Becoming Investor Ready

BECOMING INVESTOR READY

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WHY BE INVESTOR READY?

1. Get an advantage over competitors - You know (in detail) WHY you’re winning

2. Capitalise on opportunities when they pop up - You need to be prepared BEFORE

you need the cash

3. Makes your business easier to run - It makes your business less of a headache

4. More profit - An investor ready business will make more profit over time because it’s

ready for scale (STAT)

5. Safer future – you’ve considered more about the future and know your biz inside out

6. Bigger numbers - Bigger exit down the track, bigger initial investment, better

investors

7. Build other relationships easier – Partnerships, Suppliers etc.

THE INVESTOR READY EDGE

1. Personal Attributes

2. Business Assessment

3. The Deal

4. Document Preparation

5. Compliance

6. Final Due Diligence

THE SIX PILLARS OF BECOMING INVESTOR READY

• Based on hundreds of surveys and interviews with Australian and International investors

• Simplified down into 6 core categories and 24 critical areas

THE INVESTOR READY CHECKLIST

Rate each section as green, amber or red depending on how ‘ready’ you feel you are.

Rating Definitions:Green = You are confident that no further work is required in the section and could confidently answer questions surrounding the topic.Amber = You have made some progress but there are a few areas you need to clarify before you would be confident to answer questions surrounding the topic.Red = You really haven’t focussed on that section and would not be confident to answer questions surrounding the topic.

Scoring System:20 – 25 Green = 90 - 100% Investor Ready15 – 20 Green = 75 – 90% Investor Ready10 – 15 Green = 50 – 75% Investor ReadyLess than 10 Green = <50% Investor Ready

INSTRUCTIONS

ACTIVITY:INVESTOR READY CHECKLIST