A carefully crafted business plan will help you explain to investors how you will use the money and how you will repay it. In this course, Julie will walk you through what she and her team of investors at VERGE Capital look for when they're deciding whether or not to invest in a social enterprise. You'll get a behind-the-scenes view of how investors evaluate a business model so you can refine your business plan to confidently engage with potential investors. You'll learn how to complete a self-assessment of your social enterprise’s investment readiness so you can proactively tackle any weak spots before you approach investors. You'll also learn how you to navigate the different sources of feedback you'll receive as you develop your business so you can spot and gather high-value feedback. Julie will give you her top advice on how you can refine your business plan and investment ask with integrity and consistency.
At the end of this course, learners will...
Understand and be able to explain the following key points...
The five key factors investors take into consideration when deciding whether to invest
What characteristics investors will expect your team to have
The main criteria investors are looking at when evaluating your business plan
How the financial investments of founders, past use of funds, and plans for the future help investors understand the context of their investment dollars
Be able to use the following skills, tools, processes, procedures...
- Complete a due diligence self-assessment
- Test the assumptions you've made about your business plan
Actually do the following tasks...
- Self-assess your social enterprise model based on the due diligence considerations that will be made by investors
- Demonstrate your social impact to investors via your theory of change and impact framework
- Gather internal feedback on your business plan based on what's currently happening inside your organization
- Gather external feedback on your business plan from outside information and opinions
- Refine your proposal to investors based on what they're actually looking for
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