INVESTMENT READINESS
The Agenda for this session is:
1.Introductions
2.Your Business Plan
3.Your Financial Forecasts
4.Investment Summary
5.The Pitch
6.Next Steps
INTRODUCTIONS
Stage of business … early no traction, early some traction, revenue generating??
Elevator pitch – can you communicate what you do quickly & effectively
Sample elevator pitch
YOUR BUSINESS PLAN
Executive Summary:
Highlight the main points in the body of your plan
This is designed to catch an investors/bankers attention.
Keep it simple - but make it punchy
Advisable to do this last
What is your product or service?
Where did the idea come from?
Why is this a good product or service to invest in?
What is your USP?
Background details (keep it relevant)
How/why will this make money?
Future potential
Product/Service:
Management Team:
Individual details of management team and their experience and expertise
Include detailed CV's
Business networks & contacts
Include details/expertise of key staff
Marketing Plan:
Market research
Who are your competitors?
Where does your product fit in the market?
Who are your potential customers?
What differentiates your product or service from the rest?
How will you get your product or service in front of potential customers?
Highlight any assumptions made when setting your sales targets
YOUR FINANCIAL FORECASTS
Minimum of 3 years financial forecasts
Where possible, a minimum of 3 years historical accounts and up to date management figures
Forecasts should include, as a minimum:
Cashflow ForecastProfit & Loss Account
Balance Sheet
Explain clearly how you will manage:
ExpenditureDebtorsCreditors
Provide details of all assumptions made
Highlight what contingency measures you have built into your forecasts
YOUR INVESTMENT SUMMARY
IntroductionThis should be one short paragraph summarising what the business does and
its unique selling point (USP). This is your headline grabber and needs to attract an investors’ attention.
Business OverviewIn this section avoid using too many acronyms as this can be off-putting to the
reader. Explain the progress the business has made to date, traction and validation, its market, customers, competitors and revenue opportunities
Management CredentialsExplain the management team and structure and any external advisors. Cover
any missing skill gaps and what type of investor you would like to bring on board.
Financial Performance Overview Show headline figures only – turnover, net profit or EBITDA for 3 years forecast
and 2 years previous (if applicable)
Funding PositionState how the business has been financed to date, how much and how this has
been invested. Show the funding requirement now and what this will be used for. Describe the exit strategy and timescale.
THE PITCH
What problem are you solving?
What is your solution?
Why is it different?
Do you have any IP? If not, what barriers to entry can you
ensure?
What experience and skills do you and your team have that will help you successfully deliver your plan?
What traction do you have to date?
What validation have you had to date?
At what stage is your business and when will it become revenue generating, if not already?
A simple illustrative roadmap is useful here indicating the path your business has taken to date and will continue to take moving
forwards
How big is the market?
Who are you competing with?
What obstacles would you have to overcome to achieve scale?
What is your route to market?
How will you monetise your product or service?
Do you have an existing sales pipeline?
Are you engaged with any partners or companies that can
substantiate your forecasted revenues?
What funds have been invested to date and by who and
what for?
What is your current finance requirement?
Do you have current interest from other investors, if so
break it down so its clear what you are asking the room for?
Are you SEIS / EIS approved?
What in particular are you looking to get from an investor?
What if applicable are your financials to date?
Please display at least 3 years financial forecasts, Turnover,
Gross Profit, Net Profit.
Does this link to your sales pipeline and revenue model?
Explain the assumptions and most important the
reality/substance behind the £’s
Summarise and close!!
Well done!!!
NEXT STEPS
Please go away and produce your draft fundraising toolkit
Engage with A2F for 1-2-1 support
You will be invited to pitch to a panel of experts (date to be
confirmed)
If you wish to speak with funders then we can take you
forwards accordingly
Ill share this presentation with you
Thank you!!!!
Any Questions
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