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