Business Proposals  & Related Services

Drafting winning business proposals is not a fine art; winning business proposals are crafted based upon an understanding of who is going to be reading it, the subject matter covered and the solution sets the business proposal intends to commend for adoption.  Most business proposals are formulated for the purpose of obtaining investment capital, so we will focus our discussion on the steps involved and if you aren't comfortable risking everything on your own quill, then you can call Rainmaker and we'll help you create one that meets your needs and requirements.  More importantly, we provide the consulting support that makes winning business proposals stand out from the pack.

The key steps in creating a capital funding plan proposal are:

• Create an outline of the topics.  If you are seeking investment for a commercial real estate project then you need to consider a whole host of issues.  If this seems daunting, you can download a memo RMC has prepared on this subject to help you get started.  Click here for a copy of this document in PDF format.

• Create your prep list of "to-do" items that support the business proposal such as:

  • Order the Market Feasibility Study.

  • Order the Pro Forma Financial Presentation.

  • Order the Environmental Study.

  • Order the Site Plan & Development Plat.

  • Order the Soil Hydrology Tests.

  • Order the Specimen Title Policy & Exceptions.

  • Complete the Business Plan of Operations.

  • Order the Employment Contracts for Key Manager & Officers.

  • Order the Pre-Construction Phase Design/Build Services Agreement.

  • Order the Entitlements Review for Investment Incentives.

  • Create the Graphic Exhibits.

• Assign the prep list to your partners to help complete.  You only have one shot at getting this done right.  You cannot afford to turn out a poor document simply because you chose to micro-manage the transaction.  Every set of eyes you put on your document before you send it out will only make your transaction better.  The goal is to have your plan succeed; be humble and carefully consider every qualified opinion and weigh it in terms of how it furthers the central goal of the plan - unconditional investor acceptance.

If you feel like you are still adrift when it comes to creating the document, click here and take a look at a sample document for a fictitious company - HIF Development, LLC that provides a capital funding plan proposal the principals can utilize for the purposes of commencing the capital funding solicitation cycle for a fictitious $82.5 million total financing.  The proposed financing includes a total of five (5) capital funding plan elements that serve to provide the pre-construction phase financing and construction phase financing for the proposed project.

The program doesn't end with the due diligence.  Far from it.  Now developers can access a very cost-efficient commercial real estate syndication program designed to provide project equity financing as early as the pre-construction phase.  These syndications are for fractional (tenants-in-common) real estate ownership interests.  the minimum syndication is for $2.5 million.  Each new syndication at the pre-construction level or construction level is for a 90-day initial marketing period.