© 2013 AQAL Capital. Strictly Confidential. For qualified investors only.
11
© 2013 AQAL Capital. Strictly Confidential. F...
© 2012 AQAL Investing. All rights reserved.
Dr. Mariana Bozesan
• Masters Degree in Computer Science
– Studied at Stanford...
© 2013 AQAL Capital. Strictly Confidential. For qualified investors only.
3
Outcomes Today
1. Why understanding the global...
© 2012 Integral INVESTING. All rights reserved.© 2013 AQAL Capital. Strictly Confidential
Lehman, Fukushima, Madoff, Libor...
© 2012 Integral INVESTING. All rights reserved.© 2013 AQAL Capital. Strictly Confidential
… lead to wealth owners’ sinking...
© 2012 Integral INVESTING. All rights reserved.© 2013 AQAL Capital. Strictly Confidential
>= 10% of High Net-Worth Individ...
© 2012 Integral INVESTING. All rights reserved.© 2013 AQAL Capital. Strictly Confidential
…. because innovative financial
...
© 2012 Integral INVESTING. All rights reserved.
Thus, many HNWI are bypassing institutions
• Seeking alternatives to tradi...
© 2013 AQAL Capital. Strictly Confidential. For qualified investors only.
9
Traditional investing is challenged*
9
Market ...
© 2013 AQAL Capital. Strictly Confidential. For qualified investors only.
10
© 2012 Integral INVESTING. All rights reserved.© 2013 AQAL Capital. Strictly Confidential
Impact Investing is growing but ...
© 2013 AQAL Capital. Strictly Confidential. For qualified investors only.
12
Impact Investing is fragmented in terms of
mo...
© 2013 AQAL Capital. Strictly Confidential. For qualified investors only.
13
Global Sustainable Investing (SRI/RI) is grow...
© 2012 Integral INVESTING. All rights reserved.© 2013 AQAL Capital. Strictly Confidential
The Integration
between Traditio...
© 2012 AQAL Investing. All rights reserved.
15
© 2013 AQAL Capital. Strictly Confidential. For qualified investors only.
16
Integral Metrics
Planet
People
Profit
Ethics,...
© 2012 Integral INVESTING. All rights reserved.© 2013 AQAL Capital. Strictly Confidential
Your best bet in financing your
...
© 2013 AQAL Capital. Strictly Confidential. For qualified investors only.
18
Outcomes Today
1. Why understanding the globa...
© 2012 Integral INVESTING. All rights reserved.© 2013 AQAL Capital. Strictly Confidential
What business are you in?
© 2011 Dr. Bozesan. All rights reserved.
SOCIAL
ENVIRONMENTAL
PROFIT
EGO
VALUES
NEEDS
EMOTIONS
CONSCIOUSNESS
Ethical
BEHAV...
© 2012 Integral INVESTING. All rights reserved.© 2013 AQAL Capital. Strictly Confidential
Are you creating a
valuable, sus...
© 2013 AQAL Capital. Strictly Confidential. For qualified investors only.
22
e.g. Whole Foods:
+40%
Higher ROI than FoEs
o...
© 2010 AQAL INVESTING. All rights reserved.
Outcomes Today
1. Why understanding the global context in which
you operate is...
© 2012 Integral INVESTING. All rights reserved.© 2013 AQAL Capital. Strictly Confidential
To empower yourself financially ...
© 2013 AQAL Capital. Strictly Confidential. For qualified investors only.
2525
Strategy
GOVERNMENT CAPITAL Debt, Equity, G...
© 2013 AQAL Capital. Strictly Confidential. For qualified investors only.
26
TARGETFINANCIALRETURN
TARGET SOCIAL, ENVIRONM...
© 2012 Integral INVESTING. All rights reserved.© 2013 AQAL Capital. Strictly Confidential
But, how to convince investors t...
© 2013 AQAL Capital. Strictly Confidential. For qualified investors only.
