Financial Resources

  • Venture Capital
  • Small Business Investment Companies
  • A/R and Purchase Order Financing
  • Private Investment Firms
  • Securities Underwriters
  • Grants
  • International Financial Strategies

 

Investment Marketing Memorandum

  • Executive Summary
  • Business Description
  • Market Analysis
  • Management Team
  • Financials / Operations

 

Strategic Planning

  • Marketing Objectives
  • Company & Product Positioning
  • Human Resources
  • Strategic Alliances

 

Corporate Valuations

  • Distribution Strength
  • Competitive Analysis
  • Market Share
  • Product Superiority
  • Customer Acceptance & Product Follow-Ons
  • Quick to Market
  • Customer Satisfaction

 

Business Planning

  • Product/Service Description
  • Market Niche & Customers Identified
  • Market Research
  • Threats & Opportunities
  • Key Assumptions
  • Risk Factors

 

 

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Oaktree Ventures, Inc.

1444 Main St.

P.O. Box 487

Ramona, CA 92065

Tel: (760) 788-4357

Fax: (760) 788-4365