Construct a financial model that showcases past performances, current financial health, and future projections to depict the company's growth trajectory and funding requirements.

Evaluate the company's current state in terms of growth, product maturity, and market positioning to determine the appropriateness and timing for seeking external funding.

Research and analyze potential investors or investment firms that align with the company's sector, stage, and vision to curate a target list.

Create supplementary materials such as one-pagers, executive summaries, and FAQs that will support the investor outreach process, ensuring consistency and clarity in messaging.

Outline favorable terms for the proposed investment deal, considering equity stake, valuation, investor rights, and other key terms that will be part of negotiations.

Develop a comprehensive plan for engaging with potential investors, from initial introductions to formal pitch sessions, ensuring a coherent and compelling narrative throughout.