Ian Smith outlines his process for convincing investors to provide funding for his company The Portfolio Partnership. He began by identifying a gap in the placement of high-end healthcare professionals that was not being addressed. His company built a database of expert healthcare workers and managed placements through a combination of nursing directors and salespeople. Financially, the company structured sales commissions around team performance. To secure deals, Ian focused on storytelling around the value proposition, validation of ideas, and financial projections. Thorough preparation included memorizing key facts and details about the business plan and portfolio companies.

1. I did it! How I convinced them to give me $Real Money Ian Smith Founder The Portfolio Partnership Ian.Smith@portfoliopartnership.com Investment & Management of Technology Companies

2. # 1 History – Quality Locums Positioning – Spotted a gap in high end placement of surgeons and specialist nurses Not Price sensitive – rarity of finding health professionals at 24 hour notice Amazing database of world experts Board members – well connected in the National Health care system Management - combo of Nursing Director and Salesmen Built sales commission around team performance Helping Management Create Remarkable Businesses

3. # 2 Financials Investment & Management of Technology Companies

4. # 3 Deal Struck Helping Management Create Remarkable Businesses

5. # 4 Story Telling Status of your industry Value Proposition – who, why, benefit Why now Why are the management credible Validation of ideas Business model – how will you make money Investment & Management of Technology Companies

6. # 5 Preparation Part 1 What itch are you scratching? What business are you in? Blue Ocean? Volume and Yield Key facts memorized On top of the detail Business Plan to run the business Executive Summary Cash flow – how much money do you need? Helping Management Create Remarkable Businesses

7. # 5 Preparation Part 2 Portfolio companies – present Portfolio companies - sold Which partner Style sheets Investment criteria Press releases, blogs, linkedIn Know your audience!

8. # 6 What’s in the Business Plan How much money are you seeking How will you spend it What is your valuation range Why do customers love you Business model Financials Management team Competitive advantage Landscape the market, trends and competitors Barriers, IPR Investment & Management of Technology Companies

9. # 7 Delivery PowerPoint First 60 seconds Roles of the team Pace & Passion Last 60 seconds Helping Management Create Remarkable Businesses

10. Web site: http://portfoliopartnership.com/ Ping me an email at Ian.Smith@portfoliopartnership.com Investment & Management of Technology Companies