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Investor Friendly Business Plans

May 28, 2019 @ 11:00 am - 1:00 pm


Your “B-Plan” should be specific and supported but flexible, and investors need to be able to see what you do, why it’s good, and what it’s worth in a simple plan. This workshop explores what goes into a good B-Plan for investors and why. Key questions explored:

  • What are the most critical elements in a good B-Plan?

  • What’s in a compelling investor document package?

  • What is the best way to make sure your documents are read and understood?

This brown bag lunch event is put on by Jim Franklin. Each workshop will have a new topic. Our next workshop will be on June 3rd, stay tuned for more details. 

Speaker Bio: Jim Franklin is a retired senior US Air Force officer and pilot having served as a foreign military sales director, technology development and research manager for a variety of cutting edge technology companies, and as Chief Financial Officer for six early stage companies during capital financing and strategic business development. He is currently principal and founder at Prodigy Capital Consulting, specializing in strategic planning and financial services to clients within a variety of industries to include aerospace and defense, international technology, entertainment, security, healthcare, pharmaceutical, transportation, logistics management, information technology, senior care, manufacturing, renewable energy, real estate development, and non-profit foundations.

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