Investment / Funding
Item Importance Classification
- Items proving execution capability and economic feasibility
Slide area
- Finance and Investment
Slide area from an investor's perspective
How & Now
Importance (Frequency of use)
3.5
Is the plan for using the requested funds reasonable and is the ROI clear?
DB Analysis-Based Core Patterns and Writing Guide
Investment / Funding
Purpose and Rationality of the Funding Request
Key Patterns
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Total Requested Amount → Use of Funds → Achievement Goal
Main contents (example)
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Total investment amount (Total ask)
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Proportion of manpower, marketing, and development costs
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Goal for the next investment round (Next milestone)
Writing Guide
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Visualization of Usage: Divide the requested amount into 3-4 key areas, such as staffing, marketing, and R&D, and clearly visualize them using pie charts or similar tools.
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Next milestone: Connect what will be achieved with this investment within the next 18 months to specific financial and non-financial goals.
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Specification of Assumptions: Enhances plan transparency by specifying 'key assumptions' for investment injection.
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Appeal to how efficiently the requested funds will be used for profit growth
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General Service Sector: Since industries with low innovation are subject to the most suspicion regarding the use of investment funds, they must prepare transparent and specific plans regarding what will be achieved with the requested funds and by when, more thoroughly than other industries.
Principle
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Visualize how the requested amount is used for 'growth acceleration'
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You must link what you will achieve with the investment within the next 18 months to specific financial goals.
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Present the expected ROI (Return on Investment), even indirectly (necessary to persuade investors)
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Focus on achieving milestones by the next round
How much investment did other startups request?
