In general, the packaging of a project should be completed according to standardized procedures. After preliminary application, project establishment, review, suggestion, intermediary intervention, review, evaluation, scheme description, promotion and other steps, it will be gradually completed. Specifically, for an unformed project package, it is necessary to design and fill in an application form containing relevant contents, and the relevant decision makers will make decisions. Then see if a complete business plan or project proposal has been completed, and if so, entrust it to a qualified intermediary. After preliminary examination and evaluation of the submitted materials, the intermediary institution gives opinions according to the actual situation, and then forms a formal business plan. At the same time, it will be improved according to the professional requirements to further improve the business model and implementation details. For some projects with great development potential, we will conduct in-depth and comprehensive analysis, judgment and planning, establish project text files, and strongly recommend them to strategic investors through online media and other means. After the project packaging is completed, we should continue to follow up the project packaging and provide professional follow-up support services. By providing comprehensive management consulting services such as enterprise restructuring, market research, public relations planning, industrial and commercial tax consultation, we can help enterprises improve their competitiveness and profitability. In fact, the process of small and medium-sized enterprise project packaging is a process of attracting investment, that is, from project packaging to financing success, to achieve a "win-win" process for project sponsors and investors. ?
(2) Seriously study the theory of market economy and master the knowledge related to project packaging.
We should strive to grasp the development trend of international consulting industry, attach great importance to and seriously study the packaging problem of the project. We should be soberly aware that under the current market economy conditions, the theory and method of project packaging for attracting investment is not only a specialty, but also a practical and operational science for managers and decision makers of various enterprises or organizations, and even the staff of government departments responsible for attracting investment. For a city, what kind of project to choose and what kind of project to package is an important link related to the sustainable development of the city. As an enterprise, project packaging is not something other than production and operation, but the basis and premise for enterprises to seek cooperative development and open up new markets. Therefore, the success or failure of project packaging is not only an organic part of attracting investment, but also a remarkable symbol of the maturity of market economy.
(3) Seriously study the theories and objects of international economic cooperation.
We should seriously study the theory and object of international economic cooperation, grasp the development trend of international consulting industry, and attach great importance to and seriously study the packaging problem of projects. Under the current market economy, the theory and method of packaging investment projects are not only professionals, but also a practical and operational science that managers and decision makers of various enterprises or organizations should understand and master. Project packaging is not something other than production and operation, but the basis and premise for enterprises to seek cooperative development and open up new markets.
(D) Give full play to the role of social intermediary organizations.
In fact, the key to the success of the project lies in whether the project company has accurate and complete information sources and channels in the analysis and demonstration of investment projects, whether it has the ability to conduct in-depth and meticulous research and analysis of the market and effectively organize its implementation, whether it fully understands and is familiar with the construction procedures of investment projects, whether it foresees possible problems in the implementation of the project and the corresponding countermeasures to be taken, and so on. As far as the specific situation is concerned, these professional and highly technical jobs, especially some large-scale international investment projects, are usually served as financial consultants by a professional financial consulting company. As the intermediary of the capital market, financial consulting companies make strict, learnable and technical financial planning for the project by grasping the situation between the project packaging unit and its fundraisers and investors, relying on their own advantages in market trends and professional financial analysts, and make rational investment analysis and decisions in the process of asset planning and investment. Social intermediary organizations have extensive external communication channels to understand the requirements of internationally renowned multinational enterprises and financial investment institutions in project investment; Familiar with the latest development of international consulting industry and project packaging field, understand the functions and functions of international common software, and establish extensive contacts with consulting institutions at home and abroad; Practical experience of project packaging.
(e) Be good at using internationally accepted software to package financing projects.
The advantages of using international software are: credible and scientific, meeting the needs of investors; Standardize and speak with data; Universal, international and all fields; Simple, provide all-round services with standard charts. Take COMFAT III as an example. Supported by the United Nations Industrial Development Organization, the software is mainly used for feasibility analysis of industrial projects and infrastructure projects before investment. The system has been widely used in industrial development banks, consulting companies, multinational companies and universities in various countries. It is a very practical and flexible tool for economic estimation of investment projects. It can help investors to plan and estimate the whole project, simulate the inflow and outflow of funds, and make opportunity analysis, sensitivity analysis and preliminary feasibility analysis by computer. It not only provides the prediction of the financial characteristics required by the investment estimation standard in the research stage, but also includes: the differences between local and foreign countries, and the establishment of local and foreign capital flow plans respectively; In the project construction stage, make a half-year cash flow plan; Automatically calculate financial plan, profit and loss analysis and calculate the financial and economic benefits of one product to multiple product projects. The system establishes multiple project capabilities by changing project parameters, that is, it can make multiple schemes for analysis and estimation, and determine the influence of planning parameters on the change of project sensitivity. It can be seen that using standardized international software packaging investment projects is the best way and choice for China enterprises to carry out international economic and technological cooperation.
(6) Be good at market research and do a good job in statistics.
We should actively carry out market research and do a good job in statistics. Only by accumulating all kinds of data for a long time can the overall real situation of the enterprise be reflected as much as possible in the project packaging. At the same time, we should be good at accumulating industry data and understanding the industry situation. Only in this way, can we make a good comparison with the same industry in project packaging, let investors know their investment in the industry at a glance, and further strengthen their confidence and determination in investment. Make the project and packaging more selective, targeted and effective. To do a good job in project packaging, we must thoroughly understand the factory situation, market situation, market and surrounding environment.
(seven) to increase the promotion of the project after packaging.
Whether a project is successful or not can be said that packaging can play an unexpected role. Through the reorganization of production factors, loose production factors can be concentrated to form new resources. However, how to produce various elements loosely and transform them into resources for attracting investment through screening, identification and reorganization needs to strengthen the full preparation of relevant project materials and "launch them grandly" after packaging. Of course, the main purpose of packaging is to let investors "fall in love at first sight" and "hit it off" and finally complete the project investment. Therefore, projects that have been successfully packaged should not be shelved, and transparency should be increased, and they should be actively promoted in an all-round way to give investors the greatest choice as much as possible. Pay attention to tracking the trend of world capital flow, adjust the strategy of attracting investment in time, actively explore new ways to use domestic and foreign funds, and increase the intensity of attracting investment from multinational companies. We should make full use of exhibitions, conferences, visits and information networks to find investment partners. Promote various forms and channels, such as entrusted agency investment promotion, online investment promotion, and "small team investment promotion", increase the promotion of projects, continuously improve the effectiveness of investment promotion, and make investment promotion work reach a new level.