Information Memorandums & Prospectuses

An information memorandum or a prospectus (also known as a product disclosure statement) may be required by a business or an organisation looking at raising capital or funding. In certain cases, usually where retail investors are involved, it may also be required under securities laws or regulations.

We are able to prepare an information memorandum or a prospectus or a product disclosure statement to the requirements and specification of our clients and in compliance with securities laws and regulations, including:

  • Investment or business objectives
  • Investment or business strategies
  • Management of business or organisation
  • Structure of business or organisation
  • Operations
  • Technology
  • Risk factors
  • Reporting requirements
  • Taxation of investment
  • Costs and benefits

Why Use Inveiss?

Our Information Memorandums and Prospectuses are produced and designed by business consultants and legal advisors with a minimum of 10 years of business consulting and business planning experience in a major business consulting firm or legal experience in a top tier law firm.

We have advised numerous individuals and companies on business plans, business planning, risk management, regulatory and legal management strategies and issues, and are poised to create unique, customised business plans and provide expert opinions and recommendations to our clients that take into account our client’Äôs needs and requirements in their entirety without being hampered by any lack of industry knowledge. Our clients span across all industries and sectors and include start-ups, small and medium businesses and large organizations, a majority of whom are based in Australia/New Zealand, the USA/Canada and the UK.

Our Advantages

  • Our Information Memorandums and Prospectuses are professionally produced with expert analyses from highly experienced business consultants located in multiple jurisdictions.
  • We have spent hours and hours of research and have produced comprehensive and current data, stored at our Global Research & Education Centre, for the benefit of our clients.
  • Our operational efficiency and set-up allow all of our Information Memorandums and Prospectuses to be produced at a fraction of the cost of engaging a conventional business consulting firm.
  • Our timeframe for delivery of our Information Memorandums and Prospectuses is expedited due to the co-ordination of our team of business consultants and legal advisors leveraging domestic and international market knowledge.
  • We offer complete privacy and confidentiality.

Concise & Comprehensive Business Plans

Customised business plans formalising the strategic future direction of an organisation or a business. A business plan may be required for a variety of reasons. For example, the business plan may be required to set business or organisational goals and objectives, as material for staff, to promote the business or organisation to potential investors or as part of an exit strategy.

  • We offer two types of business plans:
  • Concise Business Plan
  • Comprehensive Business Plan

Concise Business Plan

The Concise Business Plan is a 12 to 14 page document which may be used on its own, or as an outline for a more comprehensive business plan. The Concise Business Plan is usually required for any of the following reasons:

  • internal business strategy reviews
  • small business start-ups
  • companies quick growth strategies and solutions

Comprehensive Business Plan

The Comprehensive Business Plan is a 40 to 50 page document comprising in-depth market and industry research, competitor analyses, financial projections, business development strategies and more. The Comprehensive Business Plan is appropriate for:

  • medium to large businesses
  • IPO focused start-ups
  • companies looking at medium to long term business development strategies

Why Use Inveiss?

Our Business Plans are produced and designed by business consultants with a minimum of 10 years of business consulting and business planning experience in a major business consulting firm.

We have advised numerous individuals and companies on business plans, business planning, risk management, regulatory and legal management strategies and issues, and are poised to create unique, customised business plans and provide expert opinions and recommendations to our clients that take into account our client’Äôs needs and requirements in their entirety without being hampered by any lack of industry knowledge. Our clients span across all industries and sectors and include start-ups, small and medium businesses and large organizations, a majority of whom are based in Australia/New Zealand, the USA/Canada and the UK.

Our Advantages

  • Our Business Plans are professionally produced with expert analyses from highly experienced business consultants located in multiple jurisdictions.
  • We have spent hours and hours of research and have produced comprehensive and current data, stored at our Global Research & Education Centre, for the benefit of our clients.
  • Our operational efficiency and set-up allow all of our Business Plans to be produced at a fraction of the cost of engaging a conventional business consulting firm.
  • Our timeframe for delivery of our Business Plans is expedited due to the co-ordination of our team of business consultants and legal advisors leveraging domestic and international market knowledge.
  • We offer complete privacy and confidentiality.