Expansion
Capital checklist

Capital checklist
Expansion Capital investors help businesses grow, in return for a stake in the business. Investors want to see strong growth rates during the period of the investment.
The journey to Expansion Capital is about proving that you can deliver sustainable growth. This checklist can help you navigate some of the common pitfalls, as well as understanding whether the process is achievable for your business – before you start.

Expansion Capital investors help businesses grow, in return for a stake in the business. Investors want to see strong growth rates during the period of the investment.
The journey to Expansion Capital is about proving that you can deliver sustainable growth. This checklist can help you navigate some of the common pitfalls, as well as understanding whether the process is achievable for your business – before you start.
Please note
This checklist is not part of an application process for Expansion Capital. However, we hope it gives you an idea of what’s involved and what you need to do to prepare. Investors may ask for more or less information about your business and the finance you need than what is set out below. This will change depending on individuals involved.

STAGE 1: Preparing your business for Expansion Capital
STAGE 2: Planning the growth journey
STAGE 3: Understanding the major players
What's your next step?
How much money should you ask for?
Alistair Brew, Investor @ BGF, suggests that you approach the amount of money you need with this simple five-step process:
Write out your task wish-list and decide which initiatives you need to spend money on:
- Cost each of them
- Rank them in order of priority
- Rank them in terms of which you can get the best returns on
- Talk to your investor or advisor about what you can best achieve in the next 18 months
How do you make the decision to give away equity?