Finance and Funding

$49.00

Essentials documents and templates that can be used in conjunction with the information contained in “Idea to IPO”. If your business needs funds and is trying to attract investors these documents are essential. They will assist in preparing you to present your business effectively and in understanding how investments will impact on the company and what investors are likely to confront you with. It is always important to be prepared.

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Description

Essentials documents and templates that can be used in conjunction with the information contained in “Idea to IPO”. If your business needs funds and is trying to attract investors these documents are essential. They will assist in preparing you to present your business effectively and in understanding how investments will impact on the company and what investors are likely to confront you with. It is always important to be prepared.

Non-Disclosure Agreement – example

Information about your company and your ideas is sensitive and can contain the secrets to years of hard work. When an investor asks you for information it is generally accepted that there should be a degree of confidentiality involved and this is usually outlined in what is known as a Non-Disclosure Agreement (NDA).

There are investors that will have their own NDA or will refuse to sign one. In both cases you should carefully consider and take legal advice as to whether you should proceed.

Pitch Deck template

The Pitch Deck is universally recognised as a 12 to 15-page presentation (e.g. PowerPoint), that gives potential investors an overview of your business or idea, its potential and how you are going to achieve your goals. Essentially it is a graphic presentation of your Business Plan.

Capitalisation Table – example

An example of the changes that occur to individual shareholdings as a result of accepting funds from an investor.

Convertible Note Evaluator

The “Convertible Note” is explained in “Idea to IPO” and it is a form of investment that has its own rules and requirements for business owners. This interactive spreadsheet will assist you to understand what will happen if an investor proposes a Convertible Note as a form of funding.

Equity Dilution Calculator

This is an interactive spreadsheet that will provide you with an overview of what will happen to your shareholding as new investors are issued shares in your company.

Term Sheet – example

A Term Sheet is a document that specifies the conditions under which investments are made in the company by incoming investors. They can be straightforward or complicated and require careful consideration. The company or the investor may specify the conditions contained in a Term Sheet.