Your Capital Edge provides you with a search capability on this page based on the types of resources you are looking to download. Just check the download type boxes below and we’ll deliver the results to you instantly.

Understanding the process  of  developing a equity financing strategy can allow an entrepreneur to anticipate the information, questions, and steps investors will undertake as they determine the company’s fit as an attractive investment target.    An equity financing strategy is very much like any sales process, with buyers and sellers trading information back and forth in […]

Thinking about preparing for due diligence?   Due diligence is all about process—it’s about finding out what goes on behind the business’s closed doors. Have there been lawsuits, audits of the company’s financial, management team background checks, inspections of facilities, inventory confirmations, etc. –  due diligence is all about finding out if there are any issues […]

SWOT analysis

This tool is a simple SWOT template used by entrepreneurs when undertaking strategic planning and thinking about their companies external and internal environments. Internally assessing a company’s strengths (S) and weaknesses (W) as well as external factors such as opportunities (O) and threats (T) forms the basis for a SWOT analysis. Included in this download […]

Don’t underestimate the power of information and market intelligence gathering as they are important factors in creating a successful company. Market research is essential to the development of your strategic business development and  planning because it provides the basis for understanding your industry, markets, customers and competitors. The market research tools in this package will help you […]

Sooner or latter an interested investor will want to dig deeper into you business and confirm everything you have presented in your presentations and discussions. Having all of your due diligence materials and documents can a) accelerate the process of making a deal and b) provide the underlying confidence and trust in you and your […]

Company valuation approaches

It has often been said that establishing the valuation of an early-stage company is an art rather than a science. Why? Because there are so many unknowns about early-stage companies and their future prospects. When will revenues begin to ramp? What if milestones take longer than expected to achieve? What if customers don’t buy the […]

Industry and Competitor research

Preparing your business plan takes information about your industry, your customers and your competitors. Industry and competitor research is important in developing strategies that will work for your business you need to conduct industry market research analysis. Secondary research (research using the Internet, databases, third party reports, etc) is used to determine market size, industry trends and […]

Human Resource Excel Model

This human resource excel  model will help you plan and track the number and type of employees, their salaries and the timing of hire for budgeting purposes. The human resource excel model is a useful tool to help an entrepreneur optimize the people  resources by calculating the human resources expenses over time. This template is a complement to any one of the […]

Financial excel model - service based business

This powerful financial model for service based business can both save time and also money for a busy entrepreneur needing to demonstrate how their business “pencils out”. This excel  model template includes revenue forecasting sheets, cost assumption sheets that then automatically generates financial statements such as Income, Balance Sheet and Cash Flow statements. Everything you will […]

financial model - e-commerce based business

This powerful financial model for a e-commerce based business can both save time and also money for a busy entrepreneur needing to demonstrate how their business “pencils out”. This excel  model template includes revenue forecasting sheets, cost assumption sheets that then automatically generates financial statements such as Income, Balance Sheet and Cash Flow statements. Everything you will […]

financial model - product revenue

  This powerful financial model for a product based business can both save time and also money for a busy entrepreneur needing to demonstrate how their business “pencils out”. This excel  model template includes revenue forecasting sheets, cost assumption sheets that then automatically generates financial statements such as Income, Balance Sheet and Cash Flow statements. Everything you […]

financial model - subscription business

This powerful financial model  for a subscription based business can both save time and also money for a busy entrepreneur needing to demonstrate how their business “pencils out”. This excel  model template includes revenue forecasting sheets, cost assumption sheets that then automatically generates financial statements such as Income, Balance Sheet and Cash Flow statements. Everything you will […]

There is little surprise that the entrepreneur will need to create either a 10 or 20 minute investor PowerPoint  presentations as part of his or her investor communication materials. 10 or 20 minute investor PowerPoint  presentations is an important element in translating the company’s investment opportunity into a visual expression of the Company’s opportunity, which of course must be […]

