Company Description
NVest WIse INternational Inc, NVest WIse Financials of Southeastern WI, Milwaukee County. The Mutual fund, hedge fund co-operative mix, investment holding company is a team of diverse small business owners that invest in profitable Business start ups, globally.
Vision
To become the leaders in hedge fund managed, tax advantaged, value based investments that offers exclusive financing to Small business Start ups, in highly competitive industry markets.
Mission
The company’s mission is to help Others start their business for a profitable return, educate Others on economics, finance, basic law and secure Shareholders.
The company’s objectives are to invest in Startup businesses in the following areas: Banking, Entertainment, Real Estate, Retail and Affiliate marketing to achieve company vision and mission.
Copyright, Patent, and Trademarks
- Saver’s Investment Plan exclusive offers and valuation system with personalized calculations achieve quarterly progressive dividend payout amounts.
The exclusive investment plans operate by self managed ‘paid in contributions’ and continuous voting participation of Shareholders to receive quarterly progressive dividends, with an impressive return on investment. The exclusive Saver’s investment plan funding is the corporation’s main focus, which guarantees quarterly progressive dividend payouts.
- Crafty Boxes -fun crafted, homemade designed boxes for shipping.
- Earthly Comforts -healthy living essential program free essential healthcare products for participation and or contributing in an Investment group or organization and recieve free information on healthy eating and living.
Operational plan
Management
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- The Company’s Executives (non silent partners) will authorize exclusive investment plans, public offerings and dividend agreementss, settle disputes, and oversee all other initiatives for expansion and revenue growth (increase/decrease market price, approve proposed investments and potential Shareholders, appoint other board members, create the bylaws, hire associates assistants and affiliates. The -CEO is the Issuer and Transfer agent until unanimous vote or legal sanctions determine otherwise.
- Executives will Oversee officer’s duties and conduct to insure compliance with federal state and local securties and corporate regulations.
Silent Partner
- will consult and advise the CEO and COO about corporate business operations and financial strategies
Operating Officers
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- The Company’s officers will secure potential Shareholders and other investors or affiliates, associates or members.
- The Officers will monitor Saver’s Investment plans to ensure consistent participation and contracted contributions are mwt. No officer directly handles pooling funds or individual account access has access to personal accounts. As Member Cash accounts are self managed by each Member or Shareholder.
Treasurer
- will oversee incoming funds and authorize payouts (expenses, investment profits, salaries, dividends, payables) the treasurer will collect funds for contribution and settle all financial disputes.
Secretary
- will maintain and track the personal and financial information (“accredited or Nonaccredited investors) on each Shareholder and other vital information of associates, affiliates, assistants, subsidiaries, partners and sponsors for operations.
Affiliates and Associates
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- iRep associates are responsible for recruiting and tracking Shareholders contact information, receive a salary and dividends with Saver’s Investment Plan, Nonstandard stock options.
- Volunteer Affiliates will market and oversee the companys expansion objectives and efforts will receive Incentive Stock options.
Meetings
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- Special Meetings will be held as requested (Monthly or Quarterly) to discuss concerns
- Annual meetings will be held to inform Shareholders on operations and increased or decreased corporate earnings or Dividends.
Marketing Strategies
To cut cost, the company will use word of mouth, social media, email and US Postal service to distribute advertisements for company exposure.
To cut cost, marketing services including printed materials and/ or digitally created advertisements will be compensated with Stock options.
To cut cost, Executives Officers and volunteers are responsible for marketing and advertisement creations and distribution.
Marketing plan
The company will promote value based essential products and services to undervalued communities, globally.
The company will market to those willing to learn about economics, finance and basic law, accredited and Nonaccredited Investors, prospective shareholders, those ready to invest in securities.
Competitive analysis
Although there are successful Angel Investors globally, our exclusive financial plans and packages will set this company above the competition in revenue generation, longevity, and increased Shareholders equity.
The company’s minimal operational cost, leveraged investments, and exclusive valuation system for profitable investments and progressive dividend guarantee drives the corporate profitability margin.
