This marketing guide helps CEOs & owner-managers navigate the pre-investment journey when working with investors.
A Business Owner's Guide to Navigating the Pre-Investment Journey
Our comprehensive Playbook is an indispensable guide for owner-managers embarking on the pre-investment journey. We understand the unique challenges and opportunities that come with seeking external investment. Whether you're contemplating the venture capital or private equity route, our Playbook is designed to be your trusted companion, offering expert insights, proven strategies, and invaluable advice to help you navigate the complex terrain of growth investment.
Take a glimpse into your future and discover the intricacies of investor engagement. Packed with a treasure trove of investor insights, from initial contact to sealing the deal, each section of the Playbook unveils the stages you're likely to encounter with private equity (PE) and venture capital (VC) investors. While each investor's approach may vary, our playbook provides a general roadmap, helping you anticipate what lies ahead.
How to Use the Playbook
- Designed for Easy Consumption: We understand that your time is precious. That's why we've crafted this playbook to be your go-to resource, easily digestible in manageable chunks. Whether you have a few minutes during your morning coffee or a brief pause between meetings, you can effortlessly delve into this playbook and gain valuable insights that will shape your journey.
- A Flexible Guide for Diverse Paths: We acknowledge that not all investors tread the same path. Your journey is unique, and our playbook respects that diversity. While the playbook outlines a typical process, it encourages you to adapt the insights to your specific circumstances and investor interactions.
- A Foundation for Empowered Decisions: This playbook equips you with the knowledge you need to make strategic choices. Empower yourself to evaluate partnerships, seize growth opportunities, and embark on a path that aligns with your vision and aspirations.
"Remember, you hold the reins to your business's destiny. With our guidance, you can unlock the full potential of your venture, making it an irresistible proposition for investors. Get ready to take your business to new heights with the ultimate pre-investment guide from VCMO. Your journey to growth starts here."
Paul Mills
CEO & Founder, VCMO
Featuring Insights From These Investors
Ben Cooper
Ben is Co-Founder of Angel Investors Bristol. He is an active investor and supporter of technology companies from across the South West and Wales. He is a lead investor for Development Bank of Wales’s Angel Invest Wales group and Director of Funding & Finance at Tech South West, the tech cluster for the South West. Ben was part of a successful management buy-in in 2011 and then exit to a FTSE 100 wealth manager in 2016, leaving in 2018 to focus on his passion for StartUp and ScaleUp businesses.
Robert Misselbrook
Robert is CEO of Mylor Ventures which helps companies get funded, either directly through equity investment, or through sales development. Rob has been involved in the Venture Capital sector since his days at Lehman Brothers. He is a Chartered Financial Analyst, and operates from the company’s offices at the Tremough Innovation Centre in Cornwall.
Rob Nicholls
As CEO of Rob Nicholls Consulting, Rob acts as a Consultant CFO, Non-Executive Director (NeD) and Board Advisor to SMEs with 1-500 employees across a broad range of business segments and geographical regions. He is also an Angel Investor and has backed and mentored startups spanning diverse sectors such as software, communications and fintech. He is a qualified Chartered Accountant and holds an MBA from Henley Business School.
Download Playbook
Simply click the button below to download a PDF copy. No contact details required. If you encounter problems when downloading, send an email to hi@vcmo.uk.
Watch Webinar
Ben Cooper and Rob Nicholls appear in this webinar (recorded December 2023) where they share their investor secrets on how owner-managers and CEOs can navigate the pre-investment journey.
About VCMO
VCMO helps SMEs and portfolio companies with the high-level marketing leadership they need to grow and succeed across the full business lifecycle. Its roster of highly accredited Fractional Chief Marketing Officers brings the expertise, strategy and execution to transform marketing potential into a competitive advantage that delivers predictable revenue and sustainable growth.
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