Preparation phase

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One can address the financial investor basically at any time, but usually the prepared ones get lucky. That means even before the first step is made one should evaluate all aspects of the transaction and if it is possible the following documents should be prepared in advance:

  • Brief characteristics of entrepreneurial concept
      – Description of the market opportunities (niche market)
      – Description of the technological and production process
      – Marketing and sale
      – Management
      – The form of financing of investment project
  • Financial plan (3 year forecast)
  • Concept of the business plan (business intention)

There is direct co-relation – the more information the investor has at his disposal at the beginning, the more effective is his further advancement within the investment process.