startup funding Consultation checklist
Introduction and Initial Assessment
- Schedule a meeting with the client to discuss their funding needs and objectives.
- Ask the client to provide specific details about the amount of funding they require and the purpose for which they need it.
- Request the client to provide their financial statements, including balance sheets, income statements, and cash flow statements.
- Analyze the client's financial statements to assess their current financial situation and available resources.
- Ask the client to provide a detailed description of their business model.
- Research the client's industry to understand its market potential and growth opportunities.
- Research available funding sources and programs that are specific to the client's industry.
- Compile a list of potential funding sources or programs that may be applicable to the client.
- Gather information about the client's internal strengths and weaknesses.
- Identify external opportunities and threats that may impact the client's funding prospects.
- Analyze the collected information to create a SWOT analysis for the client.
- Research the client's competitors and their market share.
- Assess the client's market positioning and how they differentiate themselves from competitors.
- Review the client's management team's resumes and professional backgrounds.
- Assess the team's expertise and experience in the client's industry.
- Request information about any previous funding or investments received by the client.
- Review the details of the existing funding or investments to understand their impact on the client's current financial situation.
- Discuss the client's growth plans and expansion strategies with them.
- Ask the client to provide a detailed outline of their planned growth initiatives.
- Research the regulatory and legal requirements applicable to the client's industry and funding goals.
- Identify any specific regulations or laws that the client needs to comply with for their funding objectives.
- Gather information about the client's target market and customer segments.
- Analyze the collected data to understand the client's target market size, demographics, and preferences.
- Request information about the client's intellectual property or unique selling proposition.
- Evaluate the uniqueness and market potential of the client's intellectual property or unique selling proposition.
- Discuss the client's timeline and urgency for obtaining funding.
- Clarify any specific deadlines or time constraints the client has for their funding requirements.
Use in Manifestly