28
The Elevator Pitch
• Be concise, <250 words, ...
© 2013 AQAL Capital. Strictly Confidential. For qualified investors only.
29
A Good Fundraising Presentation
• Use simple ...
© 2013 AQAL Capital. Strictly Confidential. For qualified investors only.
30
The Ten Slide Presentation
• Slide 1: Title: ...
© 2013 AQAL Capital. Strictly Confidential. For qualified investors only.
31
The Ten Slide Presentation (cond.)
• Slide 5:...
© 2013 AQAL Capital. Strictly Confidential. For qualified investors only.
32
The Ten Slide Presentation (cond.)
• Slides 1...
© 2013 AQAL Capital. Strictly Confidential. For qualified investors only.
33
The Ten Slide Presentation (cond.)
• Slide 6:...
© 2013 AQAL Capital. Strictly Confidential. For qualified investors only.
34
Key Advise
• Tell an exciting story. People i...
© 2013 AQAL Capital. Strictly Confidential. For qualified investors only.
35
Key Advice (continued)
• A HAPPY ENDING!
– Yo...
© 2013 AQAL Capital. Strictly Confidential. For qualified investors only.
36
Storytelling techniques that work
• Good anal...
© 2011 by Dr. Mariana Bozesan. All rights reserved.
Storytelling Techniques
• Tell your personal story of pain and sufferi...
© 2012 Integral INVESTING. All rights reserved.© 2013 AQAL Capital. Strictly Confidential
For an investor, an investment
d...
© 2013 AQAL Capital. Strictly Confidential. For qualified investors only.
43
Q & A: Addressing Concerns
• Potential Risks:...
© 2013 AQAL Capital. Strictly Confidential. For qualified investors only.
44
The 11th Slide
• The Offer:
– How much are yo...
© 2013 AQAL Capital. Strictly Confidential. For qualified investors only.
45
What Investors Are Looking For?
• Management ...
© 2012 AQAL Investing. All rights reserved.
Outcomes Today
1. Why understanding the global context in which
you operate is...
© 2012 AQAL Investing. All rights reserved.
Measuring Success: Keeping the Promise of
Millennium Development Goals
Sustain...
© 2012 Integral INVESTING. All rights reserved.© 2013 AQAL Capital. Strictly Confidential
What is missing?
© 2012 Integral INVESTING. All rights reserved.© 2013 AQAL Capital. Strictly Confidential
The interior aspects
are missing
© 2012 AQAL Investing. All rights reserved.
Source: “Heart Disease and Stroke Statistics—2005 Update”, American Heart Asso...
© 2012 AQAL Investing. All rights reserved.
Divorce
Average rate in
the West 50%*
There Is More
Social Isolation
Depressio...
© 2012 Integral INVESTING. All rights reserved.© 2013 AQAL Capital. Strictly Confidential
We only have a
consciousness cri...
© 2012 Integral INVESTING. All rights reserved.© 2013 AQAL Capital. Strictly Confidential
How are you doing as a human
bei...
© 2012 AQAL INVESTING. All rights reserved.© 2012 AQAL INVESTING. All rights reserved.
You must be the most important
pers...
© 2012 AQAL INVESTING. All rights reserved.© 2012 AQAL INVESTING. All rights reserved.
Take good care of the beautiful
YOU...
© 2013 AQAL Capital. Strictly Confidential. For qualified investors only.
56
Summary
1. Evolution is on our side
• Thinkin...
© 2013 AQAL Capital. Strictly Confidential. For qualified investors only.
5757
© 2013 AQAL Capital. Strictly Confidential....
