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Step 1: Initial Project Evaluation
First, we will carefully study your project’s business plan and all other requested documentation to determine whether or not we can assist you.
Duration: 1 to 2 weeks
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Step 2: Official Engagement with Atoll
If we decide to move forward, we will then formalize our engagement through an agreement that outlines both parties’ roles and responsibilities. Client is not responsible or expected to pay for any of our up front expenses. Atoll is compensated when the deal closes, and almost always by the funding sources.
Duration: We will move at your pace.
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Step 3: Formal Project Application
We will help you optimize your business plan by ensuring it fully meets the standards set by the funding sources, and will request that you complete a comprehensive project application form. See details below.
Duration: It entirely depends on how fast you can provide us with all of the information we will need to move forward.
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Step 4: Going After Funding Sources
We will strategically package your project and present it to the funding sources we maintain a relationship with and are likely to be interested in the opportunity. Because we know exactly how investors think and react to most opportunities, we come fully prepared to address all of their initial questions - and this is one of the added values we deliver.
Duration: 3 to 4 weeks
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Step 5: Due Diligence Period
This is when every little detail involving your project is carefully looked at. We are highly involved in the due diligence process to ensure all questions are answered, all potential issues and risks are addressed, and there is no communication gaps between all parties involved in the negotiation.
Duration: 6 months* in average, depending on the complexity of the project.
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Lastly: Closing
As we complete the due diligence period and the financing structure is in place, we will make sure all details are covered and the transaction funds successfully.
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Required Documentation
- Company history
- Detailed Management Team Bios
- Detailed Project Description
- Detailed Financial Proforma (5 year minimum)
- Description of the basis and assumptions used
in the financial proforma
- Marketing Plan
- Market Research data supporting marketing
plan
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Your business plan must contain all of the above information and clearly demonstrate that your project is irrefutably feasible. Your company, your team must be qualified and poised to implement the project. You must also present third party validation (i.e. market research).
Acceptable formats:
Please use MS Word for your business plan, Excel for the financial data, and also send us a Power Point presentation summarizing your project, and including whatever photos may be appropriate.
* Each project’s review/approval period is different. In the case of very complex projects, funding can take up to 10 months, or more. It is critical that you are prepared to keep your project alive for at least 10 months. To alleviate immediate cash needs, bridge financing may be available during this period. Contact us to learn more!
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