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Prepare a detailed Executive Summary (ppt) and Teaser (2 page) on a commercial lending fund and Due Diligence Binder.
If you have done this before then what i am saying in should be obvious. This project is not for first timers. I also encourage you to be clear with your bid - it needs to include EVERYTHING.
I needed to make everyone aware that there are THREE sets of deliverables.
a) Executive summary of the Business plan for the Fund
b) One or two page flyer/teaser of the Fund
c) Due Dilligence Binder
Please consider the following in your bid which should substantially reduce your workload.
We have an existing PPM and information on Fund. What we are missing is the financial model, a re-editing of the PPM so it flows and coherently speaks to the investor profile that would be attracted to FUND. We will need you to develop a flowchart for the Fund.
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