Financing Strategy

We will have a discovery call and we will decide together (or I will give a recommendation based on your business and situation) the right document for you

Option 1: NON-EQUITY FINANCING STRATEGY

The non-equity financing strategy document will analyse all options available to your company to raise finance through alternative sources (debt, grants, subsidies, etc.) and to increase liquidity internally.

Together, we will briefly review the company’s current situation, business model, goals and what has already been done in the finance function to increase liquidity. The review of the business model may include information such as the basic financial profile, the revenue model, the market outlook, customer types, profile of main suppliers and assets owned.

We will then present opportunities and solutions at a glance and select the ones with the most potential. We can then sketch a proposed implementation plan for the desired goal and the recommended step-by-step solutions, including actions that you, as the business owner, may be able to take independently.

If you have any past history, please submit your latest 3 years of financial statements or equivalent accounts, to understand the most suitable financing for the business.

The information will be collected in a discovery call.

The analysis will be delivered within 7 days with a follow-up call.

Option 2: EQUITY FUNDRAISING STRATEGY

This strategy document provides a realistic fundraising plan, as well as valuable strategic information on the investment market, and teaches you how to do your own fundraising in practical steps. When relevant, it will also include ways to use AI to carry out some of the tasks.

The report includes expert advice and desk research, with an analysis of your specific situation. It is delivered in a pdf report. It will include:

Fundraising Document

Understand the funding market and learn how to raise funds for your company

Presentation on Fundraising Strategy know-how that can apply to all types of companies, particularly startups or small companies with no previous fundraising experience. The document covers the following topics and it may be delivered in a new updated format compared to the template shown below:

• Investment Readiness
• Understanding Investments
• Financing & Exit Strategy
• Communicating with Investors
• The Valuation
• The Investment Process

We recommend this document to all of our fundraising clients (as well as those preparing for an exit), as during the typical consulting calls there isn’t enough time to communicate all the wealth of knowledge contained in this document. It will help you take better decisions and also speed up our project work.

Investor List 10X

We will provide you with a list of 10 investors that are specifically suitable to your company, sector, stage and location. This is suitable for a DIY approach. The list includes:

• Name of investor or fund
• Location, address and public contact details, or advice on how to approach them
• Suitability
• Investment focus (stage/ sector/ size/ activity)
• Key personnel, and a variety of other details useful for your approach
• Columns to keep track of the investors’ approach

We have years of experience in the sector, a list of 5+ thousand of investors, a network in key locations, access to databases, and knowledge of investors demands and suitability. We will consult with you on the choice of investors to optimise suitability and avoid conflicts of interest.

The list will make it easy to keep track of your approach.

If you have any past history, please submit your latest 3 years of financial statements or equivalent accounts, to understand the most suitable financing for the business.

The information will be collected in a discovery call.

The analysis will be delivered within 7 days with a follow-up call.