Jenny Kassan
Posted on November 30, 2017

A wise business person shared this great formula for communicating about your investment offering:

  • The proceeds of this raise will be used predominantly for X and Y.
  • These initiatives (X and Y) will lead to increased sales and profit for the company, which makes this a great financial investment
  • In addition, these initiatives (X and Y) allow us to further our mission.  Here’s how . . .

Here is an example of how this might sound:

  • The proceeds of this raise will be used primarily to help us grow our new professional publishing division.
  • Growth of this division will improve our profitability because margins in the professional publishing market tend to be higher than those in the trade segment of the market where we have traditionally operated.
  • Growth of our professional publishing division will also allow us to reach more people with our world-changing message.  The professionals and academics who are the consumers of information in the professional publishing space are people of influence — reaching them will allow us to greatly broaden our influence.

 

 

Previous Post
Do you have to lie to raise money?
Next Post
How to tell an investor what return on investment you’re offering

Recent Posts

  • Episode 68: How to Choose Your Compliance Strategy June 26, 2023
  • Episode 67: How to Decide What to Offer to Investors June 6, 2023
  • Securing Funding by Expanding the Definition of “Investors” May 25, 2023
  • Growing Community Wealth Through Funding BIPOC-Owned Businesses May 16, 2023
  • Episode 66: How Perpetual Purpose Trusts Can Preserve Your Mission May 9, 2023

Categories

  • Capital Raising
  • Events
  • Investing
  • Legal Issues
  • Mindset
  • Podcast
  • Public Policy
  • Values Driven Companies