Get Fit for Investment

INTRODUCTION

Get Fit For Investment is the Project that will guide you through the process of getting investment. GFFI ensures that you have the requisite the knowledge and guides you through the whole journey from lead generation to building all of the assets you’ll need

Get Fit For Investment will ensure that you your company is in the best shape possible and is totally prepared for your investment push.

FUNDING TYPES

A good fit between you and your investor is critical. There are so many different funding types available, before you decide the best one for your company you need to understand how they differ, and what they offer.

This basic knowledge is important in order that you understand the choices you’ll make later.

ASSESS YOUR SITUATION

You’re now ready to use the diagnostic app to run your self-assessment. The results of this will indicate your best-fit funding type which then determines your pathway through the rest of the Project.

DIAGNOSTIC REPORT

The report shows and explains:

• your best-fit funding type(s)
• funding types that don’t fit

You can now decide which funding type(s) you want to pursue through the rest of the Project.

ANGELS

Angels investors come in all shapes and sizes and their reasons for investing are very diverse. However there are some basic principles that they all share.

This Module splits the Angel investor type into two, individual Angels and Angel groups. These groups are clubs, syndicates or family offices. The Episodes cover the differences between them, explain the investment process and start the lead generation.

VENTURE CAPITAL

Venture Capital is probably the best known equity investment type for smaller businesses. However understanding what VCs actually are how they work is critical to ensure a good investment fit.

This Module explains in more detail what VCs actually are and dispels some of the myths. You will understand why VCs act the way they do, you’ll start the lead generation process and will understand the VC investment process in order to be prepared for what awaits.

INCUBATORS & ACCELERATORS

As their names suggest, Incubators & Accelerators are designed to help small companies grow. But what are they actually, how do they work, how would you choose one and how do Incubators differ from Accelerators?

Along with a greater understanding of what they are, you’ll also start the lead generation process to find your perfect fit.

CROWDFUNDING

Crowdfunding is a relatively new upstart in the funding world but can be a fantastic way to get funds, for the right type of company. There are different types of Crowdfunding that are designed for specific situations so it’s critical that you understand the differences.

In this Module you’ll understand what makes a successful crowdfunding campaign, understand the process and start to build the assets required.

LOAN/DEBT

Not sexy, and certainly a successful loan raise won’t get you any headlines, but for some companies in certain situations this is the best way to raise funds. The question is who is it suited to and why?

This Module will go through the best-fit company type and situation and will explain the process of getting the loan.

BUSINESS MODEL

Most smaller companies are totally focused on their product. However, it doesn’t matter how good the product is, if the business model doesn’t fit the company will very likely fail.

If your business model doesn’t fit the market, customers and product investors will probably pass.

BUSINESS AND FINANCIAL PLANS

Your business plan and financial plan are key assets that your potential investors will want to see. Both are are built using the business model canvas as their foundation. They are symbiotic, they both feed information into each other and the process for building them is iterative.

This Module will take you through building both plans and you will have a very clear set of actions to complete in order to get each into a state that is investor ready.

OTHER ASSETS (A, VC, I/A)

Many potential investments fall through because the company hasn’t done all of the other things that are necessary for the potential investor to satisfy themselves that this is a good investment. Don’t be one of them!

OTHER ASSETS (CF)

Once you decide a on crowdfunding campaign you have a lot of things to do in order to ensure a successful fundraise. Fail to do this well and you’ll be just another statistic of failed crowdfund campaigns. Don’t be one of them!

This Module will ensure that you understand and have started to build all of the disparate things that need to be ready for your campaign. In addition we will discuss the thorny topic of crowdfund targets.

OTHER ASSETS (L/D)

The important assets you need for a loan/debt application are, maybe surprisingly, not that different from what’s needed for an equity investment. The key thing is credibility, in this case however it’s focused on the ability of your company to pay back the loan.

This Module takes you through the process of building the deck, helping you to present your business as credibly as you can.

YOUR PITCH DECK (A, VC, I/A)

The pitch deck is what many companies build first, when it fact it should be last! You cannot build a sensible pitch deck without a clear understanding of everything else. This Module takes you through building this jewel!

YOUR PITCH DECK (CF)

The pitch deck is what many build first, when it fact it should be last! The details of the deck differ significantly between a product or equity crowdfund. This Module takes you through building the deck and getting feedback in order to get it ready.

YOUR PITCH DECK (L/D)

The pitch deck for presentation to a financial organisation to get a loan is very different from the other types of decks, in some cases a deck isn’t even necessary. This Module takes you through building the deck to the point where there are no obvious reasons why you’ll be refused the loan.