Build a consistent business narrative, financial package, ownership records, and professional review plan.
Program rules, amounts, and dates can change. Check the linked official sources for the current cycle.
Explain the business and request
Prepare a concise description of the customer, market, business model, traction, risks, raise amount, and planned use of proceeds. Separate verified results from forecasts.
Organize financial and ownership information
Gather current statements, explain projections and assumptions, estimate runway, and reconcile ownership records and prior financing instruments.
Get qualified review before solicitation
Capital raising may involve securities rules. Review SEC education and obtain qualified legal/accounting guidance before discussing or offering securities. Preparation does not predict investor interest.