Becoming Investor Ready
โข
0 likesโข211 views
This document discusses becoming investor ready by outlining the benefits of being prepared for investment, the key aspects of having an investor ready business, and providing a checklist for businesses to self-assess their readiness for investment. The benefits of being investor ready include gaining a competitive advantage, capitalizing on opportunities, making the business easier to run and more profitable. There are six pillars of becoming investor ready which cover personal attributes, business assessment, deal structure, document preparation, compliance, and final due diligence. The document provides a scoring system for businesses to rate themselves across various sections as green, amber, or red to determine their overall investor readiness.
Report
Share
Report
Share
Download to read offline
Recommended
4 steps to creating your investment plan
This document outlines 4 steps to creating an effective investment plan: 1) Set realistic financial goals by consulting a financial planner; 2) Calculate how much money is needed for goals like retirement with help from an advisor; 3) Choose an investment strategy matched to goal timelines, from conservative for short-term to aggressive for long-term; 4) Prepare an investment policy statement detailing return expectations, risk tolerance, accessibility needs, goals, and monitoring strategies. Tracking progress and consulting competent financial planners can help effectively plan for the future.
Finance QUIZ baddi university
This document provides information about a finance club meeting at Baddi University of Emerging Sciences and Technology. It begins by welcoming attendees to the finance club. It then defines finance as the study of how and under what terms savings are allocated between lenders and borrowers, or the money required for carrying out business. Some common needs for finance are then listed, including starting up, daily operations, takeover bids, replacing machinery, growth, working capital management, and expansion. The rest of the document consists of a finance quiz testing accounting and finance concepts.
The value of a financial advisor
The document outlines six key reasons why having a financial advisor is a smart investment: 1) They have expertise in investing strategies and products to guide decisions. 2) They stay up-to-date on financial trends so clients don't have to. 3) Advisors provide understandable financial advice tailored to each client's goals, risk tolerance, and interests. 4) Advisors take the emotion out of investing by helping clients stay focused on their goals. 5) Advisors commit to supporting clients at all stages of life by considering future needs. 6) Working with an advisor brings peace of mind through their ongoing support and adjustments to financial plans.
VVS Ventures-Financial Planner
This document provides information on financial planning and why it is important. It discusses preparing for future needs like education, medical expenses, and retirement. It then asks questions to help determine if an advisor is needed based on one's investment knowledge and time. For those who don't need an advisor, the document outlines what a financial planner can help with, such as identifying goals, interpreting financial issues, and managing risk. It also discusses the steps in financial planning and the services provided by VVS Ventures, the promoting financial planning company.
Sole Proprietor and Accounting
This document provides an overview of sole proprietorship accounting presented by Julie Gilmer, a CPA with over 12 years of experience owning an accounting firm and manufacturing businesses. The document discusses setting up a chart of accounts, including asset, liability, equity, and class accounts. It also summarizes the basic financial reports of a balance sheet and profit and loss statement. Finally, it provides Julie's top 5 tips for sole proprietorship accounting, such as using classes instead of accounts and having fun with the accounting to fully understand your business.
Lets start! presentation assignment
The document summarizes interviews conducted with entrepreneurs and investors to test the hypotheses of a business platform connecting them. Key lessons learned include that the platform would be useful, but may need to differentiate between startup and later-stage funding needs, define investor and project types carefully, and partner with universities globally to reach critical users. Next steps are conducting more interviews internationally and refining the business model based on findings.
Investments
1. The document discusses investments and their role for AIESEC. It outlines different types of investments categorized by risk and return on investment.
2. Key questions for investing are outlined, including objectives and risk tolerance. Risk is defined as the possibility of losing money, which may vary depending on the investment type.
3. Potential investment areas for AIESEC are listed, including conference assistance, event organizing, recruitment of exchange participants, and acquisition of assets.
Drew Henry Resume
Drew Henry is seeking a position utilizing his strong work ethic and experience in investment guidance and financial services. He has over 2 years of experience as an Investment Planning and Guidance Consultant at Fidelity Investments, where he was a top producer and responsible for generating new business, managing client assets and accounts, creating personalized investment plans, and providing exceptional customer service. Henry holds his Series 7, 66, and 63 licenses and graduated from California State University, Long Beach with a B.S. in Business Administration with a focus in Finance and a 3.6 GPA.
Recommended
4 steps to creating your investment plan
This document outlines 4 steps to creating an effective investment plan: 1) Set realistic financial goals by consulting a financial planner; 2) Calculate how much money is needed for goals like retirement with help from an advisor; 3) Choose an investment strategy matched to goal timelines, from conservative for short-term to aggressive for long-term; 4) Prepare an investment policy statement detailing return expectations, risk tolerance, accessibility needs, goals, and monitoring strategies. Tracking progress and consulting competent financial planners can help effectively plan for the future.
Finance QUIZ baddi university
This document provides information about a finance club meeting at Baddi University of Emerging Sciences and Technology. It begins by welcoming attendees to the finance club. It then defines finance as the study of how and under what terms savings are allocated between lenders and borrowers, or the money required for carrying out business. Some common needs for finance are then listed, including starting up, daily operations, takeover bids, replacing machinery, growth, working capital management, and expansion. The rest of the document consists of a finance quiz testing accounting and finance concepts.
The value of a financial advisor
The document outlines six key reasons why having a financial advisor is a smart investment: 1) They have expertise in investing strategies and products to guide decisions. 2) They stay up-to-date on financial trends so clients don't have to. 3) Advisors provide understandable financial advice tailored to each client's goals, risk tolerance, and interests. 4) Advisors take the emotion out of investing by helping clients stay focused on their goals. 5) Advisors commit to supporting clients at all stages of life by considering future needs. 6) Working with an advisor brings peace of mind through their ongoing support and adjustments to financial plans.
VVS Ventures-Financial Planner
This document provides information on financial planning and why it is important. It discusses preparing for future needs like education, medical expenses, and retirement. It then asks questions to help determine if an advisor is needed based on one's investment knowledge and time. For those who don't need an advisor, the document outlines what a financial planner can help with, such as identifying goals, interpreting financial issues, and managing risk. It also discusses the steps in financial planning and the services provided by VVS Ventures, the promoting financial planning company.
Sole Proprietor and Accounting
This document provides an overview of sole proprietorship accounting presented by Julie Gilmer, a CPA with over 12 years of experience owning an accounting firm and manufacturing businesses. The document discusses setting up a chart of accounts, including asset, liability, equity, and class accounts. It also summarizes the basic financial reports of a balance sheet and profit and loss statement. Finally, it provides Julie's top 5 tips for sole proprietorship accounting, such as using classes instead of accounts and having fun with the accounting to fully understand your business.