Upcoming SlideShare
Loading in …5
×

Dr.Bozesan on Economic Empowerment of Women Global Summit of Women Kuala Lumpur2013

965 views

Published on

Pitching to Investors: Financing your Business for Growth

Published in: Economy & Finance, Business
0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total views
965
On SlideShare
0
From Embeds
0
Number of Embeds
17
Actions
Shares
0
Downloads
15
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide
  • How: by balancing efficiency and resilience!!!!Efficiency measures the ability of an investing system to process volumes of the relevant matter-, energy- and/or information-flow.Resilience measures the ability of a investing system to recover from a disturbance.
  • How: by balancing efficiency and resilience!!!!Efficiency measures the ability of an investing system to process volumes of the relevant matter-, energy- and/or information-flow.Resilience measures the ability of a investing system to recover from a disturbance.
  • How: by balancing efficiency and resilience!!!!Efficiency measures the ability of an investing system to process volumes of the relevant matter-, energy- and/or information-flow.Resilience measures the ability of a investing system to recover from a disturbance.
  • GGS:FIRMS OF ENDEARMENT ARE companies whose competitive edge is the corporate culture; culture or learning, trust, interdependency, integrity, transparency, loyalty, respect, belonging and oneness, caring, funCompanies that made the final cut: Amazon, BMW, CarMax, Caterpillar, Commerce Bank, Container Store, Costco, eBay, Google, Harley-Davidson, Honda, Ideo, Ikea, JetBlue, Johnson &amp;Johnson, Jordan’s Furniture, LLBean, New Balance, Patagonia, REI, South West Airlines, Starbucks, Timberland, Toyota, Trader Joe’s UPS, Wegmans, Whole Foods,
  • How: by balancing efficiency and resilience!!!!Efficiency measures the ability of an investing system to process volumes of the relevant matter-, energy- and/or information-flow.Resilience measures the ability of a investing system to recover from a disturbance.
  • ----- Meeting Notes (5/4/12 09:47) -----
  • How: by balancing efficiency and resilience!!!!Efficiency measures the ability of an investing system to process volumes of the relevant matter-, energy- and/or information-flow.Resilience measures the ability of a investing system to recover from a disturbance.
  • Dr.Bozesan on Economic Empowerment of Women Global Summit of Women Kuala Lumpur2013

    1. 1. © 2013 AQAL Capital. Strictly Confidential. For qualified investors only. 11 © 2013 AQAL Capital. Strictly Confidential. For qualified investors only Dr. Mariana Bozesan Club of Rome Full International Member President & Founder, AQAL Investing Partner, AQAL Capital June 2013, Kuala Lumpur Pitching to Investors: Financing Your Business for Growth An Integrated Approach
    2. 2. © 2012 AQAL Investing. All rights reserved. Dr. Mariana Bozesan • Masters Degree in Computer Science – Studied at Stanford University and Karlsruhe Institute of Technology • Doctorate, Ph.D. in Psychology, ITP Palo Alto California • Private Equity Investor: – 18 Years of high-tech, bio-tech, & clean-tech investing • Serial Entrepreneur: founded 4 companies • Venture Philanthropist: Supporting > 38 NGOs My MOTTO: PARITY OF PEOPLE, PLANET, PROFIT, with PASSION, and PURPOSE 2
    3. 3. © 2013 AQAL Capital. Strictly Confidential. For qualified investors only. 3 Outcomes Today 1. Why understanding the global context in which you operate is crucial for your success? 2. Why your business must be an integrally informed business to succeed? 3. Why understanding capital will help you attract it to make your dream come true? 4. Why you are the biggest investor in your business and why you are the most important person in your life? 3
    4. 4. © 2012 Integral INVESTING. All rights reserved.© 2013 AQAL Capital. Strictly Confidential Lehman, Fukushima, Madoff, Libor, Clim ate Change, Debt Crisis…
    5. 5. © 2012 Integral INVESTING. All rights reserved.© 2013 AQAL Capital. Strictly Confidential … lead to wealth owners’ sinking confidence in institutional investors* *Source: BCG Report, Regaining Lost Ground: Resurgent markets and new opportunities. Becerra et al.2010.
