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S
“ Accessing Alternative Financing”
Experience.
Governance - Financial Management - Strategy
Integrity. Trust.
2
Real World
Gerard Buckley
gerard@jaguarcapital.ca
@jaguarcapital
@gerardbuckley
Bus: 416-645-6695
Experience and Experti...
Starting a Company in the Modern Age
S Personal Financing aka: Bootstrapping
S Business Loans
S SR&ED
S Government Grants
S Accelerators
S Crowdfunding – Donat...
S Inventory, Receivable and Purchase Order Financing – Working Capital
S Working Capital Advance – Based on Expected Futur...
S Jaguar Capital and (FC) Financing Company co-arranged a financing facility for
Marathon Fluid Systems to acquire a verti...
Financing Alternatives
Stage Alternatives Examples
Early Stage - Personal Resources
- Family and Friends
- Government Prog...
• Currently Southern Ontario Angel
Investment community has 13 Angel groups,
33 in Canada
• Government programs ( IAF, MaR...
Profit Magazine's Hot 50
S Nation of independent contractors
S The state of employment is changing
dramatically
S Canada is an Immigrant Nation
S P...
Mission
To be a Trusted Advisor and Visible
Expert to Companies for our Core
Competencies
Culture
Experience
Integrity
Tru...
Focused Industries
Energy, Digital Media
Technology, Healthcare
Manufacturing
Financial Services
Specialize In
Forming Adv...
1. We HELP Companies get Financed
2. We HELP Companies Increase Investors Confidence in their Investment
3. We HELP Compan...
S Advise on financing alternatives for growth stage companies
S Advise on the negotiation of financing, loan and banking a...
“1/3 of all SME’s in Canada had
problems accessing additional
financing, let Jaguar Capital help you
attain the financing ...
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Alternative Financing Presentation delivered to Invest Atlantic Presentation in Moncton, New Brunswick

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Alternative Financing refers to financial channels and instruments that have emerged outside of the traditional finance system such as regulated banks and capital markets.Examples of alternative financing activities through 'online marketplaces' are reward-based crowdfunding, equity crowdfunding, peer-to-peer consumer and business lending, invoice trading third party payment platforms. Alternative finance instruments include crypto currencies such as Bitcoin, SME mini-bond, social impact bond, community shares, private placement and other 'shadow banking' mechanisms. Alternative Finance differs to traditional banking or capital market finance through technology-enabled 'disintermediation', which means utilizing third party capital by connecting fundraisers directly with funders, in turn, reducing transnational costs and improve market efficiency.

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Alternative Financing Presentation delivered to Invest Atlantic Presentation in Moncton, New Brunswick

