Preparing for Financing

Presenting a loan proposal, business plan, budget request, business performance review or giving the board an update is all about preperation.

Start by considering the audience (customers) point of view. For example: You want money (the order), but the investor is most interested in the answers to these two questions: "What are you going to do with the money?" and "Is this a good risk?". For a winning business presentation, you must prepare and have the "right" answers to these two questions.

We can help position your business for funding

• clarifying your strategy and message
• acting as a sounding board for ideas
• challenging the status quo
• validating market information
• developing a marketing strategy

We can help prepare you to approach key audiences 

• developing and preparing a business/investment plan
• coaching on issues and questions that sophisticated reviewers will raise
• conducting mock presentations
• preparation of executive-quality presentations and related materials

We can assist you in finding and dealing with potential investors

• introductions to venture capitalists and/or angel investors who focus on your type of business
• accompanying you or representing you at investor meetings and conferences
• presentation of your business plan to venture capitalists, bankers and other potential investors
• interfacing with venture capitalists, bankers and other sources of funds

Contact Us for a "Business Financing" consultation