The Texas State SBDC presented this Spectrum program at the Austin Chamber of Commerce on January 15, 2015. Heath Naquin, Executive Director of the NSF I-Corps Node and Lisa Kurek, Managing Partner at BBC Entrepreneurial Training & Consulting were the main speakers. Additional information about the Spectrum technology commercialization program at Texas State SBDC is available at www.AustinSmallBusinessAnswers.com
Synopsis Project: training - what is fundraising?Karl Donert
The SYNOPSIS project concerns Storytelling and Fundraising for Cultural Heritage professionals.
Cultural heritage covers a variety of activities, and a system of values, traditions, knowledge, and lifestyles that characterise society.
The heritage sector has to deal with new challenges and it is therefore necessary to develop new professionalism, able to promote and support cultural heritage as it improves not only the overall economic growth and employment, but also social cohesion and environmental sustainability.
Storytelling and fundraising skills assume a fundamental role in connecting the past to the future. Cultural Heritage storytelling is concerned with “communicating through stories”, creating narratives through which a cultural heritage enters into an emphatic relationship with people, managing to arouse public emotion. The purpose is to engage people to protect, exploit cultural heritage, and support it financially.
This presentation is the second part of an introduction to fundraising as part of the training programme
You made your pitch and investors are interested! Now what? It doesn't matter if the interested party is an angel, venture capital group or private investor, you need to understand the process and how to manage the relationship.
Our Spectrum session on June 24, 2014 was held at the Austin Chamber and included an in-depth discussion of business valuation, term sheets, dilutive and non-dilutive funding, Shark vs Partner relationships, communications, assumptions and setting the right expectations.
The session closed with a true insider's perspective as Light Bohrd CEO Chris Forgey shared his own recent story, including "the ask," negotiations and the "gotchas."
We've all heard about hugely successful crowdfunding campaigns on Kickstarter, GoFundMe, AngelList and other platforms (Coolest, Potato Salad, 7 Cups of Tea,Shyp) but we've also heard about the big campaigns that didn't go quite as planned (Zach Braff's "Wish I Was Here", MyIDKey). Crowdfunding is one of those activities that you really don't want to jump into without having a full understanding of the opportunities and risks involved.
At this highly interactive session on the Austin campus of IBM Innovation Center, our panel of experts provided an insider's view of crowdfunding (from the investor and entrepreneur perspective) and led a lively discussion about rewards-based and equity crowdfunding.
This was the takeaway from the session:
understanding the difference between rewards vs equity
knowing how to avoid epic crowdfunding disasters
learning what a successful campaign looks like
connections with crowdfunding experts
introduction to new funding portals
a "roadmap" for selecting the right portal
a crowdfunding "handbook"
the ultimate crowdfunding "cheat sheet"
Synopsis Project: training introduction to fundraisingKarl Donert
The SYNOPSIS project concerns Storytelling and Fundraising for Cultural Heritage professionals.
Cultural heritage covers a variety of activities, and a system of values, traditions, knowledge, and lifestyles that characterise society.
The heritage sector has to deal with new challenges and it is therefore necessary to develop new professionalism, able to promote and support cultural heritage as it improves not only the overall economic growth and employment, but also social cohesion and environmental sustainability.
Storytelling and fundraising skills assume a fundamental role in connecting the past to the future. Cultural Heritage storytelling is concerned with “communicating through stories”, creating narratives through which a cultural heritage enters into an emphatic relationship with people, managing to arouse public emotion. The purpose is to engage people to protect, exploit cultural heritage, and support it financially.
This presentation introduces fundraising as part of the training programme
Synopsis Project: training i- fundraising activities and contextsKarl Donert
Storytelling and fundraising skills assume a fundamental role in connecting the past to the future. Cultural Heritage storytelling is concerned with “communicating through stories”, creating narratives through which a cultural heritage enters into an emphatic relationship with people, managing to arouse public emotion. The purpose is to engage people to protect, exploit cultural heritage, and support it financially.
