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Finance And Business Planning

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Olesea FORTUNA
Olesea FORTUNA
Economy & FinanceBusiness
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Keys to Financing the New Venture Alec Johnson, Ph.D. University of St. Thomas
The Problem ,[object Object],[object Object],[object Object]
Entrepreneurial Finance vs. Corporate Finance ,[object Object],[object Object],[object Object],[object Object]
The Problem - Objectives Minimize Cost Maximize Return Maintain Control Maximize Ownership Minimize Involvement Minimize Risk Entrepreneur Investor
The Problem - Management ,[object Object],[object Object],[object Object]
The Problem - Structure ,[object Object],[object Object],[object Object]
Type – Two General Classes ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Sources of Debt Financing ,[object Object],[object Object],[object Object],[object Object]
Bank Financing ,[object Object],[object Object],[object Object],[object Object]
Leasing ,[object Object],[object Object],[object Object],[object Object]
Factoring ,[object Object],[object Object],[object Object]
Equity ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Types of Equity Instruments ,[object Object],[object Object],[object Object]
Types of Equity Instruments ,[object Object],[object Object],[object Object],[object Object]
Types of Equity Instruments ,[object Object],[object Object],[object Object]
Types of Equity Instruments ,[object Object],[object Object],[object Object]
Types of Equity Investors ,[object Object],[object Object]
Types of Equity Investors: Angels ,[object Object],[object Object],[object Object],[object Object],[object Object]
Types of Equity Investors: Angels ,[object Object],[object Object],[object Object],[object Object]
Types of Equity Investors: Angels ,[object Object],[object Object],[object Object],[object Object]
Types of Equity Investors: Venture Capital ,[object Object],[object Object],[object Object],[object Object],[object Object]
Types of Equity Investors: Venture Capital ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Venture Capital Investments, Q2 2001 2.2% of Venture Capital invested in Midwest!
Timing – Sources of New Venture Financing* *Adapted from: Smith and Smith, Entrepreneurial Finance, 2000 IPO Venture Capital Banks/Lessors Angels/Partner Entrepreneur/ Friends/Family Exit Rapid Growth Early Growth Start-Up Development
Timing - Cash Needs ,[object Object],[object Object],[object Object]
Case Study – Ascend Medical ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Case Study – Ascend Medical ,[object Object],[object Object],[object Object],[object Object]
Case Study – Sporto ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Case Study – Sporto ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Case Study – Sporto ,[object Object],[object Object],[object Object],[object Object]
The Big Picture – Business Plan Competitor Analysis Environmental Trends Customer Analysis Business Plan Functional Plans Pro formas Financing Evaluation-CMOPs
Business Plans ,[object Object],[object Object],[object Object],[object Object]
Business Plans – Make Your Argument ,[object Object],[object Object],[object Object],[object Object],[object Object]
Business Plans – Make Your Argument ,[object Object],[object Object],[object Object],[object Object],[object Object]
“ Everything should be made as simple as possible, but not more so.” Albert Einstein
Business Plan-The Purpose ,[object Object],[object Object],[object Object]
Business Plan Outline ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Company Description ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Sustainable Competitive Advantage ,[object Object],Ask the question “What do we have that can’t be replicated by our competitors?” vs. “What are we good at?”
Mission Statement ,[object Object],[object Object],[object Object],Example: Brew – On - Premise
Market Analysis & Marketing ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Example 1: Brew on Premise $423 ($527) $32,703 367,085 (54%) Dane County, Wisconsin $449 ($585) $35,322 225,339 (52%) Boulder County, Colorado Median Rent (upper quartile) Median Income Total Population (% age 24-55)
Example 1 - Brew on Premise   ,[object Object],[object Object],[object Object],[object Object]
Example 2 – Ascend Medical ,[object Object],[object Object],[object Object]
Example 2 – Ascend Medical ,[object Object],[object Object],[object Object],[object Object]
Example 2 – Ascend Medical ,[object Object],[object Object],[object Object],[object Object]
Management and Ownership ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Management Franchise Software, Medical Device, etc. Low High Moderate Granite Gear Level of Sophistication
Product Development Level of Complexity Franchise Software, Medical Device, etc. none high moderate Granite Gear
Time To Market Franchise Software, Medical Device, etc. short high moderate Granite Gear
Time to Profitability Franchise Software, Medical Device, etc. Short < 6 months High >24 months Moderate 9 to 18 months Granite Gear
Market Risk Franchise Software, Medical Device, etc. High Low Moderate Granite Gear Product Acceptance
Capitalization Franchise Software, Medical Device, etc. Low < $50,000 High > $2M Moderate $500K to $2M Granite Gear
Risks ,[object Object],[object Object],[object Object],[object Object]
Funds Required and Their Uses ,[object Object],[object Object],[object Object]
Funds Required and Their Uses ,[object Object],[object Object],[object Object]
Financial Data ,[object Object],[object Object]
Appendices ,[object Object],[object Object],[object Object],[object Object],[object Object]
The Big Picture Competitor Analysis Environmental Trends Customer Analysis Business Plan Functional Plans Proformas Financing Evaluation-CMOPs

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Finance And Business Planning

  • 1. Keys to Financing the New Venture Alec Johnson, Ph.D. University of St. Thomas
  • 2.
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  • 4. The Problem - Objectives Minimize Cost Maximize Return Maintain Control Maximize Ownership Minimize Involvement Minimize Risk Entrepreneur Investor
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  • 23. Venture Capital Investments, Q2 2001 2.2% of Venture Capital invested in Midwest!
  • 24. Timing – Sources of New Venture Financing* *Adapted from: Smith and Smith, Entrepreneurial Finance, 2000 IPO Venture Capital Banks/Lessors Angels/Partner Entrepreneur/ Friends/Family Exit Rapid Growth Early Growth Start-Up Development
  • 25.
  • 26.
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  • 31. The Big Picture – Business Plan Competitor Analysis Environmental Trends Customer Analysis Business Plan Functional Plans Pro formas Financing Evaluation-CMOPs
  • 32.
  • 33.
  • 34.
  • 35. “ Everything should be made as simple as possible, but not more so.” Albert Einstein
  • 36.
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  • 38.
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  • 40.
  • 41.
  • 42. Example 1: Brew on Premise $423 ($527) $32,703 367,085 (54%) Dane County, Wisconsin $449 ($585) $35,322 225,339 (52%) Boulder County, Colorado Median Rent (upper quartile) Median Income Total Population (% age 24-55)
  • 43.
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  • 48. Management Franchise Software, Medical Device, etc. Low High Moderate Granite Gear Level of Sophistication
  • 49. Product Development Level of Complexity Franchise Software, Medical Device, etc. none high moderate Granite Gear
  • 50. Time To Market Franchise Software, Medical Device, etc. short high moderate Granite Gear
  • 51. Time to Profitability Franchise Software, Medical Device, etc. Short < 6 months High >24 months Moderate 9 to 18 months Granite Gear
  • 52. Market Risk Franchise Software, Medical Device, etc. High Low Moderate Granite Gear Product Acceptance
  • 53. Capitalization Franchise Software, Medical Device, etc. Low < $50,000 High > $2M Moderate $500K to $2M Granite Gear
  • 54.
  • 55.
  • 56.
  • 57.
  • 58.
  • 59. The Big Picture Competitor Analysis Environmental Trends Customer Analysis Business Plan Functional Plans Proformas Financing Evaluation-CMOPs