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Think You're Ready for Outside Investor Funding?
 

Think You're Ready for Outside Investor Funding?

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Think You're Ready for Outside Investor Funding? by Profit Analytics Inc. www.ProfitAnalytics.com @philipneukom ...

Think You're Ready for Outside Investor Funding? by Profit Analytics Inc. www.ProfitAnalytics.com @philipneukom

At: Silicon Halton Workshop Day at the @BurlingtonHive >> http://ow.ly/uhRdf
Presented: March 26, 2014
www.siliconhalton.com
@siliconhalton
#shlearn

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    Think You're Ready for Outside Investor Funding? Think You're Ready for Outside Investor Funding? Presentation Transcript

    • Workshop Day March 26, 2014 Think You’re Ready for Outside Investor Funding? #shlearn    |    @siliconhalton    |    www.siliconhalton.com    
    • Think You’re Ready For Outside Investor Funding?! Philip Neukom! Profit Analytics Inc.! ! neukomp@profitanalytics.com! @PhilipNeukom! Silicon Halton, Workshop Day! ! March 26, 2014!
    • Overview! ●  Are you sure you want to do this? 
 (Really, really, really sure?)! ●  Corporate housekeeping requirements! ●  Preparations before you pitch! ©Profit Analytics Inc. (416) 826-7111!
    • 1! ! Are you sure?! 2! ! ! Housekeeping! 3! ! ! Pitch Prep! ©Profit Analytics Inc. (416) 826-7111!
    • 1! ! Are you sure?! ●  Do you know what you’re getting yourself into?! ●  Do you really have a fundable business?! ●  Have you done your homework?! ©Profit Analytics Inc. (416) 826-7111!
    • Do you know what you’re getting yourself into?! ●  Are you ready to give up control?! ●  What do you really want? ! ●  What are you willing to give up to get what you want?! ●  Are you ready to share decisions?! ●  Are you ready for a new boss? ! ●  An investor will expect! ●  Monthly financial statements & monthly compliance reports! ●  To have a say and often a veto even when minority shareholder! ●  A board of directors! ●  Professional managers (you or others)! ©Profit Analytics Inc. (416) 826-7111!
    • Do you have a fundable business?! ●  Business engine vs technology (product / idea)! ●  One without the other won’t work.! ●  Cause & effect business equation! ●  How you make money.! ●  An strategy execution framework! ●  Proof that you can plan and accomplish results! ●  A management team! ●  Barriers! ©Profit Analytics Inc. (416) 826-7111!
    • Have you done your homework?! ●  Who’s your investment customer! ●  Angels, VCs, PE Funds [ www.cvca.ca/member_search.aspx ]! ●  Investing preferences, geographic focus, deal types, etc.! ●  Equity Crowd Funding [Mars VX, www.seedups.ca , www.ecncap.com ]! ●  Keep up on legislation regarding funding! ●  Exempt Products! ●  Equity Crowd Funding rules! ●  Sophisticated Investor / Eligible Investor rules! ●  Typical deal terms & learned the lingo! ©Profit Analytics Inc. (416) 826-7111!
    • Have you done your homework? (cont.)! ●  A lawyer who has done early stage deals! ●  Process & papering deals! ●  Shareholder agreements! ●  Option agreements! ●  Advisors who can help guide you! ●  Valuation trends! ●  Evaluated potential risks to the business and documented contingency plans! ! ©Profit Analytics Inc. (416) 826-7111!
    • 2! ! ! Housekeeping! ●  Corporate governance! ●  Protect your IP! ●  Regulatory issues! ●  Company agreements! ●  Capitalization Table! ©Profit Analytics Inc. (416) 826-7111!
    • Corporate Governance! ●  Minute books! ●  Bylaws! ●  Articles of Incorporation! ●  Shareholder agreements! ●  Licenses to do business! ●  Share transfers properly documented! ●  Option/warrant agreements approved! ©Profit Analytics Inc. (416) 826-7111!
    • Regulatory! ●  All tax filing up-to-date! ●  Source deductions! ●  HST! ●  Corporate tax! ●  Ontario Securities Commission regulations! ●  Exempt Market/Private Markets! ●  Equity Crowdfunding! ●  Ministry of Labour/Environment etc. approvals as necessary! ©Profit Analytics Inc. (416) 826-7111!
    • IP Protection! ●  At a minimum register applications! ●  Confidentiality & IP Assignment Agreements! ●  Each and every employee signed-off! ●  Targeted and enforceable! ©Profit Analytics Inc. (416) 826-7111!
    • Company Agreements! ●  All material agreements! ●  Share purchase/transfer/rights/options! ●  IP Licenses current! ●  Office leases! ●  Supply, vendor or customer agreements! ©Profit Analytics Inc. (416) 826-7111!
    • Capitalization Table! ●  Who bought at what price & in what quantity! ●  All equity, preferred shares, restricted stock, options, warrants etc. etc. properly documented and properly approved! ©Profit Analytics Inc. (416) 826-7111!
    • 3! ! ! Pitch Prep! ©Profit Analytics Inc. (416) 826-7111!
    • Preparations before you pitch! ●  Business model / business equation ! ●  a.k.a. How you make money – with proof! ●  Product roadmap! ●  3 year financial projections wired up to show the business equation and how the investor makes money! ●  Hiring plan! ©Profit Analytics Inc. (416) 826-7111!
    • Preparations before you pitch (cont.)! ●  Detailed breakdown of competition! ●  Customer references! ●  Company references! ●  From strategic partners, suppliers, advisors! ●  References for founders! ●  And now … the marketing material or pitches! ●  (concept pitch, elevator pitch, pitch deck, etc.)! ●  And finally practice, practice, practice!!! ! ©Profit Analytics Inc. (416) 826-7111!
    • Thank you!! Questions! Philip Neukom! (416) 826-7111! @PhilipNeukom ! neukomp@profitanalytics.com! www.ProfitAnalytics.com!