WELCOME
Mike Vanderlee
Meet Up # 12
Facilitator
Silicon Peel

'Being Fundable & How To Position Your
Company For Investmen...
Agenda

• Welcome
• Silicon Peel - Programs
• Being Fundable & How To Position
Your Company For Investment
– Lizard’s Lair...
www.SiliconPeel.co
LinkedIN/SiliconPee
@SiliconPeel
https://www.facebo
www.SiliconPeel.com
Want to Join Our Team?
Contact Jason Lavigne!
Jason@SiliconPeel.com
Lizard’s Lair
Steven Cox
Founder & Managing Director
Strategic Innovation Works
TJ Machado
Board of Directors
Angel ONE

A...
Investment Fundamentals

Steven Cox
Managing Director
Strategic Innovation Works
February 27, 2014
Silicon Peel Meetup #12...
Investment Fundamentals
• Investment is a big topic!
• This is an overview of the process.
• By understanding the investme...
Sources of Investment
• Friends and Family
• Angels
• Non-diluting vehicles
– Government Grants & Programs

•
•
•
•
•

Ven...
Make investment easy…

Get sales revenue
first!

© Copyright Strategic Innovation Works 2014

11
Investor Questions
•
•
•
•

What have you got (your thing/technology)?
Why should I care or listen?
How do I make money?
C...
What have you got?
Is your Product or Service a good way
to make money…
•
•
•
•
•

A strong solution to a clear problem?
B...
Why should I care or listen?
Investors hear many hundreds of
pitches. Get their attention with a
great story…
• Sales and ...
How do I make money?
•
•
•
•

The Ask
Use of funds? Future need for funds?
Basis for profits, investor returns and value g...
Could I work with this person?
•
•
•
•
•

Rapport?
Do they listen? Learn? Are they coachable?
Will they deliver?
Are they ...
Pitching
• Is about what the investor wants to know, not about
what you want to say.
• Include the bare minimum of technol...
Preparation
Investment Strategy
• What is end goal? – How much $, what will
$ be used for? How will it accelerate
business...
TJ Machado
• 15 year IT practitioner – enterprise software sales
• 4 years as an Angel investor
• Smell Test:
•
•
•
•
•

M...
Andrew McDowall

How to use the Portal to secure
financing for your business

21

© 2014 The Funding Portal Inc.
About The Funding Portal
• Made-in-Ontario venture
corporation
• One-window gateway to all
sources of government funding &...
Why government funding is important
• Government funding successes can assist in
identifying investment-grade companies an...
Services for your business

2500+ sources of private
financing: Angel Networks,
Bank Financing, VCs,

Foundations, SR&ED
S...
Search Widget
Go TheFundingPortal.com or kpmg.ca/Funding to try
the free Search Widget and instantly rank the top
funding ...
Data Products: FundingSources
 In-depth quarterly report on
funding for your business
 Program details
 Disbursement hi...
Connect with the Portal
Join us online:
• TheFundingPortal.com
• info@thefundingportal.com
• Free FundingReport weekly new...
Angel One Investor Network
www.angelonenetwork.ca
Break…
“Demo Me” & My “Find The
Funding” Experience

Edward Curran

Principle & Creative
Director
Shift Automotive Apps
Closing Remarks
Mike Vanderlee
Meet Up # 12
Facilitator
Silicon Peel

'Being Fundable & How To Position Your
Company For I...
Next Meetup
Meetup #13
You're invited to Meetup #13 to discuss the topic:
"International Talent - How Foreign Trained Prof...
www.SiliconPeel.com
LinkedIn/SiliconPeel
@SiliconPeel
Silicon Peel Meetup #12
Silicon Peel Meetup #12
Silicon Peel Meetup #12
Silicon Peel Meetup #12
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Silicon Peel Meetup #12

