Viewing entries tagged
Fundraising

Navigating and Preparing for Due Diligence

Navigating and Preparing for Due Diligence

Whether you are raising Angel/Seed capital, VC funding, or perhaps completing a sale of your entire business, due diligence is one of the final steps to get your deal closed. It’s critical for any company to be prepared and organized before due diligence begins to preserve your agreed-upon valuation and position yourself to negotiate more favorable deal terms. Worst case, lack of preparation could result in the deal falling apart.

How to Build the Perfect Pitch Deck

How to Build the Perfect Pitch Deck

With a strong pitch deck as the difference between a funding lead and a funding dead end, it is worth an entrepreneur’s time and energy to create a compelling and accurate presentation. Here are our best tips for building the perfect pitch deck to win over investors, including an emphasis on the financials, which play a critical role in whether or not an investor moves forward. Investors are ultimately asking “is there an opportunity to make substantial money here?” and your financials help them answer that question more than any other aspect of your presentation.

A Founder’s Guide to Raising Capital

A Founder’s Guide to Raising Capital

Raising outside capital can be exciting for an entrepreneur who is ready to accelerate their business to the next stage. Much like exit planning, raising capital is a process best started early to give you time to get to know your potential investors and vice versa. In this post, we talk through how to identify your ideal investors, followed by some practical steps to winning them over as partners and how to make the most of the fundraising experience.

A Fractional CFO’s Role in Exit Planning and Business Transitions

A Fractional CFO’s Role in Exit Planning and Business Transitions

Change and growth are part of life, especially for anyone running a small to medium-sized business. For many, exit planning implies a sale to private equity (PE) or an acquisition by an industry strategic, but in reality, businesses undergo multiple transitions from one stage of operation to another. Whether your business is transitioning from a pre-revenue stage, shifting from a growth to profit focus, initiating a fundraising round, or putting the company up for sale, a great CFO, whether full-time or fractional, will always have your company prepared. Here is a close look at the CFO’s role in exit planning and business transitions.