The Ritz Group provides a modular suite of services to "take" companies Private
CAPITAL SERVICES are based on the exclusive new private equity model called the CAPITAL DRILL The Capital Drill simplifies and de-mystifies today's complex private equity methodology used to set up and evaluate early stage shareholder companies.
The Capital Drill provides 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)
Capital Services provide a roadmap to negotiate terms and monitor investor returns quarterly. We have made great strides to make this affordable to bootstrapped entrepreneurs, but also scholarships by potential investors, as a part of their due diligence before making larger seed round investments.
Each of the Capital Services is tailored to the Client needs. The two types of Capital Audit 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.
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.
The Scholarship Program is the vehicle we use to perform the Capital Audit Program/s 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.
Fractional CISO Program
The Fractional CISO Program is a vital fractional Service Offering to create and manage Shareholder interests for private equity companies. Fractional Chief Investment and Shareholder Officers (CISO) ensure the capital "pot" is correct for past commitments and all down rounds. In addition, they provide the lead for syndication with Angels who want to just write a check when someone has "de-risk" the investment and is managing their interests through exit. We will screen, train and qualify CISO’s to be deployed on a fee-based client contract. Each CISO will manage 4 to 5 clients. (more)