    6. 6. © 2012 Integral INVESTING. All rights reserved.© 2013 AQAL Capital. Strictly Confidential >= 10% of High Net-Worth Individuals want sustainability in both financial terms and impact, but cannot get it
    7. 7. © 2012 Integral INVESTING. All rights reserved.© 2013 AQAL Capital. Strictly Confidential …. because innovative financial products that can fulfill their needs are missing at large scale
    8. 8. © 2012 Integral INVESTING. All rights reserved. Thus, many HNWI are bypassing institutions • Seeking alternatives to traditional fund products, often sobered by weaker than expected past product performance • Wealth owners are self-organizing: –AVIVA Corporate Sustainability Coalition ($2 trillion) –International Integrated Reporting Committee (IIRC) –International Stock Exchange Initiative –Sustainable Capitalism Manifesto – Al Gore –The Giving Pledge, GIIN, incl. self-organizing family offices, TONIIC, PYMWYMIC, AQAL Investing, etc. *Source: J. P. Morgan & GIIN Report: Insight into the Impact Investment Market. December 14, 2011 Market drivers
    9. 9. © 2013 AQAL Capital. Strictly Confidential. For qualified investors only. 9 Traditional investing is challenged* 9 Market drivers • Financial crisis lead to fear and uncertainty – Falling revenue and margins – Massive capital migration – Frustrated wealth owners losing trust in their asset managers – Alternative and customized investing are on the rise • Traditional investing often focused on short-term profit maximization at the expense of long-term health of global community, culture, environment, ethics, and overall human happiness • Traditional investment metrics often missed sustainable, time-based businesses and responsible investment opportunities • Many traditional asset managers failed to develop a core competency in alternative investing opportunities including impact investing (SRI/RI/ESG) Profit TRADITIONAL INVESTING Profit Metrics e.g. WALL STREET BERKSHIRE- HATHAWAY KKR SEQUOIA CAPITAL *Source: Mulcahy, D. & Weeks, B. & Bradley, H. S., (2012, May). We have met the enemy …. And he is us: Lessons learned from twenty years of the Kauffman Foundation’s investments in venture capital funds and the triumph of hope over experience. Kauffman Foundation Research
    10. 10. © 2013 AQAL Capital. Strictly Confidential. For qualified investors only. 10
    11. 11. © 2012 Integral INVESTING. All rights reserved.© 2013 AQAL Capital. Strictly Confidential Impact Investing is growing but is fragmented
    12. 12. © 2013 AQAL Capital. Strictly Confidential. For qualified investors only. 12 Impact Investing is fragmented in terms of motives and approach Two types of Investors* • Financial (Profit) First Investors – Pursue the optimization of financial returns before having an impact floor – Investors “are not willing to accept lower than market returns as a cost to optimizing social or environmental goods, although they still make a positive impact” • Impact (People/Planet) First Investors – Seek to optimize social and environmental impact with a financial floor – For greater impact, investors are willing to accept lower than market financial returns. IMPACT INVESTING Sustainability Metrics: ESG Triple Bottom Line Profit People Planet e.g. GRAMEEN BANK TRIODOS BANK GLS BANK BANK SARASIN Market drivers *Definition after (Eurosif, 2010, p. 7)
