How to Make Money
Presentation October 24, 1998
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Table of contents
Overview Structure Principals Track record Investment strategy Geographic area of investment Deal
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Overview
Future meetings with prospective clients – Dates – Ideas and structure Principals and Associates – Name 1 – Name 2 – Name 3 Investment strategy – … – …
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Structure
What is our focus? Who are we talking to? What types of projects will we work on?
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Principals
CEO
Principal #1
Principal #2
Business Analyst
Business Analyst
Business Analyst
Business Analyst
Business Analyst
Business Analyst
Assignment
Assignment
Assignment
Assignment
Assignment
Assignment
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Track record
Earnings YTD ($ Millions)
Company 1 Company 2 Company 3
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Investment Strategy
What are our goals? Are they realistic? Can we really own a money tree?
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Geographic area of investment
Where do we look?
Regions – East – West – Central – Mountain Can we go Global?
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Deal
Collect all information from associates
Hire NP Graphx to do the presentation
Own that money tree
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