Checklist for the preparation of a investment round

Johana Martinez
Content Marketing Lead
11 Aug
22 Apr

When a startup is ready to expand and reach new horizons; fundraising becomes a key stage. An investment round can provide the financial boost needed for long-term growth and success; however; it is critical to recognize that this process can be lengthy and time-consuming. Therefore; it is crucial to address certain aspects before embarking on an investment round.

At Mavity; we know that the fundraising process can be a defining moment for a company's growth and success; and lack of adequate preparation can result in missed opportunities.

That's why we've prepared a checklist to help you be ready for your next investment round (you can download it at the end of the article)

Investment round Checklist


Preparing for a funding round goes beyond having a presentation ready. In the preparation process; it is critical to focus on delivering an effective; concise; clear and compelling pitch. The structure of the pitch will serve as a guide to address the most important issues and capture the interest of potential investors or business partners.


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Pitch structure:

Introduction: Highlight the unique essence of the startup with an attention-grabbing hook. It is important that you learn how to communicate your business idea in not more than 2 sentences.

Problem: Clearly identify the problem or need in the market.

Solution: Describe how the solution offered solves the aforementioned problem and highlight the unique advantages it offers over the competitors.

Market size and opportunity: Show the total size of the market and its growth potential; along with the opportunities and trends that support the startup.

Traction and previous achievements: Highlight traction metrics and achievements to date.

Business model: Explain how revenue is generated and highlight competitive advantages in terms of pricing; distribution or technology.

Team: Introduce the key team and highlight their relevant experience and skills.

Ask: How much money are you searching for and specify in which areas the capital raised will be invested. It is important to have a forecast of the impact of these funds in your company structure. Try to present realistic financial projections.

Closing: Make a call to action; inviting interested parties to contact you to continue the conversation.

If you feel something is missing from your pitch; find out how to make a good pitch here.

Keep in mind that the fundraising process varies depending on the stage of the startup. Although it can be closed in a few weeks; it can also take longer than necessary; up to 4-5 months.

It is important to be cautious. If you expect to run out of funds; try to start the fundraising process 8 months in advance. If you manage to close the funding in just a few weeks; you will be able to tighten the noose a bit more and get better metrics; but you will be taking the risk of urgently needing that money. You'll be in a much better position when seeking funding to fuel your startup's growth and expansion than when you're in dire straits.

Before the investment round

After you are clear on the above points of preparation and have a defined pitch deck; it is essential to conduct research on potential investors. This involves knowing who to pitch to and with whom it is worth spending time seeking an introduction.

Find out how to raise capital to boost your startup here.

Who are you going to pitch to?

Create a list of potential investors: We recommend making an initial list of 30 to 50 qualified investors to start with and categorize them by preference.

Get to know the investor: Find out their investment history; interests and focus; this will allow you to tailor your pitch to their specific preferences.

Identify relevance: Research helps you determine if the investor is a good fit for your business; look for those with experience in your industry.

Prepare for questions: It is recommended that you develop a list of possible questions; this helps you answer confidently during meetings with investors.

It is important to keep in mind that the presentation of the pitch you are going to make must convince investors; make sure you have a visually appealing and professional pitch deck that will capture the attention of investors and convey confidence in your proposal.

One of the reasons to impress investors is to invest in design and leave the execution of your cover in the hands of expert professionals. Careful design of graphics; images; colors; and typography improves comprehension and retention of information; making your message more memorable and persuasive. Learn here the 5 reasons for your startup to invest in design.

During the Funding Round

The long-awaited moment has arrived!

First of all; make sure you make a clear and convincing presentation; highlighting mainly the value proposition of your startup and its growth potential. Always speak confidently and maintain transparent communication with investors about your startup's progress.

During the pitch; be prepared to negotiate fair financing terms and conditions for both parties; once investors are interested; work to close the funding round effectively and on the agreed terms.

If you don't get the funding you were looking for; don't worry; this may happen many times; be prepared for possible rejections during this funding process. Learn from each experience to improve future presentations and strategies

It is crucial to follow up after the presentation; regardless of the outcome you have obtained.

Remember that in the capital raising process you will probably have to make several presentations to different investors. Therefore; feedback and self-evaluation are essential aspects to fine-tune your pitch and ensure its effectiveness in future opportunities

At Mavity; we have helped more than 150 startups on their way to fundraising and we have found that 80% of startups that have these assets get investment.

After the investment round

If you got that investment you were hoping for; keep in mind that preparation is still essential.

It is important to have a clear execution plan to use the funds raised effectively. Establish key performance indicators and remember to rigorously monitor the progress of your startup to ensure that the milestones and objectives agreed with investors are met and always be careful to maintain close and transparent communication with them; providing them with regular updates on the company's performance.

If you feel it is necessary to adjust strategies and action plans after you have secured funding; inform your investors in advance and explain why; and finally; ensure that you comply with all legal and regulatory obligations associated with the funding and management of your startup.

I want the checklist

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