Fundraising Guide

At Tokenise we want your business’ fundraise to be successful and we believe it’s all in the preparation.

But we don’t expect you to know how to do this alone, we are here to support and help you through the journey to ensure targets are reached.  Here are some of the areas to consider prior to raising funds:

Self-funding

In order to succeed, you must ensure that you have some saved up funds you can easily access or funds you can obtain from friends or family.

The process of utilising personal saved up funds or funding from friends and family is known as bootstrapping or self-funding.

Obtaining funding from family and friends is a unique way to kick off your start-up. Friends and family are usually flexible when it comes to servicing your loan/debt much more than other external sources.

This shows that you and the team are fully committed to your business. From here you can demonstrate that you have moved on from just having an idea, show progress, milestones reached and show you have achieved all you can before you are looking to raise investment.

Self-funding

In order to succeed, you must ensure that you have some saved up funds you can easily access or funds you can obtain from friends or family.

The process of utilising personal saved up funds or funding from friends and family is known as bootstrapping or self-funding.

Obtaining funding from family and friends is a unique way to kick off your start-up. Friends and family are usually flexible when it comes to servicing your loan/debt much more than other external sources.

This shows that you and the team are fully committed to your business. From here you can demonstrate that you have moved on from just having an idea, show progress, milestones reached and show you have achieved all you can before you are looking to raise investment.

The Team

It is important to be able to demonstrate you have a strong team behind your project. A successful team will have a range of skillsets and experience, but you are not expected to have all business aspects covered from day one.

The Team

It is important to be able to demonstrate you have a strong team behind your project. A successful team will have a range of skillsets and experience, but you are not expected to have all business aspects covered from day one.

Market and Competitor Research

Know and understand what is going on within your sector and identify what is different about your business, those will become your key focus areas when attracting investors.

Remember to keep track of this throughout the campaign, investors will look to compare your business to what is currently in the market.

Market and Competitor Research

Know and understand what is going on within your sector and identify what is different about your business, those will become your key focus areas when attracting investors.

Remember to keep track of this throughout the campaign, investors will look to compare your business to what is currently in the market.

Planning is crucial

You should have already devised a plan of what your business is looking to achieve. Think about how much money you would need to raise to get to different stages of your project and where you would allocate and use any funds raised.

Planning is crucial

You should have already devised a plan of what your business is looking to achieve. Think about how much money you would need to raise to get to different stages of your project and where you would allocate and use any funds raised.

Your Community

Whilst you have been growing your idea and building your business you have probably talked to friends, family and contacts about what you are up to. This is the start of your community, would they invest in your business? Tell them what you are doing, get their feedback and engage with them. This is where your fundraising effort starts.

Your Community

Whilst you have been growing your idea and building your business you have probably talked to friends, family and contacts about what you are up to. This is the start of your community, would they invest in your business? Tell them what you are doing, get their feedback and engage with them. This is where your fundraising effort starts.

Decide how much money you want to raise

It is important to accurately evaluate how much money you actually need, too much and investors will not see where the money is being used, too little and you will not be able to successfully build the business you have promised. Be realistic.

Another thing to bear in mind that unless your raise your pre agreed threshold, the money will get returned to each investor and you will receive nothing.

Decide how much money you want to raise

It is important to accurately evaluate how much money you actually need, too much and investors will not see where the money is being used, too little and you will not be able to successfully build the business you have promised. Be realistic.

Another thing to bear in mind that unless your raise your pre agreed threshold, the money will get returned to each investor and you will receive nothing.

Understand what Tokenise can and can’t do for you

You must successfully raise a percentage of the raise in your private round. This means using your community and contacts to reach this goal. Tokenise will assist by releasing the campaign early to certain community members but we do not guarantee to raise funds for you.

Tokenise will provide you with a Campaign Guide, explaining what you need to provide to be considered for an Security Token Offering (STO) on the Platform and how your information should be displayed. We do not build your campaign for you, this must be done and signed off by the Directors of your business.

Understand what Tokenise can and can’t do for you

You must successfully raise a percentage of the raise in your private round. This means using your community and contacts to reach this goal. Tokenise will assist by releasing the campaign early to certain community members but we do not guarantee to raise funds for you.

Tokenise will provide you with a Campaign Guide, explaining what you need to provide to be considered for an Security Token Offering (STO) on the Platform and how your information should be displayed. We do not build your campaign for you, this must be done and signed off by the Directors of your business.

Building your campaign

You will build and collate all the information you need to provide to be considered for a STO listing on Tokenise. This will include things like:

  • Business Summary
  • Investor Pitch Deck
  • Financial Forecast
  • Due Diligence
  • Financial Promotions

Remember, this is where you are selling your business to investors, explain your idea, show your passion, promote your team and achievements but your statements must be accurate, and you cannot make wild claims and provide incorrect information. Your campaign must be clear, fair and not misleading in any way.

Building your campaign

You will build and collate all the information you need to provide to be considered for a STO listing on Tokenise. This will include things like:

– Business Summary

– Investor Pitch Deck

– Financial Forecast

– Due Diligence

– Financial Promotions

Remember, this is where you are selling your business to investors, explain your idea, show your passion, promote your team and achievements but your statements must be accurate, and you cannot make wild claims and provide incorrect information. Your campaign must be clear, fair and not misleading in any way.

