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Fundraising

Expert Strategies to Finance Your Venture.
Tailored To Your Model and Stage of Growth.

  • Capital Requirements Clarity: Gain insights into the optimal funding amount necessary to fuel your next stage of growth, alongside a roadmap detailing how the capital will be utilized to maximize your startup’s potential.
  • Investment Strategy Advisory: Receive tailored advice on navigating the investment landscape, whether it’s pursuing equity, non-dilutive funding, or government grants, ensuring alignment with your startup’s goals and vision.
  • Money Modelling and Pro-Forma Development: Craft a comprehensive financial blueprint that articulates your business’potential - setting the stage for a compelling investment narrative. Leverage our expertise to forecast your startup’s growth, profitability, and cash requirements, ensuring you present a data-driven case to potential investors.
  • Investor Pitch Perfection:With our strategic guidance, transform your Venture story into a persuasive investor pitch, effectively communicating your business model, traction, trajectory, and investment opportunity.
  • Fundraising Process: To quote a successful VC, Fundraising needs to be run like an Enterprise Sales process. We completely agree. We will help you organize a sales process customized to the type of investor and investment you are looking to secure, leading to better investor targeting, qualification, conversations, and outcomes.
  • Investor Introductions: We will make personal and direct introductions to potential Funders for qualified Founders who have gone through our Sales Primer assessment.

As an investor, I really like how the Sales Primer™  provides direction and discipline to a company’s sales strategy. I’d like to see this included in every investment package I see.

Chris Nelson, Nelson Investments Inc.

I’ve been disappointed with the role accelerators have played so far over the course of my journey as a first-time Founder. I’ve now participated in five different accelerator programs across Canada. While appreciative of some of the experience, I have yet to receive actionable instruction on how to flesh out a financial model, build a pro forma, and learn what’s required to design a replicable sales operation. Yet this information is essential for my fundraising efforts. The Venture Primer™  program represents exactly the kind of business content and coaching support I would expect and need as a technical founder.

Karolina Valente, Founder, VoxCell BioInnovation

As a CFO working for and with startups and companies in their growth phase budgeting is always a difficult task. What I have realized in working with the Sales PrimerTM is that this tool dramatically improves the efficiency of activity based budgeting. With leaps of more than one hundred percent in sales, incremental budgeting just doesn’t work. Sales PrimerTM does more than just assist with Sales forecasting but can also serve as a yearly budgeting tool to improve the accuracy of forecasts, decrease the number of hours spent on those forecasts, and ensure alignment between departments. It really is a tool for the growing business professional.

Christopher Moreno, Fractional CFO, AFU Holdings

FINALLY!  I’ve engaged in my fair share of advising, incubators and accelerators, but have struggled to feel confident when it comes to venture modelling. In a surprisingly short amount of time, Chris & Colin managed to make it all make sense, tying everything together so I could truly understand the relationship and interconnectedness between money modelling, sales strategy, and fundraising. I wish I had access to this sort of integrated knowledge earlier in my entrepreneurship journey, but am grateful to move forward with clearer perspective and understanding.

Karen Richards, Founder & CEO, Made Live

The Sales Primer™  system represents double-value for fast-growing venture startups like BinBreeze.  Not only did it help our Revenue team properly plan out a scalable sales engine; it’s helping the Finance function facilitate the budgeting process, each and every year.

Alejandro Otero, Co-Founder, CompanyOn

The Sales Primer™  system showed me how my Sales metrics dictated my sales and marketing strategy.  It took me to the next level in both my revenue growth, and my fundraising effort.   It helped me target the right metrics, build the right sales process, choose the right resources, hire the right people, and set the right budget.   It was exactly what I needed to mobilize an entire team around achieving a precise revenue goal.  It was easily one of the most valuable exercises I underwent during my time with the E-RIN accelerator program, and I continue to use it at different stages of the company’s growth.

Jana Rieger, CEO, True Angle

I’ve leaned on the Sales Primer team more than once.   They do a good job helping Technical Founders to “operationalize” their sales forecasts.  Sales Primer delivers sufficient detail or granularity to make accurate predictions and plans for scaling the sales team.  They can rapidly translate high level strategic goals into detailed tactical plans that achieve real results.  They’re an important resource in my tool kit.

Sean Irvine, Managing Director, Mojo Ventures
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Colin McWhinnie

colin@salesprimer.ca

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Chris Stairs

chris@salesprimer.ca

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