USING THE UPPLIFT FOR PROJECT FINANCING
Traditional Project Funding Strategies Do Not Work
Financial experts describing the state of the Financial Markets always use the phrase “Investor Confidence”. No one ever uses the phrase “Borrower Confidence”. This simple truth represents the key to understanding how to obtain the financing that your business requires. Of course, a well drafted, well thought out business idea and business plan are required but to truly ensure initial investor/lender interest to facilitate your funding needs, borrowers need to create “Investor Confidence” by demonstrating that the capital provided is safe. To truly ensure initial investor/lender interest to facilitate your funding needs, borrowers need to create “Investor Confidence” by demonstrating that the capital provided is safe.
Traditionally, posting collateral belonging to the borrowing entity, the individual owners or both usually does this. In addition, the investor/lender often requires a high interest rate and/or a substantial percentage of the borrowing entity’s equity. Not only does this often prove untenable or unattractive to the borrower but more importantly, it fails to separate you from the masses of other companies also seeking financing. It is axiomatic that attracting initial interest to your project greatly increases the odds that financing can be achieved. The ultimate question for the business owner seeking capital to answer is” How do you attract that initial interest?”
The Solution
Valenti Partners, LLC (hereinafter “Valenti Partners”) in conjunction with its partner companies is pleased to be able to facilitate the acquisition of project financing through our ability to create investment grade collateral to support project funding requests. Our methodology provides investors in high-risk alternative investment opportunities the ability to invest with little risk relative to the types of investments. At the same time, it affords those projects seeking financing with a solution that will facilitate their capital raises. Thus, resulting in a process that really takes the risk out of the investment for investors without the borrower incurring substantial cost or administrative burden.
Pre- Funding Services
The business consulting services process shall include but not be limited to the following:
- Familiarize itself, to the extent appropriate and feasible, with the business, operations, financial condition, management and prospects of the Client;
- b. Review, advise and edit, if necessary, all of the Client’s Operational Plan, Business Plan and Marketing Material currently being used by the Client;
- Attach the UPPLIFT Investment Strategy to the project business plan/marketing material providing both the risk mitigation, principal protection and dividends from the 1st quarter on as the project begins;
- Introduce the Client to those investors/venture capital firms that have expressed interest in reviewing funding proposals for projects that incorporate the UPPLIFT Investment Strategy into their Business Plan/Marketing Material;
- Participate in meetings with the investors/lenders sourced by the project to explain how our process protects the investor facilitating the investment;
- Provide such other advisory services upon which the parties may mutually agree (“Advisory Services”).
- g. Management consulting services are for a one-year term which can be extended for additional years at no additional cost until financing is obtained.
Pre-Funding Fees
Upon execution of the Management Consulting Agreement a Retainer Fee is due and payable. The Retainer Fees are scalable depending upon the amount of financing sought but will never exceed two (2%) percent of the financing needed. The fees are as follows:
Capital Raise Retainer % of Ask
The Retainer Fee is fully refundable after investment capital is obtained and a percentage of that investment capital is placed into the UPPLIFT Investment Methodology.
Post-Funding Services
Upon the Client’s acquisition of investment capital which includes additional investment capital over and above the capital required for project capital is provided, the following Post-Funding Services will be provided by Valenti Partners and its partner companies. In no event will the Client be responsible for the repayment of all monies received in excess of the capital needed solely for the target project:
- Upon the Client’s acquisition of investment capital and additional investment capital over and above the capital required for project capital is provided, the Company shall create, model and administer its investment strategy creating investment collateral for the benefit of the investor/lender;
- To provide oversight and transparency to the investor/lender, Valenti Partners shall oversee and approve all business development and financial expenditures that the Client will enact using the investment capital provided;
- Review, advise and participate in Client’s Operational Plan, Business Plan and Marketing Materials used by the Client after financing is achieved;
- The services listed in sections b and c respectively shall continue until the investment capital used exclusively for the target project is repaid in full with applicable interest.
Post-Funding Fees
Valenti Partners shall receive the following compensation once Client receives the investment capital from the investor/lender:
- Five (5%) percent of the investment capital received by the Client as a success fee. This fee shall be paid to an account designated by Valenti Partners within seventy-two (72) hours following the posting and deposit of the investment capital into the Client’s corporate accounts;
- A monthly consultancy fee in the amount of Ten Thousand ($10,000) Dollars. This fee shall continue until the investment capital used exclusively for the target project is repaid in full with applicable interest;
c. Ten (10%) percent Equity ownership of the Client Company.
What We are Not
We are not lenders nor investors. We do not provide project funding and our fees are for services rendered. Our service is in creating investment grade collateral through the use of our methodology that will assist viable businesses/business ideas in obtaining the financing they require. We help facilitate the funding process with a proven method to add collateral acceptable to investors/lenders and can introduce you to capital sources once our methodology is adopted. However, as news of our services spread, more and more investors have reached out expressing their interest in projects that have adopted our Methodology. Those investors will be made available to you as part of our engagement.
We cannot and do not offer guarantees because ultimately whether you are funded depend solely upon the viability of your business and/or business idea. There are thousands of projects seeking financing. By engaging us you differentiate yourself from your competitors and get the ability to obtain that critical first look from investors/lenders by having sufficient collateral to protect the investment amount at a very manageable cost. This differentiation will allow you to attract the initial interest and facilitate the funding process from investors/lenders because they know their principal will be protected.
Please feel free to reach out to us at valentipartners@gmail.com for more information on how you can use our services to secure the financing that you need.
CONTACT US NOW
- 347 355 0800