Funding Proposal for COVID-19 Equity Investment Fund
Providing a concise funding proposal outlining the impact of COVID-19 on market sectors, sales, and the company's business model. Details include a summary of the proposal, market sector impact analysis, team overview, business model, financials, and funding requirements. The proposal emphasizes the company's unique value proposition, market dynamics, customer profiles, and competitive advantage to secure funding for growth and resilience post-pandemic.
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Presentation Transcript
<COMPANY NAME> Funding Proposal COVID-19 Equity Investment Fund 13/04/2025 1
Content General Information 1. Companies are asked to provide information in as concise manner as possible. Summary Funding Proposal 2. Market Sector Impact of COVID-19 3. Sales Impact of COVID-19 4. There is no 1 size fits all to a slide deck, so please feel free to vary the structure and content as you see fit but please make sure you cover the issues outlined. The Team 5. Business Model 6. Financials 7. Funding Proposal 8. 13/04/2025 <COMPANY NAME> 2
General Information Background Brief background of the company, purpose, high level strategy, accomplishments to date, Opportunity Who are the potential and/or actual customers? What problems are they having? Solution Product / Service Description of the company s product/service. Describe how your product/service solves the problem for the customer? Describe product differentiation and competitive advantage. Demonstrate the value proposition. Description of IP and know-how and what protection (e.g. patents) are in place. Describe roadmap where a product is being developed, key milestones etc. 13/04/2025 3
General Information Why you and why now? What is changing for the customer? What dynamics are changing in the market? Why will they go for your solution? Market Market definition, size, growth and drivers. Be specific on near term obtainable market. Describe barriers to entry. Provide key points from marketing plan. Customer Profile Identify the customer profile the business is targeting, now and in the next phase. Illustrate with practical examples of existing key customers where relevant. Competition Who are or who are likely to be the company s main competitors. Detail the company s competitive advantage. 13/04/2025 4
Summary Funding Proposal Provide a high level summary of the funding proposal including: - Pre COVID-19 - the amount, purpose and stage of funding negotiations including projected key milestones - Impact of COVID-19 including associated changes to milestones, amounts available from private investors (including reasons for reduction) - Specify current amount required in this funding round - outlining why now is an appropriate time for investment, expected return including amount secured by private sector and amount required from CEIF - Specify what will be achieved by securing CEIF funding and the impact on the company if the proposal is not supported by CEIF 13/04/2025 5
Market Sector Impact of COVID-19 Customers <How have existing or potential customers been affected by COVID-19 and what is the outlook for them?> Suppliers <How have key suppliers been affected and what are the implications for the company?> 13/04/2025 6
Sales Impact of COVID-19 Sales <Describe sales pre COVID-19; describe impact of COVID-19 on current and forecast sales> <Outline amended sales plan and forecasts including impact on target markets. What sensitivities need to be applied? What are the risks re sales achievability? > <Outline future plans post COVID-19> Sales Organisation <Outline sales organisation, including any changes as a result of COVID-19> 13/04/2025 7
The Team The Board & Key Staff Names and brief notes on each Board member and also on key staff members. External Advisors Names and brief notes on external advisors engaged by the company. Organisation Chart Please supply organisation chart and group structure (if relevant). Employee Numbers Please supply history or employee numbers to date and numbers forecast for next 12 months. Comment on key skills of employees and underlying job market. Comment on impact of COVID-19 on existing workforce and on planned recruitment. 13/04/2025 8
Business model The Model <Describe the company s business model, scalability, gross margin, average account size, sales and distribution model, pipeline> 13/04/2025 9
Financials Pre COVID-19 Financial Position & Performance to 1/3/20 <Comment on trading performance to 1/3/20 against target and the financial position at that date. Submit latest management and statutory accounts> Funding at 1/3/20 <Detail the funding in place at 1/3/20 and comment on the plans in place at that time to fund the business through to end 2020 (at minimum). Give details of external funding sought to date by the company. Supply a Cap Table as at 1/3/20.> 13/04/2025 10
Financials Impact of COVID-19 Financial impact of COVID-19 <Comment on how COVID-19 directly impacted the business financially> Steps taken to counter the impact <Summarise actions taken to date by management, including cost-cutting; outline which government initiatives have been availed of (or applied for) and status of each; outline funding plans prior to COVID-19 and revised for impact of COVID-19; outline impact if current funding application successful.> 13/04/2025 11
Financials moving to post COVID-19 Key Challenges facing the Business Actions Required to meet Challenges Estimated timescale 13/04/2025 12
Financials short term The next 12 months <Provide forecast P&L, B/s and cash flow for the next 12 months for all relevant scenarios with key sensitivities applied> Key Risks <Summarise key risks and comment on how these can be mitigated) Key Risk Mitigation 13/04/2025 13
Financials looking to long term future post COVID-19 Towards post COVID-19 <Provide forecast P&L, B/s and cash flow for the next 3 years for different scenarios with various key sensitivities applied> 13/04/2025 14
Funding proposal - Details Funding Required for period to (insert date) Amount Type (e.g. CLN, equity) Comment Total Amount Required Required for - examples below: Product Development Costs Marketing spend Working Capital Capex Additional staff 13/04/2025 15
Funding proposal (contd) Proposed Sources Source Amount Structure/Terms Bank Other Financial Institutions Existing Investors New investors (excluding CEIF) CEIF TOTAL Comment on contribution of existing investors and efforts made to raise funding from sources other than INI. Provide evidence of confirmation of support from above proposed funders. 13/04/2025 16
Funding proposal (contd) CAP Table and Envisaged Return for Invest Northern Ireland <Provide revised CAP table if funding round proceeds as proposed. What is the envisaged return for proposed CEIF support? > Please upload copies of the following documents where applicable: Financial statements Management accounts CAP table 13/04/2025 17
