Equity-based Investments
Equity-based investments provide businesses with capital in exchange for ownership shares, offering a vital funding path without the burden of repayment. This type of financing can fuel growth by enabling investments in product development, staffing, or market expansion. Beyond funding, equity investors often bring strategic guidance, industry connections, and long-term support to help businesses scale successfully.
Navigate this page to access presentations, templates, and resources necessary to help entrepreneurs prepare for equity investments.
Featured Resources
Supporting entrepreneurs at different stages requires different tools and approaches. Review our featured resources below to better support your entrepreneurs.
Equity Readiness Checklist
The Equity Readiness Checklist is a practical tool designed to help entrepreneurs assess their preparedness for seeking equity investment. This guide supports you in training entrepreneurs to identify gaps, strengthen…
Equity-based Investment Training Deck
This presentation introduces equity-based investment as an option for small businesses – including hybrid debt- and equity-based forms of financing. We focus on the potential advantages of equity-based financing but…
Equity-based Investment Summary Video
The Equity-Based Investments Summary Video introduces entrepreneurs to the fundamentals of raising capital by offering ownership in their business. Created for small business service providers, this video helps you explain…
Equity-based Investment External Resources
Leverage these links to access supplemental trainings, templates & guides from trusted sources.
Summary Video
Special Investment Considerations for SEDI Businesses
Ownership and Control
Help entrepreneurs understand that equity financing involves giving up a portion of ownership and possibly decision-making power. It's essential they weigh this trade-off against the potential benefits of investment.
Investor Alignment
Guide clients to seek investors whose values and goals align with their mission—especially important for SEDI entrepreneurs who may be building businesses rooted in community or social impact.
Access to Networks
SEDI entrepreneurs often lack access to the investor networks where equity deals happen. Advisors can play a critical role in bridging this gap by facilitating introductions and building connections within the investment community.
Readiness and Presentation
Equity investors typically expect polished business plans, detailed financial projections, and compelling pitches. Advisors should provide support in preparing investor-ready materials and building confidence in client presentations.
Looking for more Equity Investment tools?
We've assembled a curated list of links to trusted resources to help entrepreneurs pursue equity-based investments.
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