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.
Jaguar Capital an Advisory Practise for Growth Companies in Governance, Financial Management and Strategy. The Jaguar Capital advantage is that our
management team looks for opportunities
where we can add value based on our prior
experiences.
At Jaguar Capital we Advise growth stage companies in the areas of Governance, Financial Management, and Strategy. We help great entrepreneurs scale their business through creating solid governance practices, and implementing financial management and strategic policies in order to innovate and create change in the world.
Valuation is caveat emptor –buyer beware. More investors have lost more money because they overpaid for a stock than has been lost due to fraud. (Warren Buffett and Benjamin Graham = Value Investing)
An advisory firm in Governance, Financial Management and Funding Strategies.
Our client focus is on growth companies in Energy, Digital Media, Technology, Healthcare and Financial Services.
Jaguar Capital is specialized in
Evaluating, Pivoting and Growing Companies
Why SME’s Need Assistance with Governance
What are the Benefits for SME’s when they create better Governance Structures
CEO’s or Founders need to get over the control aspects of their Board
Family Businesses vs. Private Corporations
Advisory Board vs. Board of Directors
The Five Best Governance Recommendations for a Private Corporation
Discuss experiences from the field
The Challenges for Consultants when Marketing and Engaging with SMEs
Best Practises in Contracting with SME’s
Jaguar Capital an Advisory Practise for Growth Companies in Governance, Financial Management and Strategy. The Jaguar Capital advantage is that our
management team looks for opportunities
where we can add value based on our prior
experiences.
At Jaguar Capital we Advise growth stage companies in the areas of Governance, Financial Management, and Strategy. We help great entrepreneurs scale their business through creating solid governance practices, and implementing financial management and strategic policies in order to innovate and create change in the world.
Valuation is caveat emptor –buyer beware. More investors have lost more money because they overpaid for a stock than has been lost due to fraud. (Warren Buffett and Benjamin Graham = Value Investing)
An advisory firm in Governance, Financial Management and Funding Strategies.
Our client focus is on growth companies in Energy, Digital Media, Technology, Healthcare and Financial Services.
Jaguar Capital is specialized in
Evaluating, Pivoting and Growing Companies
Why SME’s Need Assistance with Governance
What are the Benefits for SME’s when they create better Governance Structures
CEO’s or Founders need to get over the control aspects of their Board
Family Businesses vs. Private Corporations
Advisory Board vs. Board of Directors
The Five Best Governance Recommendations for a Private Corporation
Discuss experiences from the field
The Challenges for Consultants when Marketing and Engaging with SMEs
Best Practises in Contracting with SME’s
Raising Capital: Negotiating with Potential Investors (Series: The Start-Up/S...Financial Poise
Every business needs capital (cash) to fund its activities. But not all capital is created equal. At the most macro level, a business can raise cash by selling equity or by borrowing (and these alternatives are not by any means mutually exclusive).
This webinar explains the different types of capital available to fund a startup; how to identify potential funding sources; how to evaluate competing funding proposals; and how (and when) to negotiate financing terms. In addition, this webinar will address the kinds of investors for entrepreneurs to consider for their start-ups.
To view the accompanying webinar, go to: https://www.financialpoise.com/financial-poise-webinars/raising-capital-negotiating-with-potential-investors-2021/
Analysis on an decade of data relating to start-up which would guide the budding start-ups towards the way of success and also provide them the right place for maximum funding.
United Advisory Partners, Inc. is one of Asia most prominent investment banking firms serving middle-market companies, recording hundreds of successful transactions in many years of service.
Financial Projections are key in all aspects of the fundraising process: Pitching, Valuation, Due Diligence, and in the long term planning of your company. Join our experts in an overview discussion of financial projections and learn the key metrics that will get investors to notice you, as well as those that will get you rejected. With the expert advice of serial Startup CFOs and VC Analysts we’ll walk you though the process of what you need to know. If you have no or little idea where to begin with your financial projections, this program is for you.
Funding Options at Harvard iLab
Are you thinking about what you need to fund your company? Where do you start? Funding is not one size fits all. Every company has to approach their pathway to funding with a unique approach. Join our fundraising experts for an in depth discussion of what options you have for funding and how to decide which paths are right for you and your company. Topics covered will include investment criteria, time to closing, investment range, success rates, control features, compliance requirements and the overall costs of capital from each such source.
www.thecapitalnetwork.org
To many, Angel Capital and Venture Capital are similar. To the entrepreneur accessing capital they are very different and complex. Gerard Buckley will attempt to give readers and participants an understanding of the differences in Canada and how to prepare CEO's and founders to understand which alternative may be best for your company.
