Hi, I’m Robert Lee Goodman CEO and Chief ImpleMentor of Ceo Resource LLC.Congratulations on your new company -- whether it’s already existing -- or still residing between your ears. If your goal is to raise investor capital for your company, I hope that this short video will give you some ideas on how best to expedite your trip to YOUR Point B.
Raising investor capital is usually a new experience for most entrepreneurs – and usually one that gets them completely outside their comfort zone.
If this describes your situation, wouldn’t it be nice to have a step by step guide to make sure you aren’t embarrassed by unexpected questions from prospective investors or lenders?
Wouldn’t it be nice to have real sample documents to use as a guide when developing the documents you need to have to legally raise your own investor capital?
Whether you use my services or not - do not short circuit this process for legal fundraising. This IS the process and the documents you WILL need if you hope to successfully raise your capital.Do this process and these documents as if your new company's life depended on them - because it does.
Want to know the four biggest fears company CEOs have when raising money?Want to know the dozen documents you need to successfully and legally raise your funding?
Hint: It really DOES take more than some scribbles on the back of a cocktail napkin – or a quick three page Word document.
Not bragging – just showing that I’ve really been there and can help you with your own fundraising Quest.
What are your biggest fears as a fundraising virgin?
Funding Foreplay helps with all four of those fears – and many others – by showing you how to develop a financial model for your own company that will give you more confidence in your own projections and help you properly value your company so you don’t end up giving away more than you need to.
By doing your documents the right way, you can help protect yourself from securities law violations and disgruntled investors.
We’re going to quickly cover what is in each of the four modules for Funding Foreplay so you can see if this is the kind of information that you might find helpful.
Warns you about that mantra that all prospective investors will be chanting to themselves as they look at your pitch.Shows you the five things it will take to motivate the investor to write you the check!
Your summary documents are the first part of your investor courting process. You can’t ask someone to marry you before you even introduce yourself – same thing with investors. You got to go through a process, an expected ritual, to romance and seduce investors.I show you how to develop your One Pager and your Executive Summary.
Then, the PowerPoint decks you are expected to have – in the format that is expected.We even cover the email pitches – and what to say and NOT say.Danger, Will Robinson….there are major risks and lethal dangers if you do these parts wrong.
In Module 3 we cover the offering documents.This is the proposition, the seduction and the pre-nup stages of your courtship.Again, this part has GOT to be done right to avoid very onerous consequences. VERY onerous consequences!
We cover what needs to be included in a proper offering document called the Reg D PPM – discussing the sample documents included with Funding Foreplay.We cover the Prospective Purchaser Questionnaire.
We coverRead slide
We CoverRead slideYes…..worse!
We cover what your business plan must include and the format that is necessary for it to be credible with prospective investors.
We cover what is required for your business model and the critically important driving assumptions.
Your business plan documents provide the baseline and solid foundation for ALL of your other fundraising documents.
Read slideMaking sure your whole team is on the same page in understanding this process is critical. If they don’t, THEY could end up screwing up the whole process for the whole company!
One warning – don’t get overwhelmed with all of the content!All of this stuff is really very straight forward – with very little mumbo jumbo.But….if you have zero background in any of this, there is SO much content, you may need to listen more than once to absorb it all.
So, how much is this kind of training worth to you and your company?Read slide
Funding Foreplay Dont Romance Investors Until After The Foreplay
Raising Investor Capital For Your Company?<br />Discover which dozen documents you must have for the romance, seduction and consummation of investors. <br />Discover how to get them to write the check!<br />
If You Are:<br />Needing capital for your start up to finally get you past the nickels and dimes - so you can make real money…<br />Wanting to know all the steps required for success - but are a total virgin to start ups or fundraising…<br />
If You Are:<br />Wanting a step by step guide of what has to happen before you seek funding… <br />Wanting to make sure you are not embarrassed by questions from bankers or potential investors...<br />
If You Are:<br />Wishing you had real sample documents for all the documents you need before romancing money… <br />Wishing you had real sample documents that are almost always so highly confidential that they are never available as guides for start up companies... <br />
Learn What You Need To Know<br />In the next five minutes, I'll describe the dozen documents you must have for the romance, seduction and consummation of your funding. <br />Don't start any romances until you know what you need to know...and have learned what you need to learn.<br />
Listen closely<br />These dozen documents must be done in certain ways for them to have any credibility with your prospective investors - and for you to stay out of jail. <br />Yes – jail.<br />
