GloSho'14: Investment Bootcamp - Ian Gardner
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GloSho'14: Investment Bootcamp - Ian Gardner
- 1. Investor Outreach and Networking Strategies Matt Vitamante EVP CAGIX
- 2. Investor Outreach and Networking Strategies Matt Vitamante EVP CAGIX
- 3. Relationship
- 4. Support Net Build a support net. It is not only the specific vertical that you represent in your network but it goes beyond this. Considering that there are investors for So/Lithium Ion/lar/Wind etc many of these core competencies are meshing together. It is also the case that sometimes people in other industries such as Tech, or Older more old school industries such as coal and oil. As a matter of fact eventhough those groups are still making $, they also want to help contrary to what we might think. Bring life to the conversation and see if there is potential to connect. Share your story and why your company is important. If they like your idea there is a good chance they will refer you to someone .
- 5. KISS Keep it short simple
- 6. Impact What is the impact you left?
- 7. Visibility How to be visible without going overboard
- 8. Investors The Time to be in an Incubator is now
- 9. Where are things going?
- 10. WHat is your Vitamin C
- 11. Relationship
- 12. Support Net Build a support net. It is not only the specific vertical that you represent in your network but it goes beyond this. Considering that there are investors for So/Lithium Ion/lar/Wind etc many of these core competencies are meshing together. It is also the case that sometimes people in other industries such as Tech, or Older more old school industries such as coal and oil. As a matter of fact eventhough those groups are still making $, they also want to help contrary to what we might think. Bring life to the conversation and see if there is potential to connect. Share your story and why your company is important. If they like your idea there is a good chance they will refer you to someone .
- 13. KISS Keep it short simple
- 14. Impact What is the impact you left?
- 15. Visibility How to be visible without going overboard
- 16. Investors The Time to be in an Incubator is now
- 17. Where are things going?
- 18. WHat is your Vitamin C
Editor's Notes
- (RELATE) We need to open up our ability to relate to many types of personalites when networking and building relationship. Friends and Family is a good Beta test since they will give you honest feedback. It is the people that have empathy and are EI are the ones that will have a diverse network. Whiich is what you need. Its important to know who are, and build that strength. Networking and Investor can be stressful, so just relax and be yourself . With the speed of technology and the need for aligning with our perfect partners, customers and investors it is important to remember to be patient and open to possibility. Many people if they know you are genuine will open doors, make calls and introduce you if you show up with a true spirit, and not trying to just raise capital
- The story should be simple, easy to explain. If it is very technical it is important to get your story down to two sentences. Be able to explain simply and clear in the first few sentences of the conversation. Most investors have ADD and if they are confused or it sounds like a science project you have lost there attention.
- Since we are speaking about Impactful companies and Deals.Leave an impact with whomever you are speaking with. Again being genuine and not trying to sell, or pitch, but sharing an opportunity that is impactful. Remebering someones name also lets the person know that you are attentive and care. The idea is to have people engage you. Investors and people in power are constantly being tugged and pulled on. Give them space and let them know you appreciate the time given.
- Due to Social Media and all of the networking technologies most people are over saturated with everyone else endorsing them even if they never worked together. Yes these tools are good, but if you want endorsement real endorsing then be good at what you do but humble. Enter into each conversation with beginners mind. When we do this it allows for the conversation to flow more easily without attachment to your agenda , meeting the perfect person, or Investor. It also signals to someone that you are (coacchable) talk abbout that
- As the Jobs Act begins to integrate into the markets, investors are warming up to investments into Incubators. Top incubators help give a level of comfort to an investors from HNW, Angel, Family Office or VC. These groups especially the Family Office;s are needing a more innovative product to invest in, but most importantly the need to leave a Legacy. I have advised a few F.O. and there is a shift out of leaving a Legacy and into living the Legacy. The beauty and the pain of this moment is that not only have we wrecked the planet, and at the same time we are in a paradigm shift in how we finance companies . The IPO market has been weak in comparison to the amount of free cash pumped into the market by the Fed during the Financial Crisis. F.O’s know that through CT/Renewables that we have a chance to turn this around. As adoption for Funding platforms and incubator relationships continue to increase the F.O’s will be start deploying much more Capital to early stage companies. The HNW’s will also start deploying ES Capital since the transparency of the start ups will be clearer, more efficient, and easier for the Investor. I also hear the two Investor groups are somewhat frustrated with the FA’s at the larger financial institutions with lack luster returns, much of it due to a lack of understanding and resources to the start up world. Well that is obviously changing
- With the Platforms connecting to Incubators, the Jobs act loosening up the regulations for early stage deals things are starting to be unblocked. (Discuss why and where we have been blocked). Fincial Crisis/VC, PE very little movement within the Private security world. Well there is hope. As the Shareposts and alike have arisen, the PE world is also adopting the concept of buying/selling PE securities on a platform. What happened in the late 90’s to to Insitutional Trading going from negotiated markets to algorithim trading and programs. The private markets on certain platforms are now creating there own exchange. WHat that means for your Investor outreach and networking is that you have one of the thorns on everyones sides to discuss that after a year there investment in your start up may have the possibility to sell there position on a exchange platform. The fact that this is possible will increase the velocity of orignination deals, as well access to liquidty through platfomrs. This concept has been a breathe of fresh air for every invester I have spoken with. Its gives the investor the out, and potentially someone coming in. Now these markets will be extremely thin at first, but its a start..
