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Communicating the Right Story to the Right Capital Partner
Communicating the Right Story to the Right Capital Partner
hosted by: David Mariano, Director and head
of the firm’s Buy-Side advisory practice
Communicating the Right Story to the Right Capital Partner
Raising capital is a lot like any other marketing process. Once you get your house in order you will need to put your best food forward to “sell” your business plan to investors or lenders.
In the fifth installment of our capital raising series with Rebecca White, host David Mariano asks the important questions about how to communicate the right story to your desired capital partner.
Key questions in this episode:
* Does the process really start with a business plan and thinking through who you want your partner to be?
* How would a business owner identify the right group of lenders or investors?
* How important is the actual story (the way you communicate the opportunity to an investor or lender)?
* Is there value in reaching out to multiple parties at the same time?
* Why would a business owner want to go through such a time consuming process?
* How much time would it take for a business owner to go through a capital raising process?
* Why should a business owner get to know an investor’s versus a lender’s expectations?
* Does a business owner need to promise a specific return on investment?
Key points in this episode:
* Why it is important to match your business with the right capital partner.
* Why your first steps should be to prepare your business plan, growth strategy and forecast.
* Why it’s important to define how much and what kind of capital you need. (3:27)
* How to identify the different kinds of investors and types of capital they could put into your business.
* How a financial advisor, an accountant or an attorney can help a business owner get in touch with alternative and niche lenders/investors.
* How communicating an effective and succinct story is critical to your success in this process. (9:28)
* What kind of information a business owner needs to gather before beginning the process. (13:32)
Resources mentioned in this podcast
* Click here for access to training and templates
Listen to Fully Invested below:
View all episodes
Communicating the Right Story to the Right Capital Partner
hosted by: David Mariano, Director and head
of the firm’s Buy-Side advisory practice
Communicating the Right Story to the Right Capital Partner
Raising capital is a lot like any other marketing process. Once you get your house in order you will need to put your best food forward to “sell” your business plan to investors or lenders.
In the fifth installment of our capital raising series with Rebecca White, host David Mariano asks the important questions about how to communicate the right story to your desired capital partner.
Key questions in this episode:
* Does the process really start with a business plan and thinking through who you want your partner to be?
* How would a business owner identify the right group of lenders or investors?
* How important is the actual story (the way you communicate the opportunity to an investor or lender)?
* Is there value in reaching out to multiple parties at the same time?
* Why would a business owner want to go through such a time consuming process?
* How much time would it take for a business owner to go through a capital raising process?
* Why should a business owner get to know an investor’s versus a lender’s expectations?
* Does a business owner need to promise a specific return on investment?
Key points in this episode:
* Why it is important to match your business with the right capital partner.
* Why your first steps should be to prepare your business plan, growth strategy and forecast.
* Why it’s important to define how much and what kind of capital you need. (3:27)
* How to identify the different kinds of investors and types of capital they could put into your business.
* How a financial advisor, an accountant or an attorney can help a business owner get in touch with alternative and niche lenders/investors.
* How communicating an effective and succinct story is critical to your success in this process. (9:28)
* What kind of information a business owner needs to gather before beginning the process. (13:32)
Resources mentioned in this podcast
* Click here for access to training and templates
Listen to Fully Invested below: