Going Private
TURNKEY PROFESSIONAL SERVICES
PROFESSIONAL SERVICES: Turnkey Services recognize that for many entrepreneurs and angels, creating, managing and scaling a NEW startup is not easy - especially if you or your team has never scaled a company through exit before. Therefore, to help both sides, the Ritz Group is pleased to provide a SERIES of free and fee-based consultative services to accelerate specific aspects where companies..."Get Stuck."
Since each company needs are unique, the Services must also be modular and adapt to each client. We have made great strides to make this affordable to bootstrapped entrepreneurs, but also scholarships for stock by potential investors, as a part of their due diligence before making larger seed round investments.
Our FOCUS for 2025 will center around the Capital Drill new "Standard" Financial practice of creating and managing a Private Equity Shareholder Company and our new AI Film tool kit for transforming today's existing Investor Collateral into modern, exciting FILM media to tell the Entrepreneur Capital Raise story.
Fractional CFO Program
It is rare today that an entrepreneur can self-fund their Start-up with debt and reoccurring revenues. For most they need to bring on partners, or stockholders, and offer them ownership shares in the Business.
Therein lies the challenge. Most have never created or managed a Private Shareholder company, nor successfully navigated multiple funding rounds based on company milestone growth achievements to Exit.
Investors are keenly aware of this skill requirement. Worse they know … 9 out of 10 companies STALL because of Cashflow shortages from Revenue shortfalls, excessive product or tech development costs, or they just can’t bring in a Capital raise in a timely fashion to meet the cash void.
When this happens, Investors are stuck “Holding the Bag” unable to EXIT, get a dividend, or get their investment back to redeploy (learn more)
AI Film Turnkey Services
Every entrepreneur raising private equity capital knows the challenge of securing an audience with interested investors. This process begins with compelling promotional materials to get the meeting, as well as supporting collateral to make a strong impression.
The key deliverables in this formal process are the Elevator Pitch and the Pitch Deck. Today, numerous organizations, courses, and practice sessions teach you how to craft the “perfect” version of both. However, we believe that in 2025, we need to do more. This requires two essential ingredients: expertise in creating effective investor collateral and expertise in using the latest AI and film technology to create a more compelling “story” that makes your company stand out from the crowd.
Ritz Group is now offering turnkey services to generate the latest AI-Film version of your existing Elevator Pitch, Pitch Deck, Infomercial, and Podcast. These services are designed to professionally convey your story across a full spectrum of public websites, listing portals, crowdfunding websites, social media, plus direct promotion to qualified investors, angel pools, and venture capitalists. (learn more about pricing)
Let the latest film media promote your message and cause. Let the experts ensure it’s done right and attract your ideal investor. More importantly, let’s get this done expeditiously so you can focus on making your business happen.
Want more.....Check out our AI Film Examples:
Elevator Pitch (1 min) (Click Here)
Infomercial (4 min.) (Click Here)
Pitch Deck (9 min) (Click Here)
Podcast (10 min) (Click Here)
Start Today! Contract for one, or more, of our four AI Film Professional Service Offerings
CAPITAL DRILL: Capital Drill is a new Financial methodology practice that helps companies set-up and manage private equity shareholders, as well as provide investors with as structure to monitor company performance to avoid stalling out or failure to exit. The Practice consists of a formal three step process that can be performed by the internal financial team or the with professional fractional CFO Services trained in the Capital Drill. (Video) The practice uses proprietary modeling techniques to project Investor ROI for each capital raise milestone leading to exit. The Capital Drill simplifies and de-mystifies today's complex private equity methodology used to set-up, valuate and evaluate early stage shareholder companies. (Video)
In 2025, the Capital Drill will provide an online registration service to create and maintain shareholder models used to project investor ROI for each round, but also to project changes based on actual financial reporting. (Learn More)
MENTORING: The Mentoring Program with the Ritz Group starts with the Industry Group Leader (IGL). They are industry oriented and their mission is guide entrepreneurs in the Ritz Group Tools and Programs that meet their industry requirements. Part of this resource guidance is Mentoring by our volunteers or even free and fee-based professionals that can solve problems and provide invaluable clarity to the "Next Steps". (Learn More)
CAPITAL AUDIT: The two types of Capital Audit services are designed for Entrepreneurs who have created their Investor Collateral. The Capital Audit validates the Launch Plan, Financial revenue forecasts, cost of goods and market strategy. The Capital Formation Plan is a full turnkey program to lead the creation of the total Capital Formation Plan to include planning, financials, Capital Modeling and Investor collateral creation.
The Capital Service Audit fees range from $2,500 (Lite) to $5,000 (Regular) and can be paid by the company or investors. The investor Scholarship Program (defined below) enable investors to receive company stock for their Audit expense - before striking terms based on the audit term sheet parameters.
Capital Audit Lite
The goal is....to provide a third-party audit to validate companies "investor-readiness." It is a first step component of due diligence to confirm and de-risk Angel round investments. The Capital Audit Lite for qualifying companies are half-day, non-contiguous, sessions to review the investor collateral, make recommendations, and construct an online 5-year financial model projecting investor terms and returns through an exit.
The Capital Audit
A custom tailored more robust Capital Service offering for Investor Readiness the following four-phase approach to audit a company and take them through the Capital Drill. This is our fee-based service answer to today's "who is in the lead" and who has completed enough "due diligence" to have a terms sheet for others who want to only write checks. The Capital Audit is our answer to creating more Lead Angels.
Capital Formation
A turnkey Professional Services Program for entrepreneurs and small businesses that need a TOTAL Capital Formation Plan to scale their business growth or expansion. Capital Formation Services recognizes the formal Executive Planning Phase, combined with the financial projections and Capital Drill private equity modeling are beyond the skill set and time bandwidth of founders, boards, mentors, legal and financial professionals. Turnkey means that the Capital Formation Team leads the project and assures that all client members are fully engaged. For more information refer to the recent BLOG on Capital Formation.
Scholarship Program
The Scholarship Program is the vehicle we use to perform the Capital Audit Program/s, to include Fractional CxO's, that can be funded by investors before they invest the big money. The Scholarship Program recognizes bootstrapped companies are broke - but have stock as a by-product of the audit. Investors fund the audit and receive stock from the company for the money they invested to perform the audit. The philosophy is in line with the Capital Expo management of Stock - which in start-ups is more available than Cash. Capital Expo helps companies manage STOCK.
Fractional CMO Marketing Program
The Fractional CMO Program is a vital fractional Service Offering to audit or create and manage a companies MARKETING and SALES tactical and strategic direction for private equity companies. Fractional CMO Services are tailored and start with an Interview with each potential Client. It also applies to investors who want to invest or invest and want to shore up the companies Sales and marketing Strategy. The Ritz Group fractional CMO program is managed by Rory Robichaux.