Investment Readiness Activities

At Cornwallis Mackenzie, we work with a full range of financing organizations in Canada, the United States and the United Kingdom, which gives us a first-hand understanding of what potential investors and financial institutions are looking for. Understanding the key criteria that will make or break a funding round enables us to successfully prepare our clients who are looking to secure funding for their business endeavours.

All too often, companies only have one chance to present to prospective investors/lenders, and it is therefore imperative that the proposition is suitably packaged to provide the very best chance of acceptance. Investment readiness activities can be divided into three different areas:

  • Understanding what funding avenues are open to your company and which is the best for your business at your current phase of development.
  • Understanding what potential funders are looking for in order to provide your company with the skills they will need to successfully attract and best utilize funding
  • Preparing the documents that you will require to raise funding.

Cornwallis Mackenzie can help your business with all three areas. The services we offer are customized to your individual company and include:

What funding is best for your company?

Cornwallis Mackenzie can work as an external consultant to review your business financing needs (both current and future) and present you with a proposal on ways in which you could meet your requirements through a suite of financing products.

Executive & Management Investment Training:

Cornwallis Mackenzie specializes in leading delegations of business management and executives to national and international investment readiness events, taking care of delegates to ensure that they derive the maximum benefit from training.

Upcoming Investors Readiness Events:

Cornwallis Mackenzie is proud to present North American start-ups with the opportunity to attend a conference which will bring together venture capitalists, angels, investment bankers, analysts and some of the most promising start-up companies to discuss what it takes to create companies capable of generating the returns that venture capitalists require. The event will take place in California in early November of 2010.

Document Preparation:

When your company is ready to move forward to attract funding, there are a number of documents that will be required, depending on the type and amount of funding you require. Cornwallis Mackenzie can help you by generating those documents for you.