This presentation deals with details about fundraising and different contexts as part of the training programme
The Texas State SBDC presented this Spectrum program at the Austin Chamber of Commerce on January 15, 2015. Heath Naquin, Executive Director of the NSF I-Corps Node and Lisa Kurek, Managing Partner at BBC Entrepreneurial Training & Consulting were the main speakers. Additional information about the Spectrum technology commercialization program at Texas State SBDC is available at www.AustinSmallBusinessAnswers.com
Synopsis Project: training - what is fundraising?Karl Donert
The SYNOPSIS project concerns Storytelling and Fundraising for Cultural Heritage professionals.
Cultural heritage covers a variety of activities, and a system of values, traditions, knowledge, and lifestyles that characterise society.
The heritage sector has to deal with new challenges and it is therefore necessary to develop new professionalism, able to promote and support cultural heritage as it improves not only the overall economic growth and employment, but also social cohesion and environmental sustainability.
Storytelling and fundraising skills assume a fundamental role in connecting the past to the future. Cultural Heritage storytelling is concerned with “communicating through stories”, creating narratives through which a cultural heritage enters into an emphatic relationship with people, managing to arouse public emotion. The purpose is to engage people to protect, exploit cultural heritage, and support it financially.
This presentation is the second part of an introduction to fundraising as part of the training programme
You made your pitch and investors are interested! Now what? It doesn't matter if the interested party is an angel, venture capital group or private investor, you need to understand the process and how to manage the relationship.
Our Spectrum session on June 24, 2014 was held at the Austin Chamber and included an in-depth discussion of business valuation, term sheets, dilutive and non-dilutive funding, Shark vs Partner relationships, communications, assumptions and setting the right expectations.
The session closed with a true insider's perspective as Light Bohrd CEO Chris Forgey shared his own recent story, including "the ask," negotiations and the "gotchas."
We've all heard about hugely successful crowdfunding campaigns on Kickstarter, GoFundMe, AngelList and other platforms (Coolest, Potato Salad, 7 Cups of Tea,Shyp) but we've also heard about the big campaigns that didn't go quite as planned (Zach Braff's "Wish I Was Here", MyIDKey). Crowdfunding is one of those activities that you really don't want to jump into without having a full understanding of the opportunities and risks involved.
At this highly interactive session on the Austin campus of IBM Innovation Center, our panel of experts provided an insider's view of crowdfunding (from the investor and entrepreneur perspective) and led a lively discussion about rewards-based and equity crowdfunding.
This was the takeaway from the session:
understanding the difference between rewards vs equity
knowing how to avoid epic crowdfunding disasters
learning what a successful campaign looks like
connections with crowdfunding experts
introduction to new funding portals
a "roadmap" for selecting the right portal
a crowdfunding "handbook"
the ultimate crowdfunding "cheat sheet"
Synopsis Project: training introduction to fundraisingKarl Donert
The SYNOPSIS project concerns Storytelling and Fundraising for Cultural Heritage professionals.
Cultural heritage covers a variety of activities, and a system of values, traditions, knowledge, and lifestyles that characterise society.
The heritage sector has to deal with new challenges and it is therefore necessary to develop new professionalism, able to promote and support cultural heritage as it improves not only the overall economic growth and employment, but also social cohesion and environmental sustainability.
Storytelling and fundraising skills assume a fundamental role in connecting the past to the future. Cultural Heritage storytelling is concerned with “communicating through stories”, creating narratives through which a cultural heritage enters into an emphatic relationship with people, managing to arouse public emotion. The purpose is to engage people to protect, exploit cultural heritage, and support it financially.
This presentation introduces fundraising as part of the training programme
Synopsis Project: training i- fundraising activities and contextsKarl Donert
Storytelling and fundraising skills assume a fundamental role in connecting the past to the future. Cultural Heritage storytelling is concerned with “communicating through stories”, creating narratives through which a cultural heritage enters into an emphatic relationship with people, managing to arouse public emotion. The purpose is to engage people to protect, exploit cultural heritage, and support it financially.
