The Collins Role Start Finance Study the company’s financials and prospects. Corporate Overview Document to be used in discussions with prospective investors, buyers, and strategic partner targets. Initial Discussion Powerpoint “decks” for company management presentations Preparation Stage Focus on Client's Operations. What they do, how they do it, where and how they sell Present Refine presentation of the business and products, its “go-to-market” and financing strategies Initial Discussion Financial presentation and projections Additional Support Determine/Scope Out with the Client whatever additional “collateral material” is needed to carry on negotiations and pass “due diligence” Client Solicitation Start Research We comb our in-house database to compile a list of prospective clients. In Financing and Sell Side Mandates we strive to identify up to 100 targets that might have an interest. Negotiation We work with the Client during detailed discussions for a “term sheet” and investment agreement, as well as from the due diligence process to closing. Client involvement Minimum until a prospective investor, buyer, acquisition, or strategic partner shows definite interest. Initial Approach Requesting a company management presentation. We do all the work in qualifying interested parties before the Client needs to become involved. Process We maintain an ongoing relationship when we are to assist in the next stages of expansion/financing.