Anyone with some experience of raising equity capital will have come to understand that ‘pitching’ is just the beginning of what can be a lengthy journey. Assuming you have pitched, you have gained the interest of an investor, and they have offered you the full or partial ask, what happens next?

Essentially you then embark on a period of due diligence and the investor will issue you with a Terms Sheet; how do you best navigate this period and bring negotiations to a successful close for both parties?

To help us best understand this phase and to share investor insights, we are delighted to welcome Khalid Naqib, a seasoned investment professional currently working with the European Investment Bank (EIB).

In the first part of the session, Khalid will be exploring investor due diligence (Expectations beyond the pitch deck; Trust and full disclosure; Perceptions and preparation; Legal, Financial, Commercial, and Technical aspects to prepare for; and Timelines). Importantly, he will then help us understand the Term Sheet (Understanding what the investor is looking for/what they can offer; Understanding the instruments used; Negotiating whilst recognising the limits; Planning for the next phase).

This is a huge subject matter to cover so we anticipate there will be lots of Q&As please come prepared with yours to ensure you get the most value from your time with Khalid and your peers.

Who is this webinar series for?

This webinar series has been specifically designed to meet the needs of businesses looking for equity investment, be that from a venture capital firm or business angel. We have essentially invited local specialists and investors to co-host these sessions which will consist of approx. 30 mins presentation and 30 mins Q&A.

You may or may not have already attended OxLEP’s other investment-related events i.e. Investor Pitching Fast Track, Pitch to the Panel, or Scale up and Investment Power Hours. Where ever you are on your investment journey, we welcome you and urge you to register for all 4 webinars in order to gain optimum insight and value.

Remaining webinars in the series

This webinar is part of a ‘Raising Equity Capital’ series, dates/times of remaining webinars are as follows:

• Wednesday 1st March – 13.00-14.00: A Guide to managing Stock options and Shares
• Wednesday 8th March – 12.00-13.00: How a business is valued for investment or sale
• Wednesday 22nd March – 12.00-13.00: SEIS/EIS approval explained

For more information about the eScalate programme, visit: www.oxfordshirelep.com/escalate

Please note that these 1:1 sessions are part-funded by the European Regional Development Fund (ERDF) and are delivered as part of the eScalate programme to help SMEs. By engaging in this programme you are being offered assistance under the De Minimis regulation which allows a company to receive up to but not exceeding €200,000 of public funding (at the applicable exchange rate) of De Minimis aid over a rolling three-tax year fiscal period. This de minimis declaration does not cover undertakings engaged in: the primary production of agricultural goods and fisheries/aquaculture, road freight, services of general economic interest and export related activities and activities favouring domestic over imported goods. Please note, support cannot be given to undertakings (businesses) in difficulty. In order to receive support from this programme, you will be required to complete an application form and other relevant documentation.