Question Description
This work requires Venture Capital experiences.
This is a written memo for the company named Tallyfy.Tallyfy is a software company located in St. Louis. Tallyfy increases workflow efficiency and tracks work processes, which also specializes in clients onboarding, documenting, business process management. Tallyfy is a strong tool to track complex processes between teams, and the investment raised up to two million. The focus of Tallyfy in 2020 is client onboarding with a market size of three billion, and it would focus on workflow in 2023 with a target market size of fifty billion.
The first document is the financial report of this company, and the second document is just an introduction of this company.
For this memo. you only need to present 3 parts:
1.Immediate and Longer Term Financing Requirements
2.Historic and Projected Financials, for this one, you have to Insert Table presenting EBITDA plus key CF / BS items (footnote items of interest)
3.Actual and Projected Sales Growth (average % per year), and this one requires Table with numbers by product / product line / division (as appropriate)
After this 3 parts, this memo also needs some written analysis:Preliminary / Summary Investment Memorandum
(a)Analyze company, product, market(b)Portray differentiators, barriers to exit / entry(c)Suggest potential investment and structure