This slide deck prepared by Gerard Buckley (Chair, MLA) is from our Entrepreneur Workshop: Accessing Capital From an Angel Investor Network - Your First Professional Investment – Who, What, When, Where and How?
The session took place at PwC on October 29, 2013
This slide deck prepared by Gerard Buckley (Chair, MLA) is from our Entrepreneur Workshop: Accessing Capital From an Angel Investor Network - Your First Professional Investment – Who, What, When, Where and How?
The session took place at PwC on October 29, 2013
Finding the Right Private Equity Partner for Your BusinessCitrin Cooperman
Business owners often need private capital to finance their business. How do you know if the private equity partner is right for you? This webinar discusses some of the important factors to look for in a private equity partner
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)
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/
Corporate Profile of Recherche India, a boutique knowledge management company, that provides outsourcing services in the fields of Financial, Business and Market Research, Data Entry and Management, Content Development and Business Support Services.
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.
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
Self-Directed Investing by Akhil Lodha, Co-founder of Sliced Investing, and M...Quantopian
In an ideal world an investor has access to a range of investment opportunities that allow her to create a Balanced portfolio based on her risk/return objectives. Unfortunately we don't live an in ideal world and a lot of the investment opportunities have only been available to the Institutional Investor. That trend has started to change as technology and innovation by startups like AngelList, Wealthfront, and Sliced Investing, among others are lowering the barrier to access and allowing more individuals to create a balanced portfolio that meets their investment objectives. In this talk we'll focus on the need for a balanced portfolio, the investing tools for the 'new-age' investor and the future of individual investing.
Quantopian provides this presentation to help people write trading algorithms - it is not intended to provide investment advice.
More specifically, the material is provided for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation or endorsement for any security or strategy, nor does it constitute an offer to provide investment advisory or other services by Quantopian.
In addition, the content neither constitutes investment advice nor offers any opinion with respect to the suitability of any security or any specific investment. Quantopian makes no guarantees as to accuracy or completeness of the views expressed in the website. The views are subject to change, and may have become unreliable for various reasons, including changes in market conditions or economic circumstances.
As an owner of a consulting firm, strategic and private equity buyers will offer you different opportunities. Ensuring you pick the right partner is key but how do you know which one better fits your exit goals?
Starting a business can be an exhilarating and rewarding endeavor, but it also requires careful planning, dedication, and a solid understanding of the key principles and strategies involved. Whether you have a revolutionary idea, a unique skill set, or a burning entrepreneurial spirit, this comprehensive guide will walk you through the essential steps to launch and grow a successful business.
Finding the Right Private Equity Partner for Your BusinessCitrin Cooperman
Business owners often need private capital to finance their business. How do you know if the private equity partner is right for you? This webinar discusses some of the important factors to look for in a private equity partner
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)
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/
Corporate Profile of Recherche India, a boutique knowledge management company, that provides outsourcing services in the fields of Financial, Business and Market Research, Data Entry and Management, Content Development and Business Support Services.
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.
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
Self-Directed Investing by Akhil Lodha, Co-founder of Sliced Investing, and M...Quantopian
In an ideal world an investor has access to a range of investment opportunities that allow her to create a Balanced portfolio based on her risk/return objectives. Unfortunately we don't live an in ideal world and a lot of the investment opportunities have only been available to the Institutional Investor. That trend has started to change as technology and innovation by startups like AngelList, Wealthfront, and Sliced Investing, among others are lowering the barrier to access and allowing more individuals to create a balanced portfolio that meets their investment objectives. In this talk we'll focus on the need for a balanced portfolio, the investing tools for the 'new-age' investor and the future of individual investing.
Quantopian provides this presentation to help people write trading algorithms - it is not intended to provide investment advice.
More specifically, the material is provided for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation or endorsement for any security or strategy, nor does it constitute an offer to provide investment advisory or other services by Quantopian.
In addition, the content neither constitutes investment advice nor offers any opinion with respect to the suitability of any security or any specific investment. Quantopian makes no guarantees as to accuracy or completeness of the views expressed in the website. The views are subject to change, and may have become unreliable for various reasons, including changes in market conditions or economic circumstances.
As an owner of a consulting firm, strategic and private equity buyers will offer you different opportunities. Ensuring you pick the right partner is key but how do you know which one better fits your exit goals?
Starting a business can be an exhilarating and rewarding endeavor, but it also requires careful planning, dedication, and a solid understanding of the key principles and strategies involved. Whether you have a revolutionary idea, a unique skill set, or a burning entrepreneurial spirit, this comprehensive guide will walk you through the essential steps to launch and grow a successful business.
Description of Rezolto, our team, services, competencies and experience incl. an overview of brands we have been supporting and working with during the last 3 years.
In short: We help lifestyle companies grow sales and boost profits.
In this 1 hour webinar hosted by BizCentral USA, we discuss the ways to use and update your business plan to be most effective for your small business! For more information on business plans, please visit: http://bizcentralusa.com/businessplan.php
Marketing for Where You Want to Be – 5 Proven Ways to Get Leads & GrowClearEdge Marketing
Leslie Vickrey, President and Founder of ClearEdge Marketing, examines today’s top 5 most successful marketing approaches, from social media and target account campaigns to events and the ever-essential website optimization. This presentation is a chance to explore your most critical marketing questions:
- Which marketing approaches are right for my business and which ones are wrong?
