Strategy

Chessiecap Strategy Services concentrates on improving a company's performance in advance of an expected transaction and then creating deliverables that facilitate high-value transactions. Our strategy services team has built business plans and corporate presentations that have raised over $250 million in funds and driven multiple successful M&A and spin-out transactions.

As part of our strategy process, we examine every aspect of a client's operations, including:

Key market drivers
Current market position
Optimal positioning and feature-set for products
Future roadmap for offerings
Corporate sales process
Steps to bring products to market and build partnerships to extend market reach
Strategic positioning against competitors
Optimal operational and organizational structure
Cross-functional milestones to reach the next level in the marketplace
Current financial position and transaction needs

We then provide clients with a comprehensive operational roadmap over a 12- to 24-month period and position the client effectively for a future transaction. Typical deliverables include:

Business Plan —is a comprehensive approach to creating the document that investors use to make financial decisions. It provides a complete view of a business and enables investors and buyers to quickly assess whether they are interested in "taking the next step" with a company. The transaction cycle is shortened, and the client's story becomes more polished and remains consistent throughout the transaction process.
Corporate Presentation and Executive Summary —are the tools used to create initial interest in a transaction for our client. Both documents provide a high-level view of a company's strategy and operations. They also convince potential investors or buyers that the company has a professional approach to the market, customers, and transactions.
Operating Plan —provides a detailed cross-functional roadmap for operating a business over a 12- to 24-month period. In addition, an operating plan can serve as the factual basis for creating an investment-grade business plan. When a company is seeking outside investment or a sell-side transaction, the Operating Plan serves as the lead due diligence document for investors and can lessen the demands placed on the management team during the due diligence process.
Partnership and Marketing Plans —take a company's Operating Plan and delve deeper to build plans for detailed, tactical execution. Chessiecap has extensive experience building alliances and partnerships that extend a company's market and product reach. We have also built marketing plans that have resulted in a successful product launch or new market entry.
Integration Plan —helps ensure that transactions are successful by creating a plan to integrate an asset into an acquiring company and operate it on an on-going basis. The Integration Plan covers the target market, go-to-market strategy, product strategy, organization, and financial performance of the asset post-transaction. It is built in conjunction with the management team of the acquiring company and the employees that come with the asset.

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Strategy