NexGen

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Information about NexGen
Business-Finance

Published on March 9, 2009

Author: theplatinumlife

Source: authorstream.com

The Business Plan : Created By: Kevin Powell & Gene Ross The Business Plan The Business Plan Mission Statement : Mission Statement We intend to create an innovative and diversified V/C firm providing extremely high returns with unusually low risk. Our investments will encompass the blend of funding of needed growth capital to existing companies with the proven structure and history of profit to support growth, projects within the scope of “Key Personnel” industry expertise, and secured investment with a longer term guaranteed return. Using our “Secured 2X Investment Concept” we will create an investment platform that will provide high yield returns, and revenue streams for the firm while effectively negating all capital investment risk. The Team : The Team Summary : Summary The Past V/C Firms - The source of funds for higher risk investments with promise of enormous returns. Billions of dollars have been made with these types of investments. While some investors enjoyed a endless stream of capital gain and huge windfalls from IPO.s, other unlucky ones suffered huge loses in ventures that created the financial devastation of investor capital that ultimately led to the “Crash” The Future “Secured 2X Strategy” - Integration of proven industry knowledge and an innovative investment platform that creates a nearly “Risk-Free” investment while simultaneously creating multiple perpetual revenue streams. Opportunities : Opportunities Problems Under capitalization is the #1 reason for failure. Mismanaged Capital Lack of industry knowledge V/C firms investments usually sacrifice risk for high return High Risk account for high potential for large capital loss Opportunities Many well run and profitable companies lack the capital resources to allow them to capture the market share that is available to them. Emerging Secondary Market for investment security product Investment diversity secures revenue flow continuity Confidential : Confidential Memorandum of Risk We have done our best effort to verify and document all aspects of this proposed business model, costs, risks, returns, legal issue, and obstacles. This business plan represents management’s estimate of the future potential of the business. Potential investors should be aware that because any business has some element of risk due diligence requires full evaluation, and discussion with management and experts capable of understanding and interpreting the pertinent information prior to any investment. It must be recognized that no business is completely free of risks and few business plans are free of errors of omission or commission. I understand & agree to abide by the terms and conditions within Click here to continue with presentation The information, data and drawings embodied in this business plan are strictly confidential and are supplied on the understanding that they will be held confidential and not disclosed to third parties without the prior written consent Business Concept : Business Concept Stage 1 – Setup Aquire Initial Capital - $100 Million Aquire Collateral - $98 Million ( $196 Million) Create Capital Reserve Account for Investment Cost – $2 Million Secure Assignable Credit Line from Bank ($196 Million) Market Credit Line to Target Companies Stage 2 – Income Stream Development Wholesale Mortgage Companies Nursing Registries / Factoring Real Estate Developing Stage 3 – Asset Accumulation and Sales Use income stream to Acquire all available policies Create individual sales and purchasing department Stage 4 –Growth and Diversification Take A Risk – Anything That Sounds Good - “What Are You Risking ?” Motion Pictures Typical V/C Investment : Typical V/C Investment This investment model risks $5M of investment capital. Investment receives current yield of CD Loan is managed by bank, failure of venture leaves little return and potentially total loss of Investment Secured 2X Investment : Secured 2X Investment This $5M investment model creates $10M ASSET and secures a $5M L.O.C. for use by an proven business with history of profit. “1st Position” on A/R insures proper allocation to L.O.C. & “Double Secures” investment. 4% int on Investor Capital Asset 10-20% Equity- new & existing business instant “ Revenue Stream” “Secured 2X Strategy = investment that in the “Worst Case Scenario” Total Failure = 100% R.O.I. and Total Loss = 0% Capital Loss “L.O.C” is only for “Cost of Business” Expenses NexGen- Stage 1 – Acquire Capital Base : NexGen- Stage 1 – Acquire Capital Base NexGen - Stage 2 - Secure Asset Base : NexGen - Stage 2 - Secure Asset Base 58% of Policies pay off in 50% of L.E. On a $100 Million 5 year pool we can expect that in less than 3 years 50% of our $98 million pool will have settled and provided $49 million in net gain. Our model requires policy replacement and additional 50% re-investment thus creating $24.5 Million in capital disbursements and $24.5 million in new policies. This process will repeat. Year-7 investor’s capital will be returned and will remain as our 25% Equity Partner Stage 1 – Investment Strategy - MTG Bank : Stage 1 – Investment Strategy - MTG Bank Our goal is to assist 10+ successful Mortgage Banks to double their production in first two years of this stage, by providing protected “Growth Lines” in exchange for “Owner Equity” of Company Joining our program will allow company to double bottom line and also to participate in a monthly residual income from their pool of loans. Stage 1 – Current Profile : Stage 1 – Current Profile Stage 1- 1st Year : Stage 1- 1st Year Stage 1- 2nd Year : Stage 1- 2nd Year The Bigger Picture – Wall St. Investors : The Bigger Picture – Wall St. Investors 10 MTG Banks @ $1 Million/Year = $10 Million/Year 10 MTG Banks X $50M/month = ½ Billion/month in origination 3/8 % on ½ Billion = $1.875 Million/month by sweeping our 10 companies W/H lines monthly and delivering to Wall St. Investor “Strip” could result in about $100,000/ month per pool. Our 50% of strip would be about $50,000/mo on month 25 and increasing by $50,000/mo. Thereby 12/mo. later $650,000/mo., $1.25 Million/month by 7th yr $37 million/ year created with almost no capital investment by companies that we own 15%. $47M/Year on leveraged, maturing, secured assets with guaranteed returns NexGen - Other Venture Investment Strategy : NexGen - Other Venture Investment Strategy NexGen - LSP. Warehouse, Acquisitions, and Sales : NexGen - LSP. Warehouse, Acquisitions, and Sales NexGen Real Estate Development and Partnerships : NexGen Real Estate Development and Partnerships A new way to develop Real Estate…. $100 Million housing development..