Understanding the Investment Process | Preparing early-stage innovations for investment readiness

Understanding the Investment Process | Preparing early-stage innovations for investment readiness

This final session takes a deeper look at early-stage equity investment from Business Angels, Venture Capital funds, and Impact investors, focusing on what happens once an investor shows interest. It offers a practical walk-through of the mechanics of an early-stage deal, helping participants understand how to prepare for and navigate the most critical phases of the process: term sheet negotiation and due diligence.   The focus is on how innovators can communicate their goals clearly, driving and owning the process, while not losing sight of the mandates, priorities, and decision-making processes of early-stage investors. Learn more about our investment readiness webinar series: https://bioregions.efi.int/innovation/webinar-innovations-for-investment-readiness/ Follow us: https://es.linkedin.com/company/efi-bioregions-facility Connect with Jan on LinkedIn: https://www.linkedin.com/in/jan-debets/ 00:00 – Introduction 02:30 – Recapping the Investor Landscape: What has changed? 05:45 – The Core Stages of the Investment Journey 10:15 – Step 1: Preparation & Defining Your Value Proposition 15:00 – Step 2: Sourcing the Right Investors for Forest Innovation 20:30 – Step 3: The Initial Contact & First Meeting Goals 25:00 – Deep Dive: Managing the Due Diligence Process 30:45 – Understanding Term Sheets and Key Clauses 36:20 – Negotiating the Deal: Balancing Control and Capital 42:10 – Post-Investment: Managing Investor Relations 48:00 – Common Pitfalls in the Process and How to Avoid Them 57:00 – Final Remarks