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Getting Ready
We hope you are enjoying the transformative journey that Boutique is proposing so that your vision takes flight. True readiness for investment transcends the mere preparation of documents; it is the mastery of clarity, confidence, and unwavering conviction. It is the result of deep strategic reflection, empowering you with crystal-clear insight into your next bold moves and a commanding narrative that inspires trust and captivates your audience.
This module invites you to craft and embody a story that not only resonates with investors but also reflects the authentic heart and ambition of your organization. It calls on you to summon the courage to design and pursue a strategy that aligns with your highest aspirations — a strategy that ignites passion, drives meaningful impact, and sets you apart as a leader in your field.
Embrace the interactive process we have designed with intentionality, and seize the invaluable opportunity to receive direct, actionable feedback throughout the module. This experience is intensely practical, crafted to unlock your fullest potential and deliver transformative value. By the end of this journey, you will not only be ready — you will be empowered to inspire, to lead boldly, and to secure the investment that will propel your vision into reality. Whether you seek angel investors, venture capital, or other funding paths, we deeply hope your organization devotes enough energy and commitment to this module so that the results appear. We will do our best to elevate your readiness and ignite the confidence to take that decisive leap toward extraordinary success. We are exited to start receiving your documents for revision!
01
PRESENTATION VIDEO
Creating a presentation video is one of the most effective ways to introduce your project to investors. A well-crafted video helps you communicate your mission, impact, and value proposition clearly and persuasively. Unlike a standard pitch deck, a video allows you to combine visuals, sound, and storytelling to create an emotional connection with your audience.
To make your video compelling and investment-ready, focus on the core message and structure it as follows:
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Hook – Capture attention in the first 10 seconds with a powerful statement, statistic, or visual.
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Problem Statement – Clearly define the challenge your business is solving.
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Solution & Unique Value – Highlight how your approach is different and innovative.
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Impact & Market Opportunity – Showcase the potential for positive change and financial growth.
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Call to Action – Clearly state what you want investors to do next (e.g., schedule a meeting, learn more, invest).
Keep your video between 60 to 120 seconds, using high-quality visuals, a well-structured script, and engaging delivery to make a strong impression. Authenticity and alignment with your brand identity are key to building trust with investors.
Submit Your Draft Version For Revision
Every time you evolve in this output and need some guidance, please submit the file for revision. Bárbara or other relevant element of the team and mentors will revise it and get back to you asap. Please use this resource as much as you need until you feel ready and have a final version!
02
PITCH DECK
A pitch deck is a visual presentation that communicates your business idea, strategy, and investment potential to investors. It serves as a structured guide to showcase your mission, market opportunity, business model, financials, and impact. A well-prepared pitch deck not only delivers key information but also captures the interest of investors and builds credibility.
To create an effective and investment-ready pitch deck, structure it with the following key slides:
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Introduction – A compelling opening that summarizes your mission and what makes your business unique.
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Problem Statement – Clearly define the problem your business is addressing and why it matters.
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Solution – Explain your product/service and how it effectively solves the identified problem.
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Market Opportunity – Provide data on market size, growth potential, and key industry trends.
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Business Model – Outline how your company generates revenue and its scalability potential.
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Traction & Milestones – Showcase key achievements, user growth, revenue, or partnerships.
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Impact & Sustainability – Highlight how your business contributes to positive social or environmental change.
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Go-to-Market Strategy – Explain how you plan to acquire customers and scale operations.
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Financial Projections – Present key financial metrics, revenue forecasts, and funding needs.
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Use of Proceeds – Clearly outline how the investment will be allocated (e.g., product development, marketing, hiring, expansion).
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Investment Ask – Clearly state how much funding you are seeking and how it will be used.
An ideal pitch deck should be concise (10-15 slides), visually engaging, and tailored to your target investors. The goal is to spark interest and encourage further discussion, not overwhelm with excessive details.
Submit Your Draft Version For Revision
Every time you evolve in this output and need some guidance, please submit the file for revision. Bárbara or other relevant element of the team and mentors will revise it and get back to you asap. Please use this resource as much as you need until you feel ready and have a final version!
03
FINANCIALS
Understanding and presenting financials effectively is crucial when seeking investment. Investors want to see a clear, data-driven picture of your business’s financial health, projections, and sustainability. Well-prepared financials help build credibility and demonstrate your company’s potential for growth and profitability.
