A Guide for Effective Funding
and Capital Market Presentations
Purpose and History of The Guide
This Guide has two primary purposes:
- Provide the definitive framework for the preparation of a company's presentation of itself to funding sources and/or the capital markets. By identifying the kinds of information about a company and its business and providing the recommended schedules, this Guide sets a standard for professionalism and comprehensiveness expected in today's capital markets. It assists management to focus on its company's performance.
- Provide the definitive framework to funding sources and other institutions in the capital markets for understanding and comparing equipment leasing and finance companies that are seeking funding. Funding sources and other agents of the capital markets should expect answers to all of the questions included in this Guide. The information, including answers to all of the underlying questions in the Guide, should lead to the degree of confidence required by executives in their funding and investment decisions.
These two purposes represent a new professionalism and maturity that has come to the equipment leasing and finance funding and capital markets environment. The development of this Guide reflects that new professionalism.
A saying has emerged, "good companies can get funding." Being a "Good Company" is at the heart of access to capital. The term "Good Company" means different things to different people. But generally it means a company with a proven track record, good management and systems, good marketing and business plans and the ability to tell its story. Most importantly, a "Good Company" has to be a company that is transparent to the funding source or investor - it has to be understood. It is human nature to feel good about things that are better understood. Careful use of this Guide in preparing "a company's story" should result in being understood. A residual benefit of building a company's presentation on this Guide will be management's review of key business strategies, functions, systems and elements of the business. Each section of a presentation is in effect an answer to an important question about how the company does business.
The Guide is a framework. It speaks to what kinds of information should be presented and in what order. Describing The Company, It's Business and Performance is divided into sections. The sample schedules that are provided are considered "best practice" and every effort should be made to conform to them.
While the Guide provides a framework, content is the responsibility of the presenter. The Guide suggests how to tell the story, each company has to supply the story.
Get the Guide
A Guide for Effective Funding and Capital Market Presentations is available, free of charge, in either a downloadable PDF or hard copy format. Please see our page on How to Read PDF Files for more information on PDF files.