synergyze startup funding package

9
Our “get funded” campaign confidently leads you through this process. You benefit from our experience in the INVESTOR COMMUNITY, a polished business plan, a worthy investment funding proposal and a fully executed pitch campaign approaching all potential funding options to give you maximum possibility of obtaining a positive result. Your funding Pitch ~ The Preparation Phase Before approaching the investment community you should prepare a sound funding pitch. Investors are smart, business savvy people and in many cases you are asking them for their own money. You would not approach a bank for a mortgage unless you knew you could prove your income, and yet a business investment is often much less guaranteed. Therefore it is important to build a solid picture of credibility, give your investor something tangible to invest in and have solid look you in the eye” answers to all the difficult questions. Do not underestimate the amount of time and effort this takes. Investors will not entertain a meeting without first viewing a business plan. Prepare Funding Pitch Approach Investors Meet with investors Win Funding The challenge: many entrepreneurs with a great business idea fail because they cannot get funding. Very often their idea can succeed & they possess the right skills, they simply don’t know how to perfect a business plan

Upload: launchstartup

Post on 14-Aug-2015

100 views

Category:

Documents


3 download

TRANSCRIPT

Page 1: Synergyze Startup Funding Package

Our “get funded” campaign confidently leads you through this process.

You benefit from our experience in the INVESTOR COMMUNITY, a polished business

plan, a worthy investment funding proposal and a fully executed pitch campaign

approaching all potential funding options to give you maximum possibility of

obtaining a positive result.

Your funding Pitch ~ The Preparation Phase

Before approaching the investment community you should prepare a sound funding pitch. Investors

are smart, business savvy people and in many cases you are asking them for their own money. You

would not approach a bank for a mortgage unless you knew you could prove your

income, and yet a business investment is often much less guaranteed. Therefore it is

important to build a solid picture of credibility, give your investor something tangible

to invest in and have solid “look you in the eye” answers to all the difficult questions.

Do not underestimate the amount of time and effort this takes. Investors will not

entertain a meeting without first viewing a business plan.

Prepare Funding Pitch

Approach Investors

Meet with investors

Win Funding

The challenge: many entrepreneurs with a

great business idea fail because they cannot

get funding. Very often their idea can succeed

& they possess the right skills, they simply

don’t know how to perfect a business plan

Page 2: Synergyze Startup Funding Package

If you approach the investment community without the proper preparation your funding pitch will

be turned down and you churn through precious contacts, wasting opportunities and time.

Your Business Plan is your Business Compass

Whether you need investment or not, all new businesses should follow a sound

business plan dictated by your financial projections. Without this your business

lacks direction and leadership and you will ultimately waste time. Time spent

preparing your business plan is time well spent to give your business a “road

map” and an agreed plan to work to.

“Let the numbers talk to you and lead you.”

Your Typical Funding Pitch should be made up of:

The polished business plan ~you have 30 seconds to grab attention. Go!

Business Plan

•Your business plan should pull all the other items together and reference them

•Any claims you make should be backed up by evidence (market research or an established baseline for an existing business)

Sales and Marketing Plan

•Larger companies with a complex go to market strategy may include a seperate sales and marketing plan

•This will detail how you will approach your penertrate your target market sector

Company Financial Projections

•Your company financials should be in a 3 year format

•Your entire business plan will hang upon your financials

•Your investor will scrutinise these closely and drill down on thier viability

Personal profiles of the management team

• Full personal profile to establish credibility

•Your investor is also being asked to "invest in the people"

•He needs to have confidence that the team has the drive and enthusiasm to succeed

Page 3: Synergyze Startup Funding Package

We overhaul your entire business plan, to present directly to an investors

perspective and viewpoint. We really demonstrate your company’s value

proposition to entice your investor to back your idea. We use winning headlines

to captivate their interest, every single word is like pure gold

Business Credibility is The X Factor: Increase your chances exponentially

Titanium plating your own credibility and sending out a clear message that this is not just a

dream, I am not going anywhere this business is here to stay and make us all rich.

Investors have heard every pitch on the planet, every angle and every sweeping

statement, dream and ambition out there. They are sceptical, so layer on your

credibility by adding facts, figures, measurable statistics, references, testimonials and

case studies wherever possible.

