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Steps to Growth Capital Self-Study GuideStep 7

Self-Study Guide

Step 7:
Meet Potential Investors

Introduction
Reach Out to Investors
Plan for the First Meeting
Make It a Two-Way Meeting
Use the Meeting and Presentation Planner
Manage the Meeting Like a Pro
Understand the Due Diligence Review
Action Items
New Tech Case Story

Investor Readiness Test

Fast Track to Growth Capital
Steps to Growth Capital: The Canadian entrepreneurs' guide to securing risk capital
Resources   Glossary   Index/Search   Comments   Steps Home
Step 1

7.5 Use the Meeting and Presentation Planner

Use this page to:

Plan Your Meeting Strategy

How are you going to deliver your message? Ask yourself the following questions:

What parts of the presentation will you deliver personally?

 

What parts, if any, will be delivered by other team members?

 

Which advisors and members of your management team will attend?

 

What facilities do you need for the presentation (meeting rooms, computers, projectors, etc.)?

 

What materials will you need during the meeting (prototypes of your product, handouts, presentation materials, etc.)?

 

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Organize Your Message

See if you can write short answers to each of these questions. If you can, you're on your way to delivering a concise and informative presentation and you'll be ready to answer questions effectively.

Your oral presentation must focus on the investor's needs. He or she will want to know:

the amount of funds you require

 

how you will use the funds

 

the financial return expected from the investment

 

the risks related to your proposed venture

 

the possible exit strategies (when and how the investor could expect to realize a return on the investment)

 

the competency and credibility of the members of your management team

 

your products/services and their growth and profit potential

 

the size of your target market and justification for growth potential (focus on what would cause the investor to believe your assumptions are reasonable)

 

your position in the marketplace and your competition

 

the investor's likely day-to-day involvement in your business

 

what makes your company unique and distinctive, and gives you a competitive advantage

 

the obstacles or threats your business faces (to show you are realistic about the future and to enhance your credibility)

 

 

Prepare for Investors' Tough Questions

Most investors come to the meeting having done their homework. And generally they have identified your company's weaknesses. So be prepared to handle some tough questions. Brainstorm apparent weaknesses in your proposal and come up with logical and honest responses to each.

Weaknesses/Potential Questions Explanations/Answers

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


Updated:  2005/07/12
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