Investment Readiness and Matchmaking

FASTTRACK ACTION LDA

Portugal

Service ID:

EP122S1
Service description
Investment Readiness and Matchmaking Access to finance is a key aspect of both new ventures and experienced SMEs. The overall goal of these sessions is to provide insights and hands-on support about how to improve investment readiness, develop a fundraising strategy and how to access to private equity/venture funds. The starting point is the evaluation of the Investment Readiness Level, which is a crucial aspect to understand the investment potential of a startup and identify areas for improvement. The methodology is based on an evaluation model for the Investment Readiness Level of startups, which includes an evaluation questionnaire composed of various questions and a scoring system to evaluate the responses. Our tailored program follows four main phases: 1) Investment Readiness Assessment 2) Investor matchmaking 3) Investor contacts & connections 4) Follow up and assistance Following the initial assessment, areas for improvement will be identified and discussed with the startup. Based on this assessment a tailored investment readiness program will be defined in the form of dedicated mentoring sessions on identified improvement areas, to be planned in coordination with the startup. KPIs will be set and share with the startup to ensure guidance during the program. In parallel with investment readiness program, a tailored fundraising strategy will be defined, and a thorough analysis will be implemented to identify the best potential investment opportunities. Prior to the first investor contacts, it is important to develop a proper teaser to stimulate their interest and to encourage them to learn more about your startup. The right teaser allows a better match with our network and planning of meetings with interested investors. The process doesn’t end by meeting investors and other activities can be required to put the decision to invest on the ground. Besides the investor matchmaking and the tailor-made connections with investors, is important to be ready and effective in preparing and providing any required documentation for the pitching meetings / presentations (type of deck, information required, additional supporting material, etc.).
Sector
Sector agnostic
Technology Readiness Level
TRL 3 – Experimental proof of concept
TRL 4 – Technology validated in lab
TRL 5 – Technology validated in relevant environment
TRL 6 – Technology demonstrated in relevant environment
TRL 7 – System prototype demonstration in operational environment
TRL 8 – System complete and qualified
TRL 9 – Actual system proven in operational environment
Financial requirements

The proposed remuneration scheme is mixed (fixed fee + success fee). According to the required effort, the fixed fee is €5000, and the success fee is 6%, but it can be adapted to specific needs following our tailored approach.