Below is a generic
list of documentation which should be available, whether trying to raise
capital or grow your business. A great deal of time and energy can be
saved by developing an organized system for record keeping from the
beginning.
TradeWind Ventures offers many economical services and solutions so early
stage companies can focus on building their business. Additional
information, may be available inThe Toolkit
or on our sister website, www.thestairway.net.
Documentation
One Page Summary
Financials
Executive Summary
Corporate Documentation
Business Plan - Full
Patents/Trademarks/Copyrights/Licenses
List of Investors/Shareholders
Insurance Information
Employee Agreements/Options
Tax Information
List of Assets/Liabilities
Contracts: Customers/Vendors/Suppliers
We also offer:
Preparation
Creation
Evaluation
and Critique
of all documentation. For a more complete list of services and solutions,
contact us at
info@tradewindventures.net.
Due Diligence Workbook
We
create a complete Due Diligence Workbook for our investors to review and
for our clients seeking funding.We also have document templates
available, please contact us, info@tradewindventures.net.
