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Business Planning

Since 2010, we have completed more than 2400 projects including 1000+ business planning documents used to successfully raise more than $400 million in debt and equity and generate millions in revenue. These include:

  • Investor Memorandum
  • Request for Credit (Bank)
  • Strategic Operating Plans
  • RFP / RFQ Submissions
  • Grant Applications
  • Crypto / Blockchain Whitepapers
  • Market Studies
  • Pricing Studies
  • Competitor Studies

USI has completed projects in 160+ countries and our clients include startups, SME and Fortune 500 companies such as American Express, Morgan Stanley, Audi, FLIR, Verizon Wireless, Rent-A-Center and Cisco among others.

Our process is a mixture of listening and leadership.
  • Identify Key Stakeholders
  • Identify Key Audiences
  • Create Meaningful Goals
  • Implementation
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Investor Memorandum (aka Offering Memorandum)

An Investor Memorandum is a legal document that states the objectives, risks, and terms of an investment. Frequently, this document includes items such as an overview of a company’s product/service, management biographies, business operations and a detailed set of financial statements. An offering memorandum serves to provide buyers with information on the offering and to protect the sellers from the liability associated with selling unregistered securities

KEY TAKEAWAYS
  • The offering memorandum spells out the private placement’s objectives, risks, financials, and deal terms.
  • An offering memorandum is essentially a thorough business plan intended for sophisticated investors to use in their due diligence.
Feasibility Study

A feasibility study is an analysis that considers all of a company’s relevant factors—including economic, technical, legal, and scheduling considerations—to ascertain the likelihood of or operating successfully

KEY TAKEAWAYS
  • A feasibility study assesses the practicality of a proposed plan or project.
  • A feasibility study considers many factors, including economic, technical, legal, and scheduling to determine whether a project can succeed.
  •  Whether a project is feasible or not can depend on the project’s cost and return on investment.
  • A company may conduct a feasibility study to consider launching a new business or adopting a new product line.
Request for Credit

A Request for Credit is a document which supports a request for a loan from a lender (bank or private).  They contain all pertinent information relating to the borrower including a description of the company’s product/service, management,  detailed financial information and all other associated information

KEY TAKEAWAYS
  • A Request for Credit is used by potential borrowers to get approval for credit from lenders.

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More than 2000 Clients in 160+ Countries Worldwide