What Investors Want to See in Your Deal Documents

The investor-grade blueprint for IMs, financial models and data rooms.

Strong deal documents do not win capital on their own, but they earn you the right to a deeper conversation. This session details the blueprint for your Teaser, Information Memorandum (IM), and Financial Model.

Learn how to align your business narrative with your financial projections. We discuss why realism and consistency are more important than slick graphics when proving your business can deliver on its promises.

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Lessons for African founders

Your IM is a sales document, not a business plan: Keep it concise. Focus on the investment ask, historical performance, and the competitive landscape.
Build a dynamic, linked financial model: Investors need a model where assumptions flow directly into the P&L, balance sheet, and cash flow statement.
Consistency is the ultimate test of integrity: If your strategy does not match the spending in your financial model, you lose credibility instantly.
Leverage advisors to protect your focus: Fundraising is a full-time job. Hire advisors to handle the financial plumbing so you can keep running the day-to-day business.

Panelist profiles

Karan Shah Senior Associate EXEO CAPITAL

Focuses on growth capital investments with deep coverage of agribusiness, manufacturing, and logistics

Vandana Thottoli Business Origination SNV

An Impact-focused development and sustainability professional with over two decades of experience

Edward Burbidge Head of Emerging Markets ICON

Leads strategic efforts in advising high-growth AfriTech & IndiaTech businesses on M&A and fundraising

Thembie Vuma Investment Director BRITISH INTERNATIONAL INVESTMENT

Leads private debt strategy at BII, investing in high-impact businesses that power East Africa's development