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
Introduction to Business Angel Investing'Tomi Davies
This presentation is Based on the book “Angel Investing - The Gust Guide to Making Money & Having Fun Investing In Startups” by David S. Rose @davidsrose CEO of Gust and Founder of New York Angels angelinvesting.com
It is for a Masterclass designed for practising and potential business angels who want to understand the basics of angel investing. It is a comprehensive guide that walks students through every step of the way to becoming a successful angel investor.
The class exposes students to fundamental strategies and specific tools required to take full advantage of this rapidly growing asset class, from building your reputation as a smart investor, to negotiating fair deals and adding value to your portfolio of companies through to helping them implement smart exit strategies.
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
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
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
Introduction to Business Angel Investing'Tomi Davies
This presentation is Based on the book “Angel Investing - The Gust Guide to Making Money & Having Fun Investing In Startups” by David S. Rose @davidsrose CEO of Gust and Founder of New York Angels angelinvesting.com
It is for a Masterclass designed for practising and potential business angels who want to understand the basics of angel investing. It is a comprehensive guide that walks students through every step of the way to becoming a successful angel investor.
The class exposes students to fundamental strategies and specific tools required to take full advantage of this rapidly growing asset class, from building your reputation as a smart investor, to negotiating fair deals and adding value to your portfolio of companies through to helping them implement smart exit strategies.
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
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
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 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
How to structure a company in Thailand with a foreign headquarters and raise capital in South East Asia. This presentation shows use of a BOI company (board of investment approved company in Thailand) with a HQ in Singapore or Hong Kong. Also discussed are options for venture capital in the region.
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.
Pitch deck Core Capital Venture IndonesiaBoby Mihing
Core Capital Venture Indonesia is Startup company is a investment firm base on property.
We developing House of subsidy, and we give facility to pay a home loan installment to our costumer.
We have 3 kind of business to support our Real estate busines; Gas station, Venture Capital, And stock brokerage.
The core of business is on Real Estate.
We invite the investor to investing into our business.
terms and condition***
In startups, too many words & phrases exist. Here is a short curated list of startup terminology. Enjoy!
If you have any suggestions on things to add, email me at: lukejamesfitzpatrick@gmail.com
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
How to structure a company in Thailand with a foreign headquarters and raise capital in South East Asia. This presentation shows use of a BOI company (board of investment approved company in Thailand) with a HQ in Singapore or Hong Kong. Also discussed are options for venture capital in the region.
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.
Pitch deck Core Capital Venture IndonesiaBoby Mihing
Core Capital Venture Indonesia is Startup company is a investment firm base on property.
We developing House of subsidy, and we give facility to pay a home loan installment to our costumer.
We have 3 kind of business to support our Real estate busines; Gas station, Venture Capital, And stock brokerage.
The core of business is on Real Estate.
We invite the investor to investing into our business.
terms and condition***
In startups, too many words & phrases exist. Here is a short curated list of startup terminology. Enjoy!
If you have any suggestions on things to add, email me at: lukejamesfitzpatrick@gmail.com
Here is what Square uses for their Pitch Deck, it has several good pointers on what should go in a startup pitch deck: Sourced from http://www.noise.re/duction/squares-pitch-deck/
How To Make The Perfect Startup Pitch DeckBarcinno
Preparing for an investor presentation can be a pretty daunting task. Whether it’s your first time sending a pitch deck to investors or you’re presenting at Techcrunch Disrupt in front of 5.000 people, a solid structure is fundamental for a coherent and commanding presentation.
Communicating your message with clarity is everything. Given that you have limited time to present and captivate investors, presenting with passion, simplicity and power is paramount. We suggest that you organize your pitch deck in the following order as a general guideline. Remember, you only have a short amount of time for this pitch so practice until it’s perfect and stay focused!
Read the Complete Guide To Creating The Perfect Startup Pitch Deck here:
http://www.barcinno.com/10-slides-for-a-perfect-startup-pitch-deck/
Know your Angels: What Entrepreneurs need to know about Angel Investors befor...Elaine Werffeli
As both an Entrepreneur and an Angel Investor, I thought it was important to share what Angels are looking for so Entrepreneurs can have an inside view into what Angels are looking
The Arizona Center for Innovation (AzCI) provides workshops and sessions designed to help new ventures. This is an overview of funding considerations for a technology or science-based startup. Presented by Marie Wesselhoft, MSDx. Please contact us at: www.azinnovation.com to learn more.
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?
Funding options early stage companies april30 v2-lsn.pptx
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
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
Similar to Incubes Presentation Accessing Capital From An Angel Investors 2012 08 08 (20)
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.
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
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
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.
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.
More from Buckley Mortgage Broker - Mortgage Wellness (13)
Maple leaf angels lunch and learn - valuation of early stage companies
Incubes Presentation Accessing Capital From An Angel Investors 2012 08 08
1. Accessing Capital From an Angel
Investor Network
Your First Professional Investment
Who, What, When and How
2. Agenda
• 90 Second Company Elevator Pitch
• Who is an Angel Investor
• Angel Network in Canada
• NACO 2011 Survey
• Angel Investing is a changing
• Maple Leaf Angels
• The Benefits for Entrepreneurs
• Q&A
4. Who is an Angel Investor
• A person prepared to invest money
• A person who can add value to the company
• An accredited investor as defined by OSC
• A member of an angel network
• The majority of angel investment in Canada is
completed by individuals >75%
• Estimate of Cdn Angel Investment is 916mm in
approx 1500 companies
5.