3 year Projected Financials
Assets $5.5 million
Revenue $2.9m
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- Paid in capital’ $3750 (multiplied by number of current Officers and Executives participating in the S.I.P)
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- Outstanding shares Income $2.2m
- Paid in monthly contributions 113k
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- Hedgefund $100k
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- Real estate income $135k
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- Subsidiary income $80k
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- Bank investment income $150k
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- Investment club income $250k
- Start up investment income $65k
- Reinvestment income (calculated in years to come)
Retained Earnings $259k
Liabilities 45-55% of Assets
Accounts payable $200k
Operating expenses $2.5m
Salaries $650k
Reinvestment expenses $1.78m from Outstanding shares income
Misc expenses 100k
Shareholders Equity $83k
With increasing quarterly dividends contingent upon company’s Growth and Assets. Bonuses, corporate stock buy back option, which doesn’t apply to Common A shares or Common B shares without an authorized S.I.P established.
All stated within this Business plan and Investor’s report accompanied with guarnateed lines of credit will sustain company’s Growth with retention and newfound prospects as either Investors or members.
Funding Request
Potential Accredited and Nonaccredited Investors, Partners, Shareholders, Small Business start ups, Subsidiaries, Sponsors, and donations.
Invest $3675; Receive 496 stock shares
Lock period 12 months, no public market sells, loan option available after 12 month hold, buy back option available after 36 month hold.
The Company’s Preferred, Commom Class A shares and Subsidiary Common shares, Employee stock options will have exclusive Vesting agreements
Standard Vesting
No cliff term
Founder 2500 Preferred shares accelerated vesting
2500 Preferred shares and 2500 Common Class A shares have accelerated vesting.
Cliff vesting
One year term must be active with the Company, 3 year vesting period
Preferred, Common Class A shares and Subsidiaries Employee Stock options
496 shares limit for each Shareholder, (Accredited, Nonaccredited ) 100 initial shares, 11 shares a month, 36 consecutive months.
Affiliates, Executives, Members Vesting schedule:
Graded Vesting
Advisors, Consultants, Investors, Silent Partners Vesting schedule
100 initial shares and 11 shares a month for 36 consecutive months with bifurcated agreement.
Disclosure: All Shareholders with or without Bifurcated agreement will recieve some form of Dividend payout. File a form 83(B) when you buy stock within 30 days of Secured purchase, or the tax penalties will be high
Executive Summary
The Founder, Lakesha M Malone -CEO appoints and oversees the Officers and iReps. At this time, the CEO is the Issuer and Transfer agent of NWI, Inc-NWF stock shares.
The organization was founded due to the increased demand of the founders professional skills, business mid management services and abilities in marketing professionalism, executive services, consulting, advisory and organizational skills.
The company’s bylaws will explain all intricate managerial operations of the corporation.
The company’s silent corporate partner is And Direct, LLC- a small business investment company.
The companys Corporate sponsor is Neighborhood Leaderhsip for Environmental Health, Inc a global healthcare and environmental reform organization.
The company’s personal SUBSIDIARIES are as follows:
LADYKEESH ESSENTIALS, DBA EL ESSENTIALS -promotes essential value added products and services, globally.
M&Ns Goodies Shop -health food establishment, services specialty treats with all natural ingredients, no additives or preservatives needed.
NVest WIse Group is the company’s Educational division that offers free online economics, finance, and basic law education.
- NVest WIse Newsletter)
- NVest WIse Realty, MPact One Realty Services (DBA Haul n Move, LLc)
- NVest WIse Globaltech (Bitcoin)
- NVest WIse Tax advantage
- NVest WIse Phoenix credit
- NVest WIse YOUth Investment club
Disclosure
The company is not a brokerage firm, but a corporate hedgefund with Shareholders. The Executive nor Officers are broker/dealers; shareholders initiate their own buy or sale, internally between Shareholder an Officer or CEO. The companys stock are private Shareholders, no shares are traded for Executive or Shareholder profit. The company offers a buy back program as an incentive for long term holds.
NVest WIse Financials 