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OUR SIGNATURE
SIX-STEP SYSTEM
The key to your success is relying on a tight system of building blocks and actions that are carefully dependent on each other.
With us, you never have to figure out what the NEXT STEP looks like.
1
BUSINESS
FEASIBILITY & POTENTIAL
Build and/or update your financial model, predict your growth in terms of revenue & timing, and determine
fundraising needs.
✓ Complete Financial Model
✓ Business Plan Feasibility
✓ Key Drivers Template
✓ 5-year P&L & Valuation
✓ Investment Terms
✓ Gov’t Grants & Tax R&D Credits
✓ Funding Considerations Chart
✓ Corporate Set-up
✓ Security Templates
2
PERFECT PITCH
From market research to style and credibility - show your potential backers what they want to see to support YOU and your business. All the elements you'll need to increase your chances to be seen and not being lost in the crowd.
✓ Pitch Deck Creation
✓ Presentation Coaching
✓ One-pager
✓ Brand Design & Development
✓ Website Design
✓ Branding Strategies
✓ GTM Planning
✓ Social Media Strategies
3
INVESTOR OUTREACH
Get in front of the right people and have all the tools you need to make a compelling case as to why they must invest in you. Including sales and negotiation tactics, and proven outreach strategies.
✓ Investor Outreach
✓ Connection Strategies
✓ Linkedin Training (+Templates)
✓ Negotiation Tactics
✓ Sales Training
✓ Global Network of Angels
4
INVESTOR MANAGMENT
Track your fundraising and simulate future scenarios by setting up your cap-table management system. Keep your supporters happy, informed and
involved to maximize opportunities.
✓ Cap-Table Management
✓ Securities or Notes
✓ Warrants and Options
✓ IR Plan
✓ Investor Communication
✓ Professional Investor Support
✓ Cap-table Simulation
✓ 409A Valuations
5
BUSINESS MILESTONE EXECUTION
Set up your back office for smooth sailing - including accounting, FP&A, Payroll & benefits, internal and external performance management, value creation, and more.
✓ Operational Budget
✓ Forecasting
✓ Performance Tracking
✓ Incentive Scheme
✓ ESOP & Annual Bonus
✓ Variance Analysis
✓ Course Correction Measures
✓ Accounting
✓ Payroll and Benefits
✓ Corporate Tax Filing
✓ R&D Tax Credit
6
REVIEW, REFRESH & RELOAD
Prepare to run the system faster
and better with new experiences,
new insight and feedback.
✓ Next Round Preparation
