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Understanding
Funding
Mike Lee, P. Eng., MBA, CFA
mlee@fundica.com
Are You Fundable?
Types of Funding
Financial
Motivation
Expected
Return
Expected
Revenue
Business
Model
Key
Consideration
Tax Credits Pre-de...
Systematic Funding Steps
Commercially
Viable Product &
Market?
Cash-in-hand?
Gov’t funding?
(tech, young, hiring)
CF histo...
At Each Funding Step
Identification / Validation
• Up-to-date, comprehensive system
• Validate before pitching/application...
Traditional
Funders
Entrepreneurs
Internet
Bots
Dedicated
Researchers
Advisors
Funding Identification
Fundica - Leveraging...
Pitch Deck Content
Structure Your Content
• Problem you are looking to solve (simple, concise)
• Market potential (size an...
Pitch Format and Q&A
Presentation
• Be yourself, engaging, prepared
• Concise, complete, clear message
• Slides - max 15 s...
Closing the Funding
Understand the Investor
• Understanding the investor’s motivation and limits
• Learn about the investo...
Thank You!
Mike Lee, P. Eng., MBA, CFA
mlee@fundica.com
Executive Summary
Executive Summary
K1N9J7
Executive Summary
Executive Summary
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Understanding Funding

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Presentation provided during the 10 stop 2014 Funding Roadshow across Canada

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Transcript of "Understanding Funding "

  1. 1. Understanding Funding Mike Lee, P. Eng., MBA, CFA mlee@fundica.com
  2. 2. Are You Fundable?
  3. 3. Types of Funding Financial Motivation Expected Return Expected Revenue Business Model Key Consideration Tax Credits Pre-defined na na na Tax Law Grants Societal na > $0 Reasonable Best In Line Public Loans Societal 5 - 10% > $0 Reasonable All Factors Private Loans ROI 5 - 20% > $30K Security Assets & CF Angel Investors ROI >15% <<$100M Believe it Cash to CF+ Venture Capital ROI >25% > $100M Traction Time to Exit
  4. 4. Systematic Funding Steps Commercially Viable Product & Market? Cash-in-hand? Gov’t funding? (tech, young, hiring) CF history of assets? Apply for gov’t funding Seek cash injection 1. Love money, angel 2. Bootstrap STOP Apply for bank loans Additional capitalization Seek Angel or VC Yes Yes Yes No NoNo No Build team Core Team? No YesYes No Yes END
  5. 5. At Each Funding Step Identification / Validation • Up-to-date, comprehensive system • Validate before pitching/application Pitching (Application) • Prepare (executive summary, deck, financials) • Execute Closing the Funding • Make sure to close
  6. 6. Traditional Funders Entrepreneurs Internet Bots Dedicated Researchers Advisors Funding Identification Fundica - Leveraging Technology and the Crowd
  7. 7. Pitch Deck Content Structure Your Content • Problem you are looking to solve (simple, concise) • Market potential (size and growth rate, metrics) • Your solution (advantages, value to add) • Business model • Go to market strategy • Competition • Financial projections • Existing structure and progress to date • Funding sought
  8. 8. Pitch Format and Q&A Presentation • Be yourself, engaging, prepared • Concise, complete, clear message • Slides - max 15 slides, min font size 18 Question and Answers • Focus on questions, do not repeat presentation • Okay to say “I am not sure” • Concise, short answers • Allow time for multiple questions • Build rapport
  9. 9. Closing the Funding Understand the Investor • Understanding the investor’s motivation and limits • Learn about the investor’s past Build Respect • Always create deal competition • Share information and build trust • Allow for reasonable give and take Move the Deal to Close • Patiently move deal towards closure • Trigger reasonable close dates • Find funding then structure deal
  10. 10. Thank You! Mike Lee, P. Eng., MBA, CFA mlee@fundica.com
  11. 11. Executive Summary
  12. 12. Executive Summary K1N9J7
  13. 13. Executive Summary
  14. 14. Executive Summary
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