If You Don't Learn The Language Of Investor Love<br />Your pick up lines will never get an investor’s attention.<br />You won't even get to the first kiss...let alone the consummation.<br />And, you could even end up breaking the law.<br />
Beat Your Competition<br />You know you have competitors for your new company.<br />You also have funding competitors.<br />Other companies are competing with you for the very limited attention, time and money from prospective investors.<br />
This Is Your Chance <br />To rise above your investment competitors.<br />To have the right dozen documents, done the right way.<br />Documents that are written in the right language - the language of investor love.<br />
Here Are A Few Things You'll Learn Right Now <br />The four biggest fears entrepreneurs have when it comes to pitching to VC or to angel investors.<br /> Exactly what 12 documents you will need.<br /> There is a courting process, a general sequence of events, a process, even for love – especially investor love.<br />
MYTH: All You Need Is A Three Page Summary<br />Maybe before the Dot Com bust of 2000 this might have worked - sometimes.<br />Today, you've got to convey a well thought out and believable plan that includes a business model that is genuinely implementable. <br />A plan that offers a realistic opportunity for an investor home run. <br />
Who is Robert Lee Goodman?<br />Who is this guy and why does he think he can help you with your business planning, implementation and fund raising?<br />Does he REALLY offer you and your company the needed edge?<br />Let’s see if I can maybe convince you…<br />
Who is Robert Lee Goodman?<br />CEO of multiple companies for over three decades.<br />BS, Engineering Physics / MBA.<br />International consultant to thousands of start up company CEOs.<br />
Past 17 Years: CEO, Ceo Resource LLC<br />A worldwide consulting company with over TWO THOUSAND 1:1 clients – all CEO entrepreneurs. <br />Clients in 49 states and over 42 countries on 6 of the 7 continents.<br />Major discount for first South Dakota and Antarctica-based consulting clients!<br />
Prior 15 Years: CEO, Goodman Group, Inc.<br />Started over 4 dozen companies, joint ventures and partnerships. <br />Successfully took one company public.<br />Founded my own NASD broker-dealer company.<br />Raised over $25 million from 1,200 angel investors and VC for my own companies – using these same methods.<br />
Not Bragging Rights<br />Simply showing you that I really am a Start Up Company Junkie.<br />I’ve been there, done that…mucho times – for my own companies and thousands more for client companies.<br />All of my three decades of experience means I can probably help you immensely with your own plans, your own dragons and your own success.<br />
The Entrepreneur’s Four Biggest Fundraising Fears <br />Fears When Chasing Investor Money<br />43% - Giving away too much of their company during negotiations.<br />42% - Sounding nervous during their pitch.<br />11% - Making promises they can't keep.<br /> 4% - Opening themselves up to a lawsuit.<br />Source: CNBC<br />
What Are Your Biggest Fears?<br />These kinds of fears are totally understandable. <br />Especially if you've still a fundraising virgin. <br />What are YOUR biggest fears about raising capital for your own start up company?<br />Exactly how are you going to slay your Fear Dragons – and successfully get to your post funding Point B? <br />
Funding Foreplay <br />Funding Foreplay is designed to help entrepreneurs just like you to overcome all four of these fears.<br />Funding Foreplay: A four module audio training course that teaches start up company CEOs how to properly prepare and present the dozen documents needed to successfully romance and seduce angel investors and VC.<br />
Funding Foreplay<br />You'll learn how to develop a realistic financial model of your business idea. <br />Funding Foreplay helps you drill down to the real numbers so you have the right underlying assumptions for your business plan – giving you more confidence. <br />You'll feel so prepared that you may be disappointed prospective investors don't ask you more challenging questions!<br />
Funding Foreplay<br />The right financial model will give you the projections you need to realistically value your company so you know how much to give away for the investors’ dollars.<br />The right financial model allows you to have more confidence in your projections – which reduces fears you are making unrealistic promises.<br />
Anyone Can Sue Anyone For Anything<br />However, if you properly prepare your offering documents, they can serve as an insurance policy for you.<br />Helps protect you against violations of both state and federal securities laws.<br />Helps protect you against disgruntled investors if your new company does not meet their expectations.<br />
Funding Foreplay – The Four Modules<br />Module 1 – Overview / Coming Attractions<br />Module 2 – The Summary Documents <br />Module 3 – The Offering Documents<br />Module 4 – The Business Plan Documents<br />Not an attorney – These modules are business focused – with sample legal docs to guide you and your attorney. <br />
Module 1 – Overview and Coming Attractions<br />The Three Focal Points - to make sure you are really ready to start a new company and that it fits your own goals for five years from today.<br />The Three Kinds Of Investors - and how your need for capital for your new start up company fits each group's wants, wishes and needs. <br />
Module 1 – Overview and Coming Attractions<br />Warns you about the investor's mantra that they will be repeatedly chanting the entire time they are reading your documents or listening to your pitch. <br />Shows you the five things it will take to motivate the investor to write you a check!<br />
