Vista Investors
Company Summary
VISTA INVESTORS will be structured as a partnership designed to capitalize on industry research performed by one of the founding entrepreneurs, Michael Douglas.
This company is unique because it differs substantially from the way most existing investment management firms originated. Most of the firms created in the last 25 years were started by the departure of portfolio managers from the nation’s largest banks, insurance companies, and brokerage firms. Generally, these individuals were deep in investment research talent but novice as it concerns the business and operating side of running an organization. The business plan for VISTA INVESTORS is different. VISTA INVESTORS is to be created by someone deep in knowledge of all aspects concerning investment management organizations. Investment talent will be acquired and retained by offering key individuals competitive compensation to include equity stakes. Biographies for individuals selected for the management team are enclosed.
2.1 Start-up Summary
The following tables and chart show our Start-up requirements and planned funding.
| Start-up Funding | |
| Start-up Expenses to Fund | $5,000 |
| Start-up Assets to Fund | $20,000 |
| Total Funding Required | $25,000 |
| Assets | |
| Non-cash Assets from Start-up | $0 |
| Cash Requirements from Start-up | $20,000 |
| Additional Cash Raised | $0 |
| Cash Balance on Starting Date | $20,000 |
| Total Assets | $20,000 |
| Liabilities and Capital | |
| Liabilities | |
| Current Borrowing | $0 |
| Long-term Liabilities | $0 |
| Accounts Payable (Outstanding Bills) | $0 |
| Other Current Liabilities (interest-free) | $0 |
| Total Liabilities | $0 |
| Capital | |
| Planned Investment | |
| Michael Douglas | $8,334 |
| Mark Haynes | $8,333 |
| Other | $8,333 |
| Additional Investment Requirement | $0 |
| Total Planned Investment | $25,000 |
| Loss at Start-up (Start-up Expenses) | ($5,000) |
| Total Capital | $20,000 |
| Total Capital and Liabilities | $20,000 |
| Total Funding | $25,000 |
| Start-up | |
| Requirements | |
| Start-up Expenses | |
| Legal | $1,000 |
| Stationery etc. | $200 |
| Brochures | $300 |
| SEC filings | $1,200 |
| Insurance | $300 |
| Research and development | $1,500 |
| Other | $500 |
| Total Start-up Expenses | $5,000 |
| Start-up Assets | |
| Cash Required | $20,000 |
| Other Current Assets | $0 |
| Long-term Assets | $0 |
| Total Assets | $20,000 |
| Total Requirements | $25,000 |
By 
