This document discusses funding options for different stages of a business. It begins by outlining the goals of understanding the best funding match for a business's stage and needs. It then reviews assessing core activities, revisiting the SWOT analysis, revisiting the mission and vision, pricing, growth potential, and financial position. For the existence stage, priorities are customer acquisition, product/service development, profitability, and pricing/cost control. The most suitable funding at this stage includes personal savings, overdrafts, early stage crowdfunding, and start-up loans.

1. Welcome to the Forum
FUNDING FOR
GROWTH

2. Goals
To understand what is the best
funding for the stage of your
business and that matches your
businesses needs

3. Purpose
Strategy – any business funding requires this
Starts with a review
Stage 1 – Existence stage
Customer acquisition – Product / Service
development – Profitability – Pricing & cost control
Funding – most suitable

4. Review
• Access core activities
• Look at the SWOT once more
• Reacquaint your self to the mission and vision
• Pricing – do you know the numbers
• Growth potential – where is and what will it take to
achieve it?
• Financial position – balance-sheet?

5. Core activity check-list
• How effective are you at delivering what your
customer wants?
• What products / services are gaining traction and
which are not?
• What problems are you facing – 5-whys?
• Have you done a cost review?

6. SWOT
• Quarterly or at any point of significant change
Mission & Vision
• What is the position of the business relative to
plan?
• Are you achieving your mission?

7. Pricing
• What is your gross margin by activity?
• How far away are you from optimum break-even?
• Cost based pricing
• Demand led pricing
• Competitive pricing
• Market set prices

8. Growth
• Where do you see the potential?
• What returns does this growth offer?
• What resources do I need to maximise it?

9. Balance
Assets Liabilities = Equity
Lowers
Equity
Higher
Equity

10. Stage 1 - Existence Priorities Measures
Customer
acquisition
Marketing spend ROI
Product / service
development
Testing &
Feedback
Surveys, Value &
Growth
Goals Break-even P&L, cash burn
Customer
Retention
Quality Control Life-time value
Team development Roles &
Responsibilities
Staff turnover
Funding most suitable:
Personal savings, overdraft, Early stage crowd funding, start-up
loans