A DUMMIES GUIDE TO RAISING INVESTMENT POST COVID 2021/2022

A DUMMIES GUIDE TO RAISING INVESTMENT POST COVID 2021/2022

I have been raising Investment/Equity and Finance for over 20 years crafting my way from Grant applications to Alternative Finance to now preparing Global Founders to raise investment by signing off through our Investment Readiness Team all documents from Teaser to Summary to Pitch Decks to Financials to then using our own Investor Deal Room with over 35000 Investors mainly Family Offices/UHNWI Investors as that is my sandpit and where I specialise in. Whereas my Partners are ex USA/European VC’s. Though as I started out as an Angel Investor, we have a good database Angel Investors from SEIS/EIS UK Angel Investors and others.

RAISING THE DUMMY WAY DURING A PANADEMIC 2021

What did we learn and what will we takeaway into 2022 to supporting raising for global Founders?

Tools that we use to source suitable Investors for our Founders:

Personal Deal Room – 35000 Investor contacts that have opted to stay with us that will become a membership platform in 2022 and an App then looking to launch Blockchain for the future.

LinkedIn – using Sales Nav and a Premier account with two members of our Marketing Team managing this and of course with myself who spend around 4 hours per day on LinkedIn to follow up on posts and articles and contacts as I have 26000 Investors in my contacts here.

We are moving over to use this month Sales automation & acceleration at scale | Snov.io for our Founders to generate leads which I have been advised would be up to 150%. We now have recruitment a new member for our Digital Marketing Team to manage this.

We also use All Your Digital Marketing Tools in One Place - Sendinblue for weekly Email Marketing campaigns. So, this week we just started our Q4 Autumn Winter Campaign. We work with Founders on Content and visuals.

We also source for our Founders suitable Investor Pitching Events not just in the UK but globally and make sure that we put them in the front of the queue for Angel UK Network Pitching Events.

In addition to that we host our own Investor Pitching Events for our Founders and during the Pandemic we had to host online but returned in person in the Summer London Mayfair for our Summer Investor Summit which was an incredible success though smaller than 2019 we still managed to raise Term Sheet stage for 2/5 of our Founders.

Our next Family Office/UHNWI Investor Event is 21 October 2021 – Mayfair Washington Hotel Autumn Family Office Event - Footprints Tickets, Thu 21 Oct 2021 at 16:00 | Eventbrite and then our very famous Christmas Party for our Investors and Founders on 9 Dec 2021 London Mayfair.

WHY DO SOME FOUNDERS RAISE AND OTHERS DON’T – BESIDES THE OBVIOUS!

I have over the last 20 years seen some amazing Founders with great Propositions in my view fail to raise and from experience of doing this every day be prepared to fail! Yes, Fail and learn form it. One of the most common reasons during Covid that Founders failed:

Not living in the real world with ludicrous valuations and ASK with no Traction

Poorly prepared documents

No Fundraising Strategy or Team with experience

And not having in the Cash Flow funds to cover you getting traction so if you have orders but cannot afford to manufacture for instance the product look at alternative methods of finance.

TERM SHEET

When you get to the stage of negotiating a Term Sheet please bring on your heavy guns with your Lawyers we work with SeedLegals or Online Legal Advice and Services for Businesses | Lawbite We cannot advise as we are not FCA regulated and act as an Intermediatory.?This is a slow process and takes time to come to a WIN WIN Agreement and sometimes it is more complicated as it comes with a Partnership Agreement.

BINGO – YOU HAVE RAISED!

Now the hard work starts once you have paid us our Success Fee as then you must work with the Investors to address their conditions and work to sign off Milestones and grow your business.

We have a SPECIAL AUTUMN OFFER for 2021 – If you wish to Present at our Family Office Events in 2021 which we charge 2k for a 10 min presentation we give you a FLUSH AND GO PACKAGE for one month to raise for you.

Email me [email protected] or WhatsApp me 44 07939164100 to book a Complimentary Consultation with our Team. We wish you well and with the right experienced Team behind you with a network you will secure your dreams faster!



Jose Gonzalez

Founder, CEO, Trained Fundraising Expert @ Family Office |

3 年

Cool. Thank a billion.

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Jose Gonzalez

Founder, CEO, Trained Fundraising Expert @ Family Office |

3 年

Wow

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Cedric Torossian

Founder of Pollenise & Value Squared- Co founder of Cordoba | Serial Entrepreneur | Fundraiser | Analyst | Strategist & Coach | Passionate about the ESG transformation

3 年

Spot on Karen, interesting piece. Obviously a lot to learn from you on the topic. I would also add that what is often missing is the ability to tell a compelling story. The start up world is the child of finance and tech, those two do not have much in common apart from the fact their forte is not story telling which is why storytelling is underrated as the key reasons of success for startups. The valuation of Tesla, Uber, Snapchat and many others has been highly dependent on the strength of their story telling so we can only imagine it is even more the case for early stage businesses with hardly any traction or metrics to show...

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