The slides from our 2nd webinar presented by Patrick Tam of the Venture Credit Union.

2. • Understand
the
mind
of
the
investor
• What
to
emphasize
• How
to
approach
the
investor
• Available
investment
sources

3. • What
is
the
enterprise
-­‐
Product,
where
,
how
• Value
proposi0on
–
Main
promise
to
customer
• Need
for
this
business
to
exist
–
Who
needs
it
• External
valida0on
–
How
passionate
is
the
customer

4. • Who
owns
the
business
–
Resumés/QualificaDons
• What
level
of
exper0se
-­‐
Track
record
• Network
–
Industry
connecDons
• Integrity
–
Trustworthiness/Financial
track
record
• Emo0onal
skill
–
Leadership,
coachable

5. • General
Picture
-­‐
descripDon
of
business
in
one
sentence.
• Complete
descrip0on
of
business
–
What
problem
will
it
solve/why
customers
will
purchase.
• Market
issues
–
Problems/OpportuniDes
• Clarity
–
Compelling/clear
understanding
of
business
space
• Well
wriCen
–
No
thesis,
but
avoid
unDdiness

6. • Risk
–
What
will
Principals
lose
if
business
fails
• Time
–
Full
Dme/
Part
Dme
level
of
involvement
• Partnering
–
How
much
ownership
to
be
shared
with
partner

7. • Produc0on
–
How,
who,
where
• Sustainability
–
Shared
experDse,
succession
plan,
conDngency
plan,
momentum
• Accoun0ng
–
Integrity
of
informaDon,
audit
trails
• Compliance
–
Legal,
regulatory
• Vision
–
Alignment,
flexibility

8. • Financing
• InvesDng
• OperaDng
• RealisDc
–
Hockey
sDck
graph

9. • Angels
/
Super
Angels
• Venture
Capitalist
• Financial
Ins0tu0ons
• Government

10. Provide
business
assistance:
• Emphasis
on
market
and
finance
issues
• Money
to
set
up
and
grow
• AcDve
role
in
strategy
and
decisions
• Network
of
contacts
for
promoDon
and
expansion
• Wants
high
return
on
exit

11. • Emphasize
both
market
and
finance
issues
• Seed
funding
• Equity
parDcipaDon
• Working
capital
• Growth
funding
• High
return
on
exit

12. • Stress
financial
aspects
of
the
proposal
• LiVle
emphasis
to
market,
entrepreneur
or
other
issues
• High
collateral
demand
• Minimal
risk
taking
• ConDnuous
funding
• No
exit
• No
ownership

13. • Policy
driven
• Job
creaDon
• NaDonal
development
• Minimal
oversight
• Minimal
direct
involvement

14. Interna0onal
finance
Corpora0on
(IFC)
Na0onal
Entrepreneurship
company
(NEDCO)
Caribbean
Angel
Investment
Network
Venture
Capitalists
–
Caribbeaninvestment
Network.com

15. • Understand
the
mind
of
the
investor
• What
to
emphasize
• How
to
approach
the
investor
• Available
investment
sources