qdf - 4
TRANSCRIPT
A NERI Group Company
Where Private Equity Goes…To Achieve Quality Deal Flow
Quality Deal Flow Process
Step 4: Next Step
A NERI Group Company
QDF CRM Powered by Infusionsoft…
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Automated Follow-up Technology
No one Slips Through the Cracks
Double your Deal Flow
A NERI Group Company
QDF Front Line Talent…
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Seasoned Talent (10+ Years)
Executive Recruiter Skill Set
Consistent Business Origination
(Contact 200 Companies per Week
A NERI Group Company
QDF Constant Client Contact…
On-Line Reporting
Weekly Status Meeting
Less than 24 Hour Response Time on
all Calls and Emails
A NERI Group Company
Basic DeluxeYou Make the Call We Make The Call
InfusionSoft CRM PlanAcquisition Targets up to 10,000 up to 50,000Emails up to 25,000/month up to 75,000/monthUser Licenses 2 2
Neri ServicesAcquisition Criteria MeetingResearch Multiple DatabasesCreate Acquisition Target ListCreate Marketing Sequences in InfusionSoftDraft Direct Mail CampaignCreate Marketing Material for BuyerManage all Direct Mail FulfillmentCreate and distribute ad hoc and weekly activity reportsExecute a mutual non-disclosure agreement Collect financial and qualitative data from targetDraft executive summary on company of interestArrange and facilitate conference callsArrange and facilitate on-site meetingsQuarterback the due diligence processFollow-up calls to 100 percent of letters
PricingSet-Up - Includes dedicated CRM package $1,500 WaivedSubscription $1,000/month* WaivedRetainer - $2,500/monthSuccess Fee 1% Standard LehmannAdditional Expenses (at cost and pre-approved) Direct Mail Fillment / T&E Direct Mail Fillment / T&E
*Six month Contract Required
Quality Deal Flow (QDF) Plans
A NERI Group Company
Where Private Equity Goes…To Achieve Quality Deal Flow
Contact Us: www.nericap.com
770.487.0896 x101