6. Angel Network’s in Canada
• NACO – National Angel Capital Organization
• 28 Angel Groups in Canada
• They have collectively about 1500 investors
• Three large groups accounted for 58%
• The majority have fewer than 50 members
• 50% of groups set up since 2008
• Vast majority do volunteer due diligence
• 13 Angel Groups in Ontario
7. National Survey of Canadian Angel
Groups Investment Activity 2011
• 134 Investments in 2011 (103 new and 31
follow on) totaling 82.4 million (60.5m new
and 21.9m follow on) an increase from 2010
of 90 investments (80 new and 10 follow
on)totaling 35.3m (34.2m new and 1.1m
follow on)
• 12% increase in business plans funded from
those selected for detailed review
• 80% - Ont, 7% Que, 10% BC, 3% Atlantic
8. • Co-investment occurred in 58% of investments
and invested a further 29.4mm
• The groups have a portfolio of 250
investments, three groups accounted for 55%
• Most groups make between 1 & 5 investments
per year
• ICT (51%), Clean Tech (21%), Life Sciences
(17%)
• 74% of investee businesses had sales revenue
in 2010
9. Angel Group Investment
• 73% of companies invested had a valuation of
between 1 & 3 million
• 12 % of funding at seed stage
10. Angel Group Benefits
• Qualified Opportunities
• Opportunity referral
• Increased Capital Diversification
• Great Valuation and Favourable Terms
• Networking
• Portfolio company mentoring or engagement
• Shared Due-Diligence
• Advisory Board and BOD Roles
11. Traditional Angel Network is
Changing
• Currently Southern Ontario Angel Investment
community is fragmented with 12 groups
• Government programs ( IAF, MaRS, OCE, IBI)
• Online - Angel List, The Funded, Gust
• Y Combinator, Tech Stars, 500 Start-ups
• Incubators & Accelerator funds
• Crowd funding such as kickstarter.com
• Super Angels & Micro-VC’s
12.
13. Maple Leaf Angels
• Toronto based and in existence since 2007
• MLA has invested in 17 companies since
inception in 2007 for $7,000,000
• Currently 38 members
• MLA conducted a strategic renewal in Nov
2011 with a new business plan released in
January 2012 and a new BOD elected March
2012
14.
15. Entrepreneur Benefits
• Large capital source
• Broad pool of Knowledge & Contacts
• Efficient Process
• Capital Connections
• In many provinces there is investor tax credit
• Leverage sources of funding (AEF, IBI, OETF)
16. Equity Capital Life Cycle
Concept and Introduction Growth Maturity Decline
product
development
Sales
Sales and
profit
Cash flow
Profit
Time
R&D Pre-Seed Start-Up Round 1 Round 2
& Seed Exit
Grants
/ Love Angel Angel VC $ VC $
Money $ $
$
17. What Angels Look For
• High anticipated growth rate
• Experienced management team
• Sustainable competitive advantage
• Barriers to entry
• Clear strategy for commercialization
• Proof of concept
• Business model anchored in Reality
• Investor exit strategy
18. Five types of Angel Investors
1. The Coach Angel Investor
2. The Do’er Angel Investor
3. The CEO of a Public Company Angel Investor
4. The Spectator Angel Investor
5. The Boss Angel Investor
19. Three factors that appear to
impact investor outcome
• Due diligence time: More hours of due
diligence positively related to greater returns
• Experience: An angel investor's expertise in
the industry of the venture being invested
• Participation: Angel Investors that interacted
with their portfolio companies at lest a couple
of times per month mentoring, coaching,
providing leads and monitoring performance
experienced greater returns.
20. The Application Process
• Start with www.mapleleafangels.com
• There is a full education section for
entrepreneurs
• You apply using www.gust.com
• Selection Committee
• Monthly Breakfasts
• Due Diligence
• Term Sheet
21. Target Investee Companies
• Companies who are in seed and early
stage, one for each meeting if the quality can
be found
• In technology, provided they are backed by a
member who is willing to sponsor
• Great management
team, valuation, technology .......
22. Selection Criteria
• The stage, quality of the management team,
valuation and technology of companies are
more important than the sector criteria
• Quality is more important than quantity
• The best of the best should only present and
the number of companies presenting should
be limited to one or two, introduced by
someone who is willing to sponsor or lead the
investment
23. Selection Criteria
• Select the very best in seed and early stage
• Seed investment amounts should be from
$250k to $500K and early stage investments
should be from $350k to $1,500K
• Deal flow of members – both group
investments and private or small group
investments should be tracked and reported
on, with clear communication on which
investments went through MLA’s group due
diligence
24. Future Topics
1. Bootstrapping a Company & Exec Summary
2. Forming an Advisory Board
3. Preparing a Pitch for Investors
4. Accessing Capital from a Angel Network
5. Terms to expect from an Investors Term
Sheet
6. Pros of Cons of accessing Venture Capital too
early & some of the pitfalls to avoid
25. Gerard Buckley, BBA, FICB, ICD.D
President and CEO
Jaguar Capital Inc.
(C) 416-884-9522
(W) 416-646-6789
g.buckley@jaguarcapital.ca
www.jaguarcapital.ca
@jaguarcapital
@gerardbuckley