Successful financial presentations are notoriously difficult to deliver. Whether you’re ready to start or grow your venture and need to raise finance, or a senior manager presenting to board members or shareholders, it is essential that your audience receives a clear message coupled with a persuasive and well-presented argument. This means that your presentation needs to be free from figures that confuse the message you are trying to convey while retaining authenticity and accuracy.

This interactive one-day workshop identifies the key skills required to give a successful financial presentation to a range of audiences. You will have the opportunity to deliver a presentation in a challenging but supportive environment. Using university-accredited material and real-life examples, in which the tutors raised millions of pounds for business ventures, you will learn the key skills needed to make successful presentations.

OBJECTIVES On completion of this course you will be able to:

• Determine the correct amount of finance to raise
• Decide which are the best sources of finance for your business
• Develop a funding-ready business plan
• Ensure your cash flow forecast supports your finance needs
• Prepare a professional funding presentation
• Deliver the key messages that financiers (bankers and investors) need to hear

CONTENT

• Sorting out personal and business finance needs
• Under-funding: why so many businesses fail
• Building grant finance opportunities into your plan
• Start-up, R&D and development finance approaches
• Using finance to grow your existing business
• When revenue can support borrowing
• Structuring loans and overdraft facilities
• Equity finance – raising money from selling shares
• Business Angels, Venture Capital Trusts and Venture Capitalists
• Choosing the right investor
• Shareholder agreements – why you need one for equity finance
• Planning for multiple finance rounds
  

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