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Corporate & Tax

How to Find Angel Investors for Early-Stage Scaling Companies

By John F. Cohan

Introduction to Angel Investors

Securing funding is a pivotal step for early-stage scaling companies aiming to expand their operations. Angel investors can be a valuable source of funds, both at the ideation stage, and particularly for businesses that have already developed a product or service and are ready to take their growth to the next level.

Some well known companies benefitted from angel investment in their early days, like, Uber and WhatsApp.

Angel investing may become critical at certain inflection points such as after seed funding at ideation but before the leap to venture capital.  

In this guide, we’ll explore how to find angel investors, when to consider angel investor funding, and strategies to attract them to your venture.

Understanding Angel Investors

Angel investors such as, retired entrepreneurs, high net worth individuals or industry experts, are individuals who provide primarily financial support to early-stage scaling companies in exchange for equity stakes in the business. Unlike venture capitalists, who manage pooled funds from multiple investors, angel investors often use their personal wealth, making them a crucial component of the startup ecosystem for entrepreneurs seeking initial capital.  Generally, angels seek out innovative ideas, high potential ROI or industries for which they have great passion.

The Role of Angel Investors

Financial Support

Angel investors provide the capital necessary for scaling operations, which can cover everything from product enhancements to marketing strategies.  Typically, angels will fund in the range of $25,000 to $500,000 and they will gravitate toward technologies and industries in which they have a particular attraction or passion.

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Mentorship and Guidance

Many angel investors bring valuable industry experience and connections, helping businesses navigate challenges and refine their business plans.  For instance, angels can help to shape companies with early introductions to their networks or providing esoteric expertise in technology development.

Long-Term Commitment

While seeking a return on their investment, angel investors often have a longer investment horizon compared to venture capitalists, allowing early-stage companies more time to grow.

When to Consider Angel Investor Funding

You want to put yourself in the shoes of the angel investor.  Considering what they may be interested in as it pertains to your company can be helpful.  For example, an angel may inquire as to how your product will or has achieved market validation.  They may also ask whether your financial forecast is clear and optimistic.

Transitioning to Scale

 If your early-stage company has validated its product and is ready to scale operations, angel investors can provide the capital needed for this transition.

Expanding Market Reach

When your business is looking to enter new markets or enhance its product offerings, angel investment can help cover the costs associated with this growth.

Building a Strong Team

Funding from angel investors can facilitate hiring key personnel essential for scaling, including sales, marketing, and operational staff.

Proving Market Fit

If your product or service has shown early traction and you need to ramp up production or marketing efforts, angel funding can provide the necessary boost.

How to Find Angel Investors

Finding angel investors may seem daunting, but several effective strategies can help:

Utilize Angel Investment Networks

Angel investment networks connect early-stage scaling companies with potential investors. Joining these networks can increase your visibility and provide access to a pool of wealthy individuals interested in funding growth-stage ventures. Some prominent networks include:

Consider adding newer networks or niche platforms that may be focused on specific industries such as, healthcare or clean tech.

Attend Startup Events and Pitch Competitions

Participating in startup events, pitch competitions, and industry conferences allows you to meet potential angel investors in person. These gatherings often attract individuals seeking investment opportunities and provide a platform to showcase your growth plans.

Along these lines, you should sharpen your “60-second elevator pitch” and fully understand your audience.  You want to be mindful of the recipients of your information and how it will resonate.

Leverage Online Platforms

Online platforms like AngelList and Fundable enable early-stage companies to present their business ideas and connect with interested angel investors. Create a compelling profile that outlines your business plan, financial projections, and potential estimated target range of return on investment.  Consider newer platforms such as, Republic or Crowdcube.  Newer platforms have the potential for wider reach and further transparency.

Tap into Your Existing Network

Reach out to your personal and professional contacts to find potential angel investors. Your existing network may include individuals who believe in your vision and are willing to invest or introduce you to others.

Consider reaching out with a personalized (handwritten) message or different ways to leverage LinkedIn connections.

Engage with Business Incubators and Accelerators

Many business incubators and accelerators have established relationships with angel investors. Joining these programs can provide mentorship, resources, and potential funding connections. Become familiar with local accelerators as well as more well known ones such as, Y Combinator, Techstars and the like.

