Falk Rieker, Global Vice President and Global Head of IBU Banking at SAP, highlights the importance for banks to take a more collaborative and proactive…
Saturday, 27 April 2024
Investor Profile Report
Independent Investor Profile Report
The Wealth and Society Research team will prepare an Independent Investor Profile Report that will enable your potential investors to understand your business model better and give them all the information they require to compare your business to that of your peers and industry benchmarks.
The Investor Profile Report involves interviewing a range of people including your founders, your competitors, the investment community and your potential customers. The final deliverables will comprise the following:
Wealth and Society Investor Profile Report is a well researched 6-8 pages report with the following Table of Contents:
Introduction and Basic Introduction and Basic Description of the Business or Product
Market profile We will research our own assessment of the potential market size
Competitor profile We will research our own assessment of the competitors you might be up against and our own assessment on which areas they play in relative to you.
Product profile We look at your product(s) features and write our own performance benchmarks for your product
Business projection analysis We will project your business into the next three years based on the markets
Investor sentiment We will talk to at least two investors on their assessment of your product and document their concerns, so that other investors will be mindful of the different opinions there are about your business idea.
SWOT analysis We finally state our own SWOT analysis based on all the elements above.
Investor recommendation A one paragraph statement that captures your strongest points.
A PowerPoint slide deck version of the above report.
One Wealth and Society Viral Video – containing a short off-the-cuff comment from the founder(s)/leaders of your organization (approx. 1-3 min) and disseminated widely via social media and mobile marketing. Short videos give a visual impact of the persons behind the business and their ideas.
Contact me today:
Eunice Foong efoong@theasianbanker.com
Jerome Ong jong@theasianbanker.com
Andrea Pascual apascual@theasianbanker.com
Le Thi Huong Lan lle@theasianbanker.com
Ashan Abeyratne aabeyratne@theasianbanker.com
Cindy Yu cyu@theasianbanker.com
Sample Videos
Clayton McDonald, head of sales for the global payments division at INTL FCStone, discusses how SWIFT's gpi initiative enables end-to-end tracking, making…
Santosh Tripathy, practice lead for digital payments at SmartStream, shares his understanding of artificial intelligence, its functions, benefits and importance…
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