top of page

Equity Fundraising

Fundraising..  debt  -  equity  -  convertabel note?

Fundraising can indeed feel overwhelming, stressful, and even discouraging at times. It's often a long and uncertain journey filled with rejections, endless investor meetings, and constant pressure to prove your business’s value.

A man trying to push the rock

Shift Your Mindset

Shift Your Mindset Instead of seeing fundraising as a necessary evil, view it as an opportunity to build strategic relationships. Investors can become valuable partners who bring not only capital but also expertise, mentorship, and access to networks.Accept that rejection is part of the process. It’s not necessarily a reflection of your business or you personally; sometimes, it’s just not the right fit or timing.

A business owner talking with Investor

Focus on what you can control

Focus on What You Can Control: You can’t control market conditions or investor decisions, but you can control your preparation, persistence, and attitude.Focus on perfecting your pitch, refining your business plan, and gathering as much data as possible to demonstrate traction and potential. By being fully prepared, you boost your confidence and improve your chances of success.

The virtual CFO image showing

Technology and People

The relationship between technology and people is crucial in the fundraising process, especially for equity financing. Technology can streamline fundraising by automating data analysis, financial projections, and communication with potential investors, which saves time and reduces costs. Meanwhile, the human aspect, such as building trust and effectively communicating the company's vision, remains key to securing investor confidence.

A Service through Technology 
& People 

​​

Product/Market Fit: Demonstrate the technology’s value proposition, competitive edge, and market potential to potential investors.

 

Technical Due Diligence:Provide in-depth technical assessments and answer investor questions about the technology’s feasibility,     scalability, and innovation.

Strategic Vision: Articulate the long-term vision and growth strategy of the technology firm, including product development roadmaps and market expansion plans.

Proof of Concept:Showcase successful case studies, customer testimonials, and proof of concept to validate the technology’s   effectiveness and demand. 

Expertise in Capital Markets: Investment bankers have extensive experience in capital raising, understanding market conditions, and     structuring deals. They can help design a strategy that aligns with current market trends and investor preferences.

 

Investor Network:They have access to a broad network of potential investors, including venture capitalists, private equity firms, and     institutional investors. This network can be crucial for securing funding.

​​

Deal Structuring: Investment bankers can craft deals that are attractive to investors while ensuring the technology firm’s needs are     met. This includes structuring equity deals, convertible notes, or other financial instruments.

Our Services

1

Investment Banking Support

2

1+Refinement / Creation of Pitch Deck, Financial Model

3

1+2+Business Plan 

     Service Pack -      Premium unlimited outreach to relevant investors in your sector and allied sector.​

​​​

This also includes-

  • Creation of one-pager pitch

  • Tech and communication setup (API Integration) 

  • Follow-ups with investor

  •  A Campaign manager to be  assigned to manage day-to-day process 

  • Daily repots on investor activity   (including metrics like how many investors connected and analytics like how many  potential investors responded plus a full breakdown of who viewed the deal and   from which firm)

  • An Investment Banking Analyst who will be available to help you with the deal structuring, giving advice on  term sheet, helping you negotiate with investors, and then .  The client have an optin to choose between 1,2 or 3.

_The project owner's first responsibility is to make a business plan - A good plan is half

A business plan is a crucial step in starting successful venture. It serves as a roadmap for your business and helps you identify potential challenges and opportunities. While it's not a of success, a well-crafted plan can certainly increase your chances. So, the time to create solid plan and set yourself up for success

​​FIRST responsibility of the project owner is to create an executive summary about a business plan, clearly articulating your vision, mission, and value proposition of your project.  

- Market Analysis: Present data on market size, growth potential, and competitive landscape.  

- Business Model: Describe how your project will make money and its revenue stream.  

- Provide a detailed forecast for revenues, expenses, and profitability and outline how the investment will be utilized

What is expected from Business Owner ?

When a business owner is preparing for fundraising, these three steps are crucial for setting a strong foundation. Alternatively, choosing a Virtual CFO service can streamline and enhance each of these steps, providing expert support to ensure every aspect is investor-ready.

Create a compelling pitch; identify the problem your project solves and how your solution
  • Identify the problem your project solves and how your solution is unique.-  

  • Highlight your market potential and target audience

  •  Explain what you offer and its key features

  • Present current progress, partnerships or early success measures

  • Team members' experience

  • Compile financial metrics and key projects.

  • Apply for investment and capital participation.

Discussion, how to create a pitch deck

Develop a comprehensive business plan that outlines your Business  mission, target market, competitive landscape, revenue model, and growth strategy.

​​​

Pitch Deck : Create a compelling pitch deck that succinctly communicates your value proposition, market opportunity, team expertise, financial projections, and how the investment will accelerate your growth.

Prepare for Due Diligence Documentation_ Ensure all your legal, financial, and operational

Prepare for Due Diligence Documentation: Ensure all your legal, financial, and operational documents are in order.


Transparency: Be prepared to answer detailed questions about your project's performance and potential risks.

Documentation: Ensure all your legal, financial, and operational documents are in order.

Global Network

Leverage our network of over 32000 global investors, categorized by sector, geography, market model, and deal size. Benefit from introductions to investors through mentors, industry contacts, and advisors.

A meeting room with office

Investor Engagement

Experience a minimum investor engagement rate of 5% on our business platform. Engage with investors effectively to drive successful deals and partnerships.

A virtual office

Tailored Solutions

Receive customized solutions to meet your international trade consulting needs. Our team of experts will work closely with you to develop strategies for your specific requirements.

a  team meeting going on

Strategic Guidance

Get strategic guidance from our consultants to navigate the complexities of international trade. Stay informed about market trends and make informed decisions for your business growth.

bottom of page