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Bankability Assessment

Bankability Assessment

Hello & welcome! This is the 1st step before scheduling an in-depth consultation call with one of our Advisors. Please set aside approximately 10 - 15 minutes to complete this assessment, which is aimed at making the consultation call highly productive and effective. Please have a copy of your project Executive Summary, Company Profile / Pitch Deck ready to upload. Most answers are short. Answer a minimum of 10 questions before you can save the form to complete later, if needed. 
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    A QUICK NOTE

    The information you share is treated with utmost confidentiality and will help us prepare adequately for an in-depth consultation and onboarding process. Upon submission you will be directed to an appointment booking page to schedule the consultation call for a time that suits your schedule.

     

    Bookings are automatically added to our calendar. A meeting reminder will be sent to your email. Consultations take place on Google Meet, with telephone as a second alternative incase of preference or challenges.

     

    We are a UK-registered company with operations in Nairobi (Kenya), but work with clients internationally. Please keep this in mind if you are booking a meeting from a different time-zone.

     

    During the call with you we will delve into the information you share to further understand your needs and goals. You will also be able to ask questions about our experience and expertise. If by the end of the call we both feel there is value in what we can do for you and your business, the next step will be for us to send you a proposal which includes scope of work, a quotation and a service agreement to review and sign before we begin the onboarding process.

    Please note that this assessment and corresponding consultation are no-cost. Payment is required only after signing of a work agreement and prior to any work commencing.

     

    We look forward to supporting your business growth journey.

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    Your title
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    E.g. https://www.terrapretagroup.com
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    • Agriculture & Agribusiness
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    Select all that apply
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    Tip: 30-second pitch
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    Share the opportunities you want to capitalise on or challenges you need to solve immediately
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    E.g. Leadership conflict, loss of revenue, high staff turnover, financial loss, etc
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    1. MANAGING YOUR TIME

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    Use the hardest worker as a benchmark
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    2. MANAGING YOUR TEAM

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    Please tick only what applies
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    Including your senior executives
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    Including your senior executives
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    Including Advisor or Consultants who are compensated
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    If you are unsure click 'NO'
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    If there is no system or the system is in place but not in use click 'NO'
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    This includes support for the senior executive team. If this does not exist click 'NO'
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    3. MANAGING YOUR MONEY

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    Enter amounts in USD E.g. $250,000. If you use a different currency, please convert and estimate based on exchange rate as at the date/year of investment.
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    These are other independently registered entities working with your company
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    Please indicate in USD$. If your company is pre-revenue, please type 'PRE-REVENUE'
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    Please indicate in USD$. If you are not sure, use an estimate based on your growth strategy
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  • 44
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  • 45
    PRE-SEED: You have a crisp idea of what you want to build in the next 12 months (plus a prototype) but do not have any meaningful traction or product-market fit. You have identified a market and a pathway to that market. An investor provides you with capital to develop your product in return for equity in the company. Essentially, the investor is taking a massive bet handing over their money to fund your idea. Amounts are typically between $50k - $500k covering between 3 to 9 months of costs in exchange for between 5% to 10% equity stake. (Please note that our company very rarely takes on clients at pre-seed level. Where are unable to work with your company, we are able to make recommendations to other venture-building firms interested in this stage of funding.) SEED: You have a clear product market-fit, active user metrics and a team to show that you are scaling. You need money to stoke the fire. Perhaps no revenue, or little revenue, has started coming in yet. An investor invests "seed" in exchange for an equity stake or convertible note stake in the company. Amounts are typically between $100k - $10M, depending on industry covering between 12 to 18 months of costs. Sometimes ticket sizes are much higher depending on investor appetite and the uniqueness of the product. SERIES A: Generally, this can be the first, second or third round of funding for a startup depending on whether there was a seed round or if the business was self-funded. Investors put money into your growing company in exchange for a high equity stake (betweem 10% to 30%). The raise, often between $15M and above, could be intended for 6 months to 2 years worth of capital as the company develops products, performs marketing and branding, hires talent, and undertakes early stage business operations. Some of the factors investors consider when determining valuation of your business, based on the equity you offer, include past sales, growth rate, risk and size of market. SERIES B: Companies that have gone through seed and Series A funding rounds have already developed a strong user base and proven to investors that they are prepared for success on a much larger scale. Series B is used to grow the company so it can expand - flood the market, refine the brand or develop new product lines to capture a wider audience of paying customers. The equity requested may be higher than Series A based on the risk factor. This round of funding is usually provided by private equity investors and venture capitalists. Ticket sizes can range from $15M to $900M. SERIES C: Is for later stage and more established companies with a strong brand presence and customer base preparing to be acquired, go public on the stock market or undergo significant expansion. Investors inject capital into successful businesses in an effort to accelerate growth and receive more than double the investment back. The business plan is proven, risk is lower and typical investors would be private equity firms, hedge funds and investment banks. Rounds are usually $40M+ and are often much larger.
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    EQUITY Investors are given a stake in your company based on how much they invest at the valuation of your company at the time of investment. DEBT An investor or financial institution lends money to your company or project sponsor with the expectation that you will pay back the investment with interest. CONVERTIBLE NOTE Short-term debt that converts into equity at a later date. The debt automatically converts into shares of preferred stock for early-stage investors when you raise a Series A round of financing. SAFE (Simple Agreement for Future Equity) An agreement between your company and an investor where they invest in exchange for the right to purchase stock in a future equity round subject to set parameters. Similar to convertible note but does not include debt.
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    If you are seeking equity investment. Please enter value like this: 20%
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    What will you allocate the investment towards? No need to write amounts - just a list of what the investment will be used for
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    If you do not know or have not yet done a valuation, type "NOT AVAILABLE"
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  • 51

    4. MANAGING SYSTEMS AND PROCESSES

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    Digital platforms could be subscription or custom-built
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    These are technologies your business uses for operations
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    These are outcomes you want to see taking place that will indicate that your business is on track and doing well E.g. (1) Hire 5 new sales people by end of first quarter; (2) Increase company revenue from $5,000 per month to $10,000 per month by mid-year
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    This is the value Terra Preta Group can offer your business
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    Please note that our Retainer Fee Minimum Level of Engagement (MLE) is $15,000 based on scope of work. (We offer a payment plan of 80% payment on mobilization and 20% on completion of project evaluation before fund-raising)
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