- What strengthens you and builds your immunity to stress and your process taking longer? Both the Managmeent team and staff really need to address this. Are you strong enough mentally and physcally to endure the start up phase and what are the things you do personally to keep you firing on all cylindars. Same goes for managmeent teams of start up. WHat is your secret sauce that shines organically to the public and especially investors. Investors want to know that you have a strong immune system, your able to take the hits as it occurs, and soemtimes when you least expect it. Crisis creates transformation but only if you have the strength to make the transformation
- (RELATE) We need to open up our ability to relate to many types of personalites when networking and building relationship. Friends and Family is a good Beta test since they will give you honest feedback. It is the people that have empathy and are EI are the ones that will have a diverse network. Whiich is what you need. Its important to know who are, and build that strength. Networking and Investor can be stressful, so just relax and be yourself . With the speed of technology and the need for aligning with our perfect partners, customers and investors it is important to remember to be patient and open to possibility. Many people if they know you are genuine will open doors, make calls and introduce you if you show up with a true spirit, and not trying to just raise capital
- The story should be simple, easy to explain. If it is very technical it is important to get your story down to two sentences. Be able to explain simply and clear in the first few sentences of the conversation. Most investors have ADD and if they are confused or it sounds like a science project you have lost there attention.
- Since we are speaking about Impactful companies and Deals.Leave an impact with whomever you are speaking with. Again being genuine and not trying to sell, or pitch, but sharing an opportunity that is impactful. Remebering someones name also lets the person know that you are attentive and care. The idea is to have people engage you. Investors and people in power are constantly being tugged and pulled on. Give them space and let them know you appreciate the time given.
- Due to Social Media and all of the networking technologies most people are over saturated with everyone else endorsing them even if they never worked together. Yes these tools are good, but if you want endorsement real endorsing then be good at what you do but humble. Enter into each conversation with beginners mind. When we do this it allows for the conversation to flow more easily without attachment to your agenda , meeting the perfect person, or Investor. It also signals to someone that you are (coacchable) talk abbout that
- As the Jobs Act begins to integrate into the markets, investors are warming up to investments into Incubators. Top incubators help give a level of comfort to an investors from HNW, Angel, Family Office or VC. These groups especially the Family Office;s are needing a more innovative product to invest in, but most importantly the need to leave a Legacy. I have advised a few F.O. and there is a shift out of leaving a Legacy and into living the Legacy. The beauty and the pain of this moment is that not only have we wrecked the planet, and at the same time we are in a paradigm shift in how we finance companies . The IPO market has been weak in comparison to the amount of free cash pumped into the market by the Fed during the Financial Crisis. F.O’s know that through CT/Renewables that we have a chance to turn this around. As adoption for Funding platforms and incubator relationships continue to increase the F.O’s will be start deploying much more Capital to early stage companies. The HNW’s will also start deploying ES Capital since the transparency of the start ups will be clearer, more efficient, and easier for the Investor. I also hear the two Investor groups are somewhat frustrated with the FA’s at the larger financial institutions with lack luster returns, much of it due to a lack of understanding and resources to the start up world. Well that is obviously changing
- With the Platforms connecting to Incubators, the Jobs act loosening up the regulations for early stage deals things are starting to be unblocked. (Discuss why and where we have been blocked). Fincial Crisis/VC, PE very little movement within the Private security world. Well there is hope. As the Shareposts and alike have arisen, the PE world is also adopting the concept of buying/selling PE securities on a platform. What happened in the late 90’s to to Insitutional Trading going from negotiated markets to algorithim trading and programs. The private markets on certain platforms are now creating there own exchange. WHat that means for your Investor outreach and networking is that you have one of the thorns on everyones sides to discuss that after a year there investment in your start up may have the possibility to sell there position on a exchange platform. The fact that this is possible will increase the velocity of orignination deals, as well access to liquidty through platfomrs. This concept has been a breathe of fresh air for every invester I have spoken with. Its gives the investor the out, and potentially someone coming in. Now these markets will be extremely thin at first, but its a start..
- What strengthens you and builds your immunity to stress and your process taking longer? Both the Managmeent team and staff really need to address this. Are you strong enough mentally and physcally to endure the start up phase and what are the things you do personally to keep you firing on all cylindars. Same goes for managmeent teams of start up. WHat is your secret sauce that shines organically to the public and especially investors. Investors want to know that you have a strong immune system, your able to take the hits as it occurs, and soemtimes when you least expect it. Crisis creates transformation but only if you have the strength to make the transformation