Investor Readiness

 

While many businesses have great prospects, are growing quickly, or have strong sales and order books, sadly many have trouble raising capital to support their growth, to launch new ideas, or to sell their business. Become investor or buyer ready today with PHiQ.

Normally you only get one opportunity to raise capital, acquire debt, or sell your company, and if you blow it, that can mean the end of your dreams, or worse still your business.

We think the best approach is to invest some time, effort and money into preparing your venture or organisation so that it can be displayed in the best possible light, this is called due diligence.

If you aren’t prepared to invest in preparing to sell your idea to investors, or your business to a buyer, then why are you investing in your business at all?

If you want it to succeed in raising capital, acquiring debt, or selling your company you need to make the effort to ensure that your venture or company will stand up to due diligence from an investor, bank or buyer.

To assist you, we offer our Investor Readiness Program, which is aimed at preparing you, your business and the necessary information packages/materials for investors, banks and potential buyers.

The business areas we usually review are:

  • Products and services, including mix, and placement
  • Target industries, markets, and sectors
  • Competitors
  • Business Development Strategies
  • Sales Pipeline Development
  • Systems and Operations
  • Resource requirements
  • Management
  • Financials and Reporting
  • Timelines
  • Risks, and Risk Mitigation
  • Capital and Legal Structuring
  • Funding options

Some of the activities we may undertake include:

  • Review of your existing written materials
  • Conducting a functional business review and benchmark analysis
  • Facilitate workshops with you and your staff
  • Develop business plans, investor documents, and related materials
  • Development of investor presentations and business cases
  • Development of management reports and financial budgets and projections
  • identification, design and project management of operational and financial measures needed to support business



PHiQ is capable of performing as much or as little of the above, to suit your individual needs and budget. Our ultimate goal is to assist you do as much of the work as you can, and inject our skills where those of your organisation are not at their strongest.

We believe that it’s your business and you are the expert! PHiQ is there with you to provide an external viewpoint, focused on seeing things from the investor’s perspective.

The Investor Readiness program is flexibly priced to suit all budgets, but as every case has specific and differing requirements it is very difficult to provide even a budgetary estimate. We normally charge an hourly rate in blocks of time. So you can pre-purchase blocks of 10, or 20 hours at a time, and at the end of each block you can purchase another block, and so on….

Contact PHiQ, to discuss what is required to “investor ready” your business, and achieve that capital raising, debt financing or business sale.