    13. 13. © 2013 AQAL Capital. Strictly Confidential. For qualified investors only. 13 Global Sustainable Investing (SRI/RI) is growing* • Global Sustainable Investments using some kind of ESG criteria reached US$ 13.6 trillion (=21.8 % of total AUM in 2012) with – Most common strategy being Negative/exclusionary screening, US$ 8.3 trillion AuM – Norm-based screening, US$ 3.0 trillion AUM mostly Europe (65% of known SRI AuM) – Positive/best-in-class screening 1.0 trillion AuM, mostly US – Assets utilizing ESG integration are at US$ 6.2 trillion Market drivers *Source: The Global Sustainable Investment Alliance (GSIA) Report 2012, http://gsiareview2012.gsi-alliance.org • Impact Investing theme investments are still fragmented and – Comparatively small at US$ 89.0 billion • Sustainability theme investments – Are also comparatively small at USD 83.0 billion
    14. 14. © 2012 Integral INVESTING. All rights reserved.© 2013 AQAL Capital. Strictly Confidential The Integration between Traditional Investing and Sustainable Impact Investing is needed
    15. 15. © 2012 AQAL Investing. All rights reserved. 15
    16. 16. © 2013 AQAL Capital. Strictly Confidential. For qualified investors only. 16 Integral Metrics Planet People Profit Ethics, Ego, Emot ions & Consciousness Behavior ExteriorInterior IndividualCollective Culture & Morals INTEGRAL INVESTING AQAL Investing, AQAL CAPITAL, Natural Investing Integrating Traditional and Impact Investing Profit TRADITIONAL INVESTING Profit Metrics e.g. TRADITIONAL WALL STREET BANKS AND VENTURE CAPITAL FIRMS IMPACT INVESTING Profit People Planet Sustainability Metrics ESG, IRIS, SAM Triple Bottom Line e.g. GRAMEEN BANK LGT VENTURE PHILANTHROPY Integral Investing is based on Ken Wilber’s Integral theory that is widely applied in 35 disciplines including science, politics, economics, education, medicine, and business; Ken Wilber is endorsed by Nobel Prize laureate Al Gore, former US President Bill Clinton, former Secretary of State Hillary Rodham Clinton, and is also used i.e. at McKinsey and Company. Source: Wilber, K. (2000). A theory of everything: An integral vision for business, politics, science, and spirituality. Boston: Shambhala. Strategy
    17. 17. © 2012 Integral INVESTING. All rights reserved.© 2013 AQAL Capital. Strictly Confidential Your best bet in financing your business are Integral Impact Investors
    18. 18. © 2013 AQAL Capital. Strictly Confidential. For qualified investors only. 18 Outcomes Today 1. Why understanding the global context in which you operate is crucial for your success? 2. Why your business must be an integrally informed business to succeed? 18
    19. 19. © 2012 Integral INVESTING. All rights reserved.© 2013 AQAL Capital. Strictly Confidential What business are you in?
    20. 20. © 2011 Dr. Bozesan. All rights reserved. SOCIAL ENVIRONMENTAL PROFIT EGO VALUES NEEDS EMOTIONS CONSCIOUSNESS Ethical BEHAVIOR ExteriorInterior IndividualCollective CULTURE& MORALS PROFIT TRADITIONAL BUSINESS SOCIAL BUSINESS INTEGRALLY INFORMED BUSINESSESS Whole Foods, Patagonia, REI Evolution of Business SOCIAL ENVIRONMENTAL ENRON WALL STREET BP MONSANTO PHILLIP MORRIS GILLETTE McKinsey & Co. GRAMEEN BANK PHINEO LGT VENTURE PHILANTHROPY UBS GLOBAL PHILANTHROPY SKOLL GLOBAL THREATS FUND
    21. 21. © 2012 Integral INVESTING. All rights reserved.© 2013 AQAL Capital. Strictly Confidential Are you creating a valuable, sustainable, and responsible business that is also financially successful?