Your investor will want to investigate you, conduct due diligence and want to

establish as many credible reference points about your business as possible. Do you

stand ready and confident for your interrogation?

Quick Facts:

Only 1 in 10 startups make it big and deliver worthwhile ROI to an investor

Investment funding is hard to come by in the current economy, your proposal must stand

head and shoulders above all the others to succeed.

Most companies fail in their first year

Every entrepreneur believes their idea is “THE BEST AND WILL DEFINITELY WORK”, but

the stats say otherwise. Unless you back this up with figures it is nothing more than an

overused claim.

Your financial projections must be based on 1 of 2 things: if it’s a new idea, market research.

If it’s an existing business model, your (or your competitor’s) existing benchmark for success

with proven sales figures already achieved.

“Investing is similar to gambling, or taking an educated bet. The more you

can demonstrate a lower risk and higher chance of return, the better your

chance of success at winning funding. “

Page 4: Synergyze Startup Funding Package

We lead you through the funding process

Review and Research

Full Review of your Existing Business Plan Your Sales and Marketing Plan Your Company financials

Your personal profiles

Business Plan Analysis

We provide constructive feedback of your business plan Consult to edit business plan and rewrite where necessary Identify weaknesses in your Sales & Marketing strategy and suggest solutions for high

growth business launch Closely examining your business financials and 3 year projections, feedback and improvement

where necessary

Consultancy and Coaching

Work to a business “to do” list to build a legally strong business and give your investor something tangible and credible to invest in.

Identify your weak spots and coach you to be prepared for challenging questions We work hard with you to layer on credibility, building confidence in their minds, wherever

possible, we use tangible reference points

Mentor and lead you through the challenging process of obtaining funding

Optimise your business plan

• We identify the most appealing sales points of your business plan We fine tune your message to eliminate jargon and maximise your chance of being awarded

funding Business plan rewritten in an enticing format (using up to date marketing techniques and copy

writing) that maximises your chance of being awarded funding Your message is condensed and simplified, with improvements to graphics and layouts for super busy investors who look for a quick “elevator pitch”

We break down complex processes and convey them as charts and simple graphics wherever possible. This means that busy VCs can clearly understand how your business processes works

Page 5: Synergyze Startup Funding Package

The importance of company financials

We offer you the ability to put your company financials in a standard 3 year format. This format will instantly show your investor your above the line costs and below the line

costs UK taxes are reflected in this format at the current rates. Your investor will also be able to “test” your figures, price points and unit sales etc to

establish a viable “breakeven” Your investor will also be able to see when you will all see your ROI and how much that will

be per shareholder This document is identical to one that you would pay an accountant £1000’s to prepare.

The funding pitch:

Ensure that, you achieve a usable “pitch stack” to be presented to investors Design a targeted marketing plan to reach and engage the right investors

Execute a VC pitch campaign as detailed below

Personal introductions to our investor community

We hold 1000s of first level connections in the investment community.

High Net Worth Individuals, Finance Houses, Venture Angels & Venture Capital

We write your introduction e-mail copy

Check over your CV and personal profile

Perform 1000 (minimum)senior level intros to investors

Introduce you to the investment community

Send your packaged proposal

Pass on all interested parties to you as a professional introduction

Optional:

Join Venture Angel match websites

Send out to an investor mailing list

Page 6: Synergyze Startup Funding Package

Maximise your chance of a positive outcome

Documents and templates we provide:

Standard Non Disclosure Agreement (NDA)

Business plan template

3 year financials template showing UK taxes etc

Company “to do” template

Company profiles template

Your funding pitch campaign is personal to you

Investing in people ~ All our campaigns are designed to boost your personal

rapport. Your investor is considering you and your team’s personalities as much

as all other factors in the investment equation. This is why we always aim to

obtain a face to face meeting with your investor. It will be you who attends your

proposal meeting, pitches to your investor, and you who must sell your idea and

close them for funding. They must be blown away by your enthusiasm, but also

convinced that you have what it takes to work hard for success.

