Summary:

• What an Investment Pipeline is
• Your step-by-step guide to setting up an Investor Pipeline
• What Pipeline Statuses do you need & what information to store where
• What an Investment Strategy Consultation is
• The Financial Conduct Authority (FCA PS13/3) Compliance Considerations
• How to propose Deal Structures
• How to put together Heads of Terms
• The steps to creating a compelling Deal Pack
• How to outsource your Investor Pipeline once you've created it
• How to manage your Pipeline & Reviews Process