1 Initial Assessment and Goal Setting:

• Meet with the business owners or key stakeholders to understand their current position, growth aspirations, and specific funding needs.
• Conduct a thorough assessment of the company’s financial health, market position, operational capabilities, and growth potential.
• Set clear and achievable goals for scaling up the business and determining the amount of funding required.

2 Business Strategy and Planning:

• Develop a comprehensive business strategy that outlines the path to scaling up the business.
• Identify key growth drivers, market opportunities, and potential challenges that may arise during the scaling process.
• Create a detailed business plan that includes financial projections, growth milestones, and a timeline for achieving targets.

3 Financial Analysis and Optimization:

• Perform a detailed financial analysis to identify areas where cost optimisation and revenue enhancement are possible.
• Evaluate the business’s capital structure and assess the most appropriate funding mix (equity, debt, or a combination) for scaling up.
• Develop a clear financial model that showcases the potential return on investment for potential funders.

4 Investment Readiness Preparation:

• Work closely with the business to ensure it is investment-ready. This may involve enhancing the business’s governance, financial reporting, and operational processes.
• Prepare a compelling pitch deck and business presentation that highlights the company’s value proposition, market opportunity, competitive advantage, and growth plan.

5 Investor Identification and Outreach:

• Identify potential investors, venture capital firms, angel investors, or other funding sources that align with the business’s industry and growth goals.
• Leverage our network and contacts within the investment community to facilitate introductions and build relationships with potential funders.

6 Pitch and Negotiation:

• Assist the business in delivering a persuasive pitch to potential investors, addressing their concerns and showcasing the scalability and profitability of the business.
• Participate in negotiations with investors on behalf of the business, ensuring fair terms and conditions for both parties.

7 Due Diligence and Documentation:

• Support the business through the due diligence process, providing all necessary information and documentation required by potential investors.
• Coordinate legal and financial experts to ensure that all legal agreements and contracts are properly drafted and reviewed.

8 Funding Structuring and Closing:

• Collaborate with the business and investors to finalise the funding structure that aligns with the business’s growth plans and investor expectations.
• Facilitate the closing of the funding round, ensuring that all legal and financial requirements are met.

9 Post-Funding Support and Monitoring:

• Offer ongoing support to the business as it scales up, providing guidance on how to effectively utilise the raised funds for growth initiatives.
• Monitor the progress of the business in achieving its scaling goals and address any challenges that may arise.

10 Reporting and Transparency:

• Maintain open communication with the investors, providing regular updates on the business’s performance, financials, and growth trajectory.