Does anyone have any examples of how to best package the contents of an investment folder or packet that includes a Business Plan and Private Placement Memorandum? The business plan serves it`s purpose, but now we need a little "fluff" to accompany the boring yet necessary numbers. What`s appropriate to include? Or not?
Should it be a flashy cover? Should it contain photos? Should it be serious? I`m really not very sure. I`m afraid that if we take a casual approach, we`ll get a casual response. However if we take a casual response could that actually be better?
Essentially, we are marketing ourselves here and to me it is more important than just about anything in the business plan itself. Essentially we are telling people (friends and family first) that we are building a success here someday soon, and this is their one and only opportunity to have a preffered position as an investor. They`ll have three or four months to respond and then the door shuts quite possibly forever on any level.
We are doing this so that we can at least tell everyone we know friends, family, acquaintances....you were offered an opportunity. That`s not to say that we won`t be there for them as friends and as family, of course. It`s only to say that they won`t be part of the adventure that will soon be.
Then there is the issue of how to best present an offer to a few hundred people.
JE Design Group, LLC
If all you do is what you`ve done, then all you`ll get is what you`ve got.