Quick Guide
You have skillfully developed and polished your arguments in the business and investment journeys. Now, use the information to support your Due Diligence Room.
You must create a compelling excellent investment business proposition that captures the attention of potential investors. Being well-prepared not only lowers risks but also opens the door to more affordable funding. Here, you always keep and update your investment memorandum facts.
You should now be well-prepared to start your Marketing and Pitch tour to attract investors. Take the time to assess your current standing and level of development carefully. By showcasing your confidence and expertise, you'll attract the right investors and foster long-lasting relationships. Of course, the composition of the presentation depends on the audience and its purpose.
Create Memorandum
You are in the final steps of assembling the puzzle pieces in a very appealing way.
The result should now be an excellent business proposition to present to stakeholders, showcasing your thrilling new offer.
Now, in this phase of the scale-up, we recommend implementing a marketing framework built on previously created content. That includes presentations, investment memorandum, and prospects. It may have different names depending on its purpose, scale, and situation.
Additional framework to update
Existing framework
Framework to Memorandum
Investment plan
How much funding does the startup need?
You have probably already done the job created in the Business Plan and your Business Forecast. What is the startup plan for gaining financial sustainability and independence?
Appendix to Memorandum
CapTable
What is a cap table for a startup?
It is a chart, table or spreadsheet that shows the ownership stakes of anyone with equity in a startup.
Appendix to Memorandum
Use an organisation chart for a team presentation
The chart is to envision a company's structure. You can display roles, responsibilities, and clarify the team hierarchy. The underlying purpose is to support business growth and enhance investors' understanding of the company's operations and capabilities.
Appendix to Memorandum
Legal Documentation
Essential Legal Documents for Capital Raising
The process of raising capital is a line of legal steps and documentation to secure funding, issue new shares, and formalise the relationship with new investors. This process is known as investment documentation.
Appendix to Memorandum
Marketing and Activity Plan
Present a Marketing and a Activity Plan to stakeholders.
Use existing content and include it in the presentation pitch and investment memorandum. Content may vary based on purpose and situation. Click the buttons for details.
