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Workshop Day
March 26, 2014
Think You’re Ready for Outside Investor Funding?
#shlearn	
  	
  |	
  	
  @siliconhalton	
  	
...
Think You’re Ready For
Outside Investor Funding?!
Philip Neukom!
Profit Analytics Inc.!
!
neukomp@profitanalytics.com!
@Phil...
Overview!
●  Are you sure you want to do this? 

(Really, really, really sure?)!
●  Corporate housekeeping requirements!
●...
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...
Do you know what you’re getting
yourself into?!
●  Are you ready to give up control?!
●  What do you really want? !
●  Wha...
Do you have a fundable business?!
●  Business engine vs technology (product / idea)!
●  One without the other won’t work.!...
Have you done your homework?!
●  Who’s your investment customer!
●  Angels, VCs, PE Funds [ www.cvca.ca/member_search.aspx...
Have you done your homework? (cont.)!
●  A lawyer who has done early stage deals!
●  Process & papering deals!
●  Sharehol...
2!
!
!
Housekeeping!
●  Corporate governance!
●  Protect your IP!
●  Regulatory issues!
●  Company agreements!
●  Capitali...
Corporate Governance!
●  Minute books!
●  Bylaws!
●  Articles of Incorporation!
●  Shareholder agreements!
●  Licenses to ...
Regulatory!
●  All tax filing up-to-date!
●  Source deductions!
●  HST!
●  Corporate tax!
●  Ontario Securities Commission ...
IP Protection!
●  At a minimum register applications!
●  Confidentiality & IP Assignment Agreements!
●  Each and every empl...
Company Agreements!
●  All material agreements!
●  Share purchase/transfer/rights/options!
●  IP Licenses current!
●  Offic...
Capitalization Table!
●  Who bought at what price & in what quantity!
●  All equity, preferred shares, restricted stock,
o...
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!
●  Produ...
Preparations before you pitch (cont.)!
●  Detailed breakdown of competition!
●  Customer references!
●  Company references...
Thank you!!
Questions!
Philip Neukom!
(416) 826-7111!
@PhilipNeukom !
neukomp@profitanalytics.com!
www.ProfitAnalytics.com!
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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

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

Published in: Business
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Transcript of "Think You're Ready for Outside Investor Funding?"

  1. 1. Workshop Day March 26, 2014 Think You’re Ready for Outside Investor Funding? #shlearn    |    @siliconhalton    |    www.siliconhalton.com    
  2. 2. Think You’re Ready For Outside Investor Funding?! Philip Neukom! Profit Analytics Inc.! ! neukomp@profitanalytics.com! @PhilipNeukom! Silicon Halton, Workshop Day! ! March 26, 2014!
  3. 3. 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!
  4. 4. 1! ! Are you sure?! 2! ! ! Housekeeping! 3! ! ! Pitch Prep! ©Profit Analytics Inc. (416) 826-7111!
  5. 5. 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!
  6. 6. 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!
  7. 7. 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!
  8. 8. 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!
  9. 9. 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!
  10. 10. 2! ! ! Housekeeping! ●  Corporate governance! ●  Protect your IP! ●  Regulatory issues! ●  Company agreements! ●  Capitalization Table! ©Profit Analytics Inc. (416) 826-7111!
  11. 11. 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!
  12. 12. 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!
  13. 13. 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!
  14. 14. 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!
  15. 15. 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!
  16. 16. 3! ! ! Pitch Prep! ©Profit Analytics Inc. (416) 826-7111!
  17. 17. 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!
  18. 18. 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!
  19. 19. Thank you!! Questions! Philip Neukom! (416) 826-7111! @PhilipNeukom ! neukomp@profitanalytics.com! www.ProfitAnalytics.com!
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