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FUNDING NEEDS ASSESSMENT

The Funding Needs Assessment service is designed to help Clients identify and evaluate the resources required to achieve their next one or two critical milestones.

This service provides a clear understanding of what is needed, in tangible and intangible forms, to advance their enterprise effectively and to aid in development of a capital strategy.

The assessment empowers Clients to plan strategically, allocate resources efficiently, and prepare for funding or acquisition activities.

With the Funding Needs Assessment, Dakin Capital equips Clients with the clarity and direction needed to secure the right resources, enabling them to reach their milestones and advance their enterprise efficiently and effectively.


Purpose and Goals

  • Resource Identification: Determine the full range of resources necessary for milestone achievement, including cash, equipment, personnel, facilities, intellectual property, and more.
  • Strategic Planning: Provide a clear framework for the client to align their operational and funding strategies with their immediate goals.
  • Informed Procurement: Offer detailed specifications to support decision-making and vendor engagement.

Deliverables

The service provides a detailed Funding Needs Report that includes:

  1. Comprehensive Resource Listing: A complete inventory of all resources required to achieve the identified milestones.
  2. Detailed Descriptions: For each resource, information may include:
    • Manufacturer and model (if applicable).
    • Price point (estimated or specific).
    • New or used condition.
    • Suggested vendors or suppliers.
  3. Resource Categories: Identification and categorization of resources, such as:
    • Financial resources.
    • Physical assets (equipment, facilities).
    • Human resources (expertise, staffing).
    • Intellectual property or legal assets.
  4. Actionable Insights: Recommendations for acquiring or securing each resource to support milestone achievement.

Service Structure and Fee

  • Customized Engagement: Tailored to the client’s specific milestones and enterprise goals.
  • Flat Fee: Fee amount and payment structure are negotiated based on the scope of work.

DAKIN CAPITAL LLC

7148 South Andes Circle, Centennial, Colorado 80016

+1 (720) 296-0372, kdakin@dakincapital.com

© 2019 Dakin Capital LLC. All Rights Reserved.

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