Investment Materials 

Be prepared and secure the investment you seek

Launching a new business is daunting, attaining sustainable profitability more so. To achieve it is the combination of a good plan and execution.

Are you launching a retail operation, an eZine, a SaaS, or a PasS platform? Do you expect to remain a private company forever, or do you have visions of going public?

Incognito Worldwide, together with its sister consulting firm (A2Z business consulting), will help you set up your company correctly (operationally and strategically) with the required documents and materials to attract investors and raise capital. 

Raising Capital is no easy task. It takes a focused commitment to develop the correct story and a clear and concise way to tell it, contacting a willing capital investor to hear it, and having perfect timing. If the stock market is down, that doesn't mean the interest in seed money or series A investment is also down. Capital investors are opportunity-seekers. 

Securing a capital investment is not just about one thing. If an investor were backing a racehorse, they'd inspect the horse, its health, and its speed, BUT also the jockey, the trainer, and the farm. Think of yourself as the jockey, your staff as the trainer, and the horse as the product or company. Will the potential investor read all the documents listed to the right? Possibly not,  but they'll want to see them anyway, knowing you know how to create them. 

Examples are available upon request. 

 

One Sheet and Pitch Deck 

A one-sheet is just what it sounds like—it contains all the relevant summary information: company, project, description, executive, UVP, and funding round.  
See a partial snapshot of one-sheet here   
See partial snap shot of pitch deck slides here

5 Force Chart and Lean Canvas

The five forces chart identifies the major factors that will impact your chances of market success, including—but not limited to—competition and barriers to market. It can be a stand-alone display or included as a slide within the pitch deck. 

  example on this page -- click to view.

Key Performance Indicator (KPI) Chart

The KPI chart is one of the more important documents that potential investors will want to see to display performance numbers. But they'll also want to see that you have a deep knowledge of your business and its goals and the skill to develop the chart. View an example on this page—click to view.

Business Plan Executive Summary 

A business plan extensively explains the company, its strategies, and tactics to achieve them. It is a comprehensive guide to its management, mission, and operations (products and/or services), including sales and marketing, the marketplace, the competition, the entry to the market, and scalability, among many other factors. The Executive Summary is the short version of the longer, more in-depth business plan. 

Example available upon request

Our case studies

See all projects

GROW TRAFFIC & INCREASE REVENUE

Tell us about your project

Let us help you get your business online and grow it with passion

Our team can help you unlock the full potential of your social media marketing, SEO and online publicity!

Testimonials

SEE ALL