Lets start! presentation assignment
The document summarizes interviews conducted with entrepreneurs and investors to test the hypotheses of a business platform connecting them. Key lessons learned include that the platform would be useful, but may need to differentiate between startup and later-stage funding needs, define investor and project types carefully, and partner with universities globally to reach critical users. Next steps are conducting more interviews internationally and refining the business model based on findings.
Investments
1. The document discusses investments and their role for AIESEC. It outlines different types of investments categorized by risk and return on investment.
2. Key questions for investing are outlined, including objectives and risk tolerance. Risk is defined as the possibility of losing money, which may vary depending on the investment type.
3. Potential investment areas for AIESEC are listed, including conference assistance, event organizing, recruitment of exchange participants, and acquisition of assets.
Drew Henry Resume
Drew Henry is seeking a position utilizing his strong work ethic and experience in investment guidance and financial services. He has over 2 years of experience as an Investment Planning and Guidance Consultant at Fidelity Investments, where he was a top producer and responsible for generating new business, managing client assets and accounts, creating personalized investment plans, and providing exceptional customer service. Henry holds his Series 7, 66, and 63 licenses and graduated from California State University, Long Beach with a B.S. in Business Administration with a focus in Finance and a 3.6 GPA.
Oxford\'s Services 2011
The document provides an introduction and overview of Oxford Financial Designs, a registered investment advisory firm. The summary includes:
1) The firm offers financial planning and management services to help clients achieve financial goals and gain control over their financial lives.
2) Services include risk management, asset management, retirement planning, estate planning, and business transfer planning.
3) The firm uses a planning-based approach to investing to help clients organize their finances, determine objectives and risk tolerance, and make informed financial decisions.
Our Value Proposition
Past performance is not indicative of future results. Investment strategies mentioned involve varying degrees of risk, and there are no guarantees any specific investment will be suitable for a client's portfolio. An investor should consider investment objectives, risks, charges and expenses carefully before making any investment.
Are You Saving or Are You Investing?
Many people often misconstrue savings with investments. But let us tell you that there is indeed a difference between the two. Merely putting aside money under the mattress, or in a vault, bank locker or savings bank account after meeting your expenses and liabilities may not mean that money works for you. In times where the inflation bug is eating into your earnings, you need to move a step forward and invest. More importantly, invest wisely! By now many of you may have realized that there is indeed a difference between saving and investing. So letโs delve a little deeper and understand the difference between the twoโฆwhich can help us march forward in our journey of wealth creation.
An Investor Education & Awareness Initiative By Franklin Templeton Mutual Fund
Laser App Conference 2017 - Eric Varela, Envestnet Logix
- Envestnet Logix provides an integrated financial planning platform that allows advisors to create goals-based plans and investment proposals for clients.
- The platform offers both goals-based and cash flow planning, insurance needs analysis, dynamic scenario presentations, and integrates with an online client portal.
- It is a scalable solution that can be tailored to clients' specific planning needs, from basic goals-based advice to comprehensive financial planning.
Venturefest Bristol 2011, Charles Grimsdale, Eden Ventures
This document discusses early stage funding for startups. It describes seed capital as the first round of funding, typically less than ยฃ1 million, used to develop an initial product and gain first customers. Founders should plan to give up 15-30% equity for seed funding. The document reviews funding options and advises founders on determining how much to raise and which investors to approach based on their market opportunity and revenue plans. It also outlines what investors look for in founding teams and business proposals, including market knowledge, clear product and marketing strategies, and attainable milestones. The document stresses treating fundraising like a sales process to engage investors.
Jordan Green @ Transmedia Victoria
This document discusses angel investors and their role in funding transmedia businesses. It begins by defining an angel investor as an individual who invests their own money and time in early-stage companies in exchange for capital returns. It then outlines different levels of funding for startups, showing where angel investors fit compared to other options like banks, venture capital, and IPOs. The rest of the document discusses angel investors' goals of 10x returns within 3-5 years, their investment process, how to evaluate early-stage opportunities, challenges of transmedia businesses, and reasons for joining an angel investment group.
Introduction To Financial Planning And Wealth Advice
The document provides information about Wisdom for Wealth, a financial planning and wealth advice practice established in 2000. It discusses the benefits of financial planning such as maintaining capital and income, minimizing taxes, and achieving financial independence in retirement. It also outlines the investment management services provided, including developing personalized investment strategies, selecting reputable money managers, and taking a long-term diversified approach. Clients benefit from a team approach with their personal financial planner and support staff.
Healthy Credit
Your credit report and score determine whether you can get credit and the terms of loans, with a higher score providing better interest rates. It is important to check your credit report at least annually from each credit bureau to understand your score and what factors influence it. Maintaining a good credit score involves creating a budget, making all payments on time, keeping balances low on credit accounts, paying down debt over time, and protecting your personal information. For small businesses, establishing business credit involves getting a tax ID, setting up a Duns number, starting credit accounts with suppliers, paying all bills on time, and monitoring the business credit score.
8. Equity and Convertible Notes
Check out key elements you need to know about equity and convertible notes prepared by Thibaut Claes (thibaut@startups.be). Learn more and get investor-ready via: www.startups.be/fundraisingStartups.be
How to prepare for investment and run a successful process Sam Riley CEO, Ans...
This document provides guidance on how to prepare for investment and run a successful capital raising process. It discusses aligning all aspects of the business with what investors will judge, such as vision, strategy, plans, and measures. Key steps outlined include knowing the problem being solved, understanding investor criteria, preparing materials, connecting with investors, clearly asking for funding needs, and proving the business concept with actions and results. The document emphasizes starting with the end in mind, telling a clear and aligned story, and maintaining momentum throughout the process to close investments swiftly.
Tips For Business Finance - Mauneel Desai
Here we have discussed some important tips about business finance which are important and should be followed.
PROJECT APPRAISAL AND FINANCING
The era of nineties has created a new breed of entrepreneurs whose quest for finance is unending. The lending institutions, on the other hand, have become choosy due to, among other reasons, mounting Non-performing Assets (NPAs). All this has led to increased pressure on the availability of finance to the entrepreneurs. In this setting, careful consideration of Project Appraisal and Financing holds the key to survival.
Charting a course by Wes Moss
This document provides an overview of retirement and investment planning presented by Wes Moss, a chief investment strategist. It discusses the importance of planning for everyone in different stages of life. The key aspects of a successful plan include developing a written financial plan, understanding risk tolerance, following a "bucket approach" of allocating savings to cash, income, and growth categories over time, and regularly monitoring progress. The overall message is that preparation and guidance are important for achieving retirement goals.
