Your Facilitator Stephanie Nguku

Founder & CEO

Contact: +254 722 449 386

Facebook: Upscale Consulting
www.upscaleconsulting.co.ke?

Investor Readiness Expert

 Through…
Coaching, Mentorship, Training
Master classes and Consulting

We De-risk Businesses
through Investor
Readiness for them to
Access Finance
Session Objective

By the end of this session you will be able to learn;-

I. How a Start-up can become Investor Ready
II. Develop a Business Plan
III. Prepare a sound financial model
IV. How to build relationship with investors
How a Start-up can become Investor Ready?
Steps to get Investor Ready
THE BASICS FUNDRAISNG FINANCIALS DATA ROOM
MATERIAL

• Validate your idea • Teaser • Past

• Market analysis • Legal &
• Pitch Deck • Present and Compliance
• Business Model
• Team formation
• Business Plan • Future forecasts • Commercial
• Traction • Operational
• Valuation
Developing a Business Plan
Components of a Business Plan 11.0 Marketing Plan
Table of Contents 11.1 Market segmentation and strategy
1.0 Executive Summary 11.2 Product strategy
2.0 Business Description 11.3 Pricing strategy
2.1 Vision Statement 11.4 Distribution channels
2.2 Mission Statement 11.5 Promotion and advertising strategy
2.3 Our Values and Principles 11.6 Marketing channels
2.4 Historical and current status 12.0 Sales strategy
2.5 Goals and objectives 12.1 Sales forecast
2.6 Critical Success factors 12.2 Research and assumptions
3.0 SWOT Analysis 13.0 Management team
4.0 Business Opportunity 13.1 Biographies of Management
4.1 Problem 13.2 Organization structure
4.2 Solution 13.3 Personnel
5.0 Products and Services 13.4 Professional and advisory support
6.0 Value Proposition 13.5 Board of directors
7.0 Impact Assessment 14.0 Partnerships
8.0 Industry analysis 15.0 Location
8.1 Market size and trends 16.0 Operation plan
8.2 Scalability 17.0 Funding requirement
8.3 Market segmentation and target market 19.0 Risk and Mitigation Strategies
9.0 Competition 20.0 Milestones
9.1 Competitor landscape 21.0 Financial Statements Projections
9.2 Competitor analysis 21.1 Key financial indicators
10.0 Barriers to market entry APPENDIX
Sound Financial Model
Financial Model
A representation in numbers
of a company's operations in
the past, present, and the
forecasted future.

The FM components;-
• Income statement
• Balance sheet
• Cash flow statement

Gather Relevant Data - Create Assumptions - Perform Sensitivity Analysis – Review and refine
Build relationships with investors
How to build relationships with investors
• Research the investors
• Look out for Investor Networking Events
• Use LinkedIn
• Use Social Media
• Recognize their value beyond finances
• Listen to their underlying concerns
• Set clear expectations at the beginning
• Communicate wins and challenges frequently
• Be authentic and respectful
• Make Messaging Concise and Include a Call to Action
 What will
you
prioritize to be Investor Ready?
For more info please contact us;
Upscale Consulting Limited
Pioneer Point I CMS Africa I Ground Floor
Kilimani I Chania Avenue I Nairobi

Cell: +254 (0) 722 449 386

Email: info@upscaleconsulting.co.ke
Web: upscaleconsulting.co.ke

Powerful Tools for Business Owners | Preparing your business to Access Finance