This presentation deals with details about fundraising and different contexts as part of the training programme
Stephen Young, principal at iCAN-Global, LLC and the founder of Mentor Business Group LLC discusses how to make your business more attractive to investors.
Throughout its history in the investment and wealth planning sector, Delegate Advisors has emerged as an industry leader and demonstrated a unique ability to organize clients’ financial affairs. When clients enlist the services of Delegate Advisors, they typically participate in a comprehensive assessment of their current financial situation. Delegate Advisors begins by identifying existing relationships with financial professionals and evaluating infrastructure such as legal entities and wealth planning structures.
How to prepare for investment and run a successful process Sam Riley CEO, Ans...Ansarada
Ansarada: Our experience and where our insights come from
Preparing: Start with the end in mind and work backwards
• Investors are judges that score your performance
• Why they do it, how and what really matters
• Ensuring your vision, strategy, plan/model, measures and foundations all tell the same story and align with the judges
Run and close a swift investment process
• Momentum makers vs momentum takers
• Be flexible on closing but keep it simple
HCF Training - Building Sustainability Workshop covers:
Why do we need to plan?
• Fundraising methods
• Understanding the funder
• How HCF Training and Development can help you
A free grant writing skills course to help you gain immediate know-how and access our database of 2500 organisations to search for grants opportunities. Get help with your grant writing, We also review grant applications.
Ncfa Craig Asano Jan 8 equity and funding presentationCraig Asano
Beyond bootstrapping raising capital is critical to launch or grow most ventures. Here's a lean overview of common funding options. Here's to your future success!
Developing Your Case for Support: The Foundation For Your Fundraising SuccessBloomerang
https://bloomerang.co/resources/webinars/
How can you make your Case for Support powerful, provocative and successful? Robin L. Cabral, MA, CFRE, will highlight best practices in preparing and using your case for support.
Stephen Young, principal at iCAN-Global, LLC and the founder of Mentor Business Group LLC discusses how to make your business more attractive to investors.
Throughout its history in the investment and wealth planning sector, Delegate Advisors has emerged as an industry leader and demonstrated a unique ability to organize clients’ financial affairs. When clients enlist the services of Delegate Advisors, they typically participate in a comprehensive assessment of their current financial situation. Delegate Advisors begins by identifying existing relationships with financial professionals and evaluating infrastructure such as legal entities and wealth planning structures.
How to prepare for investment and run a successful process Sam Riley CEO, Ans...Ansarada
Ansarada: Our experience and where our insights come from
Preparing: Start with the end in mind and work backwards
• Investors are judges that score your performance
• Why they do it, how and what really matters
• Ensuring your vision, strategy, plan/model, measures and foundations all tell the same story and align with the judges
Run and close a swift investment process
• Momentum makers vs momentum takers
• Be flexible on closing but keep it simple
HCF Training - Building Sustainability Workshop covers:
Why do we need to plan?
• Fundraising methods
• Understanding the funder
• How HCF Training and Development can help you
A free grant writing skills course to help you gain immediate know-how and access our database of 2500 organisations to search for grants opportunities. Get help with your grant writing, We also review grant applications.
Ncfa Craig Asano Jan 8 equity and funding presentationCraig Asano
Beyond bootstrapping raising capital is critical to launch or grow most ventures. Here's a lean overview of common funding options. Here's to your future success!
Developing Your Case for Support: The Foundation For Your Fundraising SuccessBloomerang
https://bloomerang.co/resources/webinars/
How can you make your Case for Support powerful, provocative and successful? Robin L. Cabral, MA, CFRE, will highlight best practices in preparing and using your case for support.
"How to maximize your potential to attract US capital" by John Bautista TheFamily
By John Bautista, Partner at Orrick.