FIN 101 - What is Finance?
Finance involves managing money through collecting funds from various sources like loans and equity, and properly utilizing those funds by investing them strategically. The goal of finance is to achieve an organization's objectives, whether it be maximizing profit or shareholder wealth, by making decisions about how much to invest, where to invest, and how to invest collected funds.
What We Do at Capital Associates
Our approach to life-based Retirement Planning is very simple. We call it Design. Build. Protect. We design a plan built around your life. We help you clarify the plan and work towards achieving your goals allowing you to prioritize your family, worth and legacy.
Investor readiness: How does an investor think by Startups.be
This document provides an overview of how investors think and make decisions from the perspective of an investor. It discusses:
- How investors make money primarily through exits like mergers and acquisitions or IPOs within a typical 5-7 year timeframe.
- Factors they consider like the quality of the founding team, traction in the form of revenue growth and customer retention, the size and growth of the target market, and the strength of the business model and unit economics.
- Common reasons they may not invest including doubts about the team, product, market opportunity, lack of traction or clear growth pathway, and concerns the startup is out of their investment scope.
mutual fund advisor
Accredited Wealth management advisor, they help to achieve their financial wealth planner goals with effective mutual fund advisor. Thereby make people enjoy life.
Startsmart Startup event presentation
This presentation was made for StartSmart event about angel investing and angels perspective to the investment target (ie. startup).
Business Angels Finland presentation
This presentation was held at Business Angels Finland startup event to startup entrepreneus and recently started Angel investors
Slides from PreSeed Academy #21 - Jonas Gyalokay (Speaker 3 of 3)
This document provides tips for maximizing value from a Board of Directors. It discusses:
1. Getting started with a Board by not overthinking composition and representing important departments;
2. Holding Board meetings with advance scheduling, pre-meeting discussions, and actionable minutes;
3. Engaging Board members outside meetings by asking for help, using them for negotiations, and delegating strategic initiatives.
The overall recommendations are to treat the Board professionally but also have fun, as members are ultimately there to support the organization.
Marketing - Social Media Essentials
This document provides tips for using social media effectively. It discusses choosing the right platforms like Facebook, Twitter, and Instagram. It recommends optimizing profiles by adding useful information. The document also suggests posting content people like based on analytics and varying posts across platforms. A schedule is presented for when to post on different days to different networks to maximize engagement. The document concludes with exercises to apply the lessons on optimizing profiles and determining what to post.
Achieve Product to Market Fit
The document discusses the importance of achieving product-market fit by intimately understanding customers, identifying real problems, and creating solutions customers will pay for. It emphasizes that the number one reason startups fail is because they make products no one wants. The fundamental principles for success are to have a product or service that addresses a real customer need and that people will pay for.
More Related Content
What's hot
Oxford\'s Services 2011
The document provides an introduction and overview of Oxford Financial Designs, a registered investment advisory firm. The summary includes:
1) The firm offers financial planning and management services to help clients achieve financial goals and gain control over their financial lives.
2) Services include risk management, asset management, retirement planning, estate planning, and business transfer planning.
3) The firm uses a planning-based approach to investing to help clients organize their finances, determine objectives and risk tolerance, and make informed financial decisions.
Our Value Proposition
Past performance is not indicative of future results. Investment strategies mentioned involve varying degrees of risk, and there are no guarantees any specific investment will be suitable for a client's portfolio. An investor should consider investment objectives, risks, charges and expenses carefully before making any investment.
Are You Saving or Are You Investing?
Many people often misconstrue savings with investments. But let us tell you that there is indeed a difference between the two. Merely putting aside money under the mattress, or in a vault, bank locker or savings bank account after meeting your expenses and liabilities may not mean that money works for you. In times where the inflation bug is eating into your earnings, you need to move a step forward and invest. More importantly, invest wisely! By now many of you may have realized that there is indeed a difference between saving and investing. So letโs delve a little deeper and understand the difference between the twoโฆwhich can help us march forward in our journey of wealth creation.
An Investor Education & Awareness Initiative By Franklin Templeton Mutual Fund
Laser App Conference 2017 - Eric Varela, Envestnet Logix
- Envestnet Logix provides an integrated financial planning platform that allows advisors to create goals-based plans and investment proposals for clients.
- The platform offers both goals-based and cash flow planning, insurance needs analysis, dynamic scenario presentations, and integrates with an online client portal.
- It is a scalable solution that can be tailored to clients' specific planning needs, from basic goals-based advice to comprehensive financial planning.
Venturefest Bristol 2011, Charles Grimsdale, Eden Ventures
This document discusses early stage funding for startups. It describes seed capital as the first round of funding, typically less than ยฃ1 million, used to develop an initial product and gain first customers. Founders should plan to give up 15-30% equity for seed funding. The document reviews funding options and advises founders on determining how much to raise and which investors to approach based on their market opportunity and revenue plans. It also outlines what investors look for in founding teams and business proposals, including market knowledge, clear product and marketing strategies, and attainable milestones. The document stresses treating fundraising like a sales process to engage investors.
Jordan Green @ Transmedia Victoria
This document discusses angel investors and their role in funding transmedia businesses. It begins by defining an angel investor as an individual who invests their own money and time in early-stage companies in exchange for capital returns. It then outlines different levels of funding for startups, showing where angel investors fit compared to other options like banks, venture capital, and IPOs. The rest of the document discusses angel investors' goals of 10x returns within 3-5 years, their investment process, how to evaluate early-stage opportunities, challenges of transmedia businesses, and reasons for joining an angel investment group.
Introduction To Financial Planning And Wealth Advice
The document provides information about Wisdom for Wealth, a financial planning and wealth advice practice established in 2000. It discusses the benefits of financial planning such as maintaining capital and income, minimizing taxes, and achieving financial independence in retirement. It also outlines the investment management services provided, including developing personalized investment strategies, selecting reputable money managers, and taking a long-term diversified approach. Clients benefit from a team approach with their personal financial planner and support staff.
Healthy Credit
Your credit report and score determine whether you can get credit and the terms of loans, with a higher score providing better interest rates. It is important to check your credit report at least annually from each credit bureau to understand your score and what factors influence it. Maintaining a good credit score involves creating a budget, making all payments on time, keeping balances low on credit accounts, paying down debt over time, and protecting your personal information. For small businesses, establishing business credit involves getting a tax ID, setting up a Duns number, starting credit accounts with suppliers, paying all bills on time, and monitoring the business credit score.
