eBook by Brad Furber
A Short Overview for Startup Founders
Who Want to Leverage Best Practices
How to identify, target and
close financing for your startup
This short guide is designed to help startup founders map out a strategy and a process to identify, target, and close funding from their ideal sources of capital faster and smarter.
Most founders don’t know what they don’t know. Especially those who are launching their first startup. In our experience, founders who know what they don’t know are in a much better position, as they are open-minded and motivated to learn.
The Investor Readiness Test and research (conducted by Aery Advisors from August 2018 through December 2021) with more than 8,332+ startup founders reveals a massive knowledge gap when it comes to raising capital from third-party sources.
7-days money back guarantee
Prepare your Fundraising Toolkit
Improve your communication with potential investors
Boost your ability to close
deal faster and smarter
What's included in Investor Prospecting Guide
Even if you have successfully raised capital from third parties previously, the capital market dynamics and deal terms are always changing, so it is important to make sure you are up to speed with current knowledge. Aery Advisors 9 steps Fundraising Roadmap will help you understand where to start and how to navigate through the whole process until you close the deal.
Most beginners tend to treat all investors as the same. However, understanding your current investment stage and focusing your efforts on targeting the right type of investors can save you a tremendous amount of time.
Pre-seed, seed, Series A, B, C, Growth, and Pre-Exit stages in more detail.
The Essential Toolkit
Fishing where the fish are, and getting the fish(investor) that you want into your boat (your startup) requires you to use the right tools.
By understanding exactly what prospective investors expect you to have prepared for the first meeting, follow up, and closure of the deal will give you a huge advantage by helping you stand out from the crowd.
Mindset, Resources & Action
The most important thing on your fundraising journey is your mindset. Fundraising is very time-consuming. It's not a walk in the park as It requires a lot of focus. If you are not prepared (mentally, or financially) for the road ahead, the probability of failure is high. But if you prepare yourself, you will be ready to connect with investors, build relationships, pitch, nurture, negotiate terms and close the deal.
About Aery Advisors
We are the education, coaching and advisory business
Our experience is in helping startup founders and CEOs access the necessary knowledge, expertise and connections to attain their venture finance goals.
We are not a direct investor in our customers, and we are not a "finder" or "broker/dealer".
Angel and venture capital financings
Mergers and acquisitions
Aggregate capital financing raised
MEET BRAD FURBER
Founder of Aery Advisors
I’m Brad Furber. I’m a seed investor, company advisor, entrepreneur and lawyer who’s been working closely with funders, intermediaries, founders and visionary entrepreneurs just like you during my entire professional career.
I’ve been a strategic mentor, advisor and angel investor in 50+ tech startups, 15 of which have already achieved an exit or liquidity event. I served as President and CEO of a bootstrapped and profitable consumer Internet software + services global tech startup, co-founder of an innovative law firm for startups and emerging growth companies, and founding business leader of a cross-faculty innovation centre at one of the world’s top 50 research intensive universities.
I’ve been engaged to advise on more than 150 angel and venture capital financings, more than 50 mergers and acquisitions, and 10+ public offerings.
Over the past ten years, I’ve lived and worked in four countries – the USA, Denmark, Australia and now Switzerland. I understand that each region and each jurisdiction has its own unique culture and way of doing deals. I’ve seen first hand what’s worked and what hasn’t. Venture finance is not one size fits all. It requires empathy, design thinking, legal, financial and marketing know-how, strategy, persistence and true grit.
That is what I am sharing with you.
I spoke to a startup founder with a $400K investment from a local investor. He was planning to spend it all to generate $200K revenue. I suggested it might be smarter to spend some of it, say $15K, on a compelling venture finance offer that could improve his balance sheet by $1M or more. That’s what I’m talking about – building foundations and capabilities, and selling your dream to investors who can help you innovate, compete and grow.
I want to help you help yourself – by sharing access to knowledge, expertise and networks that will enable you to meet and exceed your venture finance goals and objectives.
Companies and Organizations that trusted Brad Furber
What other startup founder say about working with Aery Advisors and Brad Furber
Printify Inc., headquartered in Riga, Latvia, announced in September 2021 that it successfully closed a $45 Million Series A financing, led by Index Ventures, H&M Group and Virgin Group.
Latvia’s Printify Closes $45 Million Series A Round in September 2021
If you can have somebody experienced like Brad, that is huge because it can save you a ton of money
“I think the most expensive thing in business is the mistakes you make and mistakes in terms of the direction of where you want to bring the company, and the time you waste in going the wrong direction or focusing on the wrong thing.
And if you have somebody experienced like Brad, that is huge because it can save you a ton of money.
Having the possibility to have the advice from somebody who has been there and done that before is incredibly valuable.”
-James Berdigans Founder and CEO of Printify.com
Aery Advisors’ founder Brad Furber has been working with the co-founders of Printify since late 2016. Since that time Brad has participated in multiple financing rounds, including Printify’s Series A round. Over the years, Brad has acted on behalf of Printify in multiple capacities, including as mentor, coach, strategic litigation manager, Series A term sheet negotiator, and outside advisor to counsel Printify going forward in connection with its print on demand platform scale up globally.
ZEMP's product suite enables small and medium businesses to sell across channels, manage operations across all core disciplines, engage with customers, accept payments and ultimately grow their business.
Swiss startup raised $1.3M swiftly in 2021
When I started talking to the first potential investors and they asked "Can I have a look into your data room" and I was prepared. It was a very positive thing. It was much easier to get traction in the market. It was first preparation of 3 months and 4 months of negotiations with investors. All in all, within 7 months we raised 1.3 million dollars.
Brad was tangible, we had open conversations, coaching sessions, I had trust in him because he’s done it, he went through it, he talks from experience, and he has a very huge heritage. You accepted his advice because it worked. It is not a standard class. This is bespoke sessions with him where he focused and adapted his knowledge to my needs.
I would definitely 100% recommend it. I believe there is nothing that cannot be improved so no one has ever got from me a 10, as there is always room to improve, but I would say the experience has been a clear 9 for me.
Founder of Zemp Business Solutions
Lucerne, Switzerland | zemp.io
SanityDesk is a CRM + Website Builder/Marketing Automation tool that has all of the systems a small business needs to set up, organise, and grow their business online for a low monthly cost
If I hadn't had Brad's coaching, I'd be nowhere close to raising almost $2 million dollars in a pre-seed round
If you do not get your house in order as Brad teaches, you shouldn't go out and raise money.
What I really learned was that there is a process and a system to get your house in order, and that makes all the difference in the world. Aery Advisors has created an entire tool kit to help entrepreneurs do that in the venture finance course. What the course and programs teach is critical to achieving venture finance success.
-Samuel P. N. Coo, CEO & Founder of SanityDesk.com
iPromote, headquartered in San Luis Obisbo, California, provides digital advertising technology and solutions designed to help underserved SMBs access the high growth programmatic digital advertising market in an efficient and cost-effective way.
Brad helped us raise more than $1M in equity
If I could do it over again, I would compress the time that we spent in the early years and bring in expertise as early as possible to make sure that you're enlisting people that have that explicit knowledge, that “been there, done that" experience, to help guide you move forward.
I was fortunate that I've known Brad for a long time. I've known him since he was 20 years old and I've participated with him, watching him work all around the world. He has extensive experience helping entrepreneurs, startups and emerging growth companies raise capital globally.
In July 2021, Cohere Capital, a Boston-based private equity firm made a strategic growth investment (8 figures) in iPromote.
- Gregg Albright, CEO of iPromote
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Your Investor Prospecting process?
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