The Daemon Advisors Score™ Process
Daemon Advisors 4 Step Process
- Initial 30-Minute Interview: Introduction and assessment of the enterprise’s needs.
- Enterprise's Current Documents Uploaded for Review: Submission of all relevant business documentation for a thorough review.
- Situation Analysis: Comprehensive analysis, including document review, determination of capital type, and estimation of the Daemon Advisors Score™
- Fully Completed Daemon Advisors Score™ Due Diligence Report: A finalized report detailing the enterprise's readiness and potential for capital.
- Documentation Confirmed or Completed: Ensuring all documents are prepared and optimized for the identified capital type.
- Capital Market Plan Implementation: Dealmaker Onboarding for Regulation A+, Regulation D, Regulation CF, or a fund. Capital Market Introductions for other capital market opportunities.
- SaaS for Score Updates, Document Updates, and Investor Relations Management: Ongoing support through SaaS to maintain updated documentation, Daemon Advisors Score™, and investor relations.
Additional Services - In addition to the Daemon Advisors Score™, Daemon Advisors offers the following services, as needed, for $250 per hour.
- 1-Page Tear Sheet
- Assumptions Worksheets
- BMC (Business Model Canvas)
- Certified Business Plan
- Capital Marketing Plan
- Capital Offering Documents
- Capital Structure Plan
- Capitalization Table
- Company Website
- Due Diligence Corporate Identity
- Competitive Analysis
- Due Diligence Intellectual Property
- Due Diligence Legal
- Due Diligence Risk Assessment
- Due Diligence Technology
- Elevator Pitch Executive Summary
- Exit Strategy
- Financial Modeling Fixed Costs
- Financial Modeling Revenues & Costs
- Financial Modeling Summary
- Management Team Documents
- Management Team Consultant’s Due Diligence
- Management Team Executive’s Due Diligence
- Marketing
- Marketing Plan & Budget
- Market Research Report
- Primary Point of Contact & Secondary Point of Contact
- Presentation Deck
- Sources & Uses
- Strategic & Tactical Plan
- Valuation Spreadsheets Valuation - Opinion Letter & Final Valuation Write-Up
- Virtual Portal (Data Room)