How to qualify for our investment introductions

If you feel you already have a worthy business plan, financial and personal

profiles, you may submit those to us for review, (usually under NDA) We will

review and advise if further work is required. If your business plan is

rejected for submission as it is, we will advise you of any further costs if you

decide to use our consultancy service before we go ahead.

Our personal recommendation

Our investor panel are carefully vetted and closely guarded, therefore we refuse

to approach them with anything but a “polished diamond” of a funding pitch. We

value their time and never want to waste their opportunities. We reserve the right

to decline a project if it does not fit with our stringent criteria.

Page 7: Synergyze Startup Funding Package

Cost comparison

There are competitors of ours (like Accenture) who charge £60-100k for similar consultancy

services

Accountants charge £1000s to prepare 3 year projections with above the line costs & taxes

Slick marketing agencies cost £1000’s to prepare winning sales copy

Startup consultants and business mentors charge £100s by the hour

By contrast we work with all budgets, (seed funding, prestartups, boot

strappers etc) closely respecting our client’s purse strings and delivering good

honest hard work and value for money

Why do we charge a fee?

Many of our clients use our service not just for funding, but also for help

getting started. In this case, our fee covers the costs of our time and effort to

work closely with you and prepare your business roadmap and business

documents. All of our satisfied customers who have paid for this service have

been really pleased with the results, they have found the whole process

enlightening, and it has stood them in good stead to build a solid and

successful business.

A Holistic Approach

Our funding pitch projects focus on the entire process. There are many

companies out there who will work on a commission only basis, that is their

choice, we look to manage our projects holistically and “get it right first time”

by consulting closely with you. As such this service is time hungry and requires

exact perfection, but gives you the very best chances of winning. Therefore like

any other agency we cover the costs of our time.

No Shortcuts ~ Get it right first time

We avoid short cut spam tactics that many of our competitors use, we do not simply

“ping” out a mailing list full of contacts. We use the world’s most powerful business

network, and our own carefully vetted panel of direct first level connections. To achieve

this, we must perform all introductions individually and by hand. It is labour intensive,

therefore we must pay an admin team, we charge a basic fee to cover our costs.

The value of our time ~ Qualifying our clients

No-one expects a marketing agency or consultant to work for free and we are like any

other service company, our work is valuable, our results are spectacular and we

deserve to be paid for our time. We only seek to collaborate with clients who understand

and value the importance of this.

Page 8: Synergyze Startup Funding Package

Personal pride motivates our team

We love business! We thrive in the startup environment, we love

mentoring new companies through the process and giving you the very best chance

for success. We believe in old fashioned concepts, like “honour among business

people” and the personal pride that comes from having a good reputation and

knowing that a job has been done well. We believe that business

people are still the back bone of Britain and the lifeblood of our

respectable community spirit. The UK government don’t do much

to support or encourage us entrepreneurs, given the current

economic climate the traditional banking community is challenged, so we are

largely on our own. But, starting and running your own business is an

incredible journey and gives unlimited pride, this is an amazing process and we meet the most

dynamic people on the planet.

Maintaining High Quality Standards

All work is performed in house with a small dedicated team. We are UK based

and proud! As experienced entrepreneurs, we have real world experience of

building a solid business from the ground up. We understand that we are

entrusted to manage your business reputation, we do not take this lightly and

always approach our projects with the utmost care and professionalism.

Our Experience

With 5 years experience in the high risk telecoms startup space

dealing directly with teams of Venture Capitals, we intrinsically know

the investor mindset. We’ve helped companies grow from startup to

multi million dollars.

Our team have had great success at winning funding for

businesses. We chat daily with entrepreneurs, we understands

their unique issues and challenges.

We abide by a strong ethics system, sound tested business

knowledge, as enthusiastic entrepreneurs, we bring a passion

to your project that many of our competitors lack. Right from

our very first conversation, you can hear it in our voice, give us

a call……

Page 9: Synergyze Startup Funding Package

Our Pricing Structure

Business plan, funding pitch preparation and consultancy £500

Funding pitch campaign execution £500

Success based commission fee 5% of total funding we win for you

Our Friendly team welcome the opportunity to chat with you further: