Wall Street Fast Pass Program
Accelerates Your Access to Investors and Get Your Company Funded
Leverage Our Connections
We have powerful connections to get you in front of industry leaders and potential investors in weeks, not years.
Be Prepared for Opportunities
We position you in front of influential players, but your commitment and readiness are pivotal to achieving successful results, supported by our expert planning and execution.
Wall Street Fast Pass Program Details
Choose the MarketBridge Advisors Wall Street FastPass Program to unlock your business's potential for significant growth and successful financial outcomes. Let's work together to make your business thrive in the competitive market! There are two tiers to the program to select. Our experts will help you choose the most appropriate to meet your business needs during our free consultation call. Please email us for a consultation call to see if the program is for you: hello@marketbridgeadvisors.com
Sample Agenda
Wall Street Fast Pass Program
Case Study: “Acme Corporation”
This case study is taken from a real Wall Street Fast Pass client. The name has been changed, but the agenda is real. The results may vary due to the market circumstances involved at the time and the players’ capital discussions, but these results are highly replicable and show valid timelines. Please contact us for introductions - if you need more details hello@marketbridgeadvisors.com.
1Day 1: Strategy and Presentation Prep Session
Morning: Flight and travel to NYC
Afternoon: Arrival and check-in at a luxurious 5-star NYC hotel
Evening: Orientation session with staff, followed by a welcome reception at a prestigious venue. Enjoy high-end cocktails and hors d'oeuvres while networking with Wall Street bankers, finance professionals, and program mentors.
Summary: An in-depth session with the MarketBridge staff. This session will review your presentation skills, strategize on broader corporate narratives, and prepare for potential questions and interactions. The primary goal is to build confidence and ensure you are fully prepared to maximize opportunities coming to you in the subsequent days.
2Day 2: Banking Roadshow & Insider Access
Morning: Breakfast at the 5-star NYC hotel
Car Service: Drive through NYC to Wall Street for morning meetings
Lunch: Nobu Wall Street
Afternoon: Introductions to Wall Street insiders and investors
Dinner: Group dinner at a renowned restaurant known for its exquisite up-scale cuisine. MarketBridge hosts an intimate setting for participants to further connect with bankers, partners, and industry leaders in a comfortable atmosphere that fosters open conversations and networking opportunities.
Summary: Pure networking with market players. The event will bring top-tier bankers, finance professionals, and fund managers to meet with you. This is an opportunity for your business to establish a personal rapport with key industry players. The emphasis is on creating a memorable impression that distinguishes your business value, thus setting the stage for more formal business discussions with those with capital to invest.
3Day 3: Master Classes & Investment Simulations
Morning: Breakfast at the 5-star NYC hotel with Meetings: One-on-one interactions with prominent Wall Street bankers, many of whom may have been introduced to you during the previous evening. These meetings are crucial for first-hand pitching and direct feedback.
Car Service/Train Service: Transport to Greenwich for morning meetings.
Lunch: Lunch with prominent Wall Street investor
Afternoon: 40 Wall Street scheduled meetings with influential entities and decision-makers controlling significant funds. These include key firms such as Wall Street Capital Advisors, Alex Brown Raymond James, Paulson Investments, Joseph Gunner, JP Morgan Chase, Citibank, and various UHNW family offices.
Lunch: Nobu Wall Street provides an intimate location for an internal consult and strategy session. Assessing feedback from the morning's meetings and adjusting strategies will be critical.
Evening: Dining at Del Friscos or Avra offers a private dinner with two selected industry leaders, partners, or bankers who have shown the most interest in capital funding your business. This dinner is a prime opportunity to foster potential partnerships and secure investments for your business.
Summary: This intimate setting is ideal for deepening relationships and discussing potential partnerships and investments. This selected, intimate meeting with interested leaders opens up funding discussions with the two most interested parties in elevating your business.