Join us IRL next time! http://meetup.com/thefamilyspecialevents
The contents of this video are intended for general information purposes only and should not be considered or construed as legal advice. The distribution of this presentation or its content is not intended to create, and receipt of it does not constitute, an attorney-client relationship. (The views set forth herein are the personal views of the presenters and do not necessarily reflect those of Orrick, Herrington & Sutcliffe.)
Start ups challenges for funding optionsAnjana Vivek
How do you choose from this range of investors and more: HNIs, informal and formal Angel groups,Seed Funds,Venture Capital, Private Equity, Banks, Strategic Investors, Corporate Funds; (Family) Business Groups, Indian & Global, Government supported funds, Impact Investors, Incubators, Accelerators, Crowd funding, Online funding platforms
Scott droney - financing start-up and growthScott Droney
Scott Droney is provide financial services spectrum as well as data processing and managing segments. Since most of its financial services were retail focused, the need to build scale and skill in the transaction processing domain became imperative.
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
Best Practices in Understanding and Increasing Your Company ValuationRoseRyan
Want to raise your company’s share price or valuation? Look beyond the benchmark. In this slide presentation from our October 2013 webinar with Proformative, RoseRyan CEO Kathy Ryan and Assay Founding Partner Adrian Bray reveal the science of increasing value throughout an organization and identify key factors that affect company valuation.
US Economic Outlook - Being Decided - M Capital Group August 2021.pdfpchutichetpong
The U.S. economy is continuing its impressive recovery from the COVID-19 pandemic and not slowing down despite re-occurring bumps. The U.S. savings rate reached its highest ever recorded level at 34% in April 2020 and Americans seem ready to spend. The sectors that had been hurt the most by the pandemic specifically reduced consumer spending, like retail, leisure, hospitality, and travel, are now experiencing massive growth in revenue and job openings.
Could this growth lead to a “Roaring Twenties”? As quickly as the U.S. economy contracted, experiencing a 9.1% drop in economic output relative to the business cycle in Q2 2020, the largest in recorded history, it has rebounded beyond expectations. This surprising growth seems to be fueled by the U.S. government’s aggressive fiscal and monetary policies, and an increase in consumer spending as mobility restrictions are lifted. Unemployment rates between June 2020 and June 2021 decreased by 5.2%, while the demand for labor is increasing, coupled with increasing wages to incentivize Americans to rejoin the labor force. Schools and businesses are expected to fully reopen soon. In parallel, vaccination rates across the country and the world continue to rise, with full vaccination rates of 50% and 14.8% respectively.
However, it is not completely smooth sailing from here. According to M Capital Group, the main risks that threaten the continued growth of the U.S. economy are inflation, unsettled trade relations, and another wave of Covid-19 mutations that could shut down the world again. Have we learned from the past year of COVID-19 and adapted our economy accordingly?
“In order for the U.S. economy to continue growing, whether there is another wave or not, the U.S. needs to focus on diversifying supply chains, supporting business investment, and maintaining consumer spending,” says Grace Feeley, a research analyst at M Capital Group.
While the economic indicators are positive, the risks are coming closer to manifesting and threatening such growth. The new variants spreading throughout the world, Delta, Lambda, and Gamma, are vaccine-resistant and muddy the predictions made about the economy and health of the country. These variants bring back the feeling of uncertainty that has wreaked havoc not only on the stock market but the mindset of people around the world. MCG provides unique insight on how to mitigate these risks to possibly ensure a bright economic future.
The secret way to sell pi coins effortlessly.DOT TECH
Well as we all know pi isn't launched yet. But you can still sell your pi coins effortlessly because some whales in China are interested in holding massive pi coins. And they are willing to pay good money for it. If you are interested in selling I will leave a contact for you. Just telegram this number below. I sold about 3000 pi coins to him and he paid me immediately.
