Overview of SFL process and solution based business model detailing market opportunity for effective sales training. Transforming thousands of sales professionals from an analog to digital sales process, with our world-class sales training.
Investor deck detailing disruptive marketability of business model. Business plan includes capital raised, projected profitability. Deck also highlight opportunities within the market share.
PKF Francis Clark is hosting a seminar which brings together providers of business funding, including both debt and equity; business support agencies including grant specialists; our own corporate finance experts and business owners themselves to provide short, sharp presentations in order to assist business owners and managers in assessing which funding stream is right for them.
Finance in the South West 2017 - Established (>2 Years) Session PKF Francis Clark
PKF Francis Clark is hosting a seminar which brings together providers of business funding, including both debt and equity; business support agencies including grant specialists; our own corporate finance experts and business owners themselves to provide short, sharp presentations in order to assist business owners and managers in assessing which funding stream is right for them.
Investor deck detailing disruptive marketability of business model. Business plan includes capital raised, projected profitability. Deck also highlight opportunities within the market share.
PKF Francis Clark is hosting a seminar which brings together providers of business funding, including both debt and equity; business support agencies including grant specialists; our own corporate finance experts and business owners themselves to provide short, sharp presentations in order to assist business owners and managers in assessing which funding stream is right for them.
Finance in the South West 2017 - Established (>2 Years) Session PKF Francis Clark
PKF Francis Clark is hosting a seminar which brings together providers of business funding, including both debt and equity; business support agencies including grant specialists; our own corporate finance experts and business owners themselves to provide short, sharp presentations in order to assist business owners and managers in assessing which funding stream is right for them.
PKF Francis Clark is hosting a seminar which brings together providers of business funding, including both debt and equity; business support agencies including grant specialists; our own corporate finance experts and business owners themselves to provide short, sharp presentations in order to assist business owners and managers in assessing which funding stream is right for them.
This is the pitch deck we used at Duco in 2018 for a $28bn Series B equity fund raise, when Duco was still relatively small.
Duco is a SaaS company that provides data integrity solution in Financial Services, Insurance and elsewhere.
• Presentations from sources of grant, debt and equity funding, as well as business support agencies operating in the region
• The presentations will be short and sharp giving the delegate a basis for an assessment of which funding stream/funder matches their requirements
• To have a targeted session depending on your business needs – with a session focussed on start-up/early stage businesses
Viola’s 2019 Benchmarks on attracting talent to Israeli and US StartupsViola Group
With Headcount still being the biggest challenge for tech companies, we set out on a mission to provide some benckmarks on recruiting for tech companies, with the help of the HR leads of Viola’s companies, ranging from small companies to ones with hundrands of employees. More at: viola-group.com/violanotes/
Future goals, expansion plans, investment returns, seed phase,
Prudential First Education looks to grow through the digital space by attracting overseas schools and universities
Financial Consulting Start Up One Page Executive Summary Presentation Report ...SlideTeam
Here we present Financial Consulting Start Up One Page Executive Summary Presentation Report Infographic PPT PDF Document one pager To win the fundraising round, what matters the most is how you present your business. The art of presenting is crucial whether you are to raise funds from your stakeholders or to prepare a guideline of business plan for your start-up. For your convenience we have brought this start-up companys summary PowerPoint one pager template that includes your companys mission and vision. Present the customers problem and the solution that your organization offers to them. This customizable PowerPoint slide has a lot of space where you can add your companys logo and name. Give a personal touch to your presentation by adding the pictures of your team members along with their names and designation. Showcase how you are going to utilize or allocate the collected funds or resources in your organization. Conduct a comparative analysis of your organization with that of your competitors and depict how you are better than them. Highlight the reasons for convincing your audience to choose you among the others. This business summary one pager involves every information that is important for you to present in front of your stakeholders. Do not waste your time creating a summary from scratch, rather download this business outline readily available PowerPoint one pager template and deliver a stunning presentation in minutes. Grab this Financial Consulting Start Up One Page Executive Summary Presentation Report Infographic PPT PDF Document one pager now. https://bit.ly/3mV1TjH
TRU Snacks Webinar Series - Preparing Your Business for SaleCitrin Cooperman
Sign up for our weekly TRU Snacks webinars here: https://www.citrincooperman.com/infocus/tru-snacks-webinar-series
Our TRU Snacks webinar series provides the middle market with brief, strategic, and tactical business improvement information from Citrin Cooperman’s Transition Response Unit (TRU) live every Thursday at noon.
