How to create the documents you need for a fundraising round 


We help business leaders to create the investment documents needed for fundraising, by coaching and guiding them through a prescriptive and structured programme of support. Once created, these documents can be used either to fundraise privately or for a public crowdfunding campaign.

Clients of our popular Crowdfunding Programme have raised millions on leading investment platforms like Seedrs and Crowdcube. 95% of clients that completed our programme, funded!

After completing this Documents for Fundraising programme, you may wish to upgrade to join our full Crowdfunding Programme. To find out more, click here.

ISQ Documents for Fundraising programme

£475 + VAT

  • Investor Deck creation
  • One-Page Investment Summary creation
  • Key Business Information creation
  • 3x submission & reviews of documents created
  • 2x 1-2-1 catch up calls with ISQ
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Documents created

Programme Duration

Up to 60 days access


Online + coaching + review

What is it?

A programme showing you how to create the documents you need to raise investment either privately or for use on leading equity crowdfunding platforms. It consists of guiding resources, cheat sheets, worksheets, action items. Resources include templates plus previous client examples. Support includes 1-2-1 catch up calls, review and sign off of all that is produced.

How does it work?

Read the training notes, cheat sheets and resources, complete action items, use the provided templates and examples, submit your work for review and sign off by a team of experts. Ask questions in your 1-2-1 calls. Follow the process, get results.

Who is it for?

For people who already have an established business based in the UK or EU and want to raise investment. You may be in the early stages of thinking about fundraising and looking for support with creating the key documents.

When does it start?

Because it is an online programme, it starts the moment you sign up. You can complete it in your own time and work through it as fast or slow as you wish. You get 60 days access. 

Here's how it works

To create investor documents purposed for fundraising, simply writing a business plan is not enough. You need a proven process to create a well-rounded investor deck, guidelines, examples and expert mentorship to help you to troubleshoot and make improvements.

Proven Process

We turned the guesswork of creating fundraising documents into a science. Follow practical step-by-step instructions that are proven to work, maximise your chance of success using our tools and support.

Expert Mentorship

No matter how good the content is, you'll always have questions. Get access to our team of experts in our 1-2-1 catch up calls and by email.

Proven results

Does it work?

There's only one way to find out, by seeing whether our clients actually successfully funded.

Here are the numbers to date of clients who completed our full crowdfunding programme (we're just getting started).

over £45M

Raised by clients


Success rate for clients that completed the programme

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ISQ Documents for Fundraising programme Content

We'll help you create the investor documents you need to either fundraise privately or take onto a highly successful equity crowdfunding campaign. Here's how.

2 Phases - 10 Modules

Here's a summary of everything you get

ISQ Documents for Fundraising programme

£475 + VAT

  • Investor Deck creation
  • One-Page Investment Summary creation
  • Key Business Information creation
  • 3x submission & reviews of documents created
  • 2x 1-2-1 catch up calls with ISQ
Buy now

Here's what our clients are saying

Our clients aren't just satisfied, they have had successful fundraises and their businesses are growing.

Want to work with us?

Buy now