presentation evaluation/feedback sheets from investor panelists.
Widely distributed email marketing program highlighting conferences and presenters.
Strategic partners include The MZ Group (Investor Relations), Knobbe-Martens (Intellectual Property Law),
Merrimac Securities (Broker-Dealer).
iCFO Capital is now one of the fastest growing Investment Conferences in Southern California. Aggressively growing our network of buyers and capital resources in a growing list of cities.
Presenting companies at iCFO events speak for approximately 15 minutes to a panel of accredited Investors and other pre-screened attendees from our network. Networking time is also scheduled to allow one-on-one conversation time during every event.