If you are considering selling your business in the near future, it is in your best interest to be fully prepared for the M&A transaction process. In this TRU Snacks Session, Director Mark Borda covers the intricacies of selling a company and how to prepare for sale.
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What are some of the key points you need to think about as your venture scales, in this presentation, EmergeONE takes you through some of the main considerations, including:
How your finance team needs to look at different stages of your lifecycle
What triggers the need to bring on a CFO
How to navigate finding the right fit for your venture
Tips for making sure your finance stack scales as your venture does.
Venture Capital, Angels, or Debt? One of the most important decisions you will make for your business.
This slide deck is meant to guide you through the current funding landscape for tech entrepreneurs.
TIMIA Capital Corporation is a specialty finance company that provides growth capital to technology companies in exchange for payments based on monthly revenue. This alternative financing option complements both debt and equity financing, while allowing entrepreneurs and existing stakeholders to retain ownership and control of their business. TIMIA’s singular focus is the fast growing, global, business-to-business Software-as-a-Service (or SaaS) segment. We align ourselves with entrepreneurial management teams growing their sales from $1 Million to $10 Million in Annual Recurring Revenue.
In Q4 of 2012 Specialist Financial Recruitment Marks Sattin conducted a survey with clients and candidates, focused on the demographics, length of tenure, working week, job security, career motivations, department changes, reward and bonus trends of finance professionals.
In Q4 of 2012 Specialist Financial Recruitment Marks Sattin conducted a survey with clients and candidates, focused on the demographics, length of tenure, working week, job security, career motivations, department changes, reward and bonus trends of finance professionals.
In Q4 of 2012 Specialist Financial Recruitment Marks Sattin conducted a survey with clients and candidates, focused on the demographics, length of tenure, working week, job security, career motivations, department changes, reward and bonus trends of finance professionals.
We are a one-stop shop for everything financial services from traditional banking institutions to fintech such as our app and crypto-currencies. At Elite Financial we not only offer amazing investing opportunities we also contribute our education and services for pennies on the dollar!
In Q4 of 2012 Specialist Financial Recruitment Marks Sattin conducted a survey with clients and candidates, focused on the demographics, length of tenure, working week, job security, career motivations, department changes, reward and bonus trends of finance professionals.
Looking for a Business Development Specialist? If true, then Jim Yenzer is here to help you in identifying opportunities for company growth and optimizing marketing strategies. I am an expert in analyzing industry processes and finances, executing business plans, and building productive networks.
Pricing engine acquisio local sem webinar-finalAcquisio
As publishers and local search providers struggle to find ways to create improved margins, they have found an important ally in technology. New tech is helping automate much of the work humans have been performing like proposal management, CRM connectivity, publisher account provisioning and setup, keyword research, budget and bid management, ad creation, call tracking, client reporting and so much more. Join us for an overview of the state of automation today, some examples of companies who maximize their use of automation and the results they have obtained, as well as a discussion on the role of machines and humans in local search.
PKF Francis Clark is hosting a seminar which brings together providers of business funding, including both debt and equity; business support agencies including grant specialists; our own corporate finance experts and business owners themselves to provide short, sharp presentations in order to assist business owners and managers in assessing which funding stream is right for them.
This is the pitch deck we used at Duco in 2018 for a $28bn Series B equity fund raise, when Duco was still relatively small.
Duco is a SaaS company that provides data integrity solution in Financial Services, Insurance and elsewhere.
