Brought To You By...                   Show Me The                  Money In 7 Steps                                      ...
Brought To You By...                    STEP 3 - Get Your                  Company Setup To Take                  On & Pit...
Brought To You By...                                   £££’s                        COMPLIANCE         EXIT               ...
Brought To You By...                                   £££’s                        COMPLIANCE         EXIT               ...
Brought To You By...                                          Terms - Must update Articles Of                        £££’s...
Brought To You By...                                   £££’s                        COMPLIANCE         EXIT               ...
Brought To You By...                                   £££’s                        COMPLIANCE         EXIT               ...
Brought To You By...                        £££’s          COMPLIANCE               EXIT            VOTING                ...
Brought To You By...                                   £££’s                        COMPLIANCE         EXIT               ...
Brought To You By...                                   £££’s                        COMPLIANCE         EXIT               ...
Brought To You By...                                       Tax - Need to Issue NEW                        £££’s           ...
Brought To You By...                                   £££’s                        COMPLIANCE         EXIT               ...
Brought To You By...                                   £££’s                        COMPLIANCE         EXIT               ...
Brought To You By...                                           Exit - Must update Articles of                        £££’s...
Brought To You By...                                   £££’s                        COMPLIANCE         EXIT               ...
Brought To You By...                                   £££’s                        COMPLIANCE         EXIT               ...
Brought To You By...                        £££’s          Compliance - Pitch Investors                                   ...
Brought To You By...                        £££’s          COMPLIANCE            EXIT            VOTING              TAX  ...
Brought To You By...                                   £££’s                        COMPLIANCE         EXIT               ...
Brought To You By...                                   £££’s                        COMPLIANCE         EXIT               ...
£££’s - Save Thousands   In Professional Fees By   Pitching On                                                   TRADITION...
Brought To You By...     Show Me The Money                         In 7 Steps                   WANT STEPS 1, 2 & 3-7? - T...
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How To Protect Your Company When Taking On Investors

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If you are like us, you would rather chop off your leg than listen to a lawyer talking about shareholder agreements, articles of association, drag along and tag along, pre-emption rights and the rest...

But, when you take on investors, you need to update the setup of your company...

...if you don't, this will cause problems later as your business grows.

By the end of this slide show you will have a getter understanding of which documents you need to update, and how to get the company setup right before you pitch investors without the legal bill, to give you and the investors the optimum level of protection, without wanting to chop off your leg too.

1. You need to get the investment terms right

2. You need to determine the voting rights of investors.

3. You need to issue the right type of shares to get full tax efficiency

4. You need to plan how to protect yourself when an exit happens

5. You need to pitch in a compliant way without breaking the law.

Tweet @BankToTheFuture if you have more questions.

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How To Protect Your Company When Taking On Investors

