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Make sure you're able to answer the following questions to be prepared for investor conversations, align your priorities, eliminate back-and-forth, and identify a clear strategy:
The big question. Of course everybody would always like more capital. Really ask yourself how this funding round will be used to grow your business. As you raise, you don't want to keep doing more of the same—how will you use your capital to enter new markets, expand your offering, and accelerate your ability to serve your customers?
In addition to why you want to raise (above), how exactly will this round of funding be used? For example, how would you use the funds to build a product or scale your Sales & Marketing team?
How are you acquiring leads and customers, and how efficiently are you doing so? How are you interacting with the market, and is it scalable?
How much are you willing to give over to investors of your company? (15%? 25% share? When they're more "invested", they really are more invested—both in financial ownership and decision making.
Once you've answered the questions above, you're ready to begin compiling your data and story. Make sure to include the following:
Your Accounts Receivables/Accounts Paid information shows who owes you and how long it's been outstanding. Investors like to see this has it can show risk and cash collection issues.
Depending on your type of business, you may need to adhere to certain regulations and guidelines.
We’d love to help. We’ve assisted 100+ companies raise over $500 million dollars, so we’re familiar with the process of calculating and aggregating the necessary metrics to prove value to investors. Our team is always here to help guide you along and prepare, analyze, forecast, and connect to investors all within our platform.Set up a time to ask questions or chat with our team below, no strings attached.Let's Talk
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