Morgan Lewis TCN presentation - seed and venture financing in three actsThe Capital Network
Term sheets got you tearing your hair out?
Come to Understanding Angel & Venture Term Sheets: A Play In 3 Acts where you will experience an in-depth discussion hosted by some of Boston’s most experienced attorneys. Through re-enactment of negotiations, you’ll understand how all parties: entrepreneurs, engineers and investors understand this process from their own perspectives.
High growth investments are complex: but rest assured this workshop will cut through it all to help you understand what it means for you.
A short presentation overviewing Snowball Group, their investment criteria, preferences, approach & philosophy, and showcasing their corporate finance expertise.
Snowball Group is a private equity investment firm.
Are you thinking about what you need to fund your company? Where do you start? Funding is not “one size fits all”. Every company has to approach their pathway to funding with a unique approach. Join our fundraising experts for an in-depth discussion of what options you have for funding and how to decide which paths are right for you and your company. Topics covered will include investment criteria, time to closing, investment range, success rates, control features, compliance requirements and the overall costs of capital from each such source.
Jean Hammond – LearnLaunchX, LearnLaunch.org, Hub Angels, Launchpad Venture Group, Golden Seeds
Robert Bishop - Goodwin Procter
In partnership with:
Founders Workbench
Raising Capital: Negotiating with Potential Investors (Series: The Start-Up/S...Financial Poise
Every business needs capital (cash) to fund its activities. But not all capital is created equal. At the most macro level, a business can raise cash by selling equity or by borrowing (and these alternatives are not by any means mutually exclusive).
This webinar explains the different types of capital available to fund a startup; how to identify potential funding sources; how to evaluate competing funding proposals; and how (and when) to negotiate financing terms. In addition, this webinar will address the kinds of investors for entrepreneurs to consider for their start-ups.
To view the accompanying webinar, go to: https://www.financialpoise.com/financial-poise-webinars/raising-capital-negotiating-with-potential-investors-2021/
Analysis on an decade of data relating to start-up which would guide the budding start-ups towards the way of success and also provide them the right place for maximum funding.
United Advisory Partners, Inc. is one of Asia most prominent investment banking firms serving middle-market companies, recording hundreds of successful transactions in many years of service.
Financial Projections are key in all aspects of the fundraising process: Pitching, Valuation, Due Diligence, and in the long term planning of your company. Join our experts in an overview discussion of financial projections and learn the key metrics that will get investors to notice you, as well as those that will get you rejected. With the expert advice of serial Startup CFOs and VC Analysts we’ll walk you though the process of what you need to know. If you have no or little idea where to begin with your financial projections, this program is for you.
Funding Options at Harvard iLab
Are you thinking about what you need to fund your company? Where do you start? Funding is not one size fits all. Every company has to approach their pathway to funding with a unique approach. Join our fundraising experts for an in depth discussion of what options you have for funding and how to decide which paths are right for you and your company. Topics covered will include investment criteria, time to closing, investment range, success rates, control features, compliance requirements and the overall costs of capital from each such source.
www.thecapitalnetwork.org
To many, Angel Capital and Venture Capital are similar. To the entrepreneur accessing capital they are very different and complex. Gerard Buckley will attempt to give readers and participants an understanding of the differences in Canada and how to prepare CEO's and founders to understand which alternative may be best for your company.
Morgan Lewis TCN presentation - seed and venture financing in three actsThe Capital Network
Term sheets got you tearing your hair out?
Come to Understanding Angel & Venture Term Sheets: A Play In 3 Acts where you will experience an in-depth discussion hosted by some of Boston’s most experienced attorneys. Through re-enactment of negotiations, you’ll understand how all parties: entrepreneurs, engineers and investors understand this process from their own perspectives.
High growth investments are complex: but rest assured this workshop will cut through it all to help you understand what it means for you.
A short presentation overviewing Snowball Group, their investment criteria, preferences, approach & philosophy, and showcasing their corporate finance expertise.
Snowball Group is a private equity investment firm.
