Information Memorandum and Prospectus Writing

An expert will determine the appropriate level and nature of documentation for customers seeking investor funding with consideration given to the level of funding sought, strengths of the offer to investors and most importantly, legal ASIC requirements.

The most common types of investor documentation include;

• Information Memorandums
• Offer information statements
• Prospectus

Testimonials

Peak Performance

I'd just like to provide some feedback and a testimonial for your business, InvesorFunding.com.au. After weighing up the pros and cons of writing a formal IM myself, I am very glad I left it to the experts. My main challenge is availability of time, and your team has provided me with a solid IM that I can use both internally in my company ensuring we're on track, and also externally to potential investors.

The Consultant has been outstanding throughout the process. Her knowledge, understanding, questioning
strategy, documentation and overall approach is fantastic. It is like she has a sixth sense, as she presents complex concepts in a refreshing and easy-to-understand manner. Many of the questions she asked have given me clarity in certain areas of my business, and solid strategic direction.

I have already referred many clients, colleagues and business partners to InvestorFunding.com.au and look
forward to working together on my next project.

Many thanks and warm regards,
Matt Olaes
Founder, Director
Peak Performance Group International P/L
Web: www.ppgi.com.au - Exceptional results for you and your business

Oodles

I attended a work shop that InvestorFunding.com.au were involved in and received a copy of their IM template.
My approach to writing the IM was to do a complete brain dump into the IM template, covering all things from my perspective.

Then I sent the brain dump to InvestorFunding.com.au arranged a meeting with Nigel and basically he translated my brain dump into plainer language resulting in a professional IM written in the third person. The final version is much less technical and much easier read than my brain dump version.

What was also very usefull were the XL formulas that Nigel put together for sales and expenses and forecasts. I could just alter the number, update the graphs and paste into the IM, without needed to refer to Nigel.
Given this was the first proper IM that i have arranged, I think the process i went through was pretty painless, quick and cost effective to boot.
Steve Sherlock
Co-founder

www.Oodles.com - Free service for frequent travelers to easily compare, book and save on rental cars.

Treehouse Secrets

Thank you -To date this is by far the wisest investment I've made. You took my complex Business Plan that I had produced, and reworked it into an easy to understand, attractive sales document that I am so proud of. You tapped into every key issue that I wanted to present and I believe with the Information Memorandum that you produced for me I will have no problems locking in investors. My sincere thanks for making this an enjoyable experience, producing a brilliant document, giving my dream a real chance and the satisfaction of value for money(a rare thing in these modern times).

Sincerely
Tracey Smythe

Imagineer
www.treehousesecrets.com - Children entertainment complex

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