Your financials should include key components such as:
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Revenue Model – Explain how your business generates revenue, including pricing strategy and income sources.
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Profit & Loss Statement (P&L) – Show your business’s revenue, costs, and net profit over time.
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Cash Flow Statement – Illustrate how cash moves in and out of your business, highlighting liquidity and operational efficiency.
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Balance Sheet – Provide a snapshot of your business’s assets, liabilities, and equity.
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Financial Projections – Outline expected growth, revenue milestones, and profitability over the next 3-5 years.
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Break-even Analysis – Show when your business is expected to become profitable.
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Use of Proceeds – Clearly explain how investment funds will be allocated and their expected impact on business growth.
Investors look for realistic, well-supported projections and clear financial strategies. Demonstrating your understanding of financials and your ability to manage capital effectively increases investor confidence.
Submit Your Draft Version For Revision
Every time you evolve in this output and need some guidance, please submit the file for revision. Bárbara or other relevant element of the team and mentors will revise it and get back to you asap. Please use this resource as much as you need until you feel ready and have a final version!
04
THEORY OF CHANGE
Creating a presentation video is one of the most effective ways to introduce your project to investors. A well-crafted video helps you communicate your mission, impact, and value proposition clearly and persuasively. Unlike a standard pitch deck, a video allows you to combine visuals, sound, and storytelling to create an emotional connection with your audience.
To make your video compelling and investment-ready, focus on the core message and structure it as follows:
-
Hook – Capture attention in the first 10 seconds with a powerful statement, statistic, or visual.
-
Problem Statement – Clearly define the challenge your business is solving.
-
Solution & Unique Value – Highlight how your approach is different and innovative.
-
Impact & Market Opportunity – Showcase the potential for positive change and financial growth.
-
Call to Action – Clearly state what you want investors to do next (e.g., schedule a meeting, learn more, invest).
Keep your video between 60 to 120 seconds, using high-quality visuals, a well-structured script, and engaging delivery to make a strong impression. Authenticity and alignment with your brand identity are key to building trust with investors.
A Theory of Change (ToC) is a strategic framework that outlines how your business generates long-term impact. For investors, a well-defined ToC provides a clear roadmap of your enterprise’s mission, activities, and measurable results. It connects your business model with meaningful outcomes, helping investors understand how their capital contributes to systemic change.
Investors are increasingly prioritizing impact-driven investments, meaning they want transparency on how businesses create value beyond financial returns. Your ToC should demonstrate:
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Vision & Mission – Clearly articulate the overarching impact your business seeks to achieve.
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Problem & Context – Define the systemic challenge your enterprise addresses.
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Inputs & Activities – Outline the resources and strategies deployed to generate impact.
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Outputs & Short-Term Outcomes – Show measurable progress indicators.
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Long-Term Impact – Demonstrate how your business contributes to broader social, environmental, or economic change.
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Impact Metrics & Measurement – Define how you track and report progress.
A strong investment-ready ToC is not just about storytelling—it is about aligning your impact with financial returns and demonstrating how investment accelerates your mission.
Material Change: https://www.patreon.com/posts/material-change-105425555?utm_medium=clipboard_copy&utm_source=copyLink&utm_campaign=postshare_fan&utm_content=web_share
Submit Your Draft Version For Revision
Every time you evolve in this output and need some guidance, please submit the file for revision. Bárbara or other relevant element of the team and mentors will revise it and get back to you asap. Please use this resource as much as you need until you feel ready and have a final version!
LEARN BY PRACTICING
assignments
X
Still having doubts?
Online Clarification Session
X June
6 - 7:30 PM (Lisbon Time)
Below, you’ll find the assignments grouped into three categories to help you prioritize your work effectively. Mandatory exercises are essential and must be completed. Recommended assignments will strengthen your understanding and are highly encouraged. If you have additional time and want to explore further, dive into the Extra category to deepen your knowledge of the topic.
To support you, we’ve also curated a list of key content from the hub. This content was carefully selected to help you complete the assignment, and includes an estimated time commitment for each item so you can better plan your learning journey.
Once you've completed your exercises, please upload your responses to your organization workbook using the link you received by email.
Having questions? Doubts? Thoughts you would like to share?
We are here for you. Reach out to info@boutique-impact.com and we'll come back to you shortly.
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