Are you thinking about what you need to fund your company? Where do you start? Funding is not “one size fits all”. Every company has to approach their pathway to funding with a unique approach. Join our fundraising experts for an in-depth discussion of what options you have for funding and how to decide which paths are right for you and your company. Topics covered will include investment criteria, time to closing, investment range, success rates, control features, compliance requirements and the overall costs of capital from each such source.
Jean Hammond – LearnLaunchX, LearnLaunch.org, Hub Angels, Launchpad Venture Group, Golden Seeds
Robert Bishop - Goodwin Procter
In partnership with:
Founders Workbench
Artemis Worldwide is a specialized management advisory
firm providing c-suite strategic consulting based in Stamford
CT. The firm advises institutional clients globally, including
leading asset managers, pension funds, payments companies,
private family offices and established companies mainly in the
financial services industry.
AIX Worldwide is a premier advisory, placement and
referral firm headquartered in Bermuda. The Firm serves as
a premium one-stop service provider for capital raises and
exchange listing activities. In addition, it offers clients access to
numerous global relationships that will connect them with
leading investors around the world and unique investment
opportunities.
Access to finance and growth - supporting growth & development for West Midla...The Pathway Group
Why do some firms grow faster than others? Also Successful businesses may sometimes find further growth hampered by a lack of funding. They may also be unaware of the full array of finance options available. SME access to finance schemes: measures to support small and medium-sized enterprise growth
Venture Capital and Private Equity-B.V.RaghunandanSVS College
A brief profile of venture and private equity funding as delivered by B.V.Raghunandan in a guest lecture to MBA students of St.Joseph's Engineering College, Vamanjoor, India
Ownership Structure & Venture Capital-B.V.RaghunandanSVS College
Operations of venture capital and private equity and their relevance to Indian economy,as delivered by B.V.Raghunandan in a guest lecture to MBA students of St.Josaeph's Engineering College at Vamanjoor, Mangalore Dt., Karnataka state in India on April 4, 2008
Receivable Finance Canada: Finally Your Clear Explanation Of Factoring & AR F...Stan Prokop
Information on factoring and receivable financing in Canada. Only when certain elements of AR Financing and cost are understood does this funding strategy make sense for your company
Similar to Alternative Financing Presentation delivered to Invest Atlantic Presentation in Moncton, New Brunswick (20)
This presentation given to entrepreneur graduates of a recent cohort of ACCES Employment outlines the importance of selecting a mentor and either having advisors or creating a Advisory Board before a founder raises professional capital. Then we delve into the various capital raising alternates that include Angel and VC.
Introduction
Finding The Perfect Mentor
Advisory Boards
Financing Alternatives
Who Accesses Equity Financing
The 5W’s of Angel Investing
Angel Network in Canada
The Entrepreneur's Benefits
Pros and Cons of Accessing Venture Capital
Some Pitfalls to Avoid
Market Trends
The most important aspect of getting funding is the quality of the people involved in the business
Credible vision about how you will be successful
Personal pride in what you are doing
Passionate about your solution
Straightforward to deal with
Persistent but flexible approach
Your ability to be specific is critical
Presentation delivered to Eastern Ontario Community Futures Development Corporation General Managers
Financing Alternatives
Who Accesses Equity Financing
What is Angel Investing
Who are Angel Investors
Why would someone be an Angel Investor
What type of companies do Angels invest In?
Angel Network in Canada
Halo Report 2013
Angel Investing is a changing
Pros and Cons of Accessing Venture Capital
Some Pitfalls to Avoid
Market Trends
Q & A
Have you ever considered becoming an Angel Investor? Wondered why people join angel groups as opposed to going it alone? Then this session is for you.
Join MLA Chair and Angel Investor Gerard Buckley as he leads a session that will answer the following:
What is Angel Investing?
Why would someone be an Angel Investor?
Who are Angel Investors?
What types of companies do Angels invest in?
What is Maple Leaf Angels and what are the benefits of joining?
This presentation was given to a group of Founders, CEO's and praticipants in the Financing of their growth companies at the Digital Media Zone at Ryerson University in Toronto today.
Angel 101 - The Fundamentals of Angel Investing. Is Angel Investing right for you. This is a presentation given by Gerard Buckley to a group of Angel Investors at Maple Leaf Angels a Toronto based angel group
This presentation " Accessing Capital from an Angel Investment Network" is being delivered to Maple Leaf Angels Entrepreneur Workshop by Gerard Buckley, Managing Director, Jaguar Capital
This presentation on Valuation of Early Stage Companies was Presented at Maple Leaf Angels Lunch and Learn Series. The Shamrock method of Valuation created by the Author was introduced at this presentation.
