Quick reads
What information do I need to send a funder in relation to a transaction?
Once you’ve selected the relevant funder and been provided with a set of indicative terms from them, you will need to prepare a pack which will effectively be your sales and marketing document to help you achieve the funding required.
This pack will likely include the following:
- The story covering the business and it’s progress to date
- Where you see the future developments
- Sales and marketing plans
- Cashflow forecasts and profit projections
- Your own personal CV and that of any key team members
- A SWOT analysis outlining strengths, weaknesses, opportunities and threats
- Historic financial information on the business in question
- Evidence of your personal funds to enable you to make a capital injection