Define the requests separately

State the purpose, scope and stage of each funding discussion. Explain whether an immediate amount forms part of a broader plan or addresses a separate need. Keep proposed use of funds connected to the relevant amount. Avoid using several headline figures without explaining their relationship. The reader should not need to infer whether the company is discussing one transaction or several possible stages.

Audit every occurrence

Check the cover, summary, financial tables, email introduction and closing page. Confirm that units and currencies are consistent. Keep any proposed commercial terms distinct from operational targets and unagreed assumptions. Ask the responsible team to approve the final wording. This is a presentation-quality check, not a recommendation about investment structure or valuation. Clear communication makes the subsequent professional discussion more productive.

Put the guide to work

Create a single approved summary of the funding discussion for reuse in introductions. Keep its date and owner visible internally. This reduces accidental differences between a founder’s email, a representative’s message and the presentation that eventually reaches the same potential investor.

Imagine this

Hypothetical example

A company describes a small programme setup request and a larger international expansion plan in the same deck. The revised summary states which work belongs to each stage and whether the immediate request sits within the broader plan, removing ambiguity before the investor meeting.

Make it practical.

Use this checklist as you read. Checks are not stored.

Published by Tap Tap Go. Product availability and eligibility vary by programme and market. About our stories.