About Client

Project BOT is an artificial intelligence consultancy firm offering tailored A.I. development and data annotation applications ranging from automating social monitoring service to delivering algorithms of personalized wealth management services.

The Challenge

Similar to difficulties faced by most of the start-up companies with creative ideas and great growth potential, Project BOT requires financial figures, historical and projected, that meet compliance standards when they seek for funds from an angel investor, and a valuation of how much the company is worth.

Our solution

• Developed a financial projection and discounted cash flow model aligning to the business plan
• Represented the company as its CFO and discussed with investors on the Company’s business plan and current and future revenue and cost drivers
• Developed a scenario analysis on shares offered to the investor, and demonstrated to the owners, the dilution impact before and after the investment
• Reviewed term sheet sent to the investor
• Reviewed terms and conditions of the SPA

Result

Project BOT successfully raised USD600,000 from the angel investor.