Conscious Capital® works with business leaders to realign their pitch to attract aligned investors and partners; model their company’s financial plan; optimize their company’s brand and market position; and, then introduces them to family offices, institutional investors, clinics, centers of innovation, and governments that may help them to execute their growth strategy.

Assessment

Opportunity Assessment

  • Initial executive meetings
  • Market analysis
  • Preliminary due diligence 
  • Review current investor engagement strategy
  • Determine fit with investment community

Needs Assessment

  • Collection and review of all corporate documents and marketing materials
  • Review current investor engagement; pitfalls and successes
  • Review of financials and strategy for long-term growth and maximum impact creation

Pitch Coaching

  • Realign your pitch to what your audience really wants to know
  • Get inside the family office and institutional investor mindset
  • Develop your value proposition / narrative
  • Gain feedback on content and delivery, including mental preparation, voice tone, and body language
  • Overcome cultural NOs that get in the way
  • What not to say: the five mistakes to avoid
  • What to say: the 10 key points to cover in every pitch

 

Financial Preparation

  • Financial due diligence
  • Creation of an independent valuation
  • Margin and growth analysis
  • Analysis of use of funds
  • Creation of a financial model

Marketing Preparation

  • Brand development
  • Company story consistency
  • Creation of executive summary
  • Creation of new investor presentation
  • Website review for consistency

Connectivity

  • Virtual meetings
  • In-person meetings
  • Incorporate investor feedback
  • Review of due diligence requests and responses
  • Coordination of on-site visits

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