What documents does a business angel need to provide to receive investment?
Posted: Wed Jan 29, 2025 6:57 am
To attract an angel investor, special attention should be paid to the brief information about your company. Professional business angels receive a fairly large number of offers for cooperation, so it is important that your information does not get lost among them. Using their extensive experience and business sense, investors are able to almost infallibly single out startups with high potential and competent specialists from many similar ones.
Documents for recording beneficiaries
Source: shutterstock.com
Therefore, one of the lithuania email list main components of successful investment is a well-written summary and presentation of your project. To create documents that present your idea or product correctly, do not forget to follow such basic rules as information content, brevity and quality.
The format of the documentation may be general or determined by the requirements and preferences of the specific business angel. There are two main types of presentation documents - a business proposal and an executive summary.
A business proposal is a high-quality draft version of a project business plan. The standard document form should reflect: the main idea; the enterprise organization scheme and the principles on which it is based; a description of the business area; economic indicators; an assessment of the activity and its scale; a brief forecast of profitability and growth; the degree of competition and the state of the industry as a whole. The volume of a business proposal varies from 10 to 20 pages.
An executive summary is a document that should briefly outline the essence of your proposal. Its length should not exceed two pages. Some business angels prefer one-page documents because they want to save their time and quickly understand the main idea of the startup.
In some cases, to make the preliminary assessment as convenient as possible, the summary is included in the business proposal. A typical business proposal intended for a business angel includes: a short summary; a detailed description of the startup; an investment proposal; a list of employees; information about the product, area of activity, production technologies; a list of patents and company assets (equipment, etc.); a business model; economic data; a list of stages of work that will be carried out after receiving funding; appendices - expert opinions, reports, economic indicators and other data.
How to achieve multiple growth in traffic and sales from your website?
Alexey Boyarkin
Dmitry Svistunov
Head of SEO and Development
Read more posts on my personal blog:
I have always been concerned about the issue of moving to a fundamentally new level. So that the indicators would grow not by 2 or 3 times, but by several orders of magnitude. From a thousand visits to ten thousand or from ten thousand to a hundred thousand, if we are talking about a website, for example.
And I know that such leaps are always the result of painstaking work in five areas:
Technical condition of the site.
SEO.
Collection of site semantics.
Creating useful content.
Working on conversion.
And at the same time, every manager needs an increase in sales and the number of applications from the site at the moment.
To get this growth, download our step-by-step template for increasing sales from the site:
Download template
Already downloaded
153413
There are many ways to submit documents representing the project to a business angel. This can be done in person, by regular mail or by e-mail. It is possible to submit a resume and business proposal during your presence at specialized forums, presentations and conferences. You can also use the resources of the World Wide Web or submit to a group or network of angel investors. Sometimes, simple live communication can lead to success.
When developing documentation, go into more detail on the information that is of interest to the business angel and potentially beneficial to the investor. Some experts recommend refraining from specifying the desired investment amount to allow for maneuvering. Make a decision on this based on specific circumstances, for example, if it is necessary to attract several investors at once for the growth of the project. Also consider the required amount of financing and other conditions.
According to surveys of angel investors, the documentation of Russian entrepreneurs most often has the following shortcomings:
an excess of specialized and technical terminology;
unreliability of information and its inconsistency;
incorrect placement of emphasis - a startup is presented only as a means of solving problems in the field of science and technology, while its potential as a way to generate income is not revealed;
failure to provide essential information – economic feasibility, expert opinions, etc.
If you do not have sufficient funds to conduct an economic analysis of market conditions, for example, or to obtain any other data, do not include false information in the documents under any circumstances. We recommend that you truthfully explain why providing data is difficult for you. If an investor is interested in a startup, there is a possibility that they will involve their own experts. In addition, a business angel can provide you with preliminary support, both professional and material.
Well-written presentation documentation is evidence of your thorough approach to work and the presence of serious specialists in the startup team. By doing so, you increase your competitiveness and significantly increase your chances of success.
Documents for recording beneficiaries
Source: shutterstock.com
Therefore, one of the lithuania email list main components of successful investment is a well-written summary and presentation of your project. To create documents that present your idea or product correctly, do not forget to follow such basic rules as information content, brevity and quality.
The format of the documentation may be general or determined by the requirements and preferences of the specific business angel. There are two main types of presentation documents - a business proposal and an executive summary.
A business proposal is a high-quality draft version of a project business plan. The standard document form should reflect: the main idea; the enterprise organization scheme and the principles on which it is based; a description of the business area; economic indicators; an assessment of the activity and its scale; a brief forecast of profitability and growth; the degree of competition and the state of the industry as a whole. The volume of a business proposal varies from 10 to 20 pages.
An executive summary is a document that should briefly outline the essence of your proposal. Its length should not exceed two pages. Some business angels prefer one-page documents because they want to save their time and quickly understand the main idea of the startup.
In some cases, to make the preliminary assessment as convenient as possible, the summary is included in the business proposal. A typical business proposal intended for a business angel includes: a short summary; a detailed description of the startup; an investment proposal; a list of employees; information about the product, area of activity, production technologies; a list of patents and company assets (equipment, etc.); a business model; economic data; a list of stages of work that will be carried out after receiving funding; appendices - expert opinions, reports, economic indicators and other data.
How to achieve multiple growth in traffic and sales from your website?
Alexey Boyarkin
Dmitry Svistunov
Head of SEO and Development
Read more posts on my personal blog:
I have always been concerned about the issue of moving to a fundamentally new level. So that the indicators would grow not by 2 or 3 times, but by several orders of magnitude. From a thousand visits to ten thousand or from ten thousand to a hundred thousand, if we are talking about a website, for example.
And I know that such leaps are always the result of painstaking work in five areas:
Technical condition of the site.
SEO.
Collection of site semantics.
Creating useful content.
Working on conversion.
And at the same time, every manager needs an increase in sales and the number of applications from the site at the moment.
To get this growth, download our step-by-step template for increasing sales from the site:
Download template
Already downloaded
153413
There are many ways to submit documents representing the project to a business angel. This can be done in person, by regular mail or by e-mail. It is possible to submit a resume and business proposal during your presence at specialized forums, presentations and conferences. You can also use the resources of the World Wide Web or submit to a group or network of angel investors. Sometimes, simple live communication can lead to success.
When developing documentation, go into more detail on the information that is of interest to the business angel and potentially beneficial to the investor. Some experts recommend refraining from specifying the desired investment amount to allow for maneuvering. Make a decision on this based on specific circumstances, for example, if it is necessary to attract several investors at once for the growth of the project. Also consider the required amount of financing and other conditions.
According to surveys of angel investors, the documentation of Russian entrepreneurs most often has the following shortcomings:
an excess of specialized and technical terminology;
unreliability of information and its inconsistency;
incorrect placement of emphasis - a startup is presented only as a means of solving problems in the field of science and technology, while its potential as a way to generate income is not revealed;
failure to provide essential information – economic feasibility, expert opinions, etc.
If you do not have sufficient funds to conduct an economic analysis of market conditions, for example, or to obtain any other data, do not include false information in the documents under any circumstances. We recommend that you truthfully explain why providing data is difficult for you. If an investor is interested in a startup, there is a possibility that they will involve their own experts. In addition, a business angel can provide you with preliminary support, both professional and material.
Well-written presentation documentation is evidence of your thorough approach to work and the presence of serious specialists in the startup team. By doing so, you increase your competitiveness and significantly increase your chances of success.