Prepare Your Pitch. Get Invested.

Your project will attract enquiries right away, and we typically expect a one-in-40 lead-to-close ratio for basic, established businesses looking for an investor partner. For more difficult ventures, such as startups, the ratio of enquiries to successful investment can be as high as one in every 70-80. In summary, the number of enquiries has a direct relationship with the time it takes to complete a project. So, if you want to close faster, we can accelerate the marketing; otherwise, we recommend allowing at least 90 days.

Of course, there are numerous considerations, and each project is unique. A project is often broken down into the following components: 1) return on investment to the investor, 2) investment risk, 3) project owner and 4) team experience, 5) proof of concept, 6) security, and finally the potential upside such as equity conversion.

All projects on our platforms are marketed by their owners or management team. Our role is to introduce you to our database and assist you by vetting enquiries, booking meetings, and ensuring your campaign is running at its best. If you require further assistance, we have specialists available to address specific offers, valuations, and term sheets. However, it is important to have your own accountant and legal experts present to finalise any agreements.

1. Evaluate the Partner / Investor
Before diving into the details of an offer from a partner, it's essential to evaluate the investor themselves:
Track Record: Research their past investments and exits.
Industry Expertise: Assess their knowledge and connections in your sector.
Alignment: Ensure their vision aligns with your company's goals.

2. Understand the Terms
Carefully review the terms of the offer:
Valuation: Is the proposed valuation fair and realistic?
Equity: How much of your company are you giving up?
Investment Structure: Is it a straight equity deal, convertible note, or SAFE?
Board Seats: Will the investor require a board position?

3. Consider the Impact
Think about how the investment will affect your business:
Growth Potential: How will the funds accelerate your growth?
Operational Changes: Will the investor expect significant changes in operations?
Future Funding: How might this deal impact future funding rounds?

4. Negotiate Wisely
Don't be afraid to negotiate, but do so professionally:
Be Prepared: Have clear justifications for your counteroffer.
Stay Flexible: Be open to compromise on less critical terms.
Seek Win-Win: Aim for a deal that benefits both parties.

5. Get Professional Advice
Don't go it alone:
Legal Counsel: Have a lawyer review the terms.
Financial Advisor: Consult with a financial expert on the deal's implications.
Mentor: Seek advice from experienced entrepreneurs or advisors.

6. Trust Your Instincts
While data and advice are crucial, don't ignore your gut feeling:
Chemistry: Ensure you can work well with the investor long-term.
Passion: Does the investor genuinely believe in your vision?

7. Have a Backup Plan
Don't put all your eggs in one basket:
Multiple Options: Ideally, have more than one offer to consider.
Alternative Funding: Be prepared to explore other funding avenues if needed.

One of the key factors that can make or break your chances of attracting investors is the quality and persuasiveness of your investor documents. We’ll guide you through the process of creating compelling investor-ready documents that can help you secure the investment you need.

1. Executive Summary
The executive summary is often the first document investors will read, so it's critical to make a strong first impression.
Keep it concise (1-2 pages)
Clearly state your business concept and value proposition
Highlight your target market and competitive advantage
Summarise your financial projections and funding needs

2. Business Plan
Your business plan should provide a comprehensive overview of your business model and strategy.
Include a detailed market analysis
Outline your product or service offerings
Describe your marketing and sales strategies
Provide information on your management team and their expertise
Include detailed financial projections for the next 3-5 years

3. Financial Model
A well-structured financial model demonstrates your understanding of the business's economics and potential for growth.
Create detailed revenue projections
Include cost structures and profit margins
Develop cash flow forecasts
Outline your funding requirements and use of funds
Provide multiple scenarios (best case, worst case, and most likely)

4. Pitch Deck
Your pitch deck is a visual representation of your business idea and should be engaging and easy to understand.
Use compelling visuals and minimal text
Include 10-15 slides covering key aspects of your business
Tell a story that captures the investor's interest
Highlight traction and milestones achieved

5. Due Diligence Package
Prepare a comprehensive due diligence package to address potential investor questions and concerns.
Compile all legal documents (incorporation papers, contracts, etc.)
Gather financial statements and tax returns
Include customer testimonials and case studies
Provide details on intellectual property and patents

6. Team Bios
Investors often say they invest in people as much as ideas. Showcase your team's expertise and capabilities.
Highlight relevant experience and achievements
Include educational background and certifications
Mention any advisory board members or mentors

Tips for Success
Tailor your documents: Customise your materials for each investor based on their interests and investment criteria.
Be honest and transparent: Don't exaggerate or misrepresent your business. Build trust through honesty.
Keep it professional: Ensure all documents are well-formatted, free of errors, and consistently branded.
Practice your pitch: Be prepared to present your materials confidently and answer tough questions.
Seek feedback: Have mentors, advisors, or industry experts review your documents before submitting them to investors.