Fundraising: preparing a solid investor file

A credible investment file rests on a few complementary pieces:

• The pitch deck: a concise presentation of the project, market and team.
• The business plan and forecast: the quantified demonstration of potential and needs.
• The valuation: a defensible estimate of the company's value.
• The deal structure: amount sought, dilution, type of securities.
• The legal elements: articles, shareholders' agreement, capitalisation table.

Consistency between the narrative, the figures and the legal structure is decisive for investor confidence.

Funding sources vary widely in the EU: business angels, venture-capital funds, crowdfunding platforms, but also public actors such as KfW in Germany, Invitalia in Italy, IAPMEI in Portugal, ENISA in Spain or Bpifrance in France.

Valuation practices, expectations and the legal framework of deals differ between member states. Your file must adapt to the ecosystem of your country and the investors you target.

The module helps you structure your pitch, organise the file's pieces and check the consistency between your business plan, forecast and deal structure.

No figure is invented: valuation and needs rest on your assumptions, which we help you make readable. When reliable data is missing, we say so.

To explore the module and its access conditions, see the Solutions IA page and the pricing page.

Fundraising rests on all your upstream work: market study, forecast, business plan, articles. It mainly suits high-growth-potential projects.

If your project does not aim for a raise, other funding exists (loans, grants, crowdfunding). To prepare a complete file, the Pro journey brings together the key creation steps.