Project
Strategy and Information Memorandum development
Project Trigger
The client had been developing the platform for approximately 2 years and was ready to go-to-market to bring a significant investor in to take the product to the global market.
Our Scope
Define the growth strategy and investment story to support a round of investment presentations.
Project Outcomes
- A scenario-based business model providing a 5-year financial forecast.
- An information Memorandum to articulate the key principles of the business.
- A plan to go-to-market to potential investors.
Our Values
- We articulated the investment story for the start up to deliver a go-no-go to seek investors and accelerate their go-to-market strategy.
Top 3 Tips
Clients that develop growth and investment strategy should:
- Be objective about what value has been created.
- Develop a view of who your target acquirers / investors should be and what's in it for them.
- Be realistic, identify a trusted advisor / mentor block out noise from enthusiastic spectators.
