A simple depiction of the process to get actively funded for growth acceleration. Capital and Fundraising initiatives can use this as a reference.

1. Review of the
business, strategic
plans and goals, and
planned initiatives
Analysis of current
financial statements.
Understand the
current position.
Analysis of pro-forma
financial statements.
Understand
assumptions, cash
needs and risks.
Sensitivity
Analysis
Evaluation of
company
position, SWOT
and Alternatives
Competitive
Analysis, Industry
Analysis, Analyst
Reports
Update Financial
Projections and
assumptions
Company Valuation
Determine
appropriate financial
structure
Determine
financing
alternatives and
list target sources
Make introductory
calls/ send Exec
Summary/Test Market
reaction
Compile 1-2 page
executive summary
Compile Project Book
to present the
company and the
opportunity
Mailers to target
investors
Follow-up calls to
assess interest and to
set preliminary
meetings
Prepare for
presentations to
investors
Review offers and
selection of best
alternative
Investor Meetings and
Commitment Letters
Investor/ Lender due-
diligence
Definitive
Agreements &
Closing
Monitoring and
Exit
Negotiations
Growth Financing
Process
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