How to Raise Funding: A Practical Introduction by a CFO

Not all funding is the same, and raising equity isn’t always the right answer.

In this module, I’ll take you through the main funding options available to a business and explain how to think about which route makes sense.

We’ll look at the differences between equity, debt and other sources of capital, and the factors you should consider before deciding how a business should be funded.

The objective is not simply to understand the options. It is to understand which option fits the business and why.

Wanting investment and being ready for investment are two very different things.

In this module, we’ll look at the business through an investor’s eyes.

I’ll take you through the areas investors are likely to examine and the questions they are likely to ask.

The aim is to identify the gaps before an investor finds them.

Use the workbook alongside this module to assess where the business is strong, where it is exposed and what needs more work.

Once you know where the gaps are, the next step is deciding what to do about them.

In this module, we turn the investment readiness assessment into a practical action plan.

You’ll identify the areas that need attention, decide what needs to be prioritised and start turning those gaps into specific actions.

This is where the course moves from understanding investment readiness to actually doing something about it.

If you found this course useful, this is only the first of six practical courses inside The CFO Academy.

The other courses take you further into business planning, investment teasers, building a 12 to 15-slide pitch deck, financial modelling using my own CFO three-way plug-and-play model, and finding and pitching to investors.

If you want to see the full Academy and what’s included, visit:

mohamedchaudry.com/cfo-academy

You can also use the link provided with this lecture.

Thanks for taking the course, and I hope to see you inside The CFO Academy.