- How can I ensure my marketing efforts deliver results in the form of sales leads, candidates and brand building?
- What does successful marketing look like for an IT or Engineering staffing/services firm like mine?
- What marketing tools are most effective for recruiting and what tools are most effective for business leads?
Armed with IT and Engineering services/staffing case studies, a portfolio of marketing solutions and over a decade of experience building marketing strategies and tools for services/staffing firms nationwide, Leslie will guide you through the urgent marketing lessons your business needs to know.
Thinking about launching a hedge fund or looking to grow your fund's assets faster? Find out why some funds raise capital faster than others.
Note: Content is targeted to hedge funds, but the information is applicable to other types of asset managers.
Learnings from Scaling (Businesses), Gunaseelan Radhakrishnan, EntrepreneurLounge47
Learnings from Scaling” imparted the wisdom that great success is within reach if a Startup plans to scale. When the prototype is complete, and the value of the product has been demonstrated to a few customer prospects, it is also the right time to think through scale and more importantly, prepare for it. Key takeaways - 1. Say 'No' more often than “Yes” to keep razor focus 2. Develop a work culture that fosters execution 3. Set aggressive goals, however, be in touch with market forces and rally teams to achieve them 4. Create good process and a flexible organization rather than rely on ad-hoc measures 5. Identify star performers and reward with prominence rather than monetary benefits.
Select, Specialize, Succeed: Marketing Your Vertical NicheCPA.com
This webinar discussed the benefits of focusing on a niche market and how to select a niche that best aligns with your firm’s expertise and mission. You will learn how to develop messaging to address industry-specific challenges. Marketing tips and strategies are shared to help you increase awareness of your firm and position your client accounting and advisory services.
2. www.mapleleafangels.com | info@mapleleafangels.com | 416.646.6235 | @mapleleafangels
Angel investors are wealthy individuals who invest in high-risk,
early-stage ventures by reserving a portion of their investment
portfolios to provide emerging companies with seed and startup
capital through direct, private investments. Their goal is to
achieve higher returns than the typical public markets provide.
Most Angels are active investors - in other words, they
contribute their time and experience, as well as offer
introductions to valuable contacts essential to the company's
success.
Who Are Angel Investors?
3. www.mapleleafangels.com | info@mapleleafangels.com | 416.646.6235 | @mapleleafangels
• Is your team experienced, driven, coachable, and willing to
cede some control and decision-making authority to outside
investors?
Management Team
Target Customer
• Do you have an identifiable market segment to target?
• Is there a demonstrable and significant demand for your
proposed solution?
4. www.mapleleafangels.com | info@mapleleafangels.com | 416.646.6235 | @mapleleafangels
• Is the projected spending by customers in your product
category large and growing?
• Can this be a $100 million market?
Market Size
Competition
• Have you identified potential competitors?
• Do you understand your company's differentiation points -
your unique sales proposition?
• Will true barriers to entry help your company to maintain a
competitive advantage?
5. www.mapleleafangels.com | info@mapleleafangels.com | 416.646.6235 | @mapleleafangels
• Have you proven the concept behind your product or technology?
• Can this be confirmed with data or by objective experts?
• Have you built a comprehensive business plan to commercialize
the technology?
Technology
Protected Intellectual Property
• Have you protected your intellectual property?
• Have you performed an exhaustive search to be sure that you
are not infringing on patents or trademarks held by others?
6. www.mapleleafangels.com | info@mapleleafangels.com | 416.646.6235 | @mapleleafangels
• Do you have a plan to achieve widespread market
penetration for your products and services?
• How will you do this as efficiently as possible?
• Will you create an internal, direct sales team, or will you rely
on external channel partners?
Sales Strategy
Profit Potential
• Can you demonstrate how high margins (+15%) and
consistent cash flow growth will be achieved?
7. www.mapleleafangels.com | info@mapleleafangels.com | 416.646.6235 | @mapleleafangels
• Do you require between $50,000 to $500,000 to finance
growth activities, including product development, recruiting
key staff, launching sales and marketing activity?
Capital Needs
Financial Projections
• Have you developed reasonable financial projections -
including an income statement, cash flow and balance sheet
and supporting spreadsheets - based on logical, realistic
assumptions?
8. www.mapleleafangels.com | info@mapleleafangels.com | 416.646.6235 | @mapleleafangels
• Do you have a clear exit strategy that will enable Angel
investors to generate a return of at least ten times their initial
investment?
Exit Strategy
Business Plan
• Have you developed a comprehensive business plan that
articulates your key business strategies for how you will grow
your venture?
9. www.mapleleafangels.com | info@mapleleafangels.com | 416.646.6235 | @mapleleafangels
If you are still not sure if you are ready for angel investment
here are some resources to help:
NAO Investment Ready Quiz
(http://www.nao-ontario.ca/investment-ready-quiz/)
Steve Blank’s Investment Readiness Level Information
(http://steveblank.com/2013/11/25/its-time-to-play-moneyball-
the-investment-readiness-level/)
Still Unsure?
10. www.mapleleafangels.com | info@mapleleafangels.com | 416.646.6235 | @mapleleafangels
Apply for funding through our website:
Apply for Funding!
(https://www.mapleleafangels.com/fundingapplication)
*A one page Executive Summary and a Pitch Deck are required
to ensure your application is complete
Ready to Apply?