This page contains a number of resources we recommend to entrepreneurs preparing their business proposition packs, as well as our terms of business. Please do review these resources to make sure you are making the most of your efforts and effectively engage with investors.
Resources for The Fund Raising Process
Our Terms of Business to Present at Pitch Events
Financial Services Information
To raise funds you will follow a three phase process:
1. Prepare and submit a business proposition one page summary (see point 2 below), together with ideally your Business Plan - which normally includes financials ie cashflows, P&L and Balance Sheet. Your accountant, lawyer, Finance Director or other professional advisers may help you to produce this information. If you have a PowerPoint Presentation or a similar presentation, then so much the better. All this will enable our screening team to understand immediately if there is or is not potential. Peter Eales one of our founder directors and General Manager forwards this information to Frank Guinn our Vice Chairman to review. Frank will contact you to say if we would like to short-list your pitch for one of our Investor Dinner Events, or if we have more questions.
We are part of the Government and regulatory body respected UKBAA network, so your information is safe with us. However if you do need an NDA we will comply.
2. Present at one of our pitch events: prepare a compelling summary to give us, in 10 to 15 minutes, a description of the investment opportunity;
3. Follow-up and due diligence: if one or more investors are interested, you will be asked to provide detailed business plans, including financials and marketing plans.
How To Send Us Your Business Plans or Ideas if You Want Funding - please do the following
Frank Guinn here at a pitch event, he reviews all your submissions
Like many other Angel groups in the UKBAA network, we are now able to offer you a much easier and more efficient way for you to send us your data.
Simply go to the ‘For Entrepreneurs’ section on our home page and create a new account by entering your email address and password. If you’ve sent your data using this method before, then simply log on to your existing account.
You can then load up your Business Plan, Financial Forecasts, Presentation Slide Deck and any other documents that you wish to include.
We would also like you to complete and submit the ‘Summary Sheet’ click here, which gives the Screening Committee a quick overview of your Company and your offer to our members.
Once you have loaded all your data, simply click on the ‘Submit Application’ button and your data will be securely transmitted to us. We will acknowledge safe receipt shortly afterwards.
If you have been selected to present, you will be notified shortly after the SC have chosen the four candidates for the particular event.
NB: You can only submit one application for a given pitching event, so please ensure you have loaded all your information, including the ‘Summary Sheet’, before your press the ‘Submit Application’ button.
You can speak to Peter Eales on 01202 706 975 or email him on firstname.lastname@example.org if you need help at any stage on this.
What investors want to hear
Here are a few videos that highlights what we like to get from entrepreneurs in our pitch events. This is relevant for the formal pitch, but see below for your elevator pitch, also relevant for covering the room before and after the event.
Your Elevator Pitch (or Cocktail Pitch as Mark Suster calls it)
When investors show interest in the proposition then a full Business Plan will be required.
There are plenty of business plan templates online, e.g. samples produced by BPlans
There are plenty of sources for putting your Marketing Plan together. Here is a guide on How to do a Marketing Plan.
Dorset Business Angels charge 5% of any funds raised. This presentation fee is payable upon completion of the fund-raising round. To present we ask a person from the team pitching to join as a member. To enrol register here. More people from a presenting team may of course join.
Your information is presented on the assumption that those viewing it have self certified as either High Net Worth Individuals or Sophisticated Investors under the FSMA 2000 guidance. Under the Financial Services and Markets Act 2000 (as amended 2005) investors must "self-certify" by meeting simple criteria as "high net worth" or "sophisticated" investors. If you are an investor please refer to our statement about the act under About page.
The resources on this website are provided without us giving advice. Whilst this information is provided in good faith, Dorset Business Angels Ltd accept no responsibility, financial or otherwise, for any loss incurred as a result of using these resources. Any use you make is made entirely at your own risk and no representative of/or Dorset Business Angels will be held responsible for any loss suffered.
The Companies or individuals seeking investment through the Dorset Business Angels must ensure that the information presented to potential investors is neither inaccurate or misleading. They are urged to seek guidance from someone authorised under the Financial Services and Markets Act 2000 Act. Dorset Business Angels Ltd are not authorised under the Act and in no way provide advice or due diligence services to either investors or companies/individuals seeking investment.