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#109 Top 10 tips about sharing information with investors

#109 Top 10 tips about sharing information with investors

Released Friday, 10th September 2021
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#109 Top 10 tips about sharing information with investors

#109 Top 10 tips about sharing information with investors

#109 Top 10 tips about sharing information with investors

#109 Top 10 tips about sharing information with investors

Friday, 10th September 2021
Good episode? Give it some love!
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Always keep your investors informed...because it keeps them happy!

So here are 10 top tips about sharing information with investors

  1. Write the business plan first and the executive summary afterwards, but send the summary FIRST and the business plan SECOND.
  2. Organise the other information you will need before you start fundraising and keep it all in one place
  3. Allocate responsibility to one person to manage the information and the requests that come in from investors
  4. Decide whether to have an NDA and when you might insist on using it
  5. Try to be as organised as possible about arranging the different meetings, so you do not waste your own time.
  6. Don't be surprised (or offended) when investors ask you to change your financial projections and to rewrite your business plan.
  7. A successful deal will depend on mutual respect, so do not be afraid to put across your own point of view just make sure you have the back-up arguments ready!
  8. Most investors will also ask their advisers to look you over, so be prepared to deal with them politely even if they initially seem unnecessary.
  9. The hard negotiations about valuation will only really start when the due diligence is complete
  10. From your first proper meeting with an investor it is likely to take three to six months to close the investment; the more efficient you are the more quickly you will be able to close the investment. Property deals may be quicker at 30-60 days.

Resources:

NOT SURE WHERE TO START? Start here by clicking the link below

Get your free resource guides - HERE https://www.htrmoney.co.uk/

Join the new HTRM Facebook Group! Here is the link: https://www.facebook.com/groups/htrmoney/

If you would like Ray and Nigel to work with you then get in touch - email us at [email protected]

Our website is appearing (slowly!!) HERE or https://www.htrmoney.co.uk/

Email us at [email protected]

Before you do anything else, remember that anything Ray or Nigel talk about, share, discuss, etc is for entertainment purposes only. It is not financial, legal or any other advice of any sort! Do not rely on anything we say or share or do because we are doing it for entertainment purposes only. Think of it like this...we are discussing topics that people may like to investigate further; ideas and information that you might want to consider further; and that sort of thing. You should always seek your own independent advice from relevant people such as lawyers and accountants. Although Ray is a qualified solicitor and Nigel is a qualified accountant, we do not have any agreement with you unless expressly and clearly documented in a contract, so please just enjoy our podcast, our info and our content and use it to as a call to action to seek professional and relevant advice specific to you. Does that make sense? Are we clear on this?! If not, then drop us an email and we can tell you the above again! The reason we say this is that everyone's situation is unique and for us to share general content like we do it means it cannot possibly be taken as specific advice just for you. Happy? We certainly hope so.

Now go and review our 'entertainment' podcast and we will love you forever!

Much love and gratitude, Ray and Nigel

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