    22. 22. © 2013 AQAL Capital. Strictly Confidential. For qualified investors only. 22 e.g. Whole Foods: +40% Higher ROI than FoEs over 10 years (1800% shareholder value 1995–2006) Sample: 8.0x higher ROI than market average (S&P 500) over 10 years; and - 3.1x higher than GGCs 3.0x higher ROI than market average (S&P 500) over 15 years GOOD TO GREAT COMPANIES (“GGC”s) - 2002 •Nucor; Kimberly-Clark •Kroger; Walgreens •Wells Fargo; Gillette ESG & INTEGRALLY ACTING BUSINESSES •The Container Store; REI •Whole Foods; Trader Joe’s; Patagonia; DM •Stoneyfield Farms FIRMS OF ENDEARMENT (“FoE”s) - 2007 •Patagonia; Amazon •Southwest Airlines •IKEA; BMW; eBay •Google; AVEDA *Source: Sisodia, R., Sheth, J., Wolfe, D.B. (2007). New Jersey: Wharton School, p. 16 Evidence: Risk reduction & inclusive sustainability already visible with ESG & integrally acting companies Evidence Results of the ongoing Shift to Conscious Capitalism
    23. 23. © 2010 AQAL INVESTING. All rights reserved. Outcomes Today 1. Why understanding the global context in which you operate is crucial for your success? 2. Why your business must be an integrally informed business to succeed? 3. Why understanding capital will help you attract it to make your dream come true? 23
    24. 24. © 2012 Integral INVESTING. All rights reserved.© 2013 AQAL Capital. Strictly Confidential To empower yourself financially you must understand sources of capital how it works, and how to get it
    25. 25. © 2013 AQAL Capital. Strictly Confidential. For qualified investors only. 2525 Strategy GOVERNMENT CAPITAL Debt, Equity, Grants PUBLIC-PRIVATE PARTENRSHIPS German Kreditanstalt für Wiederaufbau (KfW), European Investment Fund, USAID ExteriorInterior PLANET PEOPLE PROFIT ETHICS EGO EMOTIONS CONSCIOUSNESS BEHAVIOR IndividualCollective CULTURE& MORALS INTEGRAL CAPITAL Generation, Giving Pledge, Capital Missions Company, Natural Investing Integral capital regular - government - philanthropic - donations PROFIT TRADITIONAL CAPITAL Debt & Equity WALL STREET GOLDMAN SACHS JP MORGAN KLEINER PERKINS PHILANTHROPIC CAPITAL Donations PEOPLE PLANET BERTELSMANN ROCKEFELLER FOUNDATIONS
    26. 26. © 2013 AQAL Capital. Strictly Confidential. For qualified investors only. 26 TARGETFINANCIALRETURN TARGET SOCIAL, ENVIRONMENTAL, ETHICAL, CULTURAL, & HAPPINESS IMPACT PROFIT FLOOR IMPACTFLOOR FINANCIAL FIRST INVESTORS Optimize financial returns with an impact floor IMPACT FIRST INVESTORS Optimize social and environmental impact with a financial floor Philanthropy Making Money INTEGRAL INVESTING Risk-adjusted optimal financial return and premium impact returns Strategy Integral Investors care about the 6Ps: Parity of People, Planet, Profit, Passion and Purpose
    27. 27. © 2012 Integral INVESTING. All rights reserved.© 2013 AQAL Capital. Strictly Confidential But, how to convince investors to invest in your business?
    28. 28. © 2013 AQAL Capital. Strictly Confidential. For qualified investors only. 28 The Elevator Pitch • Be concise, <250 words, 90 seconds • Explain the problem you solve • Describe the benefits of your product/service • Make it easy to understand • Grab attention • Qualify the prospective (integral?) investor • Show your passion: People invest in YOU!!!! • End with an action plan • You want them to listen to YOU, not to invest (yet) in your company !!!!!
    29. 29. © 2013 AQAL Capital. Strictly Confidential. For qualified investors only. 29 A Good Fundraising Presentation • Use simple pictures, diagrams, and graphs • Be specific • 20 minutes • Build bullet points - 30 point font and Arial • No fancy animations • No clutter • Put your corporate logo on every page • Think different • Be a mensch – simply be YOU
    30. 30. © 2013 AQAL Capital. Strictly Confidential. For qualified investors only. 30 The Ten Slide Presentation • Slide 1: Title: What does your company do? • Slide 2: Problem: What problem are you solving? • Slide 3: Solution: How do you solve this problem? • Slide 4: Biz model: What is your business model? –How do you make money? –What is your social, cultural, environmental impact? –How do you distribute your goods/service? –How do you create value?
