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

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.