TAKEWAYS FROM 2023 on Raising Investment

We went into 2023 prepared to know it was going to be a ‘rocky’ road and some say the worst since 2009 but for us it was the slowest since 2021. My Deal Flow went from prior to covid from 12 to 6 in 2022 and this year we have closed one Men’s mental Health App Mettle UK £2.3m after they successfully Presented at our Summer Footprints Family Office Conference in Mayfair London. We now know that by Presenting at our Events with the full Management Package that it will increase your conversion rate by 30%. Like having a video in your Pitch Deck, it will increase your opening rate by 30%. We have had Term Sheets sticking since last Christmas and was opening to close before the close of 2023 with Family Offices. We also have hopefully one Term Sheet on the cards once the Founders have had to reduce their valuations.

TOP TIPS FOR FOUNDERS WANTING TO CLOSE BEFORE CHRISTMAS

1.       Bring in someone to Manage your Deal Flow who has the contacts re Investors. We specialise in Family Offices/UHNI Investors. We do though have around 35000 Investors globally in our database. We have 4000 Members in our Footprints private Family Office Club in Mayfair.

2.       Finance – do you have a Finance person? If not, we use one of our Partners Chartered Accountants, Xero Accountants, Technology Accountants Milton Keynes - Alexander Rosse and we offer all our Founders a complimentary Health Check

3.       Cash Flow is King

4.       Runway for at least 12 months

5.       Legals, we work with Top Inhouse Lawyers working flexibly with ambitious businesses - My Inhouse Lawyer we offer our Founders a FREE LEGAL HEALTH CHECK.

6.       Valuations – in this down market you will have to re consider your Valuation as two of my Founders are doing at this very moment to access investment.

7.       Team – Board – Advisors – Do you have these in place?

8.       Be available and flexible – put holidays on hold.

9.       Listen to your Investor’s advice.

10.   Traction = Sales =Revenue

From our Autumn Family Office cocktail event on 19 October London we had a Panel of Family Offices – another of VC’s and another of Angel Investors/UHN Investors and it was clear that Valuations had to come down and that they were so swamped with pitch decks that the only way forward to have them reviews if a VC is online and if other have someone like us who can put you directly in front of them online or at our Events.

We have launched a new Platform G2investment an AI SaaS model Investment platform only for Family Offices/UHN Investors to source ‘DEAL FLOW’ that has gone through rigorous Due Diligence so that any Founder can achieve a score of more than 4/5 to access the Investors as a membership monthly or yearly model and for Investors to log in only takes 5 minutes to upload your Profile and view all documents including cap sheet to speak directly to Founders.  The model is less than £195.00 per month for Founders and FREE for Investors. We are adding in our Events and other Family Office Events and will become an online Community. We tried a soft launch last week, but we need to move to a bigger server as it crashed as we will no longer be Gateway2enterprise, but Gateway2Investment as we embrace 2024.  This new Platform will be live by 14 Dec 2023.

Our next Footprints Family Office Event the Christmas special is 14 Dec Mayfair 4PM RSVP no Founders are allowed unless you attend 7 Nov the Founders Event to access this Event. Christmas Family Office/UHN/ Investor Event/Christmas Party Tickets, Thu 14 Dec 2023 at 16:00 | Eventbrite

We would be happy to answer any of your questions or send your Pitch Deck for Review karen@gateway2enterprise.co.uk Have a productive November to embrace December the month for networking and Parties we have 4 Networking Events from Founders Club to Property Investor Club to our Christmas lunch and finally Christmas Family Office/UHN/ Investor Event/Christmas Party Tickets, Thu 14 Dec 2023 at 16:00 | Eventbrite