MEC

Empowerment

Assessment

The Initial Assessment

9. Investment Strategies

Another integral part of the successful company is investment strategies, including everything from investor relations to the promises made to investors and how these promises are fulfilled. In the case of many corporations, especially public offerings, the objectives of the stockholders are the number one priority in the Management's paradigm, whereas in another company, the primary goal may only be serving a single private investor who is more intimately involved with day-to-day affairs. Continued funding is often a necessity, but investors must see strong, convincing strategies to release funds, and are usually only interested in one single thing: returns. MEC understands the investor and can often help a company provide the necessary communications and results required by its investors, if sound investment strategies are implemented which promise obtainable results. In evaluating investment strategies, MEC explores the following topics:

  • Investor promises made
  • Adjustments to promises to be made
  • Brainstorm new revenue streams
  • Brainstorm new profit models with existing resources
  • New business planning solutions
  • New marketing strategies
  • Wisest use of existing assets
  • Wisest focus of current energies and resources
  • Investor reporting and accountability practices
  • Requesting new investment capital from existing investors
  • Approaching new investors
  • Exit strategies
  • Investor communications packages
  • Investor presentations, videos, events
  • Above-and-beyond, unexpected investor benefits

Assessment - Overview

The Initial Assessment

1. The Client Dialogue
2. The Management Dialogue
3. Technology Evaluation
4. The Financials
5. Contracts Review
6. Operations & Profitability
7. Marketing
8. Industry Relations
9. Investment Strategies
10. The Report

Optimization

NEXT: The Report