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Private Equity Fund Raising Fund Raising from


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Private Equity Fund Raising Fund Raising from

  1. 1. Private Equity Fund Raising Fund Raising from Venture Capitalists
  2. 2. What is Fullscope? <ul><li>Fullscope leads in deploying outsourced Collaborative Management Solutions that serve buyers and sellers in the manufacturing business. </li></ul><ul><li>These solutions focus on a company’s Collaborative Engineering, CRM and Core Business Productivity needs . </li></ul><ul><ul><li>Heavy Equipment </li></ul></ul><ul><ul><li>Computer Mfg. Equipment </li></ul></ul><ul><ul><li>Automotive Production Machinery </li></ul></ul>
  3. 3. Target funding sources <ul><li>Who has funded your business space? </li></ul><ul><li>Who has funded your geography? </li></ul><ul><li>Who needs your deal? </li></ul><ul><li>Who has valuable expertise? </li></ul>
  4. 4. How to reach the targets <ul><li>Never send your business plan…networking is the only way! </li></ul><ul><li>Introductions </li></ul><ul><ul><li>Lawyers </li></ul></ul><ul><ul><li>Board members </li></ul></ul><ul><ul><li>Other entrepreneurs </li></ul></ul><ul><li>Fundraising Conferences </li></ul>
  5. 5. When to raise the capital <ul><li>Major Milestones </li></ul><ul><ul><li>Have your products & services. </li></ul></ul><ul><ul><li>Have your first customers. </li></ul></ul><ul><ul><li>Have a sales cycle/distribution working. </li></ul></ul><ul><ul><li>Have your management team. </li></ul></ul><ul><ul><li>Have raised some form of funding. </li></ul></ul><ul><ul><li>Some other major event. </li></ul></ul>
  6. 6. What documents <ul><li>Forget the business plan… focus on the financials, the business model and how you’ll sell . </li></ul><ul><li>Killer Executive Summary </li></ul><ul><li>Killer Power Point </li></ul><ul><li>Complete Due Diligence Book </li></ul><ul><li>Tactics to use at each selling stage.  </li></ul><ul><li>How to get the first meeting. </li></ul><ul><li>Confidentiality slows down the process. </li></ul>
  7. 7. The Pitch Meeting <ul><li>This is a sales meeting…be prepared. </li></ul><ul><li>Practice, Practice, Practice. </li></ul><ul><li>Who is attending? Know about them. </li></ul><ul><li>Ask for next actions. </li></ul><ul><li>Follow up quickly on actions. </li></ul>
  8. 8. Term Sheet Overview <ul><li>Golden Rule </li></ul><ul><li>Get lawyers that do this…a lot! </li></ul><ul><li>Preferred </li></ul><ul><ul><li>The impact on shareholders. </li></ul></ul><ul><ul><li>The impact on the next round </li></ul></ul>
  9. 9. VC Interaction with Company <ul><li>Mapping milestones on the plan </li></ul><ul><li>The projections, the need to perform </li></ul><ul><li>Board meetings & full disclosure communication. </li></ul><ul><li>Update calls. </li></ul>
  10. 10. Fullscope Funding story <ul><li>The Management Team </li></ul><ul><li>Angel round </li></ul><ul><li>Partnerships </li></ul><ul><li>Pfd A </li></ul><ul><li>Pfd B </li></ul><ul><li>Merger </li></ul><ul><li>Commitments for further funding. </li></ul>
  11. 11. Issues to consider <ul><li>Is your deal really a VC deal? </li></ul><ul><ul><li>Is it in a break out space or will it simply be a really good business? </li></ul></ul><ul><ul><li>Are the Gross Margins greater than 60%? </li></ul></ul><ul><li>Do you know who will buy your business (most exits or through sale). </li></ul><ul><li>Are you REALLY unique? </li></ul>