• Presentations from sources of grant, debt and equity funding, as well as business support agencies operating in the region
• The presentations will be short and sharp giving the delegate a basis for an assessment of which funding stream/funder matches their requirements
• To have a targeted session depending on your business needs – with a session focussed on start-up/early stage businesses
Viola’s 2019 Benchmarks on attracting talent to Israeli and US StartupsViola Group
With Headcount still being the biggest challenge for tech companies, we set out on a mission to provide some benckmarks on recruiting for tech companies, with the help of the HR leads of Viola’s companies, ranging from small companies to ones with hundrands of employees. More at: viola-group.com/violanotes/
Future goals, expansion plans, investment returns, seed phase,
Prudential First Education looks to grow through the digital space by attracting overseas schools and universities
Financial Consulting Start Up One Page Executive Summary Presentation Report ...SlideTeam
Here we present Financial Consulting Start Up One Page Executive Summary Presentation Report Infographic PPT PDF Document one pager To win the fundraising round, what matters the most is how you present your business. The art of presenting is crucial whether you are to raise funds from your stakeholders or to prepare a guideline of business plan for your start-up. For your convenience we have brought this start-up companys summary PowerPoint one pager template that includes your companys mission and vision. Present the customers problem and the solution that your organization offers to them. This customizable PowerPoint slide has a lot of space where you can add your companys logo and name. Give a personal touch to your presentation by adding the pictures of your team members along with their names and designation. Showcase how you are going to utilize or allocate the collected funds or resources in your organization. Conduct a comparative analysis of your organization with that of your competitors and depict how you are better than them. Highlight the reasons for convincing your audience to choose you among the others. This business summary one pager involves every information that is important for you to present in front of your stakeholders. Do not waste your time creating a summary from scratch, rather download this business outline readily available PowerPoint one pager template and deliver a stunning presentation in minutes. Grab this Financial Consulting Start Up One Page Executive Summary Presentation Report Infographic PPT PDF Document one pager now. https://bit.ly/3mV1TjH
TRU Snacks Webinar Series - Preparing Your Business for SaleCitrin Cooperman
Sign up for our weekly TRU Snacks webinars here: https://www.citrincooperman.com/infocus/tru-snacks-webinar-series
Our TRU Snacks webinar series provides the middle market with brief, strategic, and tactical business improvement information from Citrin Cooperman’s Transition Response Unit (TRU) live every Thursday at noon.
If you are considering selling your business in the near future, it is in your best interest to be fully prepared for the M&A transaction process. In this TRU Snacks Session, Director Mark Borda covers the intricacies of selling a company and how to prepare for sale.
EmergeONE - The When, Why and How of Startup CFOsAarish Shah
What are some of the key points you need to think about as your venture scales, in this presentation, EmergeONE takes you through some of the main considerations, including:
How your finance team needs to look at different stages of your lifecycle
What triggers the need to bring on a CFO
How to navigate finding the right fit for your venture
Tips for making sure your finance stack scales as your venture does.
Venture Capital, Angels, or Debt? One of the most important decisions you will make for your business.
This slide deck is meant to guide you through the current funding landscape for tech entrepreneurs.
TIMIA Capital Corporation is a specialty finance company that provides growth capital to technology companies in exchange for payments based on monthly revenue. This alternative financing option complements both debt and equity financing, while allowing entrepreneurs and existing stakeholders to retain ownership and control of their business. TIMIA’s singular focus is the fast growing, global, business-to-business Software-as-a-Service (or SaaS) segment. We align ourselves with entrepreneurial management teams growing their sales from $1 Million to $10 Million in Annual Recurring Revenue.
In Q4 of 2012 Specialist Financial Recruitment Marks Sattin conducted a survey with clients and candidates, focused on the demographics, length of tenure, working week, job security, career motivations, department changes, reward and bonus trends of finance professionals.
In Q4 of 2012 Specialist Financial Recruitment Marks Sattin conducted a survey with clients and candidates, focused on the demographics, length of tenure, working week, job security, career motivations, department changes, reward and bonus trends of finance professionals.
In Q4 of 2012 Specialist Financial Recruitment Marks Sattin conducted a survey with clients and candidates, focused on the demographics, length of tenure, working week, job security, career motivations, department changes, reward and bonus trends of finance professionals.
We are a one-stop shop for everything financial services from traditional banking institutions to fintech such as our app and crypto-currencies. At Elite Financial we not only offer amazing investing opportunities we also contribute our education and services for pennies on the dollar!
In Q4 of 2012 Specialist Financial Recruitment Marks Sattin conducted a survey with clients and candidates, focused on the demographics, length of tenure, working week, job security, career motivations, department changes, reward and bonus trends of finance professionals.
Looking for a Business Development Specialist? If true, then Jim Yenzer is here to help you in identifying opportunities for company growth and optimizing marketing strategies. I am an expert in analyzing industry processes and finances, executing business plans, and building productive networks.
Pricing engine acquisio local sem webinar-finalAcquisio
As publishers and local search providers struggle to find ways to create improved margins, they have found an important ally in technology. New tech is helping automate much of the work humans have been performing like proposal management, CRM connectivity, publisher account provisioning and setup, keyword research, budget and bid management, ad creation, call tracking, client reporting and so much more. Join us for an overview of the state of automation today, some examples of companies who maximize their use of automation and the results they have obtained, as well as a discussion on the role of machines and humans in local search.