8. Equity and Convertible Notes
Check out key elements you need to know about equity and convertible notes prepared by Thibaut Claes (thibaut@startups.be). Learn more and get investor-ready via: www.startups.be/fundraisingStartups.be
How to prepare for investment and run a successful process Sam Riley CEO, Ans...
This document provides guidance on how to prepare for investment and run a successful capital raising process. It discusses aligning all aspects of the business with what investors will judge, such as vision, strategy, plans, and measures. Key steps outlined include knowing the problem being solved, understanding investor criteria, preparing materials, connecting with investors, clearly asking for funding needs, and proving the business concept with actions and results. The document emphasizes starting with the end in mind, telling a clear and aligned story, and maintaining momentum throughout the process to close investments swiftly.
Tips For Business Finance - Mauneel Desai
Here we have discussed some important tips about business finance which are important and should be followed.
PROJECT APPRAISAL AND FINANCING
The era of nineties has created a new breed of entrepreneurs whose quest for finance is unending. The lending institutions, on the other hand, have become choosy due to, among other reasons, mounting Non-performing Assets (NPAs). All this has led to increased pressure on the availability of finance to the entrepreneurs. In this setting, careful consideration of Project Appraisal and Financing holds the key to survival.
Charting a course by Wes Moss
This document provides an overview of retirement and investment planning presented by Wes Moss, a chief investment strategist. It discusses the importance of planning for everyone in different stages of life. The key aspects of a successful plan include developing a written financial plan, understanding risk tolerance, following a "bucket approach" of allocating savings to cash, income, and growth categories over time, and regularly monitoring progress. The overall message is that preparation and guidance are important for achieving retirement goals.
FIN 101 - What is Finance?
Finance involves managing money through collecting funds from various sources like loans and equity, and properly utilizing those funds by investing them strategically. The goal of finance is to achieve an organization's objectives, whether it be maximizing profit or shareholder wealth, by making decisions about how much to invest, where to invest, and how to invest collected funds.
What We Do at Capital Associates
Our approach to life-based Retirement Planning is very simple. We call it Design. Build. Protect. We design a plan built around your life. We help you clarify the plan and work towards achieving your goals allowing you to prioritize your family, worth and legacy.
Investor readiness: How does an investor think by Startups.be
This document provides an overview of how investors think and make decisions from the perspective of an investor. It discusses:
- How investors make money primarily through exits like mergers and acquisitions or IPOs within a typical 5-7 year timeframe.
- Factors they consider like the quality of the founding team, traction in the form of revenue growth and customer retention, the size and growth of the target market, and the strength of the business model and unit economics.
- Common reasons they may not invest including doubts about the team, product, market opportunity, lack of traction or clear growth pathway, and concerns the startup is out of their investment scope.
mutual fund advisor
Accredited Wealth management advisor, they help to achieve their financial wealth planner goals with effective mutual fund advisor. Thereby make people enjoy life.
Startsmart Startup event presentation
This presentation was made for StartSmart event about angel investing and angels perspective to the investment target (ie. startup).
Business Angels Finland presentation
This presentation was held at Business Angels Finland startup event to startup entrepreneus and recently started Angel investors
Slides from PreSeed Academy #21 - Jonas Gyalokay (Speaker 3 of 3)
This document provides tips for maximizing value from a Board of Directors. It discusses:
1. Getting started with a Board by not overthinking composition and representing important departments;
2. Holding Board meetings with advance scheduling, pre-meeting discussions, and actionable minutes;
3. Engaging Board members outside meetings by asking for help, using them for negotiations, and delegating strategic initiatives.
The overall recommendations are to treat the Board professionally but also have fun, as members are ultimately there to support the organization.
What's hot (20)
Laser App Conference 2017 - Eric Varela, Envestnet Logix
Laser App Conference 2017 - Eric Varela, Envestnet Logix
ย
Venturefest Bristol 2011, Charles Grimsdale, Eden Ventures
Venturefest Bristol 2011, Charles Grimsdale, Eden Ventures
ย
Introduction To Financial Planning And Wealth Advice
Introduction To Financial Planning And Wealth Advice
ย
How to prepare for investment and run a successful process Sam Riley CEO, Ans...
How to prepare for investment and run a successful process Sam Riley CEO, Ans...
ย
Investor readiness: How does an investor think by Startups.be
Investor readiness: How does an investor think by Startups.be
ย
Slides from PreSeed Academy #21 - Jonas Gyalokay (Speaker 3 of 3)
Slides from PreSeed Academy #21 - Jonas Gyalokay (Speaker 3 of 3)
ย
Viewers also liked
Marketing - Social Media Essentials
This document provides tips for using social media effectively. It discusses choosing the right platforms like Facebook, Twitter, and Instagram. It recommends optimizing profiles by adding useful information. The document also suggests posting content people like based on analytics and varying posts across platforms. A schedule is presented for when to post on different days to different networks to maximize engagement. The document concludes with exercises to apply the lessons on optimizing profiles and determining what to post.
Achieve Product to Market Fit
The document discusses the importance of achieving product-market fit by intimately understanding customers, identifying real problems, and creating solutions customers will pay for. It emphasizes that the number one reason startups fail is because they make products no one wants. The fundamental principles for success are to have a product or service that addresses a real customer need and that people will pay for.
Situational Leadership
This document discusses situational leadership, which involves changing leadership styles based on the maturity level of individuals. There are four leadership styles - directing, coaching, supporting, and delegating - that vary in the level of direction and support provided. The situational leadership model assesses an individual's competence and commitment levels to determine their "maturity" and what style should match. An effective leader diagnoses the situation, adapts their flexible based on needs, and selects the appropriate style to maximize growth, cohesion and performance.
Acquisitions and Exits
The document discusses strategies for growing a business through acquisitions and exiting the business. It provides information on acquiring other businesses using funding strategies that do not require your own money. It also discusses how to identify potential buyers, build value in the business to maximize sale value, and prepare the business for exit. The key steps outlined are to identify strategic advantages to make the business more attractive to buyers, notify potential buyers, and create competitive tension to start a bidding process.
Build an Attraction Model - Content Marketing Part 1
This document discusses content marketing and provides tips in 4 areas: 1) The types of content that can be produced, such as videos, podcasts, eBooks, and written content. 2) The gear and software needed, including lighting kits, microphones, cameras, and editing software. 3) How to automate parts of content creation through recording, transcribing, and posting. 4) Where and how to position content so it can be found, like on blogs, iTunes, YouTube, social media, and through emails. The document provides examples and advice for each area.