Telegram: @Pi_vendor_247
Falcon stands out as a top-tier P2P Invoice Discounting platform in India, bridging esteemed blue-chip companies and eager investors. Our goal is to transform the investment landscape in India by establishing a comprehensive destination for borrowers and investors with diverse profiles and needs, all while minimizing risk. What sets Falcon apart is the elimination of intermediaries such as commercial banks and depository institutions, allowing investors to enjoy higher yields.
how to sell pi coins in all Africa Countries.DOT TECH
Yes. You can sell your pi network for other cryptocurrencies like Bitcoin, usdt , Ethereum and other currencies And this is done easily with the help from a pi merchant.
What is a pi merchant ?
Since pi is not launched yet in any exchange. The only way you can sell right now is through merchants.
A verified Pi merchant is someone who buys pi network coins from miners and resell them to investors looking forward to hold massive quantities of pi coins before mainnet launch in 2026.
I will leave the telegram contact of my personal pi merchant to trade with.
@Pi_vendor_247
how to swap pi coins to foreign currency withdrawable.DOT TECH
As of my last update, Pi is still in the testing phase and is not tradable on any exchanges.
However, Pi Network has announced plans to launch its Testnet and Mainnet in the future, which may include listing Pi on exchanges.
The current method for selling pi coins involves exchanging them with a pi vendor who purchases pi coins for investment reasons.
If you want to sell your pi coins, reach out to a pi vendor and sell them to anyone looking to sell pi coins from any country around the globe.
Below is the contact information for my personal pi vendor.
Telegram: @Pi_vendor_247
What price will pi network be listed on exchangesDOT TECH
The rate at which pi will be listed is practically unknown. But due to speculations surrounding it the predicted rate is tends to be from 30$ — 50$.
So if you are interested in selling your pi network coins at a high rate tho. Or you can't wait till the mainnet launch in 2026. You can easily trade your pi coins with a merchant.
A merchant is someone who buys pi coins from miners and resell them to Investors looking forward to hold massive quantities till mainnet launch.
I will leave the telegram contact of my personal pi vendor to trade with.
@Pi_vendor_247
Poonawalla Fincorp and IndusInd Bank Introduce New Co-Branded Credit Cardnickysharmasucks
The unveiling of the IndusInd Bank Poonawalla Fincorp eLITE RuPay Platinum Credit Card marks a notable milestone in the Indian financial landscape, showcasing a successful partnership between two leading institutions, Poonawalla Fincorp and IndusInd Bank. This co-branded credit card not only offers users a plethora of benefits but also reflects a commitment to innovation and adaptation. With a focus on providing value-driven and customer-centric solutions, this launch represents more than just a new product—it signifies a step towards redefining the banking experience for millions. Promising convenience, rewards, and a touch of luxury in everyday financial transactions, this collaboration aims to cater to the evolving needs of customers and set new standards in the industry.
how can I sell my pi coins for cash in a pi APPDOT TECH
You can't sell your pi coins in the pi network app. because it is not listed yet on any exchange.
The only way you can sell is by trading your pi coins with an investor (a person looking forward to hold massive amounts of pi coins before mainnet launch) .
You don't need to meet the investor directly all the trades are done with a pi vendor/merchant (a person that buys the pi coins from miners and resell it to investors)
I Will leave The telegram contact of my personal pi vendor, if you are finding a legitimate one.
@Pi_vendor_247
#pi network
#pi coins
#money
USDA Loans in California: A Comprehensive Overview.pptxmarketing367770
USDA Loans in California: A Comprehensive Overview
If you're dreaming of owning a home in California's rural or suburban areas, a USDA loan might be the perfect solution. The U.S. Department of Agriculture (USDA) offers these loans to help low-to-moderate-income individuals and families achieve homeownership.
Key Features of USDA Loans:
Zero Down Payment: USDA loans require no down payment, making homeownership more accessible.
Competitive Interest Rates: These loans often come with lower interest rates compared to conventional loans.
Flexible Credit Requirements: USDA loans have more lenient credit score requirements, helping those with less-than-perfect credit.
