If you're thinking about seeking investment for your business — whether it's angel funding, venture capital, or a strategic grant — preparation is key. Investors don’t just fund ideas; they back structured, growth-ready businesses.
At Elevare Partners, we help purpose-led founders get their house in order before stepping into the funding arena. Here's how you can prepare to impress investors and secure the capital your business needs to thrive:
1. Get Your Financial Statements in Order
Up-to-date and accurate financials are a non-negotiable. You’ll need at least 12 months of Profit & Loss statements, a balance sheet, and cash flow forecasts. These documents should clearly demonstrate your revenue model, cost base, and growth trajectory.
2. Create a Strategic Business Plan
Investors want to know where your business is headed and how it plans to get there. Your business plan should include your mission, target market, competitive landscape, marketing strategy, team structure, and a clear breakdown of how investment will be used.
3. Build a Powerful Pitch Deck
This is your visual storytelling tool. A strong pitch deck covers your problem, solution, traction, financials, and vision — and it should be short, sharp, and compelling. Tailor it to your audience while keeping it founder-friendly and data-backed.
4. Get Legally and Structurally Prepared
Make sure your legal framework is investor-friendly. That includes shareholder agreements, director records, intellectual property rights, and incorporation status. You may also need to consider SEIS/EIS qualification if you're UK-based and looking for early-stage investment.
5. Understand Investor Expectations
Be clear on what type of investment you want — equity, debt, convertible notes — and what level of control you’re willing to offer. Investors will look for scalable potential, exit strategies, and founder commitment.
6. When to Bring in a Virtual CFO
A Virtual CFO can help you model future cash flow, run valuations, prepare for due diligence, and support investor communications. It’s a smart move if you're aiming for six-figure-plus funding or strategic partnerships.
Ready to prepare for funding with expert support?
Book a free Discovery Call today.