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Offering memoranda and investor presentation development

FBK’s service for creating offering memoranda and investor presentations is designed to assist clients in attracting investments and presenting their projects or businesses to potential investors.

We produce professional and compelling materials that differentiate clients from competitors, capture investor attention, and facilitate successful deal closures.

Our goal is to help clients communicate the value of their proposals and convince investors of the project’s potential.

Related Services

  • Investment Advisory
  • Financial Model Preparation
  • Valuation of Investment Projects

Development of offering memoranda and investor presentations includes the following stages:

  • Data collection. The stage involves collecting all necessary details about the business or project, including its objectives, key metrics, and competitive advantages.
  • Analysis and strategy. Analysing data and crafting a presentation strategy, identifying key messages and focal points to engage investors.
  • Structure design. Developing the structure for the investment memorandum or presentation making sure that the information flow is logical and impactful.
  • Content creation and material preparation. We draft the content and select or create the visuals which will help enhance the narrative.
  • Design and visualisation. Styling the presentation in line with the client’s corporate identity or creating a unique design for a polished, professional look.
  • Review and finalisation. Sharing drafts with the client for feedback and incorporating adjustments into the material while adhering to professional ethics and findings accuracy.
Upon completion of the development of offering memoranda and investor presentations, the client receives:
  • Professionally crafted offering memorandum or pitch deck for investors.
  • Persuasive materials to capture investor interest and stand out in competitive markets.
  • Ready-to-use documents for presentations, negotiations with potential investors, and submissions to domestic and international exchanges.
  • Enhanced prospects for securing investments and closing favourable deals.

From showcasing investment potential to closing the deal

Our advantages
Innovation
FBK consultants have extensive experience compiling investment documents that meet the highest domestic and international standards.
Versatility
Resulting materials are professional, clear, and adaptable to diverse investment tools and global audiences.
Expert Team
Each project is handled by a team of experts with stellar reputations, including CFA, ASA, RICS, CIMA, and MBA-certified consultants, alongside designers, editors, and translators.
Key Persons
Senior Partner, Advisory, CFA
Expert RA
Kommersant
TOP 1000 Russian managers
Pravo.RU
Rossiyskaya Gazeta
Forbes