Investor Pipeline Mini Course

What you'll learn:

This practical course covers every step of the process, from understanding the basics to outsourcing your pipeline management. Here's what you'll master:

1. What an Investment Pipeline Is Understand the concept of an Investor Pipeline and why it's the cornerstone of successful finance raising.

2. Setting Up Your Investor Pipeline Follow a step-by-step guide to establish your own Investor Pipeline, tailored to your goals.

3. Managing Pipeline Statuses Discover the essential statuses your pipeline needs and learn what information to store at each stage for maximum efficiency.

4. Conducting Investment Strategy Consultations Learn how to host effective consultations that align investor interests with your opportunities.

5. FCA Compliance (PS13/3) Navigate the Financial Conduct Authority guidelines with confidence and ensure compliance when raising finance.

6. Structuring Deals and Creating Heads of Terms Master the art of structuring deals and drafting clear Heads of Terms that protect both you and your investors.

7. Building a Compelling Deal Pack Create a Deal Pack that captures investor interest and communicates your opportunity in a compelling way.

8. Outsourcing Your Investor Pipeline Find out how to delegate pipeline management effectively so you can focus on building relationships and closing deals.

9. Managing the Pipeline & Reviews Process Implement strategies to keep your pipeline organized and review processes streamlined for ongoing success.

Who is this course for?

This course is for you if you:

• Want to raise finance for property or business deals.
• Need a clear process for managing investor relationships.
• Are tired of trial-and-error approaches that waste time.
• Want to feel confident pitching to investors.