Create a Solid Business Plan

Before approaching angel investors, ensure you have a well-prepared business plan that clearly outlines your growth strategy, market analysis, estimated and targeted financial projections, and how you plan to use the funds. A robust plan enhances your credibility and attracts interest from potential investors.  You want to grab the reader upfront and not bury headlines within the plan.  Be mindful of the most attractive attributes to what you are offering and ensure those are upfront and in lights.

How to Attract Angel Investors

Once you’ve identified potential angel investors, it’s essential to create a strategy to attract them:

Build a Compelling Pitch

Your pitch should clearly convey the value of your business idea and its growth potential. Highlight the problem your product or service proposes to solve, the market opportunity, and your unique selling proposition. Emphasize your team’s expertise and the potential estimated and targeted return on investment.  You may want to consider a checklist of sorts:  opening hook, market problem that your tech or product will address, the proposed solution, business model, traction, team credentials, and perhaps most important, a clear ask.

Demonstrate Traction

Show evidence of traction, such as early sales, customer testimonials, or partnerships. This validates your business idea and demonstrates to angel investors that there is demand for your product or service.  Use metrics like revenue growth, customer acquisition rate, or user retention rates to show progress.

Highlight Your Unique Value Proposition

Clearly articulate what sets your business apart from competitors. Investors are more likely to be attracted to a venture that offers something distinctive or addresses a specific market need.

Consider sharing examples of UVPs that caught attention, like Tesla’s focus on sustainability in Evs.

Engage in Networking Activities

Networking is crucial in attracting angel investors. Attend industry conferences, workshops, and local business events to build relationships and showcase your expertise. Consider joining LinkedIn groups or forums or even local chambers of commerce.  Engaging with potential investors in casual settings can foster trust and rapport.

Utilize Social Media and Online Presence

An active online presence can enhance your visibility. Share insights about your industry, updates on your company’s growth, and thought leadership content on platforms like LinkedIn and X (fka Twitter). Be sure your professional profile on LinkedIn is sharp and dovetails in many respects to your current position or capacity.  Consider studying and socializing analytics on LinkedIn and other platforms that identify certain trends you can share.  This can help attract attention from potential investors.

Seek Feedback and Iterate

If you have opportunities to present your business idea, seek feedback from mentors and peers. Use their insights to refine your pitch and business plan, making it more appealing to investors.

Legal and Financial Preparations

Valuation:  Consider obtaining a company valuation with relatively inexpensive providers (Carta, for example).  

Equity Structure:  Perhaps think about how you want to structure the proposed equity. Be flexible and consider convertible debt or a SAFE at the outset.

Term Sheets:  If you get to the point of a term sheet, you want to put your best foot forward. As the issuer think about not only the present investment opportunity, but how to make follow on investments attractive and relatively non-intrusive to existing investors.

Common Mistakes or Pitfalls to Avoid

Be Prepared

Lack of preparation will show quickly, especially to experienced angels.  One can never be over-prepared. Being prepared has long term benefits.  An investor that sees how prepared you are sends a message that you can cover both large and small issues and are thoughtful in your approach.

Promise on Returns

Be careful not to overpromise.  This has both practical and legal implications.  You don’t want to be the one guaranteeing performance.  That carries enormous risk.  Under promise, over deliver.  That builds credibility and confidence.

Value

Never under value the business or tech.  Be realistic about valuation, but it’s never good to undervalue to be an attractive attribute for an investor.  That could have cascading adverse effects for the company going forward.

Industry-Specific

Be sure your plans, pitches and strategies are tailored toward highly regulated or nuanced industries as may be applicable, such as, biotech & pharma, fintech, AI, or consumer goods.

Conclusion

Finding and attracting angel investors can be a game-changer for early-stage scaling companies. By understanding when to seek angel investor funding and employing effective strategies to connect with them, you can significantly enhance your chances of securing the capital needed for growth. Work on storytelling that is concise and succinct.  Making real world connections with experiential discussions is hugely important.

Building relationships takes time, so be patient and persistent. Ensure your business plan is robust and compelling. With the right approach, angel investors can provide not only funding but also invaluable support to help your scaling company thrive.

Finally, while you may not get the exact result on a first meeting, if the angel is open to it, stay in touch. Providing certain milestone achievements or other notable success steps sends a message that you continue to be on your game and have the angel’s interests in mind.

For more information, visit our VC and Angel Investor services page or contact John F. Cohan below!

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