4Day 4: Public Exposure and Final Discussions
Morning: Spend the morning at Nasdaq. For those who purchased the Nasdaq interview add-on, we prepare you for a special interview and filming at Nasdaq. This provides a unique opportunity to create a compelling narrative for potential investors, showcasing the company's ambitions to launch independently or be integrated into a publicly traded entity.
Afternoon: Another meeting session in Greenwich with other funds or investment banks interested in funding your business.
Summary: This day provides additional access to entities that couldn't attend the backroom dinner or require a more private setting for detailed discussions. We facilitate these connections to offer you the best last chance to access the capital you need to fund your growth and unlock your full potential.
Why Do Leaders Engage with MBA?
While companies pay fees for the facilitation of these meetings, the strength of our reputation truly secures the opportunities you need to succeed. Bankers don't generate fees from these meetings; their interest lies in identifying potentially profitable engagements based on solid investment prospects.
Referring to the points below, financial statements (2), projections (3), capital structure and use of funds (4), and the exit strategy (7) are the most critical to Wall Street bankers. Principals should clearly understand their financial requirements or strategic partnerships
necessary for their company's growth roadmap.
Our facilitated engagements with leading Wall Street bankers offer a unique opportunity to highlight your company's potential, set the stage for its future growth, and demonstrate your readiness to maximize this prime-time exposure to capital investments.
Ready to take the next step?
WHAT IS THE WALL STREET
FAST PAST PROGRAM?
The Wall Street Fast Pass is a dynamic, four-day immersion program tailored for startups, small businesses, entrepreneurs, OTC corporations, and small NASDAQ-listed companies. It facilitates direct connections with top Wall Street bankers, finance experts, strategic allies, and seasoned business mentors
in the heart of New York City.
WHAT HAPPENS IN
THE PROGRAM?
The program features personalized one-on-one meetings, a targeted banking roadshow, and exclusive insider insights. Participants often depart NYC equipped with preliminary deal terms,
financial proposals, or vital strategic partnerships essential for capital acquisition.
Be Prepared!
Meeting with Wall Street bankers represents a prime-time opportunity for businesses ready to leap onto the next level of growth and financial success. Ensuring preparedness is key, and the following aspects are paramount when initiating discussions. If you do not have any of these documents below, talk with us, and we can help you prepare using a winning game plan designed with our Quarterback Coaching Add-on.
1. Business Executive Summary
A concise, compelling executive summary is essential to provide an overview of your company's mission, vision, strategic direction, market positioning, and growth plans. This document is your opportunity to quickly capture the bankers' interest, providing an engaging snapshot of your company's unique value proposition and potential.
2. Financial Statements
These documents, including balance sheets, income statements, and cash flow statements for the past three to five years, help bankers assess your company's financial health and operational efficiency. Metrics such as revenue growth, profit margins, cash flow, return on investment (ROI), and other financial ratios will be analyzed by experts.
3. Projections
Future financial projections that include profit and loss forecasts, cash flow estimates, and projected balance sheets for the next three to five years should convincingly demonstrate your company's growth potential.
4. Capital Structure and Use of Funds
You must clearly outline your current capital structure, detailing how much capital you seek, the proposed terms, and the planned utilization of funds. Your planned usage should directly contribute to the company's growth and increase shareholder value.
5. Management Team
Highlight your team’s strengths, skillset, expertise, and accomplishments. A capable team signifies the company's ability to execute its business strategies effectively.
6. Risk Analysis
It's crucial to objectively assess potential challenges your business might face and detail the strategies you plan to employ to mitigate these risks.
7. Exit Strategy
Bankers are interested in your exit strategy. Whether it's a potential sale, merger, acquisition, or IPO, your exit strategy should offer a clear path for investors to achieve a return on their Investment.
CONTACT
800-612-7081 or 561-206-2974
hello@
Corporate Address
30 N Gould Street, Suite 34751
Sheridan, WY 82801
Office Location
1401 Forum Way, Suite 200
West Palm Beach, FL 33401
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