Investor Summary Templates

In this package there are three investment summary  templates (each a different style) that will help describe your investment opportunity to investors. It might be all the investor needs initially to determine if a follow up call is warranted. You want your investor summary to stand out from the other opportunities an investor sees everyday. So you want it […]

non-disclosure agreement samples

Although some investors will not sign non-disclosure agreement  or an NDA* it is useful to have one in place when you are dealing with third parties. It protects the confidential information of your company. Although some investor will not sign a non-disclosure agreement because they believe that it restricts them particularly if they see many businesses in […]

capitalization table

Structuring an equity capital deal requires a capitalization table. A capitalization table or “cap” table summarizes the ownership position of all shareholders of a company. The capitalization table is usually created in an excel spreadsheet that shows the total amount of securities issued by the company. It typically includes the amount of investment obtained from each investor (or […]

business plan

A business plan is important. Learn the tips and secrets in preparing a business plan ripe for investment. This business plan ebook guide has been designed to support a busy entrepreneur who is juggling the demands of operating a business and at the same time looking to raise venture capital. It is written with a […]

Crowdfunding campaign planning tool

Krush™ Reward-Based Crowdfunding Campaign Planner  Stop being over-whelmed  in planning your reward based Crowdfunding campaign. With this great tool you will be able to systematically plan and execute all of the details to get the money to fund your idea, business or cause. This step-by-step planning tool can guide you through the details in creating […]

reward-based crowdfunding

There are four types of Crowdfunding – donation-based (money provided to a charity or a cause), lending based (money provided to an individual that must be paid back), equity-based (money provided to a company in return for shares). Finally,reward-based crowdfunding (which is money provided in return for products, experiences, promotional items, or some other form […]

equity crowdfunding

here are four types of Crowdfunding – donation-based (money provided to a charity or a cause), lending based (money provided to an individual that must be paid back), equity-based crowdfunding  (money provided to a company in return for shares). Finally, reward-based crowdfunding (which is money provided in return for products, experiences, promotional items, or some […]

Can we see your financial model? Sooner or later, a prospective investor is going to pose this question and a ready affirmative answer should be in the offing. But – why is a financial model important to an investor, and more importantly, to the entrepreneur? You need to know  about building what is involves in […]

Not all shares are equal, and there are very good reasons for this. This Snakes and Ladders e-book on capital structures seeks to simplify and unscramble the share structure puzzle and provide insights into the wonderful world of value exchange. Think about this: when you are on the hunt for capital, you are essentially looking […]

This e-book on deal structure and term sheets move you closer to making a deal with your potential investor(s). It brings into focus the importance of defining the elements that will, over the next period, have significant impact on the success of your company. After reading this short e-book, you should be able to: Understand […]

Communicating Investment Proposals

This e-book  on addresses the topic of  communicating investment proposals to investors thus setting the stage for the Sizzle aspect of fund raising. After reading this e-book you should be able to:  Understand the need for a finely-crafted value proposition in communicating investment proposals Know which “stakeholders” in the success of your company are interested in your value proposition […]

  Here are a few samples of legal disclosure templates that are normally placed on the page behind the title page of your business plan document. Please note  that we are not giving legal advice by providing these samples so please consult your lawyer on the wording that is appropriate for your situation.

capital raising lexicon

Every organization, sector, culture or industry has one – a capital raising lexicon of terms used to uniquely describe something specific that a group’s membership understands. These are words or phrases that hold specific meaning to those in a community. In the capital raising community there are terms that are often used that carry specific […]

Measuring markets

In this e-book on measuring markets we take a detailed look at the elements an entrepreneur must measure, assess and consider when deciding if a business can be viable. After reading this e-book you should be able to: Explain the importance of fact-based business analysis for you, the entrepreneur, and for potential investors Describe aspects of your […]


Error: Please enter a valid email address

Error: Invalid email

Error: Please enter your first name

Error: Please enter your last name

Error: Please enter a username

Error: Please enter a password

Error: Please confirm your password

Error: Password and password confirmation do not match