Capital Diagnostic™: Create Successful Investor Perception
The Investor Diagnostic that Flags your Company as Ready for Prime Time - or Needs Further Work
Who Capital Diagnostic™ is Designed For
Your company is your passion. You have strong conviction for what you have built, for how much progress you will be able to make with growth capital, and for the healthy returns you will be able to provide investors with.
But - do you really have any idea on how convicted investors will be with the opportunity? Have you already launched into the capital raise and are finding yourself a bit taken aback about the seeming lack of investor conviction that you have experienced?
If that is the case, then continuing down this road, rolling from investor meeting to investor meeting might be a continued waste of your time, money, and energy. Stop wasting these things.
If this sounds like your situation - perhaps the best next step you can take for your company is to briefly hit the pause button, regroup, and get some outside feedback and a fresh set of eyes on your business, the investment narrative, investor outreach material, and financing strategy.
While this may not sound like great news - it is not an uncommon situation. As a matter of fact, a correctable mis-alignment with the investment community is one of the more common situations that we have experienced over the last three decades.
Taking a break to tap into the experience of financing and growth experts is the prudent thing to do.
Goals of Capital Diagnostic™
If capital providers perceived that an investment in your company was a no-brainer - you likely wouldn’t be reading these words right now. In all likelihood, investors would already be beating a path to your door, and you and your team would be moving on from the financing process.
Let’s be clear - companies that are an obvious fit for the investment community don’t hire us. We get hired for financing rounds that are challenging.
There are an infinite number of reasons why a financing round can be a challenge. Every financing journey is nuanced. Every Founder, Entrepreneur, CEO, and Business Owner has a business and opportunity set that is unique to them.
However, in our experience, challenging financings ALL suffer from shortcomings in three key areas:
Something within the business is not well-aligned to the needs of the investor.
The company is likely either not targeting the correct investor community, or neglecting other key investor demographics.
There are weaknesses or deficits in how the management team is running the financing process.
None of these challenges need to be fatal. The good news is that, with the appropriate planning and work, challenges in the business, incorrect investor targeting, and weaknesses in the capital raise process are all correctable.
But, in order to do so, company management needs to have a clear assessment of the weaknesses, needs access to the appropriate expertise to correct them, and - most importantly - needs to have the courage, motivation, and commitment to take these steps.
Capital Diagnostic™ was created to tap into our diverse expertise to help entrepreneurs to overcome challenging financing situations. We systematically diagnose all three major phases of your financing process:
Capital Mindset Part #1: Business Progress Alignment
Capital Mindset Part #2: Effective Investor Positioning
Capital Mindset Part #3: Structured Capital Markets Process
The goal is to correct weaknesses in each category - thus helping to make the company more attractive candidate for capital. In every situation, there is most definitely multiple paths to improvement and progress.
We arm you with the information and tools that you need to re-engage the investment community and achieve more effective outcomes (ie. capital). Your ROI is correcting the mistakes that are currently losing you significant time and money. Creating more effective investor perception and saving you tens if not hundreds of thousands of dollars in the process.
What You Get
A one-week period of company review and diligence. A full analysis of your company and marketing collateral through the eyes of the investment community, based upon the 15-point Capital Mindset™ framework.
Full SWOT analysis of your company and the financing process based upon the Capital Mindset™ framework - focusing on what investors care about the most.
Post-diligence session to review findings, discuss any shortcomings that need to be corrected, offer guidance on how to create additional value for and interest from investors, and deliver go-forward plan for each of the 15 points listed above.
Packages
Requirements:
Any participant in the Session must have first reviewed the Capital Mindset™ framework
Companies must have a pitch deck that is at least in ‘Draft’ version format.
Please be prepared to share all relevant material beforehand: pitch deck, marketing material, financing round strategy, budget, financials, team roles and responsibilities, and any other material relevant to the session.
One-week Program of company review and diligence.
3 meetings: 2 diligence meetings, 1 summary review and forward guidance meeting
Duration: One-Week
Cost: $2,850