Below are details of all the great products included in the toolkit:
** THE FUNDRAISING GUIDE **
Drawn from years of experience in fundraising, this guide enables fundraisers to achieve what the most successful people in the business - of fundraising - learnt the hard way. And remember, the best fundraisers are not born. They’re built.
Fundraising is rarely straightforward. In an ideal world, you’d know exactly which investors to approach. What’s more, the path to obtaining capital would be short and manageable, without the slightest hiccup. Truth is, however, that raising capital successfully is not formulaic. You’re dealing with people with all sorts of personalities and egos. Then there are the entities from whom you’re looking to raise money and they have their own mission, investment strategy and investment criteria. Let’s not forget external factors such as the state of the economy. All of these things influence the fundraising you do.
Getting any investor to part with their cash is no easy feat. For you to succeed you need to understand how they think and figure out the best way to gain their trust. And it is absolutely essential that you adopt the very best practices if you want to maximise the likelihood of success. That’s exactly what this guide does. Power your fundraising ability and improve your chances of success!
** E-MAIL SCRIPTS - MAKING INITIAL CONTACT WITH INVESTORS **
A set of templates to help you capture investors’ attention and get your message across effectively and efficiently. Importantly, in the format and style investors like and prefer to receive emails. This is a digital product.
Email remains one of the most effective ways to fundraise. Because it works! Normally, the initial contact between a fundraiser and investor is in the form of an e-mail, after which, if, amongst other things, it has been crafted well, will lead to a subsequent touchpoint, including a call or, ideally, a meeting.
Truth is, however, there’s no universal formula you can use to create the perfect e-mail to investors every time. That’s because each touchpoint will differ. Are you reaching out to an investor for the very first time? Is it a follow up? Are they an institution? A family office or a high net worth individual? Then of course there’s your offering. Are you pitching a real estate product? Private equity? Startup?
One thing that’s clear is that fundraisers don’t often get multiple chances to make a good first impression. After all, many investors receive thousands of e-mails per month, including from colleagues internally and individuals they already have a professional relationship with. Therefore, when a new e-mail arrives from a unique sender (i.e. stranger) then it’s usually at the very bottom of the priority pile, where things are easily lost and forgotten. In a sense, you’re competing with many other strangers vying for the investor’s attention.
One way an investor filters e-mails and decides who to respond to is based on the e-mail they receive. What does it look like? What does it include? What’s the length? And so on an so forth. Unfortunately, many fundraisers - who might very well be pitching very attractive opportunities - get dismissed off the bat because they have no idea what to send and how to send it.
Remember, when you reach out to an investor with an offering, your goal is to get a call or meeting. Or to capture their attention and leave them asking for more information.
Fundrazur’s email scripts (for making initial contact) will provide easy-to-use and flexible templates to increase your chances of getting to the ‘next’ step.
** FUNDRAISING STATUS REPORT SPREADSHEET **
An easy-to-use Excel file to help you keep track of the status of a particular fundraise on a single spreadsheet. Quickly identify investors who have shown interest (or passed) on an opportunity; previous touchpoints; outstanding action items; and more. A digital product in Excel Format.
A tool that keeps you organised and on top of your fundraise.
When you undertake a fundraising you never know in advance exactly how the exercise will evolve. Initially, you might desperately wish for the endeavour to take the following trajectory: you reach out to 5 investors over the course of a few weeks and have 2 of them beg to come into the opportunity, after which you choose one or the other, or both. One month of work and voila, done. If only! Fundraisings are invariably more challenging than we ever imagine. Most likely, what's more likely to happen is: you'll need to reach out to several times more investors (30, 50 or more) and discuss the opportunity for months, maybe even a year (or more), before you get a single commitment. This could mean hundreds of touchpoints across different investors, at different times.
That means you'll need an efficient way of keeping track of all those discussions and touchpoints. Having a Status Report spreadsheet becomes essential. Not only will it tell you where you stand, at any given time, with investors on a particular fundraise exercise, but you'll be able to look back on it in the future and quickly identify key points and themes that stood out during the fundraise.
