5 tips is you are raising funds.pdf

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5 unusual tips to think about if you are a start-up and you are looking for investors. Presentation done in the EIC Summit 2022

Economy & Finance

5 tips
if you are
raising
funds
Jose A. Martinez
EIC Business Coach & Investor

STEP 1
Business is investment
ready
STEP 3
Term Sheet
STEP 5
Final Agreement
STEP 2
Searching for Investors
STEP 4
Due Diligence
THE INVESTMENT PROCESS
6 – 12 months on average
The process of raising money

THE INVESTMENT PROCESS
The process of raising money (2)
STEP 1
Business is
investment ready
STEP 3
Term Sheet
STEP 5
Final
Agreement
STEP 2
Searching for
Investors
STEP 4
Due Diligence

2. Do your homework first
How far is your company worth from your
company value?

3. The Price
is not the only thing
• Capital Calls
• Special voting rights
• Anti-dilution terms
• Liquidation preference
• Composition of the Board of Directors
• Protective Provisions
• …

4. Minimize potential issues
that break deals?
• Cash flow position
• Sales forecasts done at the beginning of the process
• Patent rejected
• Accounting policies
• Aged debtors and provisions

#redmentoring2017 8
5. Are you
the right
person to
lead the
next step?

Jose A. Martinez
08/12/2022 –v1_1
Thank you

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5 tips is you are raising funds.pdf

1. 5 tips if you are raising funds Jose A. Martinez EIC Business Coach & Investor

2. STEP 1 Business is investment ready STEP 3 Term Sheet STEP 5 Final Agreement STEP 2 Searching for Investors STEP 4 Due Diligence THE INVESTMENT PROCESS 6 – 12 months on average The process of raising money

3. THE INVESTMENT PROCESS The process of raising money (2) STEP 1 Business is investment ready STEP 3 Term Sheet STEP 5 Final Agreement STEP 2 Searching for Investors STEP 4 Due Diligence

4. 1. Look for your “honey”

5. 2. Do your homework first How far is your company worth from your company value?

6. 3. The Price is not the only thing • Capital Calls • Special voting rights • Anti-dilution terms • Liquidation preference • Composition of the Board of Directors • Protective Provisions • …

7. 4. Minimize potential issues that break deals? • Cash flow position • Sales forecasts done at the beginning of the process • Patent rejected • Accounting policies • Aged debtors and provisions

8. #redmentoring2017 8 5. Are you the right person to lead the next step?

9. Jose A. Martinez 08/12/2022 –v1_1 Thank you

5 tips is you are raising funds.pdf

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