Guaranteed Loan Program: The USDA guarantees a portion of the loan, reducing risk for lenders and expanding borrowing options.
Eligibility Criteria:
Location: The property must be located in a USDA-designated rural or suburban area. Many areas in California qualify.
Income Limits: Applicants must meet income guidelines, which vary by region and household size.
Primary Residence: The home must be used as the borrower's primary residence.
Application Process:
Find a USDA-Approved Lender: Not all lenders offer USDA loans, so it's essential to choose one approved by the USDA.
Pre-Qualification: Determine your eligibility and the amount you can borrow.
Property Search: Look for properties in eligible rural or suburban areas.
Loan Application: Submit your application, including financial and personal information.
Processing and Approval: The lender and USDA will review your application. If approved, you can proceed to closing.
USDA loans are an excellent option for those looking to buy a home in California's rural and suburban areas. With no down payment and flexible requirements, these loans make homeownership more attainable for many families. Explore your eligibility today and take the first step toward owning your dream home.
Introduction to Indian Financial System ()Avanish Goel
The financial system of a country is an important tool for economic development of the country, as it helps in creation of wealth by linking savings with investments.
It facilitates the flow of funds form the households (savers) to business firms (investors) to aid in wealth creation and development of both the parties
how to sell pi coins at high rate quickly.DOT TECH
Where can I sell my pi coins at a high rate.
Pi is not launched yet on any exchange. But one can easily sell his or her pi coins to investors who want to hold pi till mainnet launch.
This means crypto whales want to hold pi. And you can get a good rate for selling pi to them. I will leave the telegram contact of my personal pi vendor below.
A vendor is someone who buys from a miner and resell it to a holder or crypto whale.
Here is the telegram contact of my vendor:
@Pi_vendor_247
If you are looking for a pi coin investor. Then look no further because I have the right one he is a pi vendor (he buy and resell to whales in China). I met him on a crypto conference and ever since I and my friends have sold more than 10k pi coins to him And he bought all and still want more. I will drop his telegram handle below just send him a message.
@Pi_vendor_247
1. Phase IV – Invest Desk
Capital Financing Program
July 17, 2012
Carleton University, Dunton, Rm 328
Presented to LTW Founders
on June 5th
2. Background
• Lead To Win (LTW) has generated more than 140 new companies over the
past three years.
• There are at least 20 LTW companies that have developed to the point,
with sufficient growth potential, to embark on serious fundraising.
• Many of these first-time CEOs lack experience in fundraising.
• Invest Desk (Lead To Win Phase IV) is being established to educate, train,
coach and facilitate fundraising for the LTW companies that have reached
the point where they are ready.
• The full LTW ecosystem will be leveraged to make this happen.
• The activity is being led by Mike Foster, James Smith, Laurie Davis and
Claude Haw with support from Tony Bailetti.
• Support from Invest Ottawa, OCE, IRAP and Capital Angel Network is being
requested.
3. Objectives and Criteria
• Objective for participants: Raise sufficient capital to fund the next 18 to 24
months of company development, generally $250,000 or more.
• Criteria for admission: After a formal application process, admission will be
based on the following criteria:
– LTW Phase III graduate (or a qualified opportunity equivalent to Phase III)
– Sponsored by a qualified mentor or advisor who believes that the business is
fundable
– Must be seeking a meaningful round of financing (e.g. $250,000 or more)
• Application process: There will be a call for applications two or three times per
year starting in June 2012. Application will include a brief description of the
company, senior team, current status, mentor/advisor making
recommendation and amount to be raised.
• Mentor/Advisor Qualification Criteria:
– Some formal engagement with the company as a board member, advisor or consultant.
– A credible track record in growing early stage ventures or new ventures within larger
organization.
– Previous involvement in a financing round in some form, as an Angel or VC investor, CEO.
President or CFO.
