OX Consulting is a financial firm that advises and assists clients across the USA, Latin American, and the Caribbean seeking debt or equity solutions and connects them with direct lenders through our personable approach to financing.
Financial consulting is one of the most important components of any business. Our focus is on supporting and guiding our clients in structuring and funding your goals with high standards and a detailed guide for a straight path to success.
Our funding strategy process includes the following key elements and steps.
Make Your Business
Vision a Reality
First, our funding advisors will require a thorough review of all pertinent company documents, from business plans to incorporation documents and from tax returns to shareholder agreements. This provides the benefit of review and analysis of your materials by our seasoned team.
Second, OX Consulting will perform an assessment of the strengths and weaknesses of your team, business model, business market or industry, and your offering terms. This provides you with the opportunity to express your vision, goals and potential to an experienced, objective listener who can spot weaknesses you might miss.
Third, there will be an exchange of pertinent company documents for our analysis, review and inclusion into a preliminary due diligence binder. We will provide a detailed report with recommended actions to fortify the weak spots in the business. This will provide your company with a specific action plan, presentation materials, and steps to bolster your overall funding attractiveness.
Finally, a follow up meeting will be scheduled to discuss the proposed strategy and to assess your readiness to proceed with funding. This helps you establish a firm footing upon which to begin to seeking funding from the most likely sources. A thorough funding strategy report is a proven way to minimize mistakes and maximize your chances of hearing “Yes!”
Get the Funding You Deserve
Unparalleled and Innovative Funding Solutions with Ox Consulting