This is the presentation that I gave to the current cohort at Incubes at Intensive Day this Wednesday. It was a great discussion and opportunity to engage with this group of entrepreneurs
More from Buckley Mortgage Broker - Mortgage Wellness (13)
Best Crypto Marketing Ideas to Lead Your Project to SuccessIntelisync
In this comprehensive slideshow presentation, we delve into the intricacies of crypto marketing, offering invaluable insights and strategies to propel your project to success in the dynamic cryptocurrency landscape. From understanding market trends to building a robust brand identity, engaging with influencers, and analyzing performance metrics, we cover all aspects essential for effective marketing in the crypto space.
Also Intelisync, our cutting-edge service designed to streamline and optimize your marketing efforts, leveraging data-driven insights and innovative strategies to drive growth and visibility for your project.
With a data-driven approach, transparent communication, and a commitment to excellence, InteliSync is your trusted partner for driving meaningful impact in the fast-paced world of Web3. Contact us today to learn more and embark on a journey to crypto marketing mastery!
Ready to elevate your Web3 project to new heights? Contact InteliSync now and unleash the full potential of your crypto venture!
How to Build a Diversified Investment Portfolio.pdfTrims Creators
Building a diversified investment portfolio is a fundamental strategy to manage risk and optimize returns. For both novice and experienced investors, diversification offers a pathway to a more stable and resilient financial future. Here’s an in-depth guide on how to create and maintain a well-diversified investment portfolio.
Salma Karina Hayat is Conscious Digital Transformation Leader at Kudos | Empowering SMEs via CRM & Digital Automation | Award-Winning Entrepreneur & Philanthropist | Education & Homelessness Advocate
When listening about building new Ventures, Marketplaces ideas are something very frequent. On this session we will discuss reasons why you should stay away from it :P , by sharing real stories and misconceptions around them. If you still insist to go for it however, you will at least get an idea of the important and critical strategies to optimize for success like Product, Business Development & Marketing, Operations :)
Reflect Festival Limassol May 2024.
Michael Economou is an Entrepreneur, with Business & Technology foundations and a passion for Innovation. He is working with his team to launch a new venture – Exyde, an AI powered booking platform for Activities & Experiences, aspiring to revolutionize the way we travel and experience the world. Michael has extensive entrepreneurial experience as the co-founder of Ideas2life, AtYourService as well as Foody, an online delivery platform and one of the most prominent ventures in Cyprus’ digital landscape, acquired by Delivery Hero group in 2019. This journey & experience marks a vast expertise in building and scaling marketplaces, enhancing everyday life through technology and making meaningful impact on local communities, which is what Michael and his team are pursuing doing once more with Exyde www.goExyde.com
Textile Chemical Brochure - Tradeasia (1).pdfjeffmilton96
Explore Tradeasia’s brochure for eco-friendly textile chemicals. Enhance your textile production with high-quality, sustainable solutions for superior fabric quality.
Explore Sarasota Collection's exquisite and long-lasting dining table sets and chairs in Sarasota. Elevate your dining experience with our high-quality collection!
What You're Going to Learn
- How These 4 Leaks Force You To Work Longer And Harder in order to grow your income… improve just one of these and the impact could be life changing.
- How to SHUT DOWN the revolving door of Income Stagnation… you know, where new sales come into your magazine while at the same time existing sponsors exit.
- How to transform your magazine business by fixing the 4 “DON’Ts”...
#1 LEADS Don’t Book
#2 PROSPECTS Don’t Show
#3 PROSPECTS Don’t Buy
#4 CLIENTS Don’t Stay
- How to identify which leak to fix first so you get the biggest bang for your income.
- Get actionable strategies you can use right away to improve your bookings, sales and retention.
Alternative Financing Presentation delivered to Invest Atlantic Presentation in Moncton, New Brunswick
1. S
“ Accessing Alternative Financing”
Experience.
Governance - Financial Management - Strategy
Integrity. Trust.
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.
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. 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. 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. 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. • 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
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. 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. 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. 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. 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. “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
Editor's Notes
I assist companies Accelerate to the next level and empower entrepreneurs to succeed.
What we don’t do is controllership work.
Many growth small business’s are not comfortable with bank lending and security practises