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Drafting winning business
proposals is not a fine art; winning business proposals are crafted based upon
an understanding of who is going to be reading it, the subject matter covered
and the solution sets the business proposal intends to commend for
adoption. Most business proposals are formulated for the purpose of
obtaining investment capital, so we will focus our discussion on the steps
involved and if you aren't comfortable risking everything on your own quill,
then you can call Rainmaker and we'll help you create one that meets your needs
and requirements.
The key steps in creating a capital
funding plan proposal are:
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Create an outline of the
topics. If you are seeking investment for a commercial real estate
project then you need to consider a whole host of issues. If this
seems daunting, you can download a memo RMC has prepared on this subject to
help you get started. Click here for a copy of this document in
PDF format.
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Create your prep list of
"to-do" items that support the business proposal such as:
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Order the Market
Feasibility Study.
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Order the Pro Forma
Financial Presentation.
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Order the
Environmental Study.
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Order the Site Plan
& Development Plat.
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Order the Soil
Hydrology Tests.
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Order the Specimen
Title Policy & Exceptions.
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Complete the Business
Plan of Operations.
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Order the Employment
Contracts for Key Manager & Officers.
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Order the
Pre-Construction Phase Design/Build Services Agreement.
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Order the
Entitlements Review for Investment Incentives.
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Create the Graphic
Exhibits.
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Assign the prep list to
your partners to help complete. You only have one shot at getting this
done right. You cannot afford to turn out a poor document simply
because you chose to micro-manage the transaction. Every set of eyes
you put on your document before you send it out will only make your
transaction better. The goal is to have your plan succeed; be humble
and carefully consider every qualified opinion and weigh it in terms of how
it furthers the central goal of the plan - unconditional investor acceptance.
If you feel like you are still adrift when it comes to creating the
document, click here and take a look at a sample document for a fictitious
company - HIF Development, LLC that provides a capital funding plan proposal the
principals can utilize for the purposes of commencing the capital funding
solicitation cycle for a fictitious $82.5 million total financing. The
proposed financing includes a total of five (5) capital funding plan elements
that serve to provide the pre-construction
phase financing and construction
phase financing for the proposed project. The program doesn't end
with the due diligence. Far from it. Now developers can access a
very cost-efficient commercial
real estate syndication program designed to provide project equity financing
as early as the pre-construction phase. These syndications are for
fractional (tenants-in-common) real estate ownership interests. the
minimum syndication is for $2.5 million. Each new syndication at the
pre-construction level or construction level is for a 90-day initial marketing
period. |
