企业内控体系

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为什么你的企业拿不到融资?
梧桐树下V· 2025-08-06 12:05
Core Viewpoint - The current venture capital primary market is in a downward cycle, presenting more challenges for both investors and companies, with increasing complexity in balancing investor and company demands [1][6]. Summary by Sections Section 1: Overview of the Financing Process - The "Enterprise Equity Financing Manual" consists of approximately 100,000 words and 232 pages, systematically explaining the main processes and practical points for non-listed companies in equity financing [4][6]. - The first part outlines ten key issues from the perspective of investors, including how to present a good company, create a business plan, conduct financing planning, company valuation, find investors, conduct effective roadshows, identify investors, respond to due diligence, key terms of investment agreements, and negotiation strategies [6][10]. - The manual uses simple metaphors, such as "a glass of beer," to explain key concepts in the investment field, emphasizing the necessity and sustainability of investments [7]. Section 2: Practical Considerations in Equity Financing - The second part delves into critical aspects of equity financing, including internal control systems, equity structure design, writing business plans, selecting investment institutions, investment agreements, negotiations, and tax risks associated with equity transfers [10]. - It highlights the importance of constructing an internal control system that aligns with the current development stage and can adapt to future changes, providing reference processes for companies [10]. - The section on equity structure design discusses common issues through case studies of failed equity structures, offering insights for companies to design their equity frameworks [11]. Section 3: Investor Relations and Negotiation Strategies - The manual addresses how companies should handle negotiations with investors, particularly regarding performance guarantees and board seats, providing strategies for maximizing company benefits [15]. - It emphasizes the importance of understanding the implications of performance guarantees and how to navigate complex investment agreements to avoid potential pitfalls [16].
企业股权融资前必做的62项准备工作
梧桐树下V· 2025-05-14 08:48
Core Viewpoint - The current venture capital primary market is in a downward cycle, presenting more challenges for both investors and companies, with increasing complexity in balancing investor and company demands [1] Group 1: Learning Package Overview - The "Enterprise Equity Financing Learning Package" includes a printed manual titled "Enterprise Equity Investment and Financing Handbook" [2] - The handbook consists of approximately 100,000 words and 232 pages, designed to help companies understand equity financing and attract suitable investors [5] Group 2: Handbook Structure - The handbook is divided into two main parts, systematically explaining the key processes and practical points for non-listed companies engaging in equity financing [7] - The first part covers ten critical issues from the perspective of investors, including competitive advantage analysis, business plan preparation, financing strategy, company valuation, and negotiation of investment agreements [7][10] - The second part delves into key considerations for equity financing, including internal control systems, equity structure design, and tax risks associated with equity transfer [10][11] Group 3: Practical Insights - The handbook provides specific formulas and case studies to help companies understand valuation and equity structure design, emphasizing the importance of these elements in equity financing [8] - It discusses common pitfalls in investment agreements and offers strategies for companies to identify and navigate potential risks during the financing process [16] - The manual also addresses how to effectively communicate with investors, particularly in scenarios involving performance guarantees or board seat requests [15]
想提升股权融资成功率,可以从这16个环节、62个细节下手!
梧桐树下V· 2025-03-30 04:15
当下, 创投一级市场 正处于 下行周期 ,与过往相比,投资人和企业都面临着更多挑战, 二级市场形势变化 和政策变化 导致投资人退出预期更加不明朗,企业平衡投资人和自身诉求的难度和复杂性也日益上升。 为了帮助更多企业找到合适的投资人,做好股权融资,走出困境,我们特意推出 「企业股权融资学习包」 , 全方位帮助企业全面了解股权融资及引入投资的注意事项! 【企业股权融资学习包】 学习包内容 1.纸质资料《企业股权投融资手册》 2.线上课程《创业公司股权分配和股权激励(基础篇)》 1 3.梧桐定制笔记本 企业股权融资学习包 扫码购买 立享8折 《企业股权融资手册》共有约10万字、232页 ,首先,我们来看一下目录: -上下滑动查看目录大纲- 通过目录可以发现, 《企业股权融资手册》 主要分为 两大部分 ,系统地讲解了非上市企业进行股权融资的主 要流程和实操要点。 第一部分按照企业实施股权融资的过程,从投资人眼中的好企业展开,到商业计划书、融资策划、公司估 值,再到寻找投资人、有效路演、甄别投资人、应对投资尽调,最后到投资协议关键条款、融资谈判,层 层递进地梳理了10个方面的问题。 这个10个问题重点分享了企业应该如何 ...
2025年,企业股权融资的N个重点提示
梧桐树下V· 2025-03-15 13:56
当下, 创投一级市场 正处于 下行周期 ,与过往相比,投资人和企业都面临着更多挑战, 二级市场形势变化 和政策变化 导致投资人退出预期更加不明朗,企业平衡投资人和自身诉求的难度和复杂性也日益上升。 企业股权融资学习包 扫码购买 立享8折 《企业股权融资手册》共有约10万字、232页 ,首先,我们来看一下目录: -上下滑动查看目录大纲- 通过目录可以发现, 《企业股权融资手册》 主要分为 两大部分 ,系统地讲解了非上市企业进行股权融资的主 要流程和实操要点。 第一部分按照企业实施股权融资的过程,从投资人眼中的好企业展开,到商业计划书、融资策划、公司估 值,再到寻找投资人、有效路演、甄别投资人、应对投资尽调,最后到投资协议关键条款、融资谈判,层 层递进地梳理了10个方面的问题。 这个10个问题重点分享了企业应该如何更高效地引入战略投资,展示企业价值,获得高估值。 【企业股权融资学习包】 学习包内容 1.纸质资料《企业股权投融资手册》 2.线上课程《创业公司股权分配和股权激励(基础篇)》 1 3.梧桐定制笔记本 为了帮助更多企业找到合适的投资人,做好股权融资,走出困境,我们特意推出 「企业股权融资学习包」 , 全方 ...