Are you looking to raise investment capital? If so, you need a plan. The trick is to get investors to believe in you, in your company, in your vision, and in your ability to execute.

1. How to Raise Venture Capital:
What’s Your Plan?
#VCPlan

2. 10 Simple Tips for Raising Venture Capital
How to Make Investors Believe in Your Startup
#VCBelieve

3. 3
Gadiel Morantes
Partner
Early Growth Financial Services
Ryan Azlein
Partner
Stubbs, Alderton, & Markiles, LLP

4. 4
Insider tips you need to
present well and get
investors to believe in –
and support – your vision.

5. 1. Create a fundraising game plan
• How much money do you need to raise?
• What’s that money going to be used for?
• At what cost and with what terms and conditions?
• What type of capital is the best fit for your company, and why?
• Where do you find the type of financing you need?
• Milestone financing
3

6. 2. Understand capital types: convertible debt
vs equity
• From valuation and dilution perspective, CD is cheaper & quicker
• Current marketplace: less CD
• Typical terms
3
Entrepreneurial advantage: CD Investors often push for equity
#VCBelieve

7. 3. Approach VC fundraising like a business
development opportunity
• Timing – 6 months out
• Determine your funding
round
• Build your value proposition
• Rely on your ecosystem for
investor intros
• Evaluate and select key
service providers
accordingly
#VCBelieve 7

8. 4. Thoughtfully target VCs
#VCBelieve
3

9. 5. Work your network
• Target key players
• Networking game – build targeting list of all VCs in your
region, stage, industry. How are you connected to them?
• Introductions are strongest access point. Cold = bad.
• Network with other entrepreneurs
• Co-los and incubators = good!
#VCBelieve
9

10. 6. Prepare for “the meet”
• Set goals – meeting by meeting
• Do your homework
• Prepare for investor questions:
– Business model – users or
revenue?
– Why you fit their portfolio?
– How much do you need?
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#VCBelieve

11. 7. Create your executive summary
• Problem – solution – opportunity
• Speak in your voice
• End goal
#VCBelieve 11

12. 8. Perfect your pitch deck
#VCBelieve
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13. 13
#VCBelieve
9. Tell your story…
Vision
Passion
Milestones
Know your numbers / patterns
Address competition
Be bold – but believable
Defend assumptions
One idea only
Don’t over-focus on exit
Honest & open-minded
LISTEN

14. 10. Follow-up
• Read the signs
• Stay on investor’s radar
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#VCBelieve

15. Thank You and Q&A!
15
Ryan Azlein
razlein@stubbsalderton.com
@StubbsAlderton
Gadiel Morantes
415-343-5084
gadiel@egfs.co
@EarlyGrowthFS