Presentation from a June 11, 2013 workshop titled “Preparing for Early Stage Financing”. Topics covered include:
1. Creating a compelling investor package and preparing for investor presentations
2. Evaluating the sources of financing and legal structures for each stage of a company’s lifecycle
3. Negotiating a term sheet – a deep dive into the key legal provisions and their impact
4. Understanding the different set of documents that comprise the “Definitive Documentation”
5. Preparing for the due diligence process
6. Complying with federal and state regulatory requirements
Lookout presentation for companies april 2013Merrette Moore
Lookout Capital provides growth capital and strategic advisory to small and growing companies. They operate with two guiding principles - helping entrepreneurs grow their businesses and being patient, people-focused investors seeking long-term returns. They typically invest between $500k-$20M in companies generating $2M-$10M in revenue, focusing on North Carolina companies. They are actively involved through board representation and management consulting, with the goal of helping portfolio companies achieve their strategic plans and increase shareholder value over the long term.
This presentation discusses raising capital and the role of investment banks. It outlines sources of capital including non-dilutive options like loans and grants, as well as dilutive options like funding from friends/family, angels, venture capital, and private placements. It explains considerations for seeking equity capital such as how much is needed and losing company autonomy. It also defines accredited investors and exceptions for friends/family and equity crowdfunding. The presentation provides an overview of private placements and notes risks of raising money from non-accredited investors. It emphasizes the benefits of professional investors and outlines corporate housekeeping needs and factors for selecting an investment bank.
Creating a M&A advisory board can help companies achieve their objectives of acquiring other companies or selling their own company. M&A transactions are complex, risky, and expensive, so having independent advisors with M&A expertise can increase the likelihood of success. A M&A advisory board can provide advice and expertise to assist the board of directors and management in their strategic objectives. Setting up an effective M&A advisory board requires defining its mandate, selecting qualified members, and managing the board to maximize its contributions.
C. Matthew Schulz, a partner at Dentons law firm and chair of their Global Mobility and US Immigration practices, gave a presentation on starting a business as an international student. The presentation covered various visa options for international students looking to own or work for a business in the US, including visas designed for business owners like E-1, E-2, and EB5 visas, visas that do not require employment like EB1A and EB2, and visas for employees like F-1, J-1, H-1B, L-1, and various employment-based immigrant visas. Schulz emphasized that active involvement rather than just passive ownership is the issue, and discussed factors
Hunter Wise Presentation for Corporate Finance Advisory ServicesRalph Liu
Hunter Wise Financial Group is a leading middle-market investment banking firm that provides corporate finance and M&A advisory services to middle market companies. It has over 40 professionals across 12 domestic offices and 1 international office. Hunter Wise has decades of experience in managing over 1,000 M&A transactions for companies up to $200 million in revenue. The firm focuses on serving companies with strong earnings of over $2 million and can offer clients direct access to capital sources for transactions.
The document summarizes an investment opportunity to purchase a 4.5-star resort located on an island west of Phuket, Thailand through a Thai-registered private equity trust. The trust would acquire the existing resort properties at a discounted price from fair value to lock in profits. It would then appoint a hotel operator to renovate and improve operations before exiting the investment by selling the assets to a newly established real estate investment trust. The 236-villa resort is situated on a peaceful island near marinas and beaches and within a growing tourism market in Phuket driven by visitors from China.
This document provides information on starting a business, including what an entrepreneur is, qualities of a successful entrepreneur, and initial steps for starting a business such as obtaining insurance, registering the business, and choosing an organizational structure. It also discusses components of a business plan such as an executive summary, company description, marketing plan, and financial projections. The document outlines financing options for starting a business including personal loans, lines of credit, grants, and programs through the Business Development Bank of Canada.
Lookout presentation for companies april 2013Merrette Moore
Lookout Capital provides growth capital and strategic advisory to small and growing companies. They operate with two guiding principles - helping entrepreneurs grow their businesses and being patient, people-focused investors seeking long-term returns. They typically invest between $500k-$20M in companies generating $2M-$10M in revenue, focusing on North Carolina companies. They are actively involved through board representation and management consulting, with the goal of helping portfolio companies achieve their strategic plans and increase shareholder value over the long term.
This presentation discusses raising capital and the role of investment banks. It outlines sources of capital including non-dilutive options like loans and grants, as well as dilutive options like funding from friends/family, angels, venture capital, and private placements. It explains considerations for seeking equity capital such as how much is needed and losing company autonomy. It also defines accredited investors and exceptions for friends/family and equity crowdfunding. The presentation provides an overview of private placements and notes risks of raising money from non-accredited investors. It emphasizes the benefits of professional investors and outlines corporate housekeeping needs and factors for selecting an investment bank.
Creating a M&A advisory board can help companies achieve their objectives of acquiring other companies or selling their own company. M&A transactions are complex, risky, and expensive, so having independent advisors with M&A expertise can increase the likelihood of success. A M&A advisory board can provide advice and expertise to assist the board of directors and management in their strategic objectives. Setting up an effective M&A advisory board requires defining its mandate, selecting qualified members, and managing the board to maximize its contributions.