Developing a High Performing Team
This document provides steps for developing a high performing team. It discusses reflecting on the current team, potential reasons why teams fail, and the core components of high performing teams, which are being clear on vision/goals, having the capabilities to perform, and having motivation. It then describes performing a gap analysis to understand areas of weakness and outlines developing an action plan to address gaps and strengthen the team. The overall goal is to turn a group of individuals into a cohesive, high achieving team.
Online Strategies - Auditing your biggest online asset
The document provides tips for auditing and improving a business website. It discusses four reasons why most business websites are useless: they are too hard to use, act as a "brochure" without a focus on lead generation, and look dated. The document then presents four characteristics of an effective "killer" website: strong usability, providing value upfront, capturing leads and inquiries, and building trust. It includes activities to evaluate a website based on these criteria and provides recommendations in each area to improve a site within 30 days.
Build an Attraction Model - Content Marketing Part 2
This document discusses content marketing strategies, including:
1) The types of content that work best on different platforms, such as videos, tutorials and interviews for Facebook and YouTube, and written articles for blogs and LinkedIn.
2) Elements to include when creating content to generate leads, such as interrupting patterns, connecting with the audience, establishing authority, highlighting benefits, sharing success stories, teaching key points, and providing a clear call to action.
3) Automation tools for distributing content, including Buffer, Hootsuite and Edgar, to help build a consistent content marketing system.
Viewers also liked (8)
Build an Attraction Model - Content Marketing Part 1
Build an Attraction Model - Content Marketing Part 1
ย
Online Strategies - Auditing your biggest online asset
Online Strategies - Auditing your biggest online asset
ย
Build an Attraction Model - Content Marketing Part 2
Build an Attraction Model - Content Marketing Part 2
ย
Similar to Becoming Investor Ready
How to Raise Venture Capital: What's Your Plan?
Are you looking to raise investment capital? If so, you need a plan. The trick is to get investors to believe in you, in your company, in your vision, and in your ability to execute.
How Not to Fail Your Startup Fundraising by Ardent Capital VP Araya Hutasuwan
Includes an overview of the fundraising process and what VCs look for in potential new portfolio companies.
Finding the Right Private Equity Partner for Your Business
Business owners often need private capital to finance their business. How do you know if the private equity partner is right for you? This webinar discusses some of the important factors to look for in a private equity partner
Beginner's Guide: How to raise Seed and Series A Funding for Your Tech Startups
This is a short beginners' guide to learn about startup fundraising particularly Seed and Series A round.
CONTENT:
Introduction
Startup Funding 101:
What is funding and why do you need it?
Types of funding
When to raise and how much to raise
Understanding exit
Key players in fundraising
What matters to founders?
Understanding dilution
How to determine the valuation
Understanding controlling terms
How do VCs work?
Seed and Series A Funding:
Are you ready for funding?
Preparation
How to raise: processes, tips & tricks
Recommended Reading
Q&A
Raising the next round of funding oct 2015
This document provides guidance on raising the next round of funding for a company. It discusses determining how much money is needed and creating financial projections. An exit strategy should be developed and considered. Different types of investors are described, and it is recommended to research specific investors to find the best fit. Key aspects of the investment process are outlined such as determining valuation, terms, and conditions. The document stresses being prepared with relevant materials and having a customized presentation for each investor while managing the due diligence process. Fundraising is positioned as an ongoing sales process requiring relationship building and handling rejection.
Raising the next round of funding oct 2015
This document provides guidance on raising the next round of funding for a company. It discusses determining how much money is needed and creating financial projections. An exit strategy should be established. The types of investors to target are described, such as angels, VCs, and corporations. Thorough research on potential investors must be done. Key terms of an investment like valuation and conditions should be understood. An invitation deck and customized presentation for investors should be prepared. Proper documentation is essential for due diligence. A detailed timeline and plan for engaging investors is important. Fundraising requires treating it as a sales process to find support and close deals.
Efactor - Pitching and Presentation
This document provides guidance for entrepreneurs on pitching ideas and finding investors. It discusses preparing a business plan, presenting the idea in 3 minutes to make a strong first impression, and searching for investments. The business plan should clearly explain the problem being solved, target market, unique value proposition, and financial projections. When pitching, entrepreneurs should speak calmly, use visual aids, introduce their experienced team, and outline milestones and funding needs. Thorough preparation of the business idea, plan, presentation, and ability to answer questions is key to impressing investors.
Series A Fundraising Guide (Investing Individuals Improving Our World) by Accion
Series A Fundraising Guide ๐
Inside, you'll find insights on:
1) Preparing for your fundraise with a strategic lens
2) Pitching to investors with conviction
3) Setting up for diligence with transparency
4) Negotiating terms that respect both parties
5) And post-closing considerations to keep the momentum
Asse org making your business work with an effective business plan
This document discusses the importance of having an effective business plan for a consulting practice. It notes that a business plan serves to guide both the startup and daily operations of a business. The document outlines the key components that should be included in a generic business plan format, such as the executive summary, industry status, target market analysis, sales and marketing plan, financial plan, and insurance. It emphasizes that the business plan is a living document that should be reviewed regularly and updated as needed.
Business Plan Writing
The document discusses common mistakes entrepreneurs make when writing business plans and provides tips to create an effective plan. It notes that business plans often lack a clear unique selling point, fail to sell the business in the executive summary, and don't explain how targets will be achieved. A good business plan should include a clear vision, roadmap, unique selling point, market and competitor analysis, marketing plan, 3-5 year financials, management experience, and reasons for investment. The document also outlines a six-step business planning process that includes consultation, research, writing, review, approval, and ongoing support.
E&E ppt.pptx
This document provides information on creating an effective business plan. It outlines key reasons for developing a business plan, including attracting investors, determining financial needs, and monitoring business progress. An effective business plan typically includes sections on the business overview, marketing plan, financial management plan, operations management plan, and background of the management team. The document emphasizes that a business plan should clearly describe the business idea, target market, resource requirements, and risks/rewards to establish credibility and secure necessary funding.
ABEL Finance - SaaS Fundraising Preparation
Fundraising Preparation for SaaS owners - how to prepare so you can close the perfect investor for your Angel, Seed or Series A.
IFG Intro
What's it like to work with The Independent Financial Group? Founding Principal Jim Lorenzen talks about how IFG may be different from other wealth management advisory firms.
A-Grade client action plan
This document outlines an action plan for an A-Grade client. It includes sections for documenting the client's current financial situation, priorities, satisfaction with services, existing plans, knowledge gaps, referrals, assets, heirs, opportunities, goals for the next year, and specific steps to achieve those goals. The plan aims to understand the client fully and identify opportunities to better serve them through achieving key wins in the next 12 months.
OurCrowd's Portfolio RESERVE: Making investing easier by putting the investme...