  1. 1. Brought To You By... Show Me The Money In 7 Steps £££’s SHOW SHOW SHOW SHOW SHOW SHOW ME SHOW ME ME ME ME ME THE ME THE THE THE THE THE MONEY THE MONEY MONEY MONEY MONEY MONEY VALUATION MONEY FINANCE TAX LEGAL BUSINESS FINANCIAL & PITCHES SOURCES STRUCTURE STUFF PLAN MODEL OFFERSunday, 13 January 13
  2. 2. Brought To You By... STEP 3 - Get Your Company Setup To Take On & Pitch To Investors (C) COPYRIGHT 2013 BankToTheFuture.com & BnkToTheFuture.comSunday, 13 January 13
  3. 3. Brought To You By... £££’s COMPLIANCE EXIT VOTING TAX TERMSSunday, 13 January 13
  4. 4. Brought To You By... £££’s COMPLIANCE EXIT VOTING TAX TERMSSunday, 13 January 13
  5. 5. Brought To You By... Terms - Must update Articles Of £££’s Association Or Create Shareholder Agreement or Both... COMPLIANCE EXIT VOTING TAX TERMS ARTICLES OF SHAREHOLDER ASSOCIATION AGREEMENT PUBLIC ON PRIVATE INTERNAL PRIVACY COMPANIES HOUSE DOCUMENT HOW TO MAKE COMPANY SHAREHOLDER CHANGES RESOLUTION / EGM MEETINGS REQUIRED DIRECTORS ALL SHAREHOLDERS SIGNATURESSunday, 13 January 13
  6. 6. Brought To You By... £££’s COMPLIANCE EXIT VOTING TAX TERMSSunday, 13 January 13
  7. 7. Brought To You By... £££’s COMPLIANCE EXIT VOTING TAX TERMSSunday, 13 January 13
  8. 8. Brought To You By... £££’s COMPLIANCE EXIT VOTING TAX TERMS ® ® ‘ A’ ® SH ARES ‘ B’ SHA PREFERENCE RES SHARES S NON RIGHT - VOT ING ING VOT PULL MY PANTS DOWN Voting - Need to create ‘A’ Shares (Full Voting), ‘B’ Shares (Non- Voting) or Preference Shares (Preferential Treatment)...Sunday, 13 January 13
  9. 9. Brought To You By... £££’s COMPLIANCE EXIT VOTING TAX TERMSSunday, 13 January 13
  10. 10. Brought To You By... £££’s COMPLIANCE EXIT VOTING TAX TERMSSunday, 13 January 13
  11. 11. Brought To You By... Tax - Need to Issue NEW £££’s ORDINARY Shares To Qualify For SEIS Tax Relief... COMPLIANCE EXIT VOTING TAX TERMS “Sweet”Sunday, 13 January 13
  12. 12. Brought To You By... £££’s COMPLIANCE EXIT VOTING TAX TERMSSunday, 13 January 13
  13. 13. Brought To You By... £££’s COMPLIANCE EXIT VOTING TAX TERMSSunday, 13 January 13
  14. 14. Brought To You By... Exit - Must update Articles of £££’s Association / Shareholder COMPLIAN Agreement To Protect Yourself EXIT CE From Painfull Shareholders... VOTING TAX TERMS Pre-Emption Drag Along Tag AlongSunday, 13 January 13
  15. 15. Brought To You By... £££’s COMPLIANCE EXIT VOTING TAX TERMSSunday, 13 January 13
  16. 16. Brought To You By... £££’s COMPLIANCE EXIT VOTING TAX TERMSSunday, 13 January 13
  17. 17. Brought To You By... £££’s Compliance - Pitch Investors Without Going To Prison... COMPLIANCE EXIT VOTING TAX TERMS RULE 1 - You Must Be An Approved Financial PromotionSunday, 13 January 13
  18. 18. Brought To You By... £££’s COMPLIANCE EXIT VOTING TAX TERMS RULE 2 - You Must Get Investors To Self-Certify As SophisticatedSunday, 13 January 13
  19. 19. Brought To You By... £££’s COMPLIANCE EXIT VOTING TAX TERMSSunday, 13 January 13
  20. 20. Brought To You By... £££’s COMPLIANCE EXIT VOTING TAX TERMSSunday, 13 January 13
  21. 21. £££’s - Save Thousands In Professional Fees By Pitching On TRADITIONAL BankToTheFuture.com... APPROVED FINANCIAL CORPORATE FINANCE 5% SUCCESS FEE ONLY PROMOTION FEE £35K SETUP OF ‘A’ SHARES & LEGAL FEE £3K FREE ‘B’ SHARES DRAG, TAG, PRE- LEGAL FEE £3K FREE EMPTION ISSUANCE OF SHARE £1750+VAT ONLY IF ACCOUNTANT FEE £2K CERTIFICATES & AML SUCCESSFUL ISSUING SHARES CONSULTANT FEE £1K FREE COMPLIANT WITH SEIS INVESTOR CERTIFICATION DOCUMENTS LEGAL FEE £1K FREE UP FRONT FEES EVEN £45K £0 IF UNSUCCESSFULSunday, 13 January 13
  22. 22. Brought To You By... Show Me The Money In 7 Steps WANT STEPS 1, 2 & 3-7? - Tweet @BankToTheFuture & Ask For All 7 Steps with #ShowMeTheMoney (C) COPYRIGHT 2013 BankToTheFuture.com & BnkToTheFuture.comSunday, 13 January 13

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