Going Private

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 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  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 CFO Program

The Fractional CFO Program is a vital fractional Service Offering to create and manage Shareholder interests for private equity companies.   Fractional CFO Services 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 partner with professionals to insure Fractional CFO's are screened, trained and qualify Fractional CFO's  deployed on a fee-based client contract.  Each Fractional CFO  will manage 4 to 5 clients.   (more)


The Perfect Pitch

The PERFECT PITCH Program goal is to develop a standard format for making an investor pitch - verbally or with PowerPoint slides.   Key is the perspective which is... "FOCUS" on what the Investor wants or cares about.   First is to make sure you and your venture is in their wheel house - that is the STAGE of investments they want invest in (Seed, Series A, B etc.) and the Market (Fin-Tech, Wellness, Consumer Goods, etc).   If this is a match with your business proposition then the focus is "What do they want to know".

After reviewing over 1,000 pitches prior and at Shark Attack, the formula is pretty much the same.   They are.....the TEN SLIDE RULE

  1.  Who are you, your work history or qualifications and team.
  2.  What did you See that made you believe you had a better mousetrap?   The Problem?
  3.  What is your Solution?
  4.  Why is this Solution Unique?  Competitive?  Exclusives?  Advantages?
  5.   How do you plan to make money?   Margins?  Profits?
  6.   Progress to Date?  Milestones accomplished?
  7.   What do you Need to hit your next Milestone?
  8.   The Funding Offer? Deal? Return on Investment or  advantages to Investors?
  9.    Next Step Milestone time line?
  10.    Your Contact Information

Now the acid test is to position yourself as an investor and ask yourself what information do you want to know about "this person" and "Venture" that is presenting.

Key if you are presenting is to have a note card with the Ten Questions and simply "present the question to the audience" than then answer it.  This enables the audience to zero in on the topic and each transition.

If a Power-Point the key ONLY TEN Slides and you can use Animation to keep the slides simple.    Heading for each Slide are the 10 Questions.

Pitch Camp is designed to both practice your elevator pitch and also your Investor Pitch.   Most importantly use the 10 topics to listen and review other Entrepreneur Pitches.



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