Join Zack Miller and Danna Mann -- executives at OurCrowd, the leading crowdfunding platform for Israeli startups -- for an introduction to OurCrowd's new product, Portfolio RESERVE. Interested investors can use Portfolio RESERVE to make a one-time investment with minimal paperwork to guarantee you never miss an opportunity.
Join us to learn about the Portfolio RESERVE:
You decide how much you'd like to invest in OurCrowd companies
Get automated allocation to future investment opportunities
One time funding, limited paperwork
You retain ability to opt-out of any deal
You'll also have an opportunity to ask questions about our process and startup investing in general.
Preparing to meet INVESTORS 1.pptx
1. Investors look for strong founding teams with passion, experience, and a willingness to learn; large, fast-growing markets; and differentiated products that solve real problems and make customers happier.
2. To de-risk their investment, investors seek dynamic market opportunities, the team's ability to execute, commercial traction through customer engagement, an investor fit with relevant experience, and confidence from the entrepreneur.
3. Specialized impact investors are interested in entrepreneurs who can demonstrate social, environmental, or economic impact, while financial confidence is generally more important than knowledge for attracting investors and lenders.
5 steps-to-sell the dream and prepare your company for investors (ss)
brief overview what to consider if business owners to prepare for potential investors - gain clarity bfore getting investors on board.
What do you know about Entrepreneurship - Brittany Killins
Brittany Killins explains here about Entrepreneurship and its importance for society. It is very useful for us to build a better world for the next generations.
Financing your start-up
Craig Blair is a co-founder and partner at AirTree Ventures which invests in world-class Australian entrepreneurs building the iconic companies of tomorrow. With over 15 years experience running 2 of Australiaโs most successful tech investment funds with partner Daniel Petre and backing businesses such as eBay, Beamly and Ninemsn, Craig is keen to share his insights on how to get a VC's attention. This presentation includes:
- The Start Up journey - what you can expect
- The key steps to approaching a VC
- What to do (and what not to do) when pitching to your business
- How to avoid the pre/post money traps
- How to choose your funding partner (remember VCs and investors are an employee you can't fire!)
Is Value Investing the โHoly Grailโ of financial investing (update Nov 2017)?
Few slides to explain because the value investing is working well vs fundamental analysis and technical analysis
Some simple flowcharts to describe the Value Investing process on stocks and Bond-Stock allocation, bond and Etf, because we are focusing only on process of value investment. What is the competitive advantage and how I can measure it
Because value investing works
Value investing process on stocks
Bond-Stock allocation in value investing
Value investing process on government and corporate bonds
Value investing process on ETFs - Exchange Traded Funds
Value Disinvesting on stocks and ETFs
Conclusion
Similar to Becoming Investor Ready (20)
How Not to Fail Your Startup Fundraising by Ardent Capital VP Araya Hutasuwan
How Not to Fail Your Startup Fundraising by Ardent Capital VP Araya Hutasuwan
ย
Finding the Right Private Equity Partner for Your Business
Finding the Right Private Equity Partner for Your Business
ย
Beginner's Guide: How to raise Seed and Series A Funding for Your Tech Startups
Beginner's Guide: How to raise Seed and Series A Funding for Your Tech Startups
ย
Series A Fundraising Guide (Investing Individuals Improving Our World) by Accion
Series A Fundraising Guide (Investing Individuals Improving Our World) by Accion
ย
Asse org making your business work with an effective business plan
Asse org making your business work with an effective business plan
ย
OurCrowd's Portfolio RESERVE: Making investing easier by putting the investme...
OurCrowd's Portfolio RESERVE: Making investing easier by putting the investme...
ย
5 steps-to-sell the dream and prepare your company for investors (ss)
5 steps-to-sell the dream and prepare your company for investors (ss)
ย
What do you know about Entrepreneurship - Brittany Killins
What do you know about Entrepreneurship - Brittany Killins
ย
Is Value Investing the โHoly Grailโ of financial investing (update Nov 2017)?
Is Value Investing the โHoly Grailโ of financial investing (update Nov 2017)?
ย
More from The Entourage
Build Significant Value
This document discusses business valuation methodologies and key drivers of business value. It notes that traditional valuations are based on discounted cash flow but that other factors like industry, growth potential, brand, and strategic value also influence valuations. Average multiples that public companies trade at are provided for different industries. The document outlines different exit strategies for private companies and the expected valuation multiples. It stresses that focusing on profit growth and the right sale strategy and buyer can achieve a higher exit price. Key baseline measures for valuing startups are also listed.
Strategic Planning and Execution
The document outlines a strategic planning and execution process. It emphasizes the importance of proper planning and execution to achieve goals. It recommends developing a multi-year vision and quarterly operational plans with assigned tasks, deadlines, and accountability measures to monitor progress. Key steps include researching capabilities and needs, appointing drivers for each part of the plan, committing to the process, and hosting "sunset meetings" to review progress and keep the plan on track. The overall goal is to create structure, accountability and habits to successfully deliver on strategic objectives.
Develop a World Class Culture - Driving behaviours and performance
The document discusses driving behaviors and performance through defining values, behaviors, and key performance indicators. It emphasizes that values need to be translated into specific behavioral expectations and reinforced. Leaders provide feedback using values as guidance. Behavioral expectations may differ based on current or future roles. Values change infrequently while behaviors and performance criteria need to evolve as organizations grow. The goal is to embed behaviors so they become unconscious competence.
Develop a World Class Culture - Addressing your people challenges
This document provides guidance on handling various people challenges that may arise in a business, including performance management, termination, redundancy, and encouraging unwanted employees to leave. It outlines key steps to follow for having difficult conversations in each of these situations. These include clearly identifying issues, setting up meetings, reviewing improvement plans, documenting discussions, and providing notice and benefits for terminations and redundancies. Resources from the Fair Work Ombudsman and Commission are also listed.
Systemise Your Business - The Power of Outsourcing
This document provides tips and best practices for outsourcing work to freelancers. It discusses the types of work that can be outsourced, such as administrative tasks, graphic design, and academic writing. It emphasizes the importance of providing freelancers with a detailed job brief that outlines the work, deliverables, timeframes, and examples of what is expected. When screening applicants, the document recommends evaluating the quality of their response to the brief, work history, portfolio, and responses to follow-up questions over simply considering price. Additionally, it notes strategies for managing freelance projects, such as regular communication, milestone payments, and providing constructive feedback.