    31. 31. © 2013 AQAL Capital. Strictly Confidential. For qualified investors only. 31 The Ten Slide Presentation (cond.) • Slide 5: The Magic: What makes your company better than the others? –Technology? –Intellectual Property (IP)? # of patents? –People? –Where‟s the magic? –NEVER share your “secret sauce” without an NDA
    32. 32. © 2013 AQAL Capital. Strictly Confidential. For qualified investors only. 32 The Ten Slide Presentation (cond.) • Slides 1-5: get their attention by telling the investor why to invest in your business • Slides 6-10: now that you have their attention, tell them why you will succeed
    33. 33. © 2013 AQAL Capital. Strictly Confidential. For qualified investors only. 33 The Ten Slide Presentation (cond.) • Slide 6: Marketing and Sales: –How do you reach your customer and close sales in a reasonable time and on a tight budget? • Slide 7: Competition: –Who are your competitors and why are you better? • Slide 8: Management Team: Why you? • Slide 9: Financial Projections and Key ESG Metrics: –The promises you make to your investors • Slide 10: Milestones: status, timeline, use of funds
    34. 34. © 2013 AQAL Capital. Strictly Confidential. For qualified investors only. 34 Key Advise • Tell an exciting story. People invest in YOU • Your customers are suffering terribly in the world as it is today • They desperately want the world/current business situation to change for the better. • “Better” means that _________________. • But, something terrible is preventing this change… • But, there you come ….. With the solution
    35. 35. © 2013 AQAL Capital. Strictly Confidential. For qualified investors only. 35 Key Advice (continued) • A HAPPY ENDING! – Your company has the magic solution – Life will get better in the world – Your customers will buy your solution because they have to have it – They will buy lots of it – They will pay lots of money for it • PS: This will happen quickly, on budget, and then there will be an juicy exit/ a liquidity event….
    36. 36. © 2013 AQAL Capital. Strictly Confidential. For qualified investors only. 36 Storytelling techniques that work • Good analogies powerfully connect your concept to a concept that the listener is familiar with …it‟s a Yahoo! for your town… …it‟s an IPOD for non-contextual data… …it’s like the FAX machine ….. …just like digital cameras are replacing traditional silver halide chemistry, this technology is the revolution in printing substrates…
    37. 37. © 2011 by Dr. Mariana Bozesan. All rights reserved. Storytelling Techniques • Tell your personal story of pain and suffering that led you to found your company. • Move the story along in an interesting way • Explain why you„re the right woman for the job
    38. 38. © 2012 Integral INVESTING. All rights reserved.© 2013 AQAL Capital. Strictly Confidential For an investor, an investment decision is all about managing RISK
    39. 39. © 2013 AQAL Capital. Strictly Confidential. For qualified investors only. 43 Q & A: Addressing Concerns • Potential Risks: –Technology risk –IP-related risk –product risk –market risk –people risk, the competition, financing risk, barriers to entry, regulatory risk, environmental concerns, political risk, liquidity concerns… • You MUST to have the answers
    40. 40. © 2013 AQAL Capital. Strictly Confidential. For qualified investors only. 44 The 11th Slide • The Offer: – How much are you raising? How much of this amount is spoken for? – Do you have a valuation in mind? How flexible are you? – Do you have a lead investor yet? – What is your timetable for this financing? • How will you use the funds? • What are the milestones? Where will the company be when this money runs out? • What are the next steps? • GIVE YOUR CONTACT INFORMATION
    41. 41. © 2013 AQAL Capital. Strictly Confidential. For qualified investors only. 45 What Investors Are Looking For? • Management team: experienced, driven, ambitious • Market attractiveness: big, in pain, adoptable, rich • Competition: weak, unable to adapt, missing the market, do they look more like potential acquirers? • Technology/Product: unique, patentable • Forecasting results: clear understanding of the business, clear business model, sensible relationship between milestones, new hires and additional capital requirements, path to liquidity • Making a difference and having an impact!