Mastering of Business Development Project.pptxOmar Abdraboo
This project was done under the supervision of Nadeem Barakat the Regional Business Director of Chefaa, The purpose of this project is to apply what we have learned throughout the Mastering Business Development Course that was provided by Nadeem Barakat at Eslsca University. The course was very thoughtful and it helped me rearrange my thinking process and always go for a pattern to find between the successful things that I have achieved or wanted to achieve. I recommend it %100.
In this prescriptive breakout session learn what successful Solution Providers are doing to build their Cloud/Mobility business. This workshop is designed for Solution Provider new to cloud/mobility marketplace or have not yet seen success. Success in the new marketplace starts with a Practice Statement, entails new ideas on building marketing savvy and better sales execution. We will cover a variety of tools, tips and techniques partners are using to drive Cloud /Mobility success.
Topics:
• Why you need to create a Practice Statement
• Aligning your marketing message to fit your Cloud strategy
• Building your Cloud marketing program that is unique and is active
• Creating a sales mentality and compensation program that works
• Developing a Business Guidance sales mentality
http://www.ingrammicrocloud.com
Journey to the Perfect Application: Run a Business, not a BacklogAggregage
Numerical literacy is a key skill for effective product managers. The ability to express concepts in numerical, financial, or statistical terms is a critical but often overlooked discipline. Product managers need to be as competent in these domains as they are in customer problems and pain points.
How to increase your business with a strong marketing planBrian Bateman
“ Counselors to Americas Small Businesses”. Provides quality, free and confidential counseling to small businesses. In person at a SCORE, neutral, or client locations. Telephone counseling, Email counseling
Provides low cost workshops. 50+ highly experienced active volunteers with varying skills and talents. Many have run small businesses. Others have worked in banking, real estate, law, or for local corporations.
Housed with the SBA at 310 W. Wisconsin Ave. (Blue Reuss building). Anyone wanting business counseling can call the SCORE Office (414-297-3942) or sign up on the SCORE Milwaukee website www.scoresewisconsin.org.
Why Digital Marketing is the next big growth lever for Private Equity investo...Shiv Narayanan
Shiv Narayanan spoke at Silicon Y'all, organized by Zane Tarence and the Founders Advisors team, on why digital marketing is the next big growth lever for Private Equity companies and CEOs.
Making data sexy: Data Visualization for Digital MarketingMashMetrics
Are your stakeholders falling asleep while you explain your monthly reports? Are you having a hard time separating metrics from insights? Do your Excel charts look like they are from the 80's? This deck will explain some of the key pitfalls to a boring data presentation. We walk through a real-life Digital Marketing example of Google Analytics data and other insights to help you along your data-driven journey.
Ever wondered how unit economics affect your growth rate? Quantitative analysis is the most essential part of successful growth hacking. Here is a specific example.
Investment Fund placing ownership positions in tax credited real estate projects. This entity will empower development to more effectively execute on the actionable opportunities it has incubated with its strategic partners.
Formal introduction to The Opportunity Zone program provides three primary tax benefits for investing
unrealized capital gains.
Investment deck featuring product overview, market opportunities by demographics, Consumer Landscape, Seasonal spending, Financial projections, Distribution model + forecasts and return on investment.
Start up that provides service between Non profit organizations and interested participants or corporations seeking to donate time, resources or finances. Presentation provides overview of company growth strategy and donation market share statistics.
Elite global law firm serving as general counsel for companies and financial institutions. Deep expertise in representing entrepreneurs and emerging companies, and the venture capital firms that finance them, in the technology, cleantech and life sciences industries.
Investor deck detailing disruptive marketability of a process to address housing crisis based in Washington DC. Deck reveals the NPO's strategic tactical approach and investment opportunities.
Corporate overview ppt deck designed for leading global investment firm founded and specializing on financial mergers and acquisitions based in New York City.
Created for a client looking to achieve a modern company overview while simultaneously offer a summary of upcoming events including sponsorship opportunities.
2. +200
customers
served
Transforming thousands of sales
professionals from an analog to
digital sales process, with our
world-class sales training.
600,000 unique website visitors
per year, and growing fast!
3. Our Moonshot:
>1,000,000 sales
professionals
served
Own the category Digital Sales Training globally.