Module 2 – Summary Documents <br />All the stuff you need in your summary docs to get that first date.<br />The One Pager – What to include on a single page attention-getter document that will qualify and entice prospective investors.<br />The Executive Summary – The eight page summary that gives the right mix of narrative and numbers.<br />
Module 2 – Summary Documents <br />The PowerPoint Deck – Both the long version and the short version – and when to use each so you have the most impact.<br />The Email Pitches – What to say and what NOT to say. <br />If ANY of this part is done wrong, it could kill both your fundraising efforts and even kill your company.<br />
Module 3 – Offering Documents <br />This cover the proposition, the seduction and the pre-nup agreement.<br />This is the stuff that is absolutely required if you plan on raising capital from angel groups or individual investors. <br />You will almost certainly be breaking the law, if you don’t have these documents done BEFORE you start raising money.<br />
Module 3 – Offering Documents <br />Your PPM – your Reg D private placement memorandum which will both keep you out of jail AND be YOUR insurance policy - if done right.<br />Your Prospective Purchaser Questionnaire – this document is an absolute requirement and will assure you that the prospect is an accredited investor. <br />
Module 3 – Offering Documents<br />Your Subscription Agreement – this is the actual contract between your investor and you. <br />This is the actual document that will give them X% for $Y of your company.<br />
Module 3 – Offering Documents<br />Your securities law compliant web site – the investor site and to whom you can legally offer entry.<br />How to avoid critical mistakes that can land you in jail – or worse!<br />
Module 4 – Business Plan Documents <br />Your Business Plan Planning Worksheet – the 150 questions that you need answers to before you do your own business plan. <br />Consider this, “Predicting Your Future 101.”<br />
Module 4 – The Business Plan Documents <br />Your Financial Assumptions Worksheet – your underlying business model of how you are going to generate revenues, cover start up costs, personnel and operating costs…to end up with a profit and make money with your new company. <br />Consider this, “Predicting Your Future 102.”<br />
Module 4 – The Business Plan Documents <br />Your Business Plan – I will show you the right format, the right information, the right organization of the content that you will need to seduce the willing partner.<br />All of your other documents we will cover in this course will be based on your business plan and the financial model for your company.<br />
Learn At Your Own Pace - At A Fraction Of The Cost!<br />In addition to these dozen documents, you also receive the two Worksheets that will help define your own company when we get to Module 4 and cover your own business plan.<br />You get all 14 documents and all four audio modules, over five hours of audio.<br />
Audios Are All In MP3 Format <br />Play them on your computer.<br />Play them on your iPod, iPad or any other MP3 player or smart phone.<br />Burn them to an audio CD and play them in your car - that way, you can learn while you drive. <br />
Rinse & Repeat – Your Whole Team<br />You can play the audios in any order, or as many times, as you want or need.<br />That way, you can fully grasp all the tips, ideas and epiphanies that fill virtually every minute of the five hours of audio.<br />Share the audios and documents with other team members or company founders – so everyone is on the same page.<br />
Too Much Content For You?<br />Many students report that there is SO much meaningful content packed into virtually every minute of each audio. <br />Many report that they gain even more by listening to each Module at least a half dozen times to grasp ALL the major concepts and content that they missed the first times through it.<br />
Portable Document Format<br />All 14 documents are in Adobe Acrobat format so you can read them on: <br />Your computer. <br />Your iPad or smart phone.<br />Or print them out and toss them in your briefcase to read during down time or wait time.<br />
How Much Is All This Worth to You?<br />My clients pay me $30,000 with Standard Service to individually consult with them and help them produce these same dozen documents for their companies that are included in Funding Foreplay. <br />They know that $30,000 is a very small price to pay for enhanced chances of success and a home run future.<br />
How Much Is All This Worth to You?<br />What is the value to your future and the future of your new company?<br />What is the value to you of learning the language of investor love?<br />How much time and money will you waste if you don't benefit from Funding Foreplay?<br />
The Good News For You <br />The complete version of Funding Foreplay is yours for a total tuition of only $97!<br />That's only $97 for all four modules, all five plus hours of audio, all dozen fundraising documents and both Worksheets. <br />Isn't your future, and your vision of your new company, worth a total tuition cost of only $97?<br />
Get Unstuck From Point A / Get To YOUR Point B<br />Hesitation gets you no where.<br />Taking this course might, just maybe, make all the pivotal difference in your future. <br />Reserve your copy now - and get moving toward YOUR Point B!<br />
Funding Foreplay<br />What WILL it take to motivate investors to write you a check for your new company?<br />With Funding Foreplay, you won't be embarrassed by your fundraising virginity.<br />You will be ready for all the questions that prospective lenders or investors may ask about you and your company.<br />
Increase Your Speed To YOUR Point B<br />Don’t romance investors until AFTER the Foreplay!<br />Go to either FundingForeplay.com or FundingForeplayAtAmazon.com.<br />Order today!<br />