Introduction to Disruptive Innovation
The document discusses the concepts of disruptive innovation and how industries are resistant to change. It provides examples throughout history where new technologies were dismissed but later disrupted industries. The document introduces the concepts of sustaining versus disruptive innovation and how disruptors can take market share by targeting customer needs in a new way. Finally, it discusses how to identify disruption opportunities using tools like the strategy canvas and blue ocean strategy, noting that the best ideas for disruption often seem stupid at first.
More from The Entourage (6)
Develop a World Class Culture - Driving behaviours and performance
Develop a World Class Culture - Driving behaviours and performance
ย
Develop a World Class Culture - Addressing your people challenges
Develop a World Class Culture - Addressing your people challenges
ย
Systemise Your Business - The Power of Outsourcing
Systemise Your Business - The Power of Outsourcing
ย
Recently uploaded
Satta Matka Dpboss Kalyan Matka Results Kalyan Chart
SATTA MATKA DPBOSS KALYAN MATKA RESULTS KALYAN CHART KALYAN MATKA MATKA RESULT KALYAN MATKA TIPS SATTA MATKA MATKA COM MATKA PANA JODI TODAY BATTA SATKA MATKA PATTI JODI NUMBER MATKA RESULTS MATKA CHART MATKA JODI SATTA COM INDIA SATTA MATKA MATKA TIPS MATKA WAPKA ALL MATKA RESULT LIVE ONLINE MATKA RESULT KALYAN MATKA RESULT DPBOSS MATKA 143 MAIN MATKA KALYAN MATKA RESULTS KALYAN CHART INDIA MATKA KALYAN SATTA MATKA 420 INDIAN MATKA SATTA KING MATKA FIX JODI FIX FIX FIX SATTA NAMBAR MATKA INDIA SATTA BATTA
Kalyan Chart Satta Matka Dpboss Kalyan Matka Results
KALYAN CHART SATTA MATKA DPBOSS KALYAN MATKA RESULTS KALYAN MATKA MATKA RESULT KALYAN MATKA TIPS SATTA MATKA MATKA COM MATKA PANA JODI TODAY BATTA SATKA MATKA PATTI JODI NUMBER MATKA RESULTS MATKA CHART MATKA JODI SATTA COM INDIA SATTA MATKA MATKA TIPS MATKA WAPKA ALL MATKA RESULT LIVE ONLINE MATKA RESULT KALYAN MATKA RESULT DPBOSS MATKA 143 MAIN MATKA KALYAN MATKA RESULTS KALYAN CHART
Kirill Klip GEM Royalty TNR Gold Lithium Presentation
Lithium Will Power Us For The Next 50 Years And Then Robots: Kirill Klip GEM Royalty TNR Gold Lithium Presentation
Enhancing Adoption of AI in Agri-food: Introduction
Introduction to the Panel on: Pathways and Challenges: AI-Driven Technology in Agri-Food, AI4Food, University of Guelph
โEnhancing Adoption of AI in Agri-food: a Path Forwardโ, 18 June 2024
Satta Matka Dpboss Kalyan Matka Results Kalyan Chart
SATTA MATKA DPBOSS KALYAN MATKA RESULTS KALYAN CHART KALYAN MATKA MATKA RESULT KALYAN MATKA TIPS SATTA MATKA MATKA COM MATKA PANA JODI TODAY BATTA SATKA MATKA PATTI JODI NUMBER MATKA RESULTS MATKA CHART MATKA JODI SATTA COM INDIA SATTA MATKA MATKA TIPS MATKA WAPKA ALL MATKA RESULT LIVE ONLINE MATKA RESULT KALYAN MATKA RESULT DPBOSS MATKA 143 MAIN MATKA KALYAN MATKA RESULTS KALYAN CHART
Unlocking WhatsApp Marketing with HubSpot: Integrating Messaging into Your Ma...
50 million companies worldwide leverage WhatsApp as a key marketing channel. You may have considered adding it to your marketing mix, or probably already driving impressive conversions with WhatsApp.
But wait. What happens when you fully integrate your WhatsApp campaigns with HubSpot?
That's exactly what we explored in this session.
We take a look at everything that you need to know in order to deploy effective WhatsApp marketing strategies, and integrate it with your buyer journey in HubSpot. From technical requirements to innovative campaign strategies, to advanced campaign reporting - we discuss all that and more, to leverage WhatsApp for maximum impact. Check out more details about the event here https://events.hubspot.com/events/details/hubspot-new-delhi-presents-unlocking-whatsapp-marketing-with-hubspot-integrating-messaging-into-your-marketing-strategy/
Dpboss Matka Guessing Satta Matta Matka Kalyan panel Chart Indian Matka Dpbos...
Dpboss Matka Guessing Satta Matta Matka Kalyan panel Chart Indian Matka Dpbos...โโโโโโโโโโDpboss Matka Guessing Satta Matka Kalyan Chart Indian Matka
Sattamatka.satta.matka.satta matka.kalyan weekly chart.kalyan chart.kalyan jodi chart.kalyan penal chart.kalyan today.kalyan open.fix satta.fix fix fix Satta matka nambarย
Call 8867766396 Dpboss Matka Guessing Satta Matta Matka Kalyan Chart Indian M...
Dpboss Matka Guessing Satta Matta Matka Kalyan Chart Indian Matka
Best Competitive Marble Pricing in Dubai - โ 9928909666
Stone Art Hub offers the best competitive Marble Pricing in Dubai, ensuring affordability without compromising quality. With a wide range of exquisite marble options to choose from, you can enhance your spaces with elegance and sophistication. For inquiries or orders, contact us at โ 9928909666. Experience luxury at unbeatable prices.
NIMA2024 | De toegevoegde waarde van DEI en ESG in campagnes | Nathalie Lam |...
Nathalie zal delen hoe DEI en ESG een fundamentele rol kunnen spelen in je merkstrategie en je de juiste aansluiting kan creรซren met je doelgroep. Door middel van voorbeelden en simpele handvatten toont ze hoe dit in jouw organisatie toegepast kan worden.
The latest Heat Pump Manual from Newentide
๐๐ง๐ฏ๐๐ข๐ฅ ๐ญ๐ก๐ ๐
๐ฎ๐ญ๐ฎ๐ซ๐ ๐จ๐ ๐๐ง๐๐ซ๐ ๐ฒ ๐๐๐๐ข๐๐ข๐๐ง๐๐ฒ ๐ฐ๐ข๐ญ๐ก ๐๐๐๐๐๐๐๐โ๐ฌ ๐๐๐ญ๐๐ฌ๐ญ ๐๐๐๐๐ซ๐ข๐ง๐ ๐ฌ
Explore the details in our newly released product manual, which showcases NEWNTIDE's advanced heat pump technologies. Delve into our energy-efficient and eco-friendly solutions tailored for diverse global markets.