Innovate modern sales training away from event-
based training, towards a personalized Playlist
subscription for lifelong learners.
4. Our opportunity:
22,000,000 B2B sales
professionals globally
• 3,000,000 active B2B sales professionals on LinkedIn.
• $2B sales training industry in USA and growing.
Be the world’s first playlist subscription for digital
sales training, and cement Sales for Life’s as the
brand synonymous with the category.
5. d
Solve this
market
problem:
the buyer has
evolved and
there is a
smarter way to
serve.
• Super fragmented social & digital sales training.
• Sales for Life leads, but hasn’t yet dominated the category.
• Digital maturity will happen globally, in all industries.
• Who will take ownership of this transformation?
Innovators and Early Adopters13’-16
17’-20’
20’-22’
22’
Early Majority
Late Majority
Laggards
6. Move from Services to Solutions business
Events-based Training
Speaking engagements
Workshops
IP licenses for Courses/Certifications
Social Selling Mastery
• Digital Sales Management
• Insights Factory for Digital Marketing
• Social Selling for Sales Professionals
Digital Account-based Selling
2018
Your personal Digital Journey
Proprietary Learning Portal with dynamic
Playlist learning paths. 100’s of modules,
courses & certifications.
Sales professionals and corporations
can subscribe to continuous digital sales
training.
2019 & Beyond
8. Clients Total Sales Bookings ($USD)
CA, Inc. 433,518.60
SAS Institute Inc. 405,965.00
Thomson Reuters 344,909.00
New Horizons Computer Learning Centers, 328,775.67
DS Solidworks Corp 265,179.44
INTEL CORPORATION 211,424.55
Kofax Inc. 163,380.27
Jive Software Inc. 156,175.15
Rockwell Automation, Inc. 109,108.48
Workfront, Inc. 89,824.09
Sprint/Nextel Systems Corp 80,000.00
Juniper Networks (US) Inc (California) 79,965.00
Kronos Incorporated 79,281.92
Thales e-Security Inc. 78,485.05
ADP LLC 76,275.75
AT&T Legal Entity 75,000.00
Mindtree Limited 74,962.50
Covance Inc. 71,001.67
Direct Energy 70,732.92
Couchbase, Inc. 70,146.06
Microsoft Corporation 63,738.68
GE Capital Bank Limited 59,957.50
Teleperformance 58,989.25
Top Billing Customers globally
9. 3 Pillars to our success
Global Distribution:
Build a world-class direct and
indirect sales force that wins
1,000’s of Lifelong Learning
customers around the world.
Raving Fans:
Embrace the Lifelong Learner
with a customer experience that
keeps them hungry to expand
their ongoing sales education,
and socially promote our brand.
IP Innovation:
Provide a learning environment
richer and deeper on digital
sales best practices that
anyone in the world. Blend the
best of human coaching and
contextualization, with highly
scalable IP that can be
consumed from anywhere, on
any device.
11. Investment
Opportunity
Sales for Life valuation: $3,000,000 CAD
Investment Allotment: 20% of preferred shares
Investment Total: $600,000 CAD
Notes:
Closing round on August 31, 2017
Minimum investment amount of $50,000
Liquidation preference of 1x, dividend rights, non-
voting shares, no Board of Directors seats available.
Basic Cap Table:
Jamie Shanks 34%
George Albert 34%
Employee/Board of Advisors Stock Option pool 12%
Investment Allotment 20%
12. Plan
for
capital
allocation
Accelerate revenue!
Hire an outsourced sales recruitment firm and execute all hires
before Oct 31, 2018:
• 2x Sales Executives - Corporate/Enterprise accounts
• 3x Sales Executives - SMB
• Channel & Alliances Manager
• VP Customer Success
Invest further in marketing - demand generation, customer, and
channel engagement campaigns to support the sales growth.
13. Accelerate
path to
$10,000,000,
with a
percentage
of revenue
as ARR
Hit first Milestone: Organic vs. Capital Injection
• Dramatically increase sales trajectory;
• Focus on converting services to solutions ARR.
>50%
ARR
15. Team
Core Team:
Jamie Shanks
CEO
Jill Rowley Kalin McDonald Terry Foster Tynan Fischer
Amar Sheth
VP Sales
George Albert
COO
Jose Sanchez
VP Product
Innovation
Brian Lipp
VP Marketing
Ron De Appoloni
VP Sales
Board of Advisors: