57 Day Countdown To Capital Raise

Here’s a 60-day plan to best prepare for your capital raise for BIOS Homes:

Week 1-2: Finalizing Team & Operations Preparation

1. Finalize Team Roles & Responsibilities

   • Ensure that all team members understand their role in the capital raise process and align on expectations.
   • Confirm that each strategic partner is clear on their involvement and deliverables.
   • Identify any potential gaps in the team, particularly in areas such as investor relations, legal support, and marketing. If needed, start recruiting additional talent.

2. Refine Our Business Plan and Pitch Deck

   • Update the business plan with the latest developments, including team growth, partnerships, and operational strategies.
   • Ensure the pitch deck clearly highlights the unique value propositions of BIOS Homes, the market opportunity, financial projections, and exit strategies for investors.
   • Focus on showcasing the sustainability and AI-driven modular housing to differentiate BIOS Homes from competitors.

3. Legal & Compliance Check

   • Work with your legal team (if available) to ensure that all documents related to the capital raise are compliant with regulations.
   • Prepare the private placement memorandum (PPM), if required, and ensure it’s ready for investors.
   • Review any potential tax incentives or government grants that may be available for sustainability-driven companies like BIOS Homes.

Week 3-4: Financial Projections & Investor Outreach Strategy

1. Finalize Financial Model

   • Work with your CFO or financial consultant to finalize your financial projections, including revenue models, cost estimates, and cash flow projections.
   • Include milestones for product development, manufacturing growth, and capital usage to show clear scalability for investors.

2. Create Investor Outreach Plan

   • Develop a list of target investors—including venture capitalists, impact investors, sustainable housing investors, and angel investors.
   • Craft tailored messaging for each investor type and start to develop investment packages that explain your capital needs and potential returns.
   • Leverage LinkedIn and your network to start building relationships with potential investors in the real estate, construction, and technology sectors.

3. Set Up Investor Relations Platform

   • Use tools like Carta, SeedInvest, or WeFunder to set up an investor relations portal where potential investors can access your pitch deck, business plan, financials, and updates.
   • Ensure the platform is well-organized and presents a professional image for investors.

Week 5-6: Marketing & Brand Positioning for Capital Raise

1. Build Investor-Focused Website Section

   • Update BIOS Homes’ website to include a dedicated Capital Raise section that outlines your mission, vision, team, and opportunity for investors.
   • Provide a call to action for potential investors to schedule a call or request additional information.

2. Launch Social Media Campaign

   • Start a teaser campaign on platforms like LinkedIn, Twitter, and Instagram to generate interest in your upcoming capital raise.
   • Highlight the team (including key partners), your strategic vision, and your sustainability goals to attract investors who share your values.
   • Use personal testimonials from the team and strategic partners to create social proof of your credibility.

3. Prepare Investor Pitch Events

   • Plan at least one virtual or in-person event (e.g., webinars, investor roundtables) in which you’ll present your vision and capital raise opportunity to potential investors.
   • Ensure that these events are professionally organized and clearly convey the potential impact of investing in BIOS Homes.

Week 7-8: Secure Financial & Strategic Support

1. Finalize Construction Estimates & Contracts

   • Work with your construction consultant (Martin Kintsher) and strategic partners to finalize construction estimates and contracts for future projects.
   • This will provide investors with concrete examples of the cost structure and timeline for building the modular housing units.

2. Engage Potential Investors

   • Start reaching out to your target investors. This may include sending emails with your investor pitch and setting up one-on-one meetings or virtual pitch sessions.
   • Attend relevant events like industry conferences, real estate meetups, and networking events to meet potential investors in person.
   • Leverage your network, including Alizandria Rodriguez Greene, to tap into leads and referrals.

Week 9-10: Build Momentum for the Raise

1. Investor Presentation Rehearsal

   • Conduct mock investor presentations with your team to ensure you’re fully prepared to address potential questions about your business model, financials, and growth potential.
   • Refine your messaging to focus on scalability, sustainability, and how BIOS Homes is different from other housing solutions.

2. Close Deals & Secure Initial Commitments

   • Once you have a few interested investors, begin securing initial commitments and get the ball rolling on due diligence processes.
   • Send personalized updates to keep potential investors informed about your progress.

Week 11-12: Finalize Capital Raise and Onboard Investors

1. Secure the Final Investor Commitment

   • Finalize the capital raise by ensuring that all commitments are solidified and that necessary documentation is complete.
   • Officially announce the successful raise through press releases, social media, and your website, highlighting the support and momentum behind BIOS Homes.

2. Onboard Investors & Begin Fund Allocation

   • Once the funds are raised, begin allocating capital to the priority areas: construction, staffing, marketing, and technology.
   • Share your next steps with investors and continue to engage them throughout the process to keep them informed and involved.

Summary:

In preparation for our capital raise, these 60 days will be critical for building out our team, securing funding, and positioning BIOS Homes as a credible, scalable business. Focus on team-building, clear communication with investors, and developing solid financial projections to ensure a smooth process. By the end of this 60-day plan, you will be well-positioned to raise capital and begin the next phase of BIOS Homes’ growth.