Valuation

You will need to set a valuation for the business and the percentage of equity you are looking give away. Here you are looking to reach a valuation that doesn’t sell short your business, but it also shouldn’t overstate what the business is actually worth.

Please bear in mind your business is worth what someone is prepared to pay for it and often the owners have high expectations – so the valuation needs to be realistic and justifiable.

The stage your business is at will have an impact on the valuation, it can be difficult to calculate if you don’t have tangible assets or working systems yet. Here are a few things to consider when trying to value your business:

  • Size of the opportunity
  • Competitive environment
  • Product/Technology
  • Quality of the Management Team
  • Growth and engagement

Valuation

You will need to set a valuation for the business and the percentage of equity you are looking give away. Here you are looking to reach a valuation that doesn’t sell short your business, but it also shouldn’t overstate what the business is actually worth.

Please bear in mind your business is worth what someone is prepared to pay for it and often the owners have higher expectations so it needs realistic and justifiable.

The stage your business is at will have an impact on the valuation, it can be difficult to calculate if you don’t have tangible assets or working systems yet. Here are a few things to consider when trying to value your business:

– Size of the opportunity

– Competitive environment

– Product/Technology

– Quality of the Management Team

– Growth and engagement

Campaign Review

You will submit your campaign to us for review. Here we will look at things like:

  • Due diligence
  • The idea/business itself
  • The team
  • The valuation
  • Your financial promotions (pitch deck, videos etc)

A member of our team will take on your project, evaluate it as a whole campaign and then present this to our Committee for approval or rejection. If you are rejected, unfortunately we do not think you are suitable for Tokenise. We do not take on every campaign presented to Tokenise and we do not provide feedback as to why you were not successful. If approved, you move onto the next stage.

Campaign Review

You will submit your campaign to us for review. Here we will look at things like:

– Due diligence

– The idea/business itself

– The team

– The valuation

– Your financial promotions (pitch deck, videos etc)

A member of our team will take on your project, evaluate it as a whole campaign and then present this to our Committee for approval or rejection. If you are rejected, unfortunately we do not think you are suitable for Tokenise. We do not take on every campaign presented to Tokenise and we do not provide feedback as to why you were not successful. If approved, you move onto the next stage.

Campaign Finalisation

We will work with you to shape the campaign to best suit the market and sector, until we reach a final version both parties are happy with for release. As part of the process we will ask you to provide supporting documentation for any claims or statements you may make to ensure the campaign is clear, fair and not misleading to any potential investor. Any issues raised will be discussed and a decision on how to proceed will be made between us.

Bear in mind it can take time to get the campaign right to attract the correct investors for your project.

Campaign Finalisation

We will work with you to shape the campaign to best suit the market and sector, until we reach a final version both parties are happy with for release. As part of the process we will ask you to provide supporting documentation for any claims or statements you may make to ensure the campaign is clear, fair and not misleading to any potential investor. Any issues raised will be discussed and a decision on how to proceed will be made between us.

Bear in mind it can take time to get the campaign right to attract the correct investors for your project.

startup (1)

Let’s go!

Once your campaign is ready and approved by the Tokenise Team, you will now be able
to progress to start funding when you are ready:

Private Round

This first round is where you contact your community and invite specific people to view your pitch and invest; friends, family, advisors, suppliers/partners and any investors you have been speaking to. Here you will need to reach an agreed percentage of investment before you can progress to the Public Round so it is important you are fully engaged with your community, answering questions providing information packs etc. this also give you the opportunity to rehearse and perfect your pitch.

Private Round

This first round is where you contact your community and invite specific people to view your pitch and invest; friends, family, advisors, suppliers/partners and any investors you have been speaking to. Here you will need to reach an agreed percentage of investment before you can progress to the Public Round so it is important you are fully engaged with your community, answering questions providing information packs etc. this also give you the opportunity to rehearse and perfect your pitch.

Public Round

So, you’ve reached your Private Round target and you are ready to hit the Tokenise public community. Your campaign will appear on our preview page and potential investors will be able to view the business details, ask questions and invest if they wish. Remember, you have to reach your pre agreed raise amount so answering investor questions accurately and in a timely manner is key.

Public Round

So, you’ve reached your Private Round target and you are ready to hit the Tokenise public community. Your campaign will appear on our preview page and potential investors will be able to view the business details, ask questions and invest if they wish. Remember, you have to reach your pre agreed raise amount so answering investor questions accurately and in a timely manner is key.

Hit the Target?

At this point if you have hit your raise target and/or agreed to any overfunding, you can close your campaign and investors funds can be locked down.

If you were unsuccessful, funds will be returned to the investors and your campaign will be closed.

Hit the Target?

At this point if you have hit your raise target and/or agreed to any overfunding, you can close your campaign and investors funds can be locked down.

If you were unsuccessful, funds will be returned to the investors and your campaign will be closed.

Legal & Receiving Funds

All the legal documentation will now be released for signature, for the business, the investor and the nominee company. Once all the contracts and agreements have been satisfied, funds will be cleared, tokens will be distributed, and you will be receiving your funding shortly after.

Legal & Receiving Funds

All the legal documentation will now be released for signature, for the business, the investor and the nominee company. Once all the contracts and agreements have been satisfied, funds will be cleared, tokens will be distributed, and you will be receiving your funding shortly after.

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