What you need to get business investment
At Linton Howard, we know what makes businesses attractive to investors. We know the common points of failure during initial review, preliminary due diligence and detailed due diligence. We understand the essence of investment negotiations. We know all of the components required for a successful capital raising.
You need:
- To tightly define the opportunity and how to leverage it
- The financial, capital and operating resources to support growth
- The right people with the right skills in the right roles
- The systems, processes and databases to support growth
- The measures and metrics able to drive decisions and success – “What gets measured, gets done”
As a minimum you require:
- Robust 3 way 3 year forward financial model – Profit and Loss, Balance Sheet, Cash Flow
- Easy to understand historical financials
- A compelling marketing, sales and customer fulfilment plans
- A compelling and authentic business story based on facts not aspirations
- Simple to understand shareholding/corporate structure
- Good governance and disciplined management processes
Risk identification and mitigation plans
Linton Howard assists companies create/improve each of the above, both in the design and execution then document these into a compelling and professional Information Memorandum.
Investment Diagnostics
Linton Howard has created a simple but powerful 80 question diagnostic that gives you an ‘investment ready’ score for your business. The diagnostic covers all of the areas that a serious investor is concerned about, and highlights those aspects that need further work to achieve a successful outcome at the highest valuation.
One size never fits all, and in every case the diagnostic will be tailored to the individual circumstances of your business and your industry.
The diagnostic covers each of the following areas:
Governance, Business Plan/Strategy, Management, Financials, Operations, Systems and Technology, Sales and Marketing, and Risk Management.
On completion of the diagnostic we give you a series of actionable recommendations to begin the process of becoming investor ready.
Investor Packs
We see many businesses that have spent a great deal of money preparing good looking Information Memorandum that fail to raise the capital being sought.
For a successful capital raise you need an Information Memorandum that is more than just attractively presented – you need to have real substance. You need to evidence or substantiate your claims.
Your investment materials need to be aligned to what investors want to hear. The description of your business needs to be congruent with where the business needs to be. You also need compelling business plans with the right content and level of detail, rather than being aspirational and unrealistic.
How Linton Howard Helps
Linton Howard works with you across those areas of the business that need assistance, to ensure the best valuation for your capital raising.
We can assist you in a number of additional ways.
- Developing strong strategy and commercialisation documentation.
- Creating appropriate governance structures and documents
- Oversee the preparation of an IM
- Guide/coordinate cost-effective engagements with professional entities
- Develop compelling sales funnel / pipeline documentation
- Ensuring claimed core processes and capabilities can be fully evidenced
- Development of high quality and compelling financial statements and projections
- Mentoring & coaching management on core messaging and compelling pitches