BlueSeed Holdings' Retainer Options
Corporate Finance Advisory Consultation
Consultation Retainer
Note: You will be redirected to a new tab when paying, and you will be given the options of paying via either PayPal, credit, or Visa Debit card.
One-time Consultation
Our Rate:
Hourly rate of $150 CAD
Client can book anytime, subject to general calendar availability and/or prior commitments...
Generally Includes:
Any Topics are Possible!
Management Consultant Retainer
Our Rate:
Monthly retainer of $1,200 CAD.
Up to 12 hours of consultation hours monthly.
Equivalent Hourly rate of $100 CAD
Generally Includes:
Business and Revenue Model & Corporate Restructuring (if any)
Fundraising dStrategy & Investment Offering Structuring Strategy
Strategic Advisor Retainer
Our Rate:
Monthly retainer of $1,408 CAD.
Up to 16 hours of consultation hours monthly.
Equivalent Hourly rate of $88 CAD
Generally Includes:
Includes previous topics (to the left) PLUS...
Budget Strategy
Corporate Development Initiatives including Joint Ventures and Strategic Partnerships, Strategic Business Development Initiatives etc.
Go to Market Strategy
International and/or General Tax Optimization Advisory and Strategy
Board Retainer
Our Rate:
Monthly retainer of $1,600 CAD.
Up to 20 hours of consultation hours monthly.
Equivalent Hourly rate of $80 CAD
Generally Includes:
Includes previous topics (to the left) PLUS...
Cash Flow Oversight
Operational processes and guidelines, corporate governance and compliance, HR and management structure, financial control systems, insurance, audit oversight
Strategic Initiatives Advisory and Oversight
Other: Investment Operations Consultant (Buy-Side)
Retained Responsibilities typically include:
(Depending on the negotiated retainer and needs of the company)
A. Investment Strategy
Engages in regular research and reading to stay apprised about the state of local and international economy, global financial markets, and general current events
Maintains current knowledge about financial products available to corporate and individual clients, including bonds, stocks, investments, and trusts
Review the investment strategy on an ongoing basis to ensure that its execution is aligned with the investment objectives of the said strategy
Determine if the investment strategy needs to be slightly adapted, if requested, to the emergence of recent trends that may become long term trends
B. Deal Origination
Pre-qualify and manage status updates of any shelved but potential investment opportunities
Maintain a network of investment bankers, exempt market dealers, business agents and advisors and other similar circles where necessary
Research and maintain memberships to various organizations and investment networks as they relate to private equity, angel investments, M&A, family offices etc. depending on the specific investment mandate of the fund
C. Investment Due Diligence
Prepare investment due diligence requirements as customized to each unique investment opportunity and review investment data room to ensure all required information are provided as duly requested
Works closely with investment analysts to assess financial information and investment opportunities
D. Deal Execution
Presents investment opportunities and related analysis while pitching proposed course of action in meetings with the team
Uses and evaluates complex financial models to project future earning and profit potential and uses this data to inform decisions and proposals
Makes decisions about financial and investment opportunities on behalf of the fund
Meets with an investment team, including analysts and other managers, to stay up-to-date about market situations and company decisions that may impact one another
E. Fund Management
Develops relationships with LPs and expands LP network in professional and social settings
Specializes in a particular field or industry to aspire to achieve expert level know how
Fundraising & Investor Relations Retainer
Note: You will be redirected to a new tab when paying, and you will be given the options of paying via either PayPal, credit, or Visa Debit card.
Gentle Commitment
Our Rate:
Monthly retainer of $150 CAD for 3 months.
Introduction to at least 3 potential pre-qualified investors with relevant industry-specifc knowledge and investment expertise
Moderate Commitment
Our Rate:
Monthly retainer of $350 CAD for 3 months.
Introduction to at least 8 potential pre-qualified investors with relevant industry-specifc knowledge and investment expertise
Expedited Commitment
Our Rate:
Monthly retainer of $1,500 CAD for 3 months.
Introduction to around 35 potential pre-qualified investors with relevant industry-specifc knowledge and investment expertise, depending on size and/or level of complexity of the transaction
Would you like a free initial consultation call? If so, book a time via the button below!