Goal setting for asset management
After discussions with founders and an initial company overview, Equitix will provide a concise outline of the company’s opportunities and challenges, and quickly grasp the company’s goals for optimizing asset management.
For example:
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- Establish and develop an effective management and governance system for the distribution chain or system.
- Formulate a market development and talent strategy to tap into international markets by 2025.
- Craft a financial and investment strategy for the company: Board of Directors, internal control, and effective management of assets/subsidiaries.
- Define competitive strategies and a sound capital structure aligned with market penetration and expansion strategies.
- Formulate a talent development strategy.
In pursuit of these objectives, Equitix’s approach encompasses the following steps:
I. Internal in-depth interviews and surveys
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- Conduct in-depth, one-on-one interviews with senior management, functional directors, and department heads.
- Conduct group interviews with 5-6 employees per session, representing various departments.
Pre-prepared responses for corporate health screening report include:
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- Work environment and culture
- Human resources
- Processes
- Detailed functional reports
- Technology
- Finance & Accounting
Based on this internal health check and in-depth understanding, the finance team will gain insights into strengths, weaknesses, opportunities, threats, and how internal strategic factors can be strong enough to respond promptly to external opportunities.
This 50-70 page detailed report provides an in-depth assessment of the company’s current situation and outlines the priority actions the company should take, given its current resources, to achieve a state of excellence, allowing the Founder/CEO to focus solely on the critical tasks.
II. Business strategies – the company level
Leveraging the company insights from Section I, Equitix will collaborate with the founders to refine the business strategy and define specific actions for both the short-term and long-term financial years. The long-term strategy will be divided into three phases with specific objectives to be optimized and executed during each phase, aligning with market conditions and financial status.
Tools: SWOT, IFE (internal strength evaluation), EFE (external factor evaluation), IEM matrix (strategic posture), CPM (competitive profile matrix), strategy selection and action plan for the next several years, and what the team needs to do in the short term (6 months to 1 year).
III. Functional strategies are closely linked to the financial department.
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- By thoroughly comprehending the company’s business strategy and achieving a high degree of consensus among the Board of Directors (BOD), key stakeholders, and the founding team, we will develop a comprehensive budget for the upcoming fiscal year. This budget will provide a clear overview of the financial resources required and the sources of funding necessary to transform our strategic aspirations into actionable plans aligned with the company’s capabilities.
- We create a long-term financial plan (5-8 years) that includes working capital management, investment strategies, and company valuation projections.
IV. BOD
Establish a standard organizational chart and capital structure for a joint-stock company, including the Chairman of the Board of Directors (BOD), members of the BOD, shareholders represented by outstanding shares, stock options, and ESOP.
V. Establish an internal governance system
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- Product strategy (using GE Matrix)
- Human resource strategy (recruitment, budget, development)
- Sales and marketing strategy
- Supply chain, R&D, and production strategy
- Technology development and ERP strategy
- Capital raising, working capital management, and investor relations strategy
- Competitive positioning strategy
- Company profile for IPO readiness
VI. Establish a compensation and performance management system
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- Department-wide processes
- 3P compensation and performance management system: Position, Person, BSC – KPI.
- Structured 7-level competency dictionary and promotion roadmap
- Training and coaching for middle/senior management
- Optimize job performance by level, position, and title
- Optimize overall labor productivity
VII. Build company profiles
Objective: Conduct continuous fundraising rounds over several years through a forward-looking cash flow projection plan based on growth rate and historical data.
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- Company overview: Products & services, and investment deals and past achievements
- Problem and solution: Customer pain points, and solution overview
- Market opportunity: Market timing, and market size (TAM, SAM, SOM)
- Direct competitors
- Products and functions
- Business models
- Teams
- Financials: financial statements, and capital structure
Deal size from 1 to 50 million USD
Within 6-9 months, Equitix & Partners will connect you with 6-20 potential investors interested in acquiring or investing in your company’s shares. These investors will be chosen based on industry, investment return expectations, budget, desired investment percentage, and overall profile. We’ll also prepare all legal and financial documents for the investment deal, including equity financing or complete company acquisition depending on your needs.
The specific needs depend on seller proposals and the company’s current situation.
Our strengths are restructuring, maximizing company value, and finding suitable investors with large budgets and professional investment knowledge.
VIII. Tax settlement and building strong relationships with government agencies:
Equitix can support founders in executive roles: Board member, supervisory board, department optimization, reporting directly to Chairman/CEO/BOD.
If the agreement between Equitix and founders have been reached, we will send:
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- Detailed scope of work with clear timeline
- Non-disclosure agreement (nda)/information security agreement
- Investment agreement and memorandum of understanding (mou)/bilateral agreement
Need immediate consultation? Contact Equitix today!