  1. 1. WELCOME Mike Vanderlee Meet Up # 12 Facilitator Silicon Peel 'Being Fundable & How To Position Your Company For Investment'
  2. 2. Agenda • Welcome • Silicon Peel - Programs • Being Fundable & How To Position Your Company For Investment – Lizard’s Lair • Steven Cox (Strategic Innovation Works) • Andrew McDowall (KPMG/Funding Portal) • T.J. Machado (Angel ONE) – How Not To Pitch – Pitch “Fund- amentals” – How To Pitch • Panel Speakers & Discussion • “Demo Me” & My “Find The Funding” Experience – Edward Curran (Shift Automotive Apps) • Closing Remarks & Networking
  3. 3. www.SiliconPeel.co LinkedIN/SiliconPee @SiliconPeel https://www.facebo
  4. 4. www.SiliconPeel.com
  5. 5. Want to Join Our Team? Contact Jason Lavigne! Jason@SiliconPeel.com
  6. 6. Lizard’s Lair Steven Cox Founder & Managing Director Strategic Innovation Works TJ Machado Board of Directors Angel ONE Andrew McDowall Senior Manager in the R&D Tax Incentives KPMG
  7. 7. Investment Fundamentals Steven Cox Managing Director Strategic Innovation Works February 27, 2014 Silicon Peel Meetup #12 © Copyright Strategic Innovation Works 2014 8
  8. 8. Investment Fundamentals • Investment is a big topic! • This is an overview of the process. • By understanding the investment process, you can be much better prepared. © Copyright Strategic Innovation Works 2014 9
  9. 9. Sources of Investment • Friends and Family • Angels • Non-diluting vehicles – Government Grants & Programs • • • • • Venture Capital Investment Banks Banks Pension Funds Equity Funds © Copyright Strategic Innovation Works 2014 10
  10. 10. Make investment easy… Get sales revenue first! © Copyright Strategic Innovation Works 2014 11
  11. 11. Investor Questions • • • • What have you got (your thing/technology)? Why should I care or listen? How do I make money? Could I work with this person? © Copyright Strategic Innovation Works 2014 12
  12. 12. What have you got? Is your Product or Service a good way to make money… • • • • • A strong solution to a clear problem? Big market? Differentiated? Safe from competition? Gaining adoption? What are the risks in your business? Do your homework! If you don’t find the problems and weaknesses in your model, your investors and customers will. © Copyright Strategic Innovation Works 2014 13
  13. 13. Why should I care or listen? Investors hear many hundreds of pitches. Get their attention with a great story… • Sales and other evidence there is money to be made • Disciplined track record, above average results with limited resources • Solid go-to-market strategy • Solid Founders/Team/Advisors/Strategic connections © Copyright Strategic Innovation Works 2014 14
  14. 14. How do I make money? • • • • The Ask Use of funds? Future need for funds? Basis for profits, investor returns and value growth? Who else is looking to invest? Now and in the future? To investors, your company is a potential way to make money. Don’t make investors do the work to figure out how this will happen! © Copyright Strategic Innovation Works 2014 15
  15. 15. Could I work with this person? • • • • • Rapport? Do they listen? Learn? Are they coachable? Will they deliver? Are they thinking about my interests? Trust? Investment is a relationship, not an event - Steven Cox © Copyright Strategic Innovation Works 2014 16
  16. 16. Pitching • Is about what the investor wants to know, not about what you want to say. • Include the bare minimum of technology • Practice, practice, practice and listen to feedback • Keep it brief • Do not argue with investors! Stand out as a good investment by speaking to the investor’s needs and interests. © Copyright Strategic Innovation Works 2014 17
  17. 17. Preparation Investment Strategy • What is end goal? – How much $, what will $ be used for? How will it accelerate business growth? Key differentiators, WIFM for investor? • How/When? - Existing investors vs. new, expand sales/revenues, timing relative to company milestones • Cost of investment? – Is your valuation defensible? How much of company will you give up? © Copyright Strategic Innovation Works 2014 18
  18. 18. TJ Machado • 15 year IT practitioner – enterprise software sales • 4 years as an Angel investor • Smell Test: • • • • • Market Team Solution (IP, Competition, Traction) Use of Funds and Milestones Term Sheet
  19. 19. Andrew McDowall How to use the Portal to secure financing for your business 21 © 2014 The Funding Portal Inc.
  20. 20. About The Funding Portal • Made-in-Ontario venture corporation • One-window gateway to all sources of government funding & private financing • 7,000+ funds: 4,500 government & 2,500 private • Designed for use by business, hospitals & universities, and charities & non-profits • Backed by some of Canada's top organizations, including KPMG & OCE © 2014 The Funding Portal Inc. 22
  21. 21. Why government funding is important • Government funding successes can assist in identifying investment-grade companies and readying them for private sector investment • Many government programs require matching investor funds, such that public and private sector investment processes need to proceed in tandem The Funding Portal increases the efficiency of government funding processes and improves outcomes. © 2014 The Funding Portal Inc. 23
  22. 22. Services for your business 2500+ sources of private financing: Angel Networks, Bank Financing, VCs, Foundations, SR&ED Search Widget Work with our Experts © 2014 The Funding Portal Inc. 24
  23. 23. Search Widget Go TheFundingPortal.com or kpmg.ca/Funding to try the free Search Widget and instantly rank the top funding programs for your business The Funding Portal finds your top matches according to 14 key variables © 2014 The Funding Portal Inc. 25
  24. 24. Data Products: FundingSources  In-depth quarterly report on funding for your business  Program details  Disbursement history  Unique data, info-graphics and analysis  Customizable  Special post-Budget report © 2014 The Funding Portal Inc. 26
  25. 25. Connect with the Portal Join us online: • TheFundingPortal.com • info@thefundingportal.com • Free FundingReport weekly newsletter • LinkedIn • Twitter • RSS Alerts The Funding Portal Inc. 1 Yonge, Ste. 1801 Toronto, ON M5E 1W7 © 2014 The Funding Portal Inc. 27
  26. 26. Angel One Investor Network www.angelonenetwork.ca
  27. 27. Break…
  28. 28. “Demo Me” & My “Find The Funding” Experience Edward Curran Principle & Creative Director Shift Automotive Apps
  29. 29. Closing Remarks Mike Vanderlee Meet Up # 12 Facilitator Silicon Peel 'Being Fundable & How To Position Your Company For Investment'
  30. 30. Next Meetup Meetup #13 You're invited to Meetup #13 to discuss the topic: "International Talent - How Foreign Trained Professionals Can Help Bridge the Gap in IT" Date: Thursday March, 27th Time: 7:00PM-9:30PM Location: Xerox Research Centre of Canada (Pake Auditorium) Address: 2660 Speakman Drive, Mississauga, ON L5K 2L1 Registration via Eventbrite or Meetup.com
  31. 31. www.SiliconPeel.com LinkedIn/SiliconPeel @SiliconPeel
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