Investment Readiness

When. Why. How

Raising investment is not always the right answer - but understanding when, why and how to raise can be a game-changing skill for ambitious founders.

Led by experienced CFO Martin Peters, this practical, interactive workshop helps early-stage business leaders assess their investment readiness and identify the steps needed to become investor-ready.

Through a combination of expert insight, peer discussion and hands-on exercises, participants will explore how investors evaluate opportunities, pressure-test their business model, and develop a clear plan for using external funding to support growth.

The workshop will examine investment motivations, business fundamentals, funding strategies and investor expectations, helping founders make informed decisions before entering investment conversations.

Workshop Outputs

By the end of the session, participants will leave with:

• A clear assessment of whether investment is the right growth strategy for their business.
• A stronger understanding of how investors evaluate opportunities and make funding decisions.
• A pressure-tested business proposition, with feedback from peers and facilitators.
• An 18-month funding and milestone plan aligned to business growth objectives.
• Greater clarity on investment requirements, dilution and alternative funding options.
• A personalised investment readiness scorecard highlighting key strengths, gaps and priorities.
• Practical insight into common fundraising, legal and due diligence considerations.
• A defined action plan outlining the next steps to improve investment readiness before approaching investors.

This workshop is ideal for founders looking to move from uncertainty to a clear, evidence-based investment strategy.