Investment Ready Training

Investment Ready Training is aimed at helping business people learn about the type of finance they require to expand, diversify or commercialise a new concept and how they can access equity funding from investors.

It is offered in a series of free workshops as part of the New Zealand Trade and Enterprise (NZTE) Enterprise Training Programme.

Investment Ready Training consists of seven modules that are delivered across two half-day workshops.

Investment Ready Training modules

1. Understanding the capital raising process

• The alternatives
• Angel investors and venture capitalists – what are they and how do they work?
• What type of funding is appropriate at each stage of business?

2.  Understanding what investors look for

• Why do small businesses miss out on venture capital?
• What do investors look for?

3. Preparing your business case - business plan

• Six key things investors look for 
• Starting your own business plan
• What kind of deal can you offer?

4. Preparing your business case - what is your business worth?

• The principles of valuation and the key steps in valuing your business
• The drivers of value in your business

5. Legal implications of raising funds

• The Securities Act and the exemptions
• Background on public issues
• Guidelines on private debt legal documentation

6. Finding an investor

• Deal process and timetable
• What to provide investors
• Critiquing potential investors and identifying/targeting investors
• The importance of “the pitch”

7. Doing the deal

• Due diligence - what to expect
• The negotiation process and key negotiating strategies
• How and when to use the earn in formula
• Legal agreements required

NZTE recommends companies and entrepreneurs complete Investment Ready Training before seeking assistance under the Escalator service. 

For more information on Investment Ready Training please contact your local Enterprise Training Programme provider.