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Home > Resources > GET FUNDED > Funding Help-Center > Private Equity Investment Readiness Tool

Private Equity Investment Readiness Playbook

Investment-Readiness Step-by-Step

WELCOME TO YOUR INVESTMENT JOURNEY!

If you are an entrepreneur with the ambition to create a business that is ready for private equity investment and/or public funding, there are several key aspects you should focus on.

Initially, it is crucial to support you in creating your business and financial plan. This includes developing a clear vision of the business model, market opportunities, and financial projections. This information, while of fundamental importance to any business, will also serve as the foundation for attracting potential investors.

Using our PRIVATE EQUITY INVESTMENT READINESS PLAYBOOK with instructions and templates can streamline the process. Templates guide the creation of professional business documentation, allowing entrepreneurs to create a comprehensive investment package for a product or service. Additional Resources provide further support and input into your process of creating a thorough business plan.

It is also vitally important to understand the key elements of a successful business presentation. An effective business pitch must present the company's value proposition, its relevance to the market, and its growth potential while addressing potential risks, all concisely and convincingly.

The PRIVATE EQUITY INVESTMENT READINESS PLAYBOOK includes:

Business Overview

  • The Business Overview helps you sketch your Business Model with a focus on sustainability.
  • It enables you to create a Virtual Business Card that captures all the important characteristics of your business.

Business Plan Builder

  • The Business Plan Builder guides you through analyzing the market and defining your value proposition.
  • It then leads you to develop operational plans, setting strategic objectives, and designing your organizational structure.
  • This ensures that your business plan is comprehensive, coherent, and investment-ready.

Financial Plan Builder

  • The Financial Plan Builder helps you estimate your start-up costs and create a detailed budget.
  • It supports you in preparing a strong Investor Proposition to attract funding.
  • Additionally, it ensures you are ready for financial Due Diligence by maintaining transparency.

Legal Essentials

  • The Legal Essentials section provides insights into important EU legal guidelines for businesses.
  • It focuses on securing Intellectual Property rights and protecting innovations.
  • It also ensures that your business complies with GDPR regulations from the outset.

Executive Summary and Pitch Deck

  • The Executive Summary section helps you create a strong introduction for your Business and Financial Plan.
  • It also guides you in building a compelling Pitch Deck that highlights your key business elements. This ensures you are well-prepared for a convincing and professional investor presentation.

GET STARTED

How to use the playbook? 

  • Sign up for the tool on b2greenhub.eu and set up your profile with basic information about your business.
  • The playbook guides you through each step of the investment readiness process. Complete tasks, fill out templates, and use additional resources provided by the application.
Download Playbook

The PRIVATE EQUITY INVESTMENT READINESS PLAYBOOK includes: 

  • Templates: Documents designed for you to fill out based on your specific situation. They guide you step-by-step in creating your business and financial plan.
  • Additional Resources: Informative materials such as guidelines, checklists or best-practice overviews. These provide support and insights but don’t require input.
Start Here

COMPREHENSIVE TOOLKIT FOR PRIVATE EQUITY SUCCESS

Business Overview
Access the full Private Equity Glossary – clear, concise definitions of every key concept on this site.

(Perfect for quick lookups or deeper understanding – no more jargon headaches.)

View Glossary