Executive Consultant, Advisor, Mentor - Consultancy and Advisory Engagements to Entrepreneurs, Founders and Investors. - Project Management. - Specialist in: Tech, FinTech, Payments, Banking, Mortgages, Insurance, Credit Enhancement, and Design of Financial and Risk Products and Programs, including Securitization and bankruptcy remote structures. - Focus: Strategic work and Market Traction/Results. - Generic Documents Toolkit: 1. Project Scope and Project Plan Control 2. Document Library and Process Maps 3. Project Plan Roadmap 4. Capital Plan and Table 5. Joint Non Disclosure Template 6. Contractor Template 7. Staff Employment Template 8. Executive Services Template 9. Constitution - consistent with Shareholder Agreement Template 10. Shareholder Agreement 11. Competitor Analysis Table 12. SWOT Analysis 13. Valuation Comparatives Table 14. Pricing Model 15. Historical Financials 16. Formation Assets List 17. IP, Trademark, Branding Strategy Paper and Documents 18. Sales and Marketing Plan 19. Business Plan 20. Business Summary 21. Business Continuity Planning / IT Disaster Recovery Plan 22. Marketing Summary 23. Financial Model 24. Funding Flier 25. Funding Term Sheet 26. Business Performance Reporting Template 27. Organizational Chart 28. Compliance Diary 29. Technology / IT Presentation 30. Due Diligence Response Document 31. Funding Roadshow Plan and Engagements 32. Management of Legals Review 33. Management of Patent Process and Review 34. App/Social Platforms/Website - Plan, eCommerce and Financials Integration, Content Review and Signoff 35. Marketing Literature Content plus Specialist or Purpose Built Documents. - Appointments to Present and Close Finance, Funding and Investments – Debt, Equity, Notes and Hybrids, Corporate Investment, Partial and Full Sale.