    42. 42. © 2012 AQAL Investing. All rights reserved. Outcomes Today 1. Why understanding the global context in which you operate is crucial for your success? 2. Why your business must be an integrally informed business to succeed? 3. How to attract and where to look for capital to make your dream come true? 4. Why you are the biggest investor in your business and why you are the most important person in your life? 46
    43. 43. © 2012 AQAL Investing. All rights reserved. Measuring Success: Keeping the Promise of Millennium Development Goals Sustainable Development Clean Water Population and Resources Democratization Long-term Perspectives Global Convergence of IT Rich/Poor Gap Health IssuesCapacity to Decide Peace and Conflict Status of Women Transnational Organized Crime Energy Science and Technology Global Ethics 1 215 314 4 5 6 7 89 10 11 12 13 Source: Millennium Project of WFUNA, www.millennium-project.org
    44. 44. © 2012 Integral INVESTING. All rights reserved.© 2013 AQAL Capital. Strictly Confidential What is missing?
    45. 45. © 2012 Integral INVESTING. All rights reserved.© 2013 AQAL Capital. Strictly Confidential The interior aspects are missing
    46. 46. © 2012 AQAL Investing. All rights reserved. Source: “Heart Disease and Stroke Statistics—2005 Update”, American Heart Association; “United States Cancer Statistics—2002 Incidence and Mortality”, CDC and the National Cancer Institute Some interior challenges 1 in 2 adults are dying of cardiovascular disease 1 in 3 people are dying of cancer Obesityis one of the most significant public health challenges of this century: 2 in 3 adults in the industrial world are overweight or obese 1 in 3 children in developed countries are overweight Diabetes is one of the fastest growing diseases of this century Copyright 2010 |
    47. 47. © 2012 AQAL Investing. All rights reserved. Divorce Average rate in the West 50%* There Is More Social Isolation Depression 7 in 100 people, 10% treated 1 man 2 women Addictions Shopping: 1 in 20 suffers from shopping addiction in the US; 30% of Austrians are endangered Violence WHO: Leading public health problem Cost to victims in the US 10% of GDP Compulsive Disorders Online gaming: 10% of 40M Chinese teenagers; 8.5% US teenagers Source: Sieglitz, Sen, Fitoussi, (2009) “Report by the Commission on the Measurement of Economic Performance and Social Progress”
    48. 48. © 2012 Integral INVESTING. All rights reserved.© 2013 AQAL Capital. Strictly Confidential We only have a consciousness crisis today
    49. 49. © 2012 Integral INVESTING. All rights reserved.© 2013 AQAL Capital. Strictly Confidential How are you doing as a human being?
    50. 50. © 2012 AQAL INVESTING. All rights reserved.© 2012 AQAL INVESTING. All rights reserved. You must be the most important person in your life to succeed
    51. 51. © 2012 AQAL INVESTING. All rights reserved.© 2012 AQAL INVESTING. All rights reserved. Take good care of the beautiful YOU – the rest will follow
    52. 52. © 2013 AQAL Capital. Strictly Confidential. For qualified investors only. 56 Summary 1. Evolution is on our side • Thinking globally and acting locally is crucial for your success 2. The future of business is integrally informed • Implement the 6Ps and you will be wildly successful 3. Attract integral impact investors and you will succeed • Remember: You are the biggest investor in your business 4. You are the most important person in your life • Take good care of yourself • Have fun 56
    53. 53. © 2013 AQAL Capital. Strictly Confidential. For qualified investors only. 5757 © 2013 AQAL Capital. Strictly Confidential. For qualified investors only THANK YOU! Dr. Mariana Bozesan Mariana@Bozesan.com

    ×