4. Program Overview
The program will consist of four components as follows:
2. Introduction session (full day seminar/workshop) which will cover:
– Investment process and financial plan
– Defining and refining the audience
– Communications toolkit
– Developing momentum plan
– Closing the deal
3. Review session (1.5 to 2 hours with expert panel)
– Held 2 to 4 weeks following Introduction session
– Pitch to "expert panel" including at least one investor, one experienced CEO and one
service provider (lawyer, accountant, etc.)
– Scheduled only when the mentor/advisor sponsor says they are ready
4. Open pitch session (30 minutes per company)
– Held 2 to 4 weeks following Review session
– Scheduled only when the review panel says they are ready
– Company pitch to a panel of four investors designed to simulate a pitch to a VC firm
(board room setting, real dynamics, including setup, introductions, pitch and Q&A)
5. Support from Invest Desk (Customized)
– Help identifying target investors
– Qualifying target investors
– Help organizing visits to Ottawa by target investor
5. Reference Material
The program will provide each participant with reference material
including:
• Sample pitch deck
• Sample one-page company description
• Sample product brochure
• Template for financial plan
• Template for business plan
• Sample term sheets (debenture and equity rounds)
• Due diligence check list
6. Introduction Session
Day 1 Agenda
Building an “Actionable” Financing Plan
• Seeking Investment as Sales Cycle (1 hr)
– The ”investment” customer: differing psychology/priorities of venture investors
– The nature of the “sale” – hearts, minds, wallets
– The sales cycle: developing credibility and momentum among investors
– Developing an “actionable” financing plan:
• Defining and refining your audience
• Refining a shelf of basic communication tools
• Creating a 6-9 month communications plan to convey momentum
• Funnelling your audience into the “deal”
• Step One: Defining and Refining Your Audience (1.5 hrs)
– Defining your investment needs for company lifecycle
– Canada/USA investment “geography” – where is the money?
– Government program needs, likes and dislikes (FedDev, IAF, IRAP, SRED, OCE)
– Angel investor needs, likes and dislikes
– Venture investor needs, likes and dislikes
– Finding your mate: matching with angel groups
– Making your list dynamic and deal-driven
• Step Two: Developing Your Communications Toolkit (1.5 hrs)
– The role and use of the teaser and the pitch
– Other tools, website, YouTube, testimonials, social media
– Suggested structures and samples – the good, bad and ugly
– Tips and traps for compelling investor meetings
• Step Three: Developing Your “Momentum” Plan (1.5 hrs)
– The toolkit: board, advisors, customers, product milestones/roadmap, patents
– The crucial “first touch”
– Subsequent communications and updates
– Getting closure: under what conditions would you invest?
– Funnelling your audience into catalysts and companions
– Using group/audience pitch sessions effectively
• Step Four: Finalizing the “Deal” (1 hr)
– How to address deal terms as you move through the sales cycle
– Priced rounds vs. convertible debt
– Demystifying valuations: working backwards from exit for the “fair” deal
– Founder stock restrictions
– The “zen” of deal terms: other control and liquidity issues
– The term sheet and steps to closing
7. Prerequisites
Prerequisites for the program include:
• Company Revenue
• Minimum $100K to date
• and/or significant Customer traction
• Established Funding
• Friends and Family, FedDev, IRAP, SRED, OCE
• Minimum of $50K raised to date
• Capital Requirements
• $250K for 6 months
• On exception as low as $100K
• Qualified Mentor / Advisor supporting application
• a board member, advisor or consultant to the company
• credible track record in early stage ventures or new ventures in larger
organization
• involvement in a financing round in some form, as an Angel or VC investor, CEO,
President or CFO.
9. Timeline
• June 8th: Applications accepted
– Go to http://founders-club.ca/
– Or request from mikefoster500@gmail.com
• June 19th: Deadline for Applications
– Review, questions, clarification and/or contact with advisor
• July 10th: Participants notified
– 8 to 10 Companies
– 2 participates: typically CEO, and Advisor
• July 17th: Carleton University, Dunton Tower,
Sprott School of Business, Rm 328