C. Matthew Schulz, a partner at Dentons law firm and chair of their Global Mobility and US Immigration practices, gave a presentation on starting a business as an international student. The presentation covered various visa options for international students looking to own or work for a business in the US, including visas designed for business owners like E-1, E-2, and EB5 visas, visas that do not require employment like EB1A and EB2, and visas for employees like F-1, J-1, H-1B, L-1, and various employment-based immigrant visas. Schulz emphasized that active involvement rather than just passive ownership is the issue, and discussed factors
Hunter Wise Presentation for Corporate Finance Advisory ServicesRalph Liu
Hunter Wise Financial Group is a leading middle-market investment banking firm that provides corporate finance and M&A advisory services to middle market companies. It has over 40 professionals across 12 domestic offices and 1 international office. Hunter Wise has decades of experience in managing over 1,000 M&A transactions for companies up to $200 million in revenue. The firm focuses on serving companies with strong earnings of over $2 million and can offer clients direct access to capital sources for transactions.
The document summarizes an investment opportunity to purchase a 4.5-star resort located on an island west of Phuket, Thailand through a Thai-registered private equity trust. The trust would acquire the existing resort properties at a discounted price from fair value to lock in profits. It would then appoint a hotel operator to renovate and improve operations before exiting the investment by selling the assets to a newly established real estate investment trust. The 236-villa resort is situated on a peaceful island near marinas and beaches and within a growing tourism market in Phuket driven by visitors from China.
This document provides information on starting a business, including what an entrepreneur is, qualities of a successful entrepreneur, and initial steps for starting a business such as obtaining insurance, registering the business, and choosing an organizational structure. It also discusses components of a business plan such as an executive summary, company description, marketing plan, and financial projections. The document outlines financing options for starting a business including personal loans, lines of credit, grants, and programs through the Business Development Bank of Canada.
Dickson Consulting provides professional services to support merger and acquisition activity. Founder Bob Dickson has over 40 years of experience as a CFO for both smaller and publicly traded companies. Dickson Consulting's services include serving on an M&A advisory board, managing the office of the CFO, addressing capital formation issues, supporting transaction execution, providing investment banking for exits, searching for acquisition candidates, and providing HR and risk management advisory services. The document discusses these services and provides examples of Dickson Consulting's experience. It also provides information on working with a community of professional partners including legal counsel, investment bankers, and firms that specialize in acquisition searches.
Entrepreneurs obtain funding from four main sources:
1. Their own money through personal contributions as owners' equity or loans.
2. Debt financing such as bank loans that provide cash upfront in exchange for later repayment with interest.
3. Equity financing whereby investors provide cash in exchange for ownership of the business, including angel investors, venture capital, or public stock offerings.
4. Bootstrapping, which involves piecing together financing from numerous small sources without outside investment, such as leveraging personal savings, customer payments, and strategic partnerships.
This presentation discusses what entrepreneurs need to do to prepare their Company for investment by angel investors and venture capitalists. For legal counsel in this area, contact Attorney Robert Adelson at rob@attorneyadelson.com. Visit https://executiveemploymentattorney.com for more publications by Attorney Robert Adelson.
So you want to start a business and need funding. Here are more than a dozen ways to finance your new business, from using your own assets all the way to an initial public offering, just like Facebook.
Wakabayashi Fund LLC is a private equity firm that provides capital and consulting services to small and mid-sized companies. It invests directly and helps clients raise capital from institutional investors. The firm focuses on providing liquidity solutions for business owners while allowing them to maintain leadership roles and participate in future growth. Wakabayashi Fund targets profitable companies with at least $500,000 in revenue and $100,000 in operating cash flow and aims to help clients achieve their financial and operational goals through strategic planning, management support, and access to its network of investors and advisors.
11.24.20 how to Raise Seed Funding for Your Startup: Convertible Notes and ...ideatoipo
The document provides an overview of a presentation on raising seed funding for startups through convertible notes and SAFEs (simple agreements for future equity). It discusses important caveats, the presenter's background, structural considerations for startups, financing options like convertible debt/equity and venture rounds, key terms for convertible securities, common valuation and dilution concepts, potential pitfalls, and answers questions. The presentation aims to help entrepreneurs understand how to structure early-stage financing and what to consider when negotiating convertible notes or SAFEs.
The document discusses 16 different types and sources of financing available for start-up businesses, including personal savings, friends and family, venture capital, angel investors, government grants and programs, equity offerings, IPOs, warrants, banks and commercial lenders, commercial finance companies, bonds, leases, commercial paper, bank overdrafts, asset-based financing, and private placements. Each type is briefly described in 1-2 sentences.
N1 SME Lending Fund investors performance report v. May2020Ren H Wong
N1 Holdings group of businesses provide strategic advice on businesses, corporations, project developers and property investors seeking new equity capital/debt, refinancing or refinancing existing debt. We assist companies and individuals through the complex processes of Australian major banks, private funds, and offshore debt capital providers. With the growth in alternative lending, N1 overseas strategic alliances are perfectly placed to advise businesses through this changing lending environment and debt market.
