Beyond the Pitch Deck: A Practical Guide for Raising Investment Capital for Your Startup

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To raise smart money, you need much more than a killer pitch deck. You need the right fundraising mindset, a knowledge of the most common fundraising mistakes (and how to avoid them!), and a strong fundraising game plan. Join Lori Murphree, CFO for EGFS, and Peter Mansfield from Mansfield + Associates for a free webinar exploring the important factors that determine whether you’ll get your next round—or not.

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  • Beyond the Pitch Deck: A Practical Guide for Raising Investment Capital for Your Startup

    1. 1. Beyond the Pitch Deck: A Practical Guide for Raising Investment Capital Lori Murphree CFO Early Growth Financial Services Peter Mansfield Partner Mansfield + Associates
    2. 2. About Your Presenters 2
    3. 3. 3 Pitch decks are important…but they’re only one piece in the fundraising puzzle
    4. 4. Presentation Overview • Psychology of raising capital • Fundraising mindset • Common fundraising mistakes • Maximizing fundraising opportunities 4 • Preparing for the meeting • Presentation • Follow-up • Closing the deal
    5. 5. The Psychology of Raising Money 3 • How to get into the fundraising mindset • Your state-of-mind: Confidence (support with smoke & mirrors, if necessary) • Meeting of equals: An exchange of equivalent values • Investor state-of-mind: Tapping into their psyche (and accommodating giant egos)
    6. 6. Common Fundraising Mistakes 6 • Lack of understanding of investor motivations • Bad timing • No clear fundraising objectives • Not using milestone funding • Raising too much/too little • Not understanding cash- flow – Underestimating expenses – Over-estimating future revenue
    7. 7. Maximizing Fundraising Opportunities: Laying the groundwork • Understand the investor: Personal and professional • Understand their firm: Investment criteria, state of their funds • Understand their portfolio: Identify partnership opportunities • Looking for more than just money • Work your network: Introductions & referrals 7
    8. 8. Maximizing Fundraising Opportunities: Before the meet • Set goals: meeting by meeting • Prepare for investor questions: – Business model: users or revenue? – Why you fit their portfolio? – How much do you need? • Who should go? 8
    9. 9. Maximizing Fundraising Opportunities: During the meeting • How should you behave? • Things to emphasize • Questions to ask • Get referrals! 9
    10. 10. Maximizing Fundraising Opportunities: After the meeting • How long to wait before following up? • How to follow up with VC portfolio companies • Referral follow-up • How to read the signs – what are the investor’s intentions • Staying on investor’s radar 10
    11. 11. Closing the Deal • How to pace the deal • Be transparent • When to get outside counsel • Due diligence process • Establish what you expect from your investors • Create relationship structure (reporting, etc.) 11
    12. 12. Thank You and Q&A 12 Peter Mansfield 310.564.6314 peter@mans.com @mansf Lori Murphree 917.969.9593 lmurphree@earlygrowthfinancialservices.com @EarlyGrowthFS

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