SETsquared Bristol: Investor Readiness

Investor Readiness Programme: Facilitated by Bryan Sergeant

Designed for companies raising first or second round of equity funding, this course will give you a solid understanding of how to secure investment from the right investors.

Delivered in two ½ day sessions, the course is highly interactive and consists of a series of ‘teaching sprints’ with multiple real-world examples and practical exercises. The sessions are both 9.15am-1pm.

It’s required that you attend both sessions.

After the course you’ll have a clear understanding of how investment works and how you can secure the right funds from the right investors at the best valuation to support your growth and ambitions.

Half Day 1: 3rd September 09:15 - 13:00

1. Investment Landscape

– How investment works

– The different stages

– Shareholdings and capital structure (the cap table)

– Investment Readiness Levels

2. Investment Process

– What you need to do and when

– Attracting and choosing the right investors… through to Exiting and realising the value you’ve generated

3. Investment Sources

– Funding sources and the mechanisms of getting it

– Insights into each of the funding types

• Founders, Family and Friends

• Government, Charities and Similar

• Crowd Funding

• Angels

• Venture Capital

• Private Equity

• Corporate Venture Capital

4. Valuation, Dilution, Term Sheets and DD

– Get a strong understand of each of these critical areas

Half Day 2: 4th September 09:15 - 13:00

1. Attracting Investors and Investment

– Inside the mind of an investor – what are they looking for

– Key elements of a pitch

– Customer Value Proposition ✍️

– Market – size, shape, select and targeting ✍️

– GTM, Journey, AIDA, Channel, RoI, Funnel ✍️

– Team ✍️

– Business model ✍️

– Financials: F4NFM, Investor Proposition & Ask ✍️

2. And finally

– Due Diligence

– Metrics

– More on Finance

– Wisdoms to carry with you on your journey

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Bryan Sergeant is a seasoned business leader, mentor, investor and trainer. His leadership experience includes corporates (Du Pont, Hawker Siddeley, Invensys, Telewest / Virgin Media) as well as mid-cap businesses, SMEs and start-ups. He was a founding director of uSwitch.com which was sold, 6 years after launch, for £210m. He’s worked across software, telecoms, energy, microelectronics and manufacturing.

More recently Bryan’s advised, mentored and invested in numerous early-stage businesses across a range of sectors. His guidance helps businesses to raise finance, grow sales, increase profits, manage the operational whirlwind and maximise exit valuation. He also runs courses on leadership, management, strategy and sales.

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