A Biz Plan for opening an ( Project & IT Advisory ) services firm in Canada via Angel/VC funding.

1. AVALON FINANCIAL ADVISORS
AN INVESTMENT DECK FOR EARLY
SEED CAPITAL.
CAD-250 K

2. A Corporate Advisory & IT Services
firm.

3. MANAGEMENT PROFILE
• EXECUTIVE
MANAGEMENT
• SARISH VARMA
(Director)…50 % Equity
holder.
• Mr/Ms ABC( Your
Nominee Director.
• NON-EXECUTIVE
ADVISORY BOARD
• Yourself…50 % Equity
Holder.

4. VISION STATEMENT
AVALON
• Biz Incorporation services.
AVALON
• Biz Funding Services.
AVALON
• Biz IT-ERP services.
• Biz-Cloud migration services.
PROVISION OF THE FOLLOWING SERVICES-ALL UNDER 1 ROOF…!

5. 1st of March 2020:……Date of Incorporation.
1st of Sept 2020…..…. 2 x Qtrs 2020 operation
2020 (6th Mths ) Sales Plan in action with 4 x
Sales Execs in field + 2 x Directors….TGT
MKT: Legal Agencies + Manuf Companies in
Canada/USA/Mexico.
Empanelled with Nova Scotia & New
Brunswick Industry Chamber of Commerce.
TRACTION(Existing Indian Unit)

6. MARKET OPPORTUNITY

7. A LACK OF 1-STOP/SHOP …CORPORATE FINANCIAL
& TECHNOLOGY SERVICES SERVICE PROVIDERS TO
THE STARTUP COMPANIES IN CANADA.
VERY FEW COMPLETE SOLUTION
PROVIDERS TO THE STARTUP INDUSTRIES
IN CANADA…..EITHER ARE FINANCIAL
SERVICES OR TECHNOLOGY SERVICES
PROVIDERS…
PROBLEM

9. Revenue Model
ADVISORY FEES @ 5 % of the ( VC/ Seed Fund raised).
IT ADVISORY FEES @ 20% of the (Project ) Order value.
Sales Revenue projections:( April 2020-Sept 2020) :
a) 3 x VC Fund deals@ 500K CAD….GP: 75 K CAD
b) 3 x ERP/Cloud Projects @ 250K ...GP: 150 K CAD.
TOTAL GP ( Qtr 1 & 2 -2020 ): 225 K CAD.
Support/AMC revenues @ 7.5 % of Sw Cost…..will go
Sw Outsourcing agency.

10. Marketing & Growth Strategy

11. SARISH VARMA- Director ..Over 30 Years of
Global Sales/Operations experience in
USA/UK/UAE besides India …..Has worked with
Marquee companies like Wipro/American
Express/Oracle India & HCL Perot in Financial
Services & IT-ERP/Cloud Services.
Mr/Ms ABC – Director..Over 15 years in Pre-sales
/Project Mgmt of ERP/Cloud Migration services
globally…..Your Nominee.

13. Investment
Total Equity Capital : 50 k CAD. (50K shares @ par
value of 1k CAD.).
Total Early Seed Funds being raised: 250.0 K
CAD.
The Biz Plan is as follows:
1) Fund-Transfer + New Co/Setup…end-MAR
2019…
2) GTM Ops launch…April 2019.
3) The Startup Funds will be deployed in :
• Usable Equity capital @ 50K CAD.
• ( 2 x Dir + 2 x Sales Exec+ 2 x Fin Exec+Secy)
• Staff salaries( 2*5K+2*3K+2*3K+2k)pm for 6
months.
• Working capital ( 30K x 6 mths).