Information Memorandum and Financial Modeling Counseling

Information Memorandum and Financial Models are very crucial documents in any business that seeks to have robust financials. Investors and other users will always want to have a look at these documents when making their financial decisions.

Are you going to an investment or financial meeting? Do not walk in empty-handed or with an Information Memorandum (IM) document that has not been well prepared. After delivering a juicy pitch to your investors, they will want to see your IM before you step out of the door. You may also need a Financial Model to show them how well prepared you are to handle your expenses against earnings.

Know your documents

In a nutshell, an Information Memorandum (IM) is a business plan. It is a document that outlines the projections, analysis, and explanations of the crucial opportunities and aspects of your investment. While pitching your ideas, you probably used some visual cues to avoid lengthy elaborations that would have bored the investors to tears. So after your presentations, the IM will go into meatier explanations of your ideas to convince the investors.

On the other hand, a financial model summarizes the earnings and expenses of your business in the form of a spreadsheet. An efficient and effective financial modeling will help your business to see the future and achieve its goals. It ensures high accuracy in the numeric variables.

As a business owner, you want to know the value of your business, assess your competitors, decide on budgets, allocate resources, or analyze how a possible future event can affect your company’s stock performance. Such tasks may be daunting since you need to get it right at the first step. That is where our Financial Modeling Counseling comes to your aid. Unlike our competitors, we will walk with you through the modeling process to ensure your decisions are OKAY.

Simplicity is genius

In our Information Memorandum and Financial Modeling Counseling, we usually advise our clients to keep things simple. These documents should be free from heavy jargon to ensure the different users find it easy to understand. A favorable outcome is possible only when they are both flexible and adaptable throughout the business project.

When preparing Information Memorandum, think about how the investors are going to use it. Are they going to read it from cover to cover while sipping from their glass of wine? No way. They will use the IM when they need to quote some information, when a question pops up in their mind, or when they need to jog their memory about an idea you touched on during the pitching.

Let us walk with you

At Joorney, our Information Memorandum and Financial Modeling Counseling will help you prepare documents that are accurate and captures all information without having to be too lengthy and drawn out. Users will quickly scan through them and get to the exact answer to any question covered. Do you want sentences that will punch home facts after facts? We have you covered.