qdf - 4

8
A NERI Group Company Where Private Equity Goes… To Achieve Quality Deal Flow Quality Deal Flow Process Step 4: Next Step

Upload: eric-togneri

Post on 19-Jul-2015

9 views

Category:

Documents


0 download

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

The $10 Trillion

Opportunity

A NERI Group Company

QDF CRM Powered by Infusionsoft…

.

Automated Follow-up Technology

No one Slips Through the Cracks

Double your Deal Flow

A NERI Group Company

QDF Front Line Talent…

.

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

Let’s Double your

Deal Flow!

A NERI Group Company

Where Private Equity Goes…To Achieve Quality Deal Flow

Contact Us: www.nericap.com

[email protected]

770.487.0896 x101