A special session in Nice, France, with my favorite personal coach to figure out my next steps in both business and personal development.

After three years of running my own business—with a track record of taking companies to the stock exchange, conducting multiple share issues, handling numerous investor relations assignments, serving as CFO, being a board member in public companies, managing M&A projects, and much more—it’s time to develop the next phase. Let me be guided to that next step after a full day of workshops.

An evening in the old city, at a bistro in the main square, should contribute to the discussion as I remain open to new opportunities.

In my most recent engagement, I distilled the following critical actions into a strategic “Action List” that the corporation should consider prior to initiating conversations regarding the funding round:

Investment Pitch: A Three-Tiered Approach.
My initial counsel was to architect the investment pitch in three discrete segments: informational content, value-creation opportunities, and the go-to-market strategy. This ensures a cohesively structured presentation designed to engage prospective investors.

Investor Presentation: Mastering Narrative Technique.
Subsequently, I advised on the enhancement of the investor presentation by underscoring the necessity for compelling storytelling, clear valuation metrics, judicious capital allocation plans, and delineated future milestones tied to the business roadmap.

Information Memorandum: The Quintessential Document.
As the culminating step, I advocated for the development of an information memorandum. This document is not only instrumental in satisfying the formal prerequisites of the investment round but is also pivotal in fortifying investor trust. It serves as a comprehensive repository of essential data for both potential investors and the organization’s leadership.