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Raising Capital Successfully:

Best Practice Preparation and Navigation

To Meet Investor Expectations

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Empowering

Early-Stage CPG Founders To Make the Most

Of Every Investor Interaction

Founding Partners:

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When to Start Raising Capital?

TODAY

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Three Keys to Successful Investor Engagement

1. Solid Business Foundation

2. Meeting Investor Expectations

3. Founder/Investor Compatibility

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Stage 1:

Solid Business Foundation

Team Expertise In The Space

Business Plan

Operations

Regulatory Compliance

Market Need

Taste/Efficacy/Valid Science

Consumer Value Proposition (A “Brand”)

Revenue/Velocity Metrics With Benchmarks (Early Market Validation)

Budget and GAAP Bookkeeping

3-Year Pro Forma

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Stage 2:

Investor Expectations

Traction KPIs

Viable Unit Economics

Consumer Loyalty

Repeatable Success

Investor Value Proposition

Cost Management

Burn, B/E, and Cash Flow

Path to Profitability

History of Capital Efficiency

Grasp of Key Operating Expenses

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Stage 3:

Founder/Investor Compatibility

Investor Type

Investor Capabilities

Chemistry

Strategic Alignment

Valuation, Vehicle, Dilution, Board/Control, Rights

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Q & A

www.BrandjectoryNow.com

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THANK YOU

www.BrandjectoryNow.com