Fundraising

Teacher

Inova+

Objectives

Understand what fundraising means and the importance for
business
Learn about the different theoretical models
Learn about different forms of fundraising
Learn how to reach investors
Learn how to prepare a budget
Learn how to prepare a document to present to investors

Module summary

Depending on the company’s phase, the type of investment needed is different: –
crowdfunding, business angels, venture capital, banks, risk capital, between others, are especial financial fonts. For each, the influence in the business differs, as well as the type of data needed for the investors. Which information is important to present?

How should it be presented? How deep should a budget be? Should we show our fragilities?
It’s only revenues vs. costs? All of these questions are important in the process of
fundraising. For the intermediate level, all of these issues will be discusses, by
presenting theoretical models and real life cases. After, a budget will be developed and complied in a document specially developed to be presented to investors in an early stage: a financial plan. This document will be based in a financial analysis to report to the stakeholders the past and future regarding the financial condition, which includes planning, budgeting, monitoring, forecasting or improving financial details inside the company. It will be focused on the organization’s profitability, solvency and liquidity, in order to present the value of the business and providing basis for the decision making process. In this module you will learn how to develop a financial plan correctly so that your changes to reach fundraising increase.

Materials

Power point presentation to present the theoretical part of the module
Case study demonstrating the importance of fundraising for a company, as well as presenting different types of fundraising, if possible (see below)
Exercise: preparation of a financial planning