Business Scaling & Investor Readiness

“From Craft to Capital — Growing Your Agarwood Enterprise”

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🎯 Learning Objectives

By the end of this module, participants will be able to:

• Identify growth pathways in the agarwood value chain
• Understand the key requirements for business formalization and scaling
• Develop a basic investor pitch and funding strategy
• Learn how to prepare investment-ready business documents

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📈 A. Pathways to Scale in the Agarwood Business

Growth Strategy	Description
Vertical Integration	Own the full chain: plantation → oil → branding
Cooperative Scaling	Pool with other farmers/processors (AGAP model)
Contract Farming / Franchise	Replicate model with technical & brand support
Export-Focused Production	Target GCC/EU/Asia with compliance certifications

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🧱 B. Business Formalization for Scale

Essential Legal & Regulatory Steps:

Document / Permit	Issuing Body
Business Registration	DTI/SEC
Mayor’s Permit and Barangay Clearance	LGU
BIR Registration (COR & Invoicing)	Bureau of Internal Revenue
FDA Product Notification (cosmetics/oils)	Food and Drug Administration
CITES Export Permit	DENR-BMB
ECC/CNC Clearance	DENR-EMB

📝 Optional Enhancements:

• Halal Certification
• Organic Certification (e.g., OCCP)
• GMP or ISO for processing facility

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💰 C. Investor Readiness 101

What Investors Look For:

Criteria	Description
Clear Business Model	How do you make money?
Unique Value Proposition	What makes your oud oil special?
Scalable Operations	Can it grow regionally/internationally?
Market Validation	Existing buyers or MOUs
Regulatory Compliance	Legal and environmental readiness
Strong Team / Partnerships	Experts, farmers, scientists, AGAP
Exit Strategy or ROI Model	How/when they recover their capital

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📄 D. Essential Business Documents for Fundraising

1. Investor Pitch Deck
   • Problem & Solution
   • Product & Tech (e.g., BarIno™ Inoculant Advantage)
   • Market Opportunity
   • Business Model
   • Competitive Advantage
   • Team
   • Financial Projections
   • Ask (How much capital, and for what purpose?)
2. Business Plan
   • Executive Summary
   • Operational Plan
   • Marketing Plan
   • Financial Plan (3–5 years)
   • SWOT Analysis
3. Investment Term Sheet (for larger deals)
4. MOUs or LOIs with Buyers/Partners

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💡 E. Funding Options

Source	Pros	Cons
Angel Investors	Flexible terms, strategic help	May want equity
Venture Capital / Private Equity	Large funds possible	Rigid expectations, dilution
Government Grants (e.g. DOST, DA, PCAARRD)	Non-repayable	Competitive, slow
Development Loans (e.g., LandBank, DBP)	Low interest rates	Collateral required
Crowdfunding / Tokenization	Public support, digital reach	Marketing intensive

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📣 F. Crafting a Powerful Investment Pitch

Key Messages:

• “We produce high-value, traceable agarwood oil using advanced induction protocols.”
• “Our platform integrates farmers, technology, and export markets.”
• “We are targeting a $32B fragrance industry with premium Philippine oud.”
• “With your investment, we can scale production and enter Gulf & Asian markets.”

💼 Tip: Use visuals — GC-MS profiles, inoculation photos, bottle prototypes, QR-based traceability system.

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📊 G. Scaling Through Strategic Partnerships

Potential Partner	Role in Scaling
Local Universities (e.g., CvSU, DLSU)	R&D and inoculant development
AGAP Cooperative	Farmer mobilization, cluster expansion
CREDI / CAPI / CESI	Farm estates, plantations, oil extraction
Export Houses & Distributors	Market access, logistics
Government Agencies	Incentives, tech funding

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🧪 Final Activity: “Investor Pitch Simulation”

Participants will:

• Create a 10-slide pitch deck
• Present a 3-minute pitch to a mock investor panel
• Receive feedback on clarity, viability, and value proposition

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Would you like:

• A sample Agarwood Investor Pitch Deck (PPTX)?
• An editable Investment Prospectus for your company?
• A business registration and scaling roadmap diagram?

Let me know how you’d like to apply this module.