Build Investor Awareness to Secure Next-Round Financing
Crafting a killer pitch deck, documenting the investor journey, and executing a well-structured awareness campaign to gain next-round financing.
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Odds of being funded by a major VC are approximately 0.7%.
- A VC can receive proposals from 4,000 startups a year. Only 3,000 are reviewed, or approximately 12 opportunities per day (50 weeks per year, 5 days per week). Only 200 will move forward to a serious review. A select 20 proposals will be funded. If you don’t use PR you decrease your chances of being funded.
- Poor or low awareness of the company brand with investors means they don’t know your company or what it does.
- Investors unidentified, journey undocumented, and documents not developed will delay the funding process.
PR is vital for building a strong brand in the minds of investors
- By identifying companies and investors who fund companies in your industry at your stage, you can shorten the investment cycle and be more successful.
- Showcases company expertise and forecasts future success.
- Builds company credibility and reliability with investors.
- Show investors you have a proven business plan.
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Onsite Workshops offer an easy way to accelerate your project. If you are unable to do the project yourself, and a Guided Implementation isn’t enough, we offer low-cost onsite delivery of our Project Workshops. We take you through every phase of your project and ensure that you have a road map in place to complete your project successfully.
Book NowModule 1: Alignment and Ideal Investor Defined
The Purpose
Gain Alignment, Set Goals, Identify Ideal Investor Profile
Key Benefits Achieved
Plan is Defined and the Ideal Investor is Identified
| Activities: | Outputs: | |
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| 1.1 | Download and complete the PR Campaign to Build Awareness to Secure Investor Financing - RACI and Task Checklist to define the responsibilities of each key leader. |
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| 1.2 | Set goals and timelines. |
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| 1.3 | Identify a comprehensive data source to be used to conduct research and identify key investor attributes and conduct research. |
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Module 2: Master Investor List and Gathering Information
The Purpose
Create Master Investor List, Gather Information to Build Assets
Key Benefits Achieved
Master Investor List Created, Information for Assets has been Collected
| Activities: | Outputs: | |
|---|---|---|
| 2.1 | Create a master list of investors that align with our current start-up stage and industry. |
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| 2.2 | Share the master investor list with the CEO and CFO. |
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| 2.3 | Gather information needed to develop a targeted pitch deck. |
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| 2.4 | Gather information needed to develop the needed due diligence documents. |
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Module 3: Building Assets and Gain Input
The Purpose
Ensure Documents Contain Intel to Meet Investor Needs
Key Benefits Achieved
Final Documents are Confirmed to Meet Investor Needs
| Activities: | Outputs: | |
|---|---|---|
| 3.1 | Develop the custom targeted pitch deck. |
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| 3.2 | Develop the due diligence documents. |
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| 3.3 | Share the documents and gain approval. |
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| 3.4 | Identify 2-3 investors and hold “mock” meetings with them to receive feedback on the due diligence documents. Also, ask where these investors conduct research on the companies they fund. |
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Module 4: Verify Data Sources Are Accurate and Interview is Ready
The Purpose
Update Data Sources, PR Campaign is Ready, Interview Room Ready
Key Benefits Achieved
Final Preparations are Completed
| Activities: | Outputs: | |
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| 4.1 | Check and update the data sources used by investors for accuracy. |
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| 4.2 | Outline a targeted PR campaign to raise investor awareness. |
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| 4.3 | Discuss set-up and cost of the video conference room for virtual meetings. |
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Module 5: Final Prep Completed and Spokesperson Prepared
The Purpose
Prepare Secure Virtual Data Room, Coach the CEO/Spokesperson, Final Prep
Key Benefits Achieved
Confidence that Everything is Ready
| Activities: | Outputs: | |
|---|---|---|
| 5.1 | Work with Technology to identify a secure virtual data room provider. |
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| 5.2 | Practice a “mock” upload of the documents to the secure virtual data room. |
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| 5.3 | Hold “mock” training session to coach the CEO/key spokesperson for investor meetings. |
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