1. INVESTMENT READINESS

2. The Agenda for this session is:
1.Introductions
2.Your Business Plan
3.Your Financial Forecasts
4.Investment Summary
5.The Pitch
6.Next Steps

3. INTRODUCTIONS

4. Stage of business … early no traction, early some traction,
revenue generating??
Elevator pitch – can you communicate what you do quickly &
effectively
Sample elevator pitch

5. YOUR BUSINESS PLAN

6. Executive Summary:
Highlight the main points in the body of your plan
This is designed to catch an investors/bankers attention.
Keep it simple - but make it punchy
Advisable to do this last

7. What is your product or service?
Where did the idea come from?
Why is this a good product or service to invest in?
What is your USP?
Background details (keep it relevant)
How/why will this make money?
Future potential
Product/Service:

8. Management Team:
Individual details of management team and their experience and
expertise
Include detailed CV's
Business networks & contacts
Include details/expertise of key staff

9. Marketing Plan:
Market research
Who are your competitors?
Where does your product fit in the market?
Who are your potential customers?
What differentiates your product or service from the rest?
How will you get your product or service in front of potential
customers?
Highlight any assumptions made when setting your sales targets

10. YOUR FINANCIAL FORECASTS

11. Minimum of 3 years financial forecasts
Where possible, a minimum of 3 years historical accounts and up to date
management figures
Forecasts should include, as a minimum:
Cashflow Forecast
Profit & Loss Account
Balance Sheet
Explain clearly how you will manage:
Expenditure
Debtors
Creditors
Provide details of all assumptions made
Highlight what contingency measures you have built into your forecasts

12. YOUR INVESTMENT SUMMARY

13. • Introduction
This should be one short paragraph summarising what the business does and its
unique selling point (USP). This is your headline grabber and needs to
attract an investors’ attention.
• Business Overview
In this section avoid using too many acronyms as this can be off-putting to the
reader. Explain the progress the business has made to date, traction and
validation, its market, customers, competitors and revenue opportunities
• Management Credentials
Explain the management team and structure and any external advisors. Cover
any missing skill gaps and what type of investor you would like to bring on
board.
• Financial Performance Overview
Show headline figures only – turnover, net profit or EBITDA for 3 years
forecast and 2 years previous (if applicable)
• Funding Position
State how the business has been financed to date, how much and how this has
been invested. Show the funding requirement now and what this will be

14. THE PITCH

15. What problem are you solving?
What is your solution?
Why is it different?
Do you have any IP? If not, what barriers to entry can you
ensure?

16. What experience and skills do you and your team have that
will help you successfully deliver your plan?

17. What traction do you have to date?
What validation have you had to date?
At what stage is your business and when will it become revenue
generating, if not already?
A simple illustrative roadmap is useful here indicating the
path your business has taken to date and will continue to take
moving forwards

18. How big is the market?
Who are you competing with?
What obstacles would you have to overcome to achieve scale?

19. What is your route to market?
How will you monetise your product or service?
Do you have an existing sales pipeline?
Are you engaged with any partners or companies that can
substantiate your forecasted revenues?

20. What funds have been invested to date and by who and
what for?
What is your current finance requirement?
Do you have current interest from other investors, if so
break it down so its clear what you are asking the room
for?
Are you SEIS / EIS approved?
What in particular are you looking to get from an

21. What if applicable are your financials to date?
Please display at least 3 years financial forecasts,
Turnover, Gross Profit, Net Profit.
Does this link to your sales pipeline and revenue model?
Explain the assumptions and most important the
reality/substance behind the £’s

22. Summarise and close!!
Well done!!!

23. NEXT STEPS

24. Please go away and produce your draft fundraising toolkit
Engage with A2F for 1-2-1 support
You will be invited to pitch to a panel of experts (date to be
confirmed)
If you wish to speak with funders then we can take you
forwards accordingly
Ill share this presentation with you

25. Thank you!!!!
Any Questions