Capital Access

Capital Access

Before talking to investors about funding an idea, invention, or company, you need a capital access plan. A capital access plan is a document that aligns your funding requirements with the business needs. It contains detailed timelines appropriate for specific funding initiatives.

Types of Investment

Grants – Grants are an inexpensive, repeated method way to raise capital for technology development and job creation. Grants provide excellent publicity for your innovation and open access to experts and market partnerships. UVG has successfully helped raise over $120MM in public funds for clients since 2007.
Revenue – Revenue is the core source of capital for any sustainable venture. Revenue is non-dilutive, but for early-stage firms, revenue is an elusive goal. Some meaningful level of revenue is frequently a pre-requisite for debt and large equity investments, but usually not for grants.
Debt – Start-up and emerging companies often don’t for traditional bank loans but friends, family, and other partners may invest in early stage organizations. Many public funding agencies use a mix of subsidized debt, grants, and convertible instruments to fund early-stage firms.
Angel/Venture Capital – Equity investments from Angels or Venture Capital firms dilute existing shareholders, but are among the only sources of large cash injections of investment capital to a company. “Smart money” also refers to investors who provide meaningful guidance and connections to the firms in which they invest.

Note: This list is sorted from least to most dilutive to shareholders – grants and revenue dilute your ownership least, while angel and venture capital funding dilutes your ownership stake most.

Strategy to be “investor ready”

Foundational Work

The foundation of UVG’s work is to become familiar with our client’s current activity. UVG seeks to have a comprehensive understanding of our clients’ current status in order to fairly represent the opportunity to prospects and potential funders.
UVG’s foundational work includes:

  • Previously-prepared company descriptions
  • Current and anticipated partnerships
  • Current IP position, and future plans
  • Revenue model, including pricing, product, and service offering configurations
  • Current business plans and models, including staffing and capital plans

Presentation Preparation

To prepare for an investor presentation, UVG guides its clients through a series of investor-readiness documents:

  • An executive summary document
  • An eight to fifteen slide summary presentation
  • A four to six sentence summary statement of the business and investment opportunity
  • A fully developed business plan containing an in depth analysis of the target markets, go to market strategy, staffing, capital investment, and deal structure
  • Funders will want to know that their investment is sufficient to make significant positive impact on the business. A detailed capital sources and use plan will be developed that allows the funder to clearly understand how their investment fills an important gap in the overall funding plan and their path to an exit