WaysInvestment.com Growth Capital Funding Application Process Summary
Overview: WaysInvestment.com provides growth capital to established companies with consistent revenue, profitability or near-profitability, and a clear plan to scale. The application process involves submitting a comprehensive package of documents that detail the company, project, financials, compliance, risks, impacts, and overall business strategy.
Process:
Initiation: Applicants start with the 0-Submission_Checklist_and_Guide, which provides the roadmap.
Data Collection: Applicants fill out forms 1-7 with detailed information about their company, project, and financials, supported by the list in form 7.
Strategic Planning: Applicants use templates 8 and 9 to develop a thorough feasibility study and business plan, incorporating data from previous forms.
Submission: All completed forms, checklists, and supporting documents are submitted to Info@WaysInvestment.com
Review: WaysInvestment.com reviews the application within 5 business days and contacts the applicant for next steps or additional information, as per 88.
Declaration: Applicants finalize the submission with the 99-Client_Declaration_Form confirming the accuracy of all provided information.
Key Documents and Their Use:
0-Submission_Checklist_and_Guide.docx.pdf (Checklist and Guide): This document outlines the entire application process, detailing the required and recommended forms, provides guidance on what information to include, and specifies submission instructions to Info@WaysInvestment.com. It acts as the central hub for the applicant.
1- Client_Information_Form.docx.pdf (Client Information Form): This form collects essential company details, contact information, project overview, funding requirements, and ownership structure. It serves as the starting point for the application.
2-Project_Description_Checklist.docx.pdf (Project Description Checklist): This checklist ensures a comprehensive understanding of the project's objectives, market opportunity, products/services, operational plan, technology, infrastructure, and sustainability/ESG considerations.
3-Financial_Information_Checklist.docx.pdf (Financial Information Checklist): This checklist requires historical financial data (income statements, balance sheets, cash flow statements), projected financials, funding structure, use of funds, break-even analysis, and sensitivity analysis. It assesses the financial viability of the project.
4-Legal_Regulatory_Compliance_Checklist.docx.pdf (Legal & Regulatory Compliance Checklist): This form verifies compliance with licenses, permits, environmental regulations, tax compliance, and labor laws. It ensures the project meets all legal requirements.
5-Risk_Assessment_Form.docx.pdf (Risk Identification and Mitigation Form): This form identifies, analyzes (likelihood and impact), and details mitigation strategies for market, operational, financial, and regulatory risks. It shows proactive risk management.
6-Social_Economic_Impact_Form.docx.pdf (Social and Economic Impact Form): This form evaluates the broader impact of the project, including job creation, community development, environmental impact, and foreign exchange earnings. It assesses the project's contribution beyond financial returns.
7-Supporting_Documents_Checklist.docx.pdf (Supporting Documents Checklist): This checklist lists all supporting documents that should accompany the application, such as registration documents, financial statements, tax documents, licenses, permits, market research reports, technical plans, and legal agreements.
8-Feasibility_Study_Template.docx.pdf (Feasibility Study Template): This template guides the assessment of the project's technical, financial, and market viability. It includes executive summary, project description, market analysis, technical feasibility, financial feasibility, risk assessment, social/economic impact, and recommendations.
9-Business_Plan_Template.docx.pdf (Business Plan Template): This template outlines all components needed to present a comprehensive business plan, covering executive summary, company overview, market analysis, products/services, operational plan, marketing/sales strategy, financial plan, risk management, social/economic impact, and appendices.
88-Next_Steps_Additional_Resources.docx.pdf (Next Steps & Additional Resources): This outlines the submission process, review process, and follow-up procedures. It instructs applicants to submit to Info@WaysInvestment.com.
99-Client_Declaration_Form.docx.pdf (Client Declaration Form): This form is a confirmation of the accuracy and completeness of the information provided and consent for verification.
The documents are interconnected, with each form contributing to the overall assessment of the applicant's eligibility for growth capital. The process is designed to be comprehensive, ensuring WaysInvestment.com receives all the necessary information to make an informed decision.
If you need help creating the required documents, we can help with the preparation of the following:
Feasibility Study
Business Plan
Executive Summary
Projected Financial Statements
Pitch deck/Investor’s presentation
Work can be done by Ways Investment Advisors, its affiliates, or trusted third-party vendors
A service fee will be charged, which will vary based on the project
Ways Investment Advisors is a registered investment adviser in the state of California. Registration as an investment adviser does not imply any level of skill or training. The information presented is for informational purposes only and should not be construed as personalized investment advice. Past performance is no guarantee of future results. Investing involves risks, and there is always the potential of losing money when you invest. Before investing, investors should carefully consider their investment objectives and risk tolerance. The information presented is not an offer to sell or a solicitation of an offer to buy any securities. Ways Investment Advisors does not provide tax or legal advice. Please consult with your tax and legal advisors before making any investment decisions