… $100 Million in 5yr LSP ….. Low interest Line Of Credit secured with “Dirt” and LSP’s….. approximate 3-year breakeven point - pay off the loan….. 2 more years - $100 Million Development on “Just The Interest” You still have $100 million in your hand. Competition : Competition $86 Billion in available LSP Expected “Secondary Market” growth to create a shrinkage in margins over next 10 years Resource Requirements : Resource Requirements Small Office Personnel – Secretary, Accountant (P/T) & Assistant Resource requirements $500,000 - $750,000 Furnishing, Equipt. 24 mo – Operating Capital and Reserves Misc. External requirements Top Rated Law Firm Key Issues : Key Issues $20 Million investment is ideal capital investment. This amount can be scaled down for trial. Seeking a minimum initial investment of $5 million. Supporting Documents : Supporting Documents Wharton - Benefits of A Secondary Market for Life Ins Truth about Life Settlements Senior Settlement Funding Policy Cash Value Gene Ross : Gene Ross With 38 years in the Mortgage Banking as a Financial Industry Executive, Gene Ross is an “Industry Expert”. The consummate over-achiever who played as a professional baseball player with the Pittsburgh Pirates and the Minnesota Twins began his “Financial” career as a bank auditor for the State of Illinois, Department of Financial Institutions. His then joined the company now known as Fleet Financial and establshed many national production & sales records. In 1974 he founded the major mortgage firm that was sold in 1980 to Lomas and Nettleton, the industry’s largest firm. He has held Senior Management and Partner positions with Merrill Lynch and Shawmut Bank. His “De’ novo” mortgage banking firm produced revenues of +$30 million and became a publicly traded Co. In 1994 “Industry Expert” Gene Ross became a consultant. In 1995 he co-founded Priority Bancorp, Inc., a mortgage banking warehouse lender and consulting firm. He managed the day-to-day operations of Priority which was sold to a national bank in 2000. The same year he assisted in the creation of and later became the National Marketing Director and “Equity Participant” in Wembley Asset Management, the mortgage warehousing subsidiary of the London and New York based ICAP, the world’s largest intermarket brokerage firm. Wembley was sold to Bear, Stearns in 2004. Mr. Ross continues to consultant ICAP and oversees their mortgage capital markets group. He is the Senior Partner in the consulting firm of Wyatt, Inc. consulting firms involving warehousing, M & A, management and secondary marketing. Gene has served on the Board of Directors of Merrill Lynch Mortgage Backed Securities, helped author the Illinois Mortgage Banking Act and was appointed by the governor to serve on the Illinois Mortgage Banking Advisory Board. He has been a guest speaker at many major mortgage lending and real estate conferences, including being a featured speaker at the National Association of Realtors National Conference and was active for years in the Mortgage Bankers Association and is listed in the “Who’s Who” in American Businesses. Matthew Sullivan : Matthew Sullivan Thirty-One (31) years in the Mortgage Banking Industry   LOAN PRODUCTION FHA, VA, FNMA, FHLMC, Commercial, loan underwriting, appraisal review, origination, processing, funding, shipping, insuring, collection. SECONDARY MARKETING Whole loan sales (service released and retained), correspondent loan purchases, heavy experience in rated and non-rated mortgage backed securities.   LOAN SERVICING Investor reporting, valuation. Represented own company, and other financial institutions in the purchase and sale of approximately 2 billion dollars of servicing portfolios.   MORTGAGE COMPANIES, BANKS AND S&L’S - President, Vice Pres., Manager, Loan Officer, Loan Processor   EDUCATION Villanova University, Philadelphia, Pa., BA. English 1970,   Mathew Sullivan has served on the Board of Directors of the Nevada Mortgage Bankers Assoc. He is the former Financial Editor Realtor News. Have written freelance articles from time to time in various Newspapers. David W. Williams : David W. Williams Thirty-One (31) years in the Mortgage Banking Industry   MORTGAGE LENDING - 16 years retail & builder loan sales, 37 years supervisory experience, 19 years wholesale loans, 10 years developer, builder sf homes & strip centers. LOAN PRODUCTION - 21 years conv./govt. underwriting FHLMC/FNMA/GNMA & DE loan underwriting, appraisal review, origination Commercial, funding, shipping, insurance and collection. SECONDARY MARKETING - 8 years secondary marketing operations: whole loan sales (service released and retained), correspondent loan purchases, heavy experience in rated and non rated mortgage backed securities and Portfolio Valuation. EDUCATION - San Jose State College, De Anza Jr. College, Anthony School of Real Estate and Chamberlain School of Real Estate.   LICENSES California Real Estate License DE Underwriter R306 MBA CMBA Kevin Powell : Kevin Powell MORTGAGE SOFTWARE DEVELOPING – Currenly managing the move to market of secondary management software created and developed with years of “In-House” day to day use of leading industry firm and overseen by “Industry Expert”. SECONDARY MARKETING – Spent last 2 years assisting “Industry Expert” Maher Soliman with mortgage industry consulting assignments throughout California, specializing in the formation and structuring of secondary departments of broker firms moving into the wholesale mortgage aspect of the business. SOFTWARE DEVELOPING – Created, developed, and marketed “Pagetrac” a telecomunication P.O.S., billing, inventory, management software package through “Computer Zone” a co-owned computer company. This became the 3rd best selling industry software in California and the 5th nationwide.

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