A smart move of many investors: Engaging a third party to work with the management team creates a buffer of trust, which goes a long way in building a healthy relationship between investor and the investee.
Investor targeting is a crucial step in the fundraising process.
Be strategic, individual, and relevant: matching the structure, content, and offering to the horizon of each targeted investors. Create Relevance to make the best first impression.
Write your own SYMPHONY – full score: Strategic Business Documents. A detailed and professional business requires integrated strategically sound documentation. Thoughts for corporates (listed, unlisted), start-ups & entrepreneurs who are looking for the right valuation of their businesses to attract investors. The documentation you will need for investors: 1. A Strategic Financial Planning Model 2.