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Business Planning and Financing Management Series

Building Block 3

Identifying, Targeting and Engaging Potential Investors Workbook Template

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1. Identifying and Targeting Potential Investors...... 3

a. Match your opportunity to the investor’s sweet spot...... 3

I. Industry sector specialization...... 3

II. Preferred stage of development and preferred investment amount. .3

III. Geography...... 3

IV. Investor risk profile...... 3

V. Investor search...... 4

b. Investor tracking list...... 4

c. How to meet an investor...... 4

2. Engaging a Potential Investor:...... 4

The Elevator Pitch...... 4

Business Planning and Financing Management Series 2 Building Block 3: Identifying, Targeting and Engaging with Potential Investors 1. Identifying and Targeting Potential Investors

a. Match your opportunity to the investor’s sweet spot

I. Industry sector specialization

II. Preferred stage of development and preferred investment amount

III. Geography

IV. Investor risk profile

Risks

1

2

3

Business Planning and Financing Management Series 3 Building Block 3: Identifying, Targeting and Engaging with Potential Investors V. Investor search

b. Investor tracking list

c. How to meet an investor

2. Engaging a Potential Investor: The Elevator Pitch

Business Planning and Financing Management Series 4 Building Block 3: Identifying, Targeting and Engaging with Potential Investors

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