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Investor Pitch Deck / Pro Forma

Hello, I run a boutique capital advisory firm that focuses on advising small businesses on raising capital, and we also invest in early stage companies. Creating business plans, pro forma financials, and investor presentations are what we do on a daily basis. In fact, I probably have most of what you need built already - I'd just need to customize it for your application. I take the approach that design, functionality, and content must work together for the benefit of the intended audience (whether the audience is just you, your partners, or potential investors).

1. After we receive the information and guidelines from you, we will digest it and develop an outline that flows best for your audience - we will view it as if we were part of that audience.
2. Draft Approval - We will present this outline to you for your approval and adjust as necessary.
3. Once you approve the outline, we'll develop the necessary graphics including tables, graphs, and charts.
4. We'll review with you once again, and make whatever changes you need. The polished product can be in your hands by the time you require.

Workflow
We prefer to work in the cloud behind enterprise class security in Google Slides. This allows my team to interact with you in real time across devices. You will be able to make comments and assignments on the fly as we're developing it. We've found that this sort of interaction helps accelerate project development. After all, it's all about communication.

Compliance
I am a Master of Business Administration (MBA) in Finance and a Certified Private Equity Professional. In my career I've worked with demanding compliance teams. My team can work with you to develop the correct disclosures and make sure your presentation is in compliance with regulation and your organization's policies.

Presentation
You probably have a great team of presenters with deep knowledge of your subject. However, if you would like, I can join your presenting team via video conference. I'm a skilled presenter. Whether your intent is to educate, persuade, and/or entertain, my team and I can help you drive your message home.

We are just getting started here on Guru, and so I can be flexible on my rate. My intent is to surpass your expectations so that you leave us glowing reviews. Please check out our website.

Do you have time to jump on a call later this week? You can either call me at your convenience, suggest a couple of times that work for you, or go ahead and book us a time to chat at http://call.kirkand.co.

Best,
Kendrick Kirk
865.685.5049
www.KirkAnd.Co

Skills & Expertise

Compliance ConsultingContent WritingCreativeFinancial AnalysisGraphic DesignInvestment BankingInvestor ManagementPitch DeckPitch LettersPresentationsRaising Equity CapitalSoftware DevelopmentVideos

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