Private investor looking for a project: how should you prepare?
Business angels, funding narrative, traction and financial planning: how to prepare a credible file for a private investor.
Expert note: This article was written by our chartered accountancy firm. Information is current as of 2026. For a personalised review of your situation, contact us.
Private investor looking for a project: how should you prepare?
Updated March 2026 - Investors look beyond the pitch. They want a credible team, a clear use of funds and realistic financial logic.
See also funding plan, leveraged finance and 2026 business-creation support.
What matters
- ▸team quality;
- ▸traction;
- ▸cash need and use of funds;
- ▸future funding logic.
CTA : Build a credible investor file
Conclusion
A strong project needs a strong financial narrative.
Need help preparing numbers before meeting investors? Book an appointment with an expert
Article written by Samuel HAYOT
Chartered Accountant, registered with the Institute of Chartered Accountants.
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