Venture Catalyst Services: Engagement Options

Dynasty allows the client the option of engaging Dynasty either to act as an overall corporate advisor (the “quarterback”) or to address the specific opportunities that he or she is currently facing. Often times business leaders initially engage Dynasty for a specific problem and then later re-engage the firm once targets, such as fund-raising or partnership development, have been met. Financial Model Creation Dynasty will assist in the creation of a financial model for the client. The delivery is a Microsoft XL spreadsheet containing assumptions and details. Usually, though not always, Dynasty works with internal resources to develop such a plan, which can then be used for capital raising or any other use the client sees fit. Capital Raising Strategy Once a financial model has been created Dynasty will help develop a strategy to optimally fund the firm. Dynasty assists in answering key questions including: How much capital should be raised? What targets or benchmarks should be met for different financing rounds? Who are appropriate financing sources for each round? What strategic partners or relationships would enhance the value of the firm? Market Selection Often a technology is developed that has applications in many diverse markets. It is critically important to focus efforts early-on to balance short-term cash constraints and long-term market opportunity. Market selection can include geographic regions, industry segments or consumer demographics. Dynasty will provide information to help the firm select and develop the most attractive market for its products. Business Plan Development Developing a strong business plan is the foundation for the success of any organization. Dynasty can assist in the preparation of a business plan or help revise an existing business plan. The deliverable is a Word document. The plan can be used by the company for capital raising purposes, partnership opportunities, or internal planning. Investor Presentation Development Distilling a complex and comprehensive business plan into the key points investors are seeking is a challenging task that takes great practice. Dynasty has mastered the nuances of speaking to investors and can assist the firm in developing a concise and compelling presentation. The deliverable is a PowerPoint presentation usually containing between ten and twenty slides. Partnership Development A successful enterprise requires an ecosystem of partner companies. Dynasty can help a business to develop appropriate relationships and partnership agreements. Corporate Strategic Advisor In lieu of specific service requests, Dynasty can act as an overall Corporate Strategic Advisor. This option is most appealing to a firm that has substantial existing operations and many of the elements of building a successful growth enterprise, but seeks to grow at an accelerated pace. Dynasty provides overall strategic advice including all of the services offered above. Interim Management Deployment In many cases, a company may not have fully staffed its management team. Dynasty Principals can exact as interim executives until the company can recruit longer-term managers.