  1. 1. S “ Accessing Alternative Financing” Experience. Governance - Financial Management - Strategy Integrity. Trust.
  2. 2. 2 Real World Gerard Buckley gerard@jaguarcapital.ca @jaguarcapital @gerardbuckley Bus: 416-645-6695 Experience and Expertise S Founder & CEO of Jaguar Capital an Advisory Practice for Growth Companies in Governance, Financial Management & Strategy S Past - Chairperson of Board of Directors, Maple Leaf Angels Corporation & founder and Lead Director for Maple Leaf Angels Capital Corporation, the General Partner of MLA48LP1 a Pre-Seed Angel Fund. S Certified Corporate Director - The Institute of Corporate Directors and Certified Management Consultant – Canadian Association of Management Consultants S Past member of Small & Medium Enterprise Committee of The Ontario Securities Commission S Investment Committee of Mount Saint Vincent University, Halifax, NS S 32 yr. Career with Scotia Capital as a Financial Risk Management Advisor to Fortune 200 Companies: Rogers, Irving Group, Empire Co., Four Seasons, Bruce Power, OPG, Province of Ontario, Ford etc.
  3. 3. Starting a Company in the Modern Age
  4. 4. S Personal Financing aka: Bootstrapping S Business Loans S SR&ED S Government Grants S Accelerators S Crowdfunding – Donations or product purchase S Crowdfunding – Equity S Friends, Family & Business Associates S Angel Investors - Accredited Investors S Offering Memorandum S Asset Backed or Receivables Lending S Venture Capital S Bank Debt Financing Alternatives
  5. 5. S Inventory, Receivable and Purchase Order Financing – Working Capital S Working Capital Advance – Based on Expected Future Sales – 125% of Ave MRR S Acquisition Financing S Technology or IP Secured S Debt Financing in form of Term Loan tied to Revenue Stream – 4x to 6x MRR S Trade Finance Lending – Letter of Credit or Letter of Guarantee S ABL – Asset Based Lending S Mezzanine and Sub-Debt S Royalty Lending – Revenue Based Financing – weekly or monthly payment S Loans Venture Loans – based on sales (warrants, less dilutive & payments based on sales) S Angel Investment, Venture Capital and Private Equity S Convertible Debenture, Common or Preferred Equity Common Methods of Alternative Financing
  6. 6. S Jaguar Capital and (FC) Financing Company co-arranged a financing facility for Marathon Fluid Systems to acquire a vertical integrated business based in NB. S The CEO has a vision to expand specialized manufacturing capacity in New Brunswick where he and his companies can add value S Market south of the New Brunswick boarder 100 million people S Marathon understood at acquisition this business to be accretive S Company had spent the summer of 2015 trying to arrange financing S With guidance the company put together an excellent due diligence package as the CEO, an experienced CEO was also a MBA and CPA S Results – successfully arranged debt financing Financial Management Case Study
  7. 7. Financing Alternatives Stage Alternatives Examples Early Stage - Personal Resources - Family and Friends - Government Programs - Crowd funding - Bootstrapping - Love Money - IAF, IRAP, OETF, OCE, IBI, SRED - Kickstarter - Indiegogo Mid Stage - Angel Groups - Incubators & Accelerators - Super Angels - Micro- VC’s - Maple Leaf Angels, Investor’s Circle, Keiretsu Forum - Y Combinator, TechStars, MaRS - Ron Conway - Next View Ventures, Susa Ventures Growth Stage - Venture Capital Funds - Mezzanine Financing - Asset backed lending - Banks - OMERS Ventures, Andreesson Horowitz, Sequoia Capital - BDC, Canadian Banks, Intermediate Capital Group
  8. 8. • Currently Southern Ontario Angel Investment community has 13 Angel groups, 33 in Canada • Government programs ( IAF, MaRS, OCE, IBI) • Online - Angel List, Syndicates, Funders Club, The Funded, Gust • Y Combinator, Tech Stars, 500 Start-ups, +110 Accelerators in Canada …. Consolidation occurring to access gov’t funding • Incubators & Accelerator funds • Crowd funding such as kickstarter.com and equity crowd funding as well • Introduction of OM - Offering Memorandum will have an impact • Super Angels • Micro-VC’s such IGan, Brightspark, Plaza Ventures etc. • “Future of Venture” – unbundling of advice, money and control Traditional Angel Network is Changing
  9. 9. Profit Magazine's Hot 50
  10. 10. S Nation of independent contractors S The state of employment is changing dramatically S Canada is an Immigrant Nation S Productivity in Canada has not improved S USA advantage is the development of their risk Capital Markets S Seed and Pre-seed level is where VC money is going S Consolidation of Accelerators and Incubators S Angel Tax Credit provincially and is being lobbied federally S Valuations for public companies are high and is effecting private markets S Less exits Canadian SME Financing Market Trends
  11. 11. Mission To be a Trusted Advisor and Visible Expert to Companies for our Core Competencies Culture Experience Integrity Trust Vision To Grow a Canadian Based Internationally Comprehensive Advisory Practise Focused on Growth Companies Who is Jaguar Capital Target Companies Growth Companies Where our Consultants Add Value
  12. 12. Focused Industries Energy, Digital Media Technology, Healthcare Manufacturing Financial Services Specialize In Forming Advisory Boards Board of Director Consultation Raising Alternative Financing Pre-Revenue Valuation Focus On Governance Financial Management Strategy What Jaguar Capital Does How We Do It Advisory Management Consulting Interim Executive
  13. 13. 1. We HELP Companies get Financed 2. We HELP Companies Increase Investors Confidence in their Investment 3. We HELP Companies Grow 4. We HELP Companies with Strategic Direction 5. We HELP Companies Manage Financial Risk 6. We Get a Company Positioned for IPO 7. We HELP Companies with Dysfunctional Boards of Directors, Advisors & Disruptive Directors Benefits of Working with Jaguar Capital
  14. 14. S Advise on financing alternatives for growth stage companies S Advise on the negotiation of financing, loan and banking agreements S Consult with and Advise companies preparing for their next round of professional financing S Prepare the company for the investor due diligence process S Advise companies on the management and mitigation of their foreign exchange exposures S Measurement of Financing needs and business’ health S Assist pre-commercialized prepare a company valuation S Advise on the company’s Cash Management needs Financial Management
  15. 15. “1/3 of all SME’s in Canada had problems accessing additional financing, let Jaguar Capital help you attain the financing you deserve” – Gerard Buckley gerard@jaguarcapital.ca

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