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10 Simple Tips for Raising VC: How to Make Investors Believe In Your Company

Want to know the secret to getting investment capital? Getting investors to believe… in you, in your company, in your vision, and in your ability to execute. In this presentation, Gadiel Morantes, Partner with Early Growth Financial Services, and Ryan Azlein, Partner with Stubbs, Alderton, & Markile, will explore how to successfully target VCs, pitch deck essentials, top tips for telling your story, and more.

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10 Simple Tips for Raising Venture Capital
How to Make Investors Believe in Your Startup
#VCBelieve
2
Gadiel Morantes
Partner
Early Growth Financial Services
Ryan Azlein
Partner
Stubbs, Alderton, & Markiles, LLP
3
Insider tips you need to
present well and get
investors to believe in –
and support – your vision.
1. Create a fundraising game plan
• How much money do you need to raise?
• What’s that money going to be used for?
• At what cost and with what terms and conditions?
• What type of capital is the best fit for your company, and why?
• Where do you find the type of financing you need?
• Milestone financing
3
2. Understand capital types: convertible debt
vs equity
• From valuation and dilution perspective, CD is cheaper & quicker
• Current marketplace: less CD
• Typical terms
3
Entrepreneurial advantage: CD Investors often push for equity
#VCBelieve
3. Approach VC fundraising like a business
development opportunity
• Timing – 6 months out
• Determine your funding
round
• Build your value proposition
• Rely on your ecosystem for
investor intros
• Evaluate and select key
service providers
accordingly
#VCBelieve 6

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10 Simple Tips for Raising VC: How to Make Investors Believe In Your Company

  • 1. 10 Simple Tips for Raising Venture Capital How to Make Investors Believe in Your Startup #VCBelieve
  • 2. 2 Gadiel Morantes Partner Early Growth Financial Services Ryan Azlein Partner Stubbs, Alderton, & Markiles, LLP
  • 3. 3 Insider tips you need to present well and get investors to believe in – and support – your vision.
  • 4. 1. Create a fundraising game plan • How much money do you need to raise? • What’s that money going to be used for? • At what cost and with what terms and conditions? • What type of capital is the best fit for your company, and why? • Where do you find the type of financing you need? • Milestone financing 3
  • 5. 2. Understand capital types: convertible debt vs equity • From valuation and dilution perspective, CD is cheaper & quicker • Current marketplace: less CD • Typical terms 3 Entrepreneurial advantage: CD Investors often push for equity #VCBelieve
  • 6. 3. Approach VC fundraising like a business development opportunity • Timing – 6 months out • Determine your funding round • Build your value proposition • Rely on your ecosystem for investor intros • Evaluate and select key service providers accordingly #VCBelieve 6
  • 7. 4. Thoughtfully target VCs #VCBelieve 3
  • 8. 5. Work your network • Target key players • Networking game – build targeting list of all VCs in your region, stage, industry. How are you connected to them? • Introductions are strongest access point. Cold = bad. • Network with other entrepreneurs • Co-los and incubators = good! #VCBelieve 8
  • 9. 6. Prepare for “the meet” • Set goals – meeting by meeting • Do your homework • Prepare for investor questions: – Business model – users or revenue? – Why you fit their portfolio? – How much do you need? 9#VCBelieve
  • 10. 7. Create your executive summary • Problem – solution – opportunity • Speak in your voice • End goal #VCBelieve 10
  • 11. 8. Perfect your pitch deck #VCBelieve 11
  • 12. 12#VCBelieve 9. Tell your story… Vision Passion Milestones Know your numbers / patterns Address competition Be bold – but believable Defend assumptions One idea only Don’t over-focus on exit Honest & open-minded LISTEN
  • 13. 10. Follow-up • Read the signs • Stay on investor’s radar 13#VCBelieve
  • 14. Thank You and Q&A! 14 Ryan Azlein razlein@stubbsalderton.com @StubbsAlderton Gadiel Morantes 415-343-5084 gadiel@egfs.co @EarlyGrowthFS