Naviti Management -- Our Professional Services Include

Authorship and Development:
- Executive Summaries: Concise summaries that highlight the key points of a business proposal or plan.
- Business Plans: Comprehensive documents outlining a company’s goals, strategies, and financial projections.
- Pitch Decks: Visual presentations used to communicate a business idea to potential investors.
- Elevator Pitches: Brief, persuasive descriptions of a business concept, typically delivered in a short time (like an elevator ride).
- Private Placement Memorandums: Legal documents used to raise capital from private investors.
- Quad Charts: Visual representations of key project information, often used in government contracting.
- SWOT Analysis Charts: Assessments of a company’s strengths, weaknesses, opportunities, and threats.
- Term Sheets: Summarize the terms and conditions of a proposed investment.
- ASK Sheets: Documents detailing the funding request or investment ask.
- Use of Funds Formats and Sheets: Specify how funds will be allocated within a company.
Corporate Governance:
- Developing Articles of Incorporation & Bylaws: Legal documents that establish a corporation’s structure and rules.
- Organizational Management: Strategies for effective management and decision-making within an organization.
- Setting Up of C-Corps, S-Corps, LLCs, LLPs, Trusts, and Partnerships: Assisting in the formation of various business entities.
Strategic Planning:
- Positioning Founders for Exit Strategies: Advising founders on preparing for future exits (e.g., selling the company).
- Developing the ASK and Formatting the Transaction: Crafting compelling requests for funding or investment.
- Equity, Debt, Convertible Note, Funding: Exploring different financing options (equity, debt, convertible notes) for business growth.
Franchise Planning, Documentation, and Sales Strategies:
- Compliance and Regulation Preparation: Ensuring compliance with legal requirements for franchising.
- Documentation Prep: Creating necessary franchise documents.
- State Applications and Strategies of Placement: Navigating state-specific regulations and optimizing franchise placement.
Due Diligence Services:
- Check Sheet Analysis: Systematic review of relevant data and documents.
- Confirmation of Check Sheets and Data: Ensuring accuracy and completeness of due diligence findings.
- Due Diligence Performance and Reporting: Evaluating risks and opportunities during business transactions.
Capital Formation Development:
- Canvassing Investment Opportunities: Identifying potential investors.
- Contacting and Building Investor Relationships: Cultivating connections with investors.
- Closing the Transaction: Successfully securing investment capital.
Investor Relations Management:
- After the Investment, Providing Support and Info Sharing: Assisting investors post-investment.
- Board of Directors and AGM Support Services: Supporting corporate governance and annual general meetings.
Board of Directors Development and Planning:
- Developing Committees: Structuring specialized groups within the board.
- Finding Board Seat Candidates: Identifying qualified individuals for board positions.
- Curation of Board Missions: Defining the board’s strategic objectives and focus areas.