DearbornMusic-KatherineJasperFullSailUni
My powerpoint presentation for my Music Retail and Distribution class at Full Sail University
Lukas Rycek - GreenChemForCE - project structure.pptx
Projekt GreenChemForCE
Podporujeme zelenรฝ chemickรฝ prลฏmysl ve stลednรญ Evropฤ
High-Quality IPTV Monthly Subscription for $15
Experience high-quality entertainment with our IPTV monthly subscription for just $15. Access a vast array of live TV channels, movies, and on-demand shows with crystal-clear streaming. Our reliable service ensures smooth, uninterrupted viewing at an unbeatable price. Perfect for those seeking premium content without breaking the bank. Start streaming today!
https://rb.gy/f409dk
Prescriptive analytics BA4206 Anna University PPT
Business analysis - Prescriptive analytics Introduction to Prescriptive analytics
Prescriptive Modeling
Non Linear Optimization
Demonstrating Business Performance Improvement
Satta Matka Dpboss Kalyan Matka Results Kalyan Chart
SATTA MATKA DPBOSS KALYAN MATKA RESULTS KALYAN CHART KALYAN MATKA MATKA RESULT KALYAN MATKA TIPS SATTA MATKA MATKA COM MATKA PANA JODI TODAY BATTA SATKA MATKA PATTI JODI NUMBER MATKA RESULTS MATKA CHART MATKA JODI SATTA COM INDIA SATTA MATKA MATKA TIPS MATKA WAPKA ALL MATKA RESULT LIVE ONLINE MATKA RESULT KALYAN MATKA RESULT DPBOSS MATKA 143 MAIN MATKA KALYAN MATKA RESULTS KALYAN CHART
Cover Story - China's Investment Leader - Dr. Alyce SU
In World Expo 2010 Shanghai โ the most visited Expo in the World History
https://www.britannica.com/event/Expo-Shanghai-2010
Chinaโs official organizer of the Expo, CCPIT (China Council for the Promotion of International Trade https://en.ccpit.org/) has chosen Dr. Alyce Su as the Cover Person with Cover Story, in the Expoโs official magazine distributed throughout the Expo, showcasing Chinaโs New Generation of Leaders to the World.
1 Circular 003_2023 ISO 27001_2022 Transition Arrangments v3.pdf
1 Circular 003_2023 ISO 27001_2022 Transition Arrangments v3.pdf
Recently uploaded (20)
Satta Matka Dpboss Kalyan Matka Results Kalyan Chart
Satta Matka Dpboss Kalyan Matka Results Kalyan Chart
ย
Kalyan Chart Satta Matka Dpboss Kalyan Matka Results
Kalyan Chart Satta Matka Dpboss Kalyan Matka Results
ย
Kirill Klip GEM Royalty TNR Gold Lithium Presentation
Kirill Klip GEM Royalty TNR Gold Lithium Presentation
ย
Enhancing Adoption of AI in Agri-food: Introduction
Enhancing Adoption of AI in Agri-food: Introduction
ย
Satta Matka Dpboss Kalyan Matka Results Kalyan Chart
Satta Matka Dpboss Kalyan Matka Results Kalyan Chart
ย
Unlocking WhatsApp Marketing with HubSpot: Integrating Messaging into Your Ma...
Unlocking WhatsApp Marketing with HubSpot: Integrating Messaging into Your Ma...
ย
Dpboss Matka Guessing Satta Matta Matka Kalyan panel Chart Indian Matka Dpbos...
Dpboss Matka Guessing Satta Matta Matka Kalyan panel Chart Indian Matka Dpbos...
ย
Call 8867766396 Dpboss Matka Guessing Satta Matta Matka Kalyan Chart Indian M...
Call 8867766396 Dpboss Matka Guessing Satta Matta Matka Kalyan Chart Indian M...
ย
Best Competitive Marble Pricing in Dubai - โ 9928909666
Best Competitive Marble Pricing in Dubai - โ 9928909666
ย
NIMA2024 | De toegevoegde waarde van DEI en ESG in campagnes | Nathalie Lam |...
NIMA2024 | De toegevoegde waarde van DEI en ESG in campagnes | Nathalie Lam |...
ย
Lukas Rycek - GreenChemForCE - project structure.pptx
Lukas Rycek - GreenChemForCE - project structure.pptx
ย
Satta Matka Dpboss Kalyan Matka Results Kalyan Chart
Satta Matka Dpboss Kalyan Matka Results Kalyan Chart
ย
Cover Story - China's Investment Leader - Dr. Alyce SU
Cover Story - China's Investment Leader - Dr. Alyce SU
ย
Registered-Establishment-List-in-Uttarakhand-pdf.pdf
Registered-Establishment-List-in-Uttarakhand-pdf.pdf
ย
1 Circular 003_2023 ISO 27001_2022 Transition Arrangments v3.pdf
1 Circular 003_2023 ISO 27001_2022 Transition Arrangments v3.pdf
ย
Becoming Investor Ready
- 2. ?
- 6. WHY BE INVESTOR READY?
- 7. 1. Get an advantage over competitors - You know (in detail) WHY youโre winning 2. Capitalise on opportunities when they pop up - You need to be prepared BEFORE you need the cash 3. Makes your business easier to run - It makes your business less of a headache 4. More profit - An investor ready business will make more profit over time because itโs ready for scale (STAT) 5. Safer future โ youโve considered more about the future and know your biz inside out 6. Bigger numbers - Bigger exit down the track, bigger initial investment, better investors 7. Build other relationships easier โ Partnerships, Suppliers etc. THE INVESTOR READY EDGE
- 8. 1. Personal Attributes 2. Business Assessment 3. The Deal 4.Document Preparation 5. Compliance 6.Final Due Diligence THE SIX PILLARS OF BECOMING INVESTOR READY
- 9. โข Based on hundreds of surveys and interviews with Australian and International investors โข Simplified down into 6 core categories and 24 critical areas THE INVESTOR READY CHECKLIST
- 10. Rate each section as green, amber or red depending on how โreadyโ you feel you are. Rating Definitions: Green = You are confident that no further work is required in the section and could confidently answer questions surrounding the topic. Amber = You have made some progress but there are a few areas you need to clarify before you would be confident to answer questions surrounding the topic. Red = You really havenโt focussed on that section and would not be confident to answer questions surrounding the topic. Scoring System: 20 โ 25 Green = 90 - 100% Investor Ready 15 โ 20 Green = 75 โ 90% Investor Ready 10 โ 15 Green = 50 โ 75% Investor Ready Less than 10 Green = <50% Investor Ready INSTRUCTIONS