The Fundraising Status Report template helps you get organised.
** GLOBAL FAMILY OFFICE DATABASE **
A comprehensive list of major family offices based around the world. Find out who they are, where they're based (e.g. address / telephone number) and more. A digital file in Excel format.
A list of family offices that will prove invaluable to anyone looking identity many of the wealthiest families in the world. The list includes both Single Family Offices and Multi Family Offices.
A family office can serve any of a number of roles but generally it looks after and manages a family's assets and interests. For obvious reasons, many family offices tend to stay out of the limelight. When you’re worth billions of dollars, pounds or euros you may prefer to stay under the radar as much as possible, though of course that's never too easy when you own so many assets. And unlike many other investors, such as private equity firms, there tends to be far less information readily available on family offices. Sometimes it's not clear from the entity or company's name that they are indeed a family office. They may have a single-page website but it only displays a few generic lines and an e-mail address, without a single mention of the family.
Therefore, putting together a comprehensive list of family offices is no easy feat. What's more, there's varying levels of data and information available for each of them. For instance, one family office can be well known and have a website with plenty of information on what the family has been doing over the years, where their wealth came from, who runs the firm and so on and so forth. However, another family office's website may only list the names of a few investment officers, without giving information away on the assets they own (portfolio) or how they invest.
So for you to compile a solid list of family offices with as much available information as possible requires hours and hours of work, not to mention a great deal of research. We've done it for you and save you both time and money.
(Note: This isn't a directly of employees within a family office, along with their e-mail addresses. It's a list of single family offices, multi family offices and wealth managers. The names of the entities are what's valuable. Armed with the information within the file, you may wish to try and figure out e-mail formats for people within with firms.)
** POWERPOINT PRESENTATION TEMPLATE **
A solid presentation can produce a compelling call to action and that is precisely what this presentation template aims to do: help you communicate an idea convincingly in order to make the most impact possible.
Use this PowerPoint template to strengthen and professionalise all your presentations.
Our pitch deck template will help you impress investors.
Presentations are a way of life when it comes to fundraising. A document that succinctly outlines an investment proposition (e.g. teaser) or goes into details (e.g. full presentation) is a necessity. Investors need something they can look at, study and share internally that sums up an investment opportunity. On the back of it they may come back with a set of questions, pass on the opportunity, ask for further meetings, and so on and so forth.
Therefore, as a fundraiser, you want to give your presentations a clean and sharp look. Yet, rather than spend countless hours touching up the ones you have, which may look outdated and slightly unprofessional, why not use our template as a base to reproduce an impressive set of slides.
The template enables you to build a deck you can style to your own taste - changing colours and fonts. One you can expand upon and play around with.
Our template is easy to use and tweak, and will help you establish your own organizational template.
The template has been used by clients including venture capital, private equity, real estate investment firms and more!
** PRINTABLE DAILY ACTION PLANNER **
A printable daily planner that is specifically geared towards fundraising and helping you make the most of each day. It's a digital product in PDF format. You print it and use it to prioritise and plan your daily tasks and objectives.
A daily planner allows you to keep track of important deadlines, meetings, and tasks related to the fundraising, ensuring that nothing falls through the cracks and that you use your time most efficiently, spending it on the most important tasks.
Additionally, this planner can help you track your progress and measure the success of your fundraising campaign. By setting clear goals and tracking your progress towards those goals, you can identify areas where you may need to adjust your strategy or allocate more attention.
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IMPORTANT:
- All products are Non-Refundable, and all sales are Final.
- Upon purchasing the product you will have immediate access to copyrighted and proprietary material. The product will be deemed “used” upon download or opening.
- The digital product allows you up to 4 downloads. We recommend that you save a permanent copy for yourself, such as on Google Drive, Dropbox or some other storage location, for future reference.