Incorporation Stage Issues and Seed Financings Overview w/ Kristine Di BaccoStanford Venture Studio
Which legal entity is best for your startup company? How should you deal with founder stock and other incorporation issues? How should you structure a seed investment? Kristine Di Bacco, Partner at Fenwick & West, will help you answer these important questions, and others, as you think about the process of incorporating and raising seed financing.
Non-Executive Directors (NEDs): Adding Value in Construction & InfrastructureNigel Brindley
Investors in infrastructure project companies are experiencing an unprecedented assault on their value whilst facing the looming and increasingly risky challenges of concession expiries.
Similarly, construction and services SMEs are facing complex challenges of lock-down induced corporate debt, supply chain volatility, post-Brexit labour shortages, the trend to off-site fabrication and, despite expectations of rising construction demand, increasingly unpredictable workload forecasting.
These are creating the most challenging business environments for construction and infrastructure investors for a generation.
The appointment of independent Non-Executive Directors (NEDs) to Project Company and SME boards can help to preserve shareholder value, improve operational oversight and contribute broad experience and perspective to board business. So why is such a cost-effective solution not more widely adopted?
This presentation explores the pros and cons of appointing independent NEDs to infrastructure project companies and SMEs in the construction sector.
This webinar provides information on basic financial requirements that impact nonprofit operations. Participants will learn best practices in board fiduciary duties, budgeting basics, and yearly financial reporting requirements.
Fund raising for real estate posiview 10_sep14_sims edpreddvise
The document discusses various options for real estate developers to raise funds, including debt financing and equity financing. It explains the differences between debt financing such as bank loans and construction finance, and equity financing such as private equity investments at the project level or company level. Private equity has grown in importance for fund raising and offers advantages like risk sharing but comes with higher costs and investor expectations. Special purpose vehicles (SPVs) are often used for private equity investments in specific projects. The impacts of different funding avenues like their costs, terms, and effects on industry perception are also compared.
The document discusses various aspects of mergers and acquisitions including:
1. It outlines the typical M&A process including preparing due diligence materials, negotiating letters of intent, conducting detailed due diligence, finalizing agreements, and integrating post-closing.
2. It describes two common M&A transaction structures - a stock purchase where the buyer acquires ownership of all assets and liabilities, and an asset purchase where the buyer purchases specific assets and assumes agreed upon liabilities.
3. The advantages and disadvantages of each structure are summarized, such as a stock purchase being quicker but requiring shareholder consent, while an asset purchase allows selective asset and liability assumption but requires more third party consents.
Otan Property Funds Management Ltd was established to capitalize on opportunities in the Western Australian property market. It has a retail AFSL license and will provide investors exposure to residential and commercial property developments and acquisitions primarily in Western Australia. Key types of developments include apartments, housing subdivisions, and commercial projects. Otan aims to maximize returns for investors using economic cycles while managing risk through strategies like pre-sales and non-recourse debt. It is backed by experienced directors and a partnership with Pindan Constructions. Current and upcoming Otan fund investments are outlined.
The document provides an overview of the key considerations for starting a business, including researching the market, choosing an ownership structure, registering the business, and preparing a business plan. It discusses sole proprietorships, partnerships, and corporations as potential ownership structures. It also outlines how to finance a business through equity financing like personal savings or investors, and debt financing like lines of credit, term loans, or government programs. The document concludes with common reasons why businesses fail like being undercapitalized, poor management, or failing to adapt.
This document discusses the process of small and medium-sized enterprises (SMEs) entering into joint ventures. It defines a joint venture as the creation of a new legal entity by two or more parties to undertake an activity together. SMEs may enter joint ventures to increase capacity, access new technology, enter new markets, improve distribution or develop new products. The stages of forming a successful joint venture are to assess suitability, identify and research potential partners, discuss structures and agreements, and draw up legal agreements. Thorough due diligence and clear communication between partners are important.
New venture financing, 2003,Ziya BoyacigillerZiya-B
This presentation provides an overview of new venture financing and was originally created and presented by Ziya Boyacigiller, a leading angel investor in Turkey. The presentation covers topics such as the high-risk nature of new venture investing, venture capital fund structures and returns, factors for success like industry selection and team execution, and considerations for entrepreneurs seeking funding like valuation and term sheet negotiations. It aims to educate entrepreneurs on understanding venture capital and making good funding decisions.
Venture capital is money invested in small businesses or new initiatives with potential for growth. Venture capitalists buy shares in these companies and become financial partners. There are four phases to venture capital funding: idea generation, start-up, ramp up, and exit. The funding process involves submitting a business plan, introductory meetings, due diligence by the venture capitalists, and term sheets being offered if due diligence is satisfactory, leading to funding. Venture capital brings expertise and resources to companies but founders lose some autonomy, and it is a complex process with uncertain returns realized in the long run.
This document discusses Islamic financing modes for agricultural production. It outlines the typical stages of a crop production cycle and then describes various modes that can be used to provide working capital and term financing at different stages. For wheat crop production specifically, it proposes using salam to finance the purchase of inputs upfront and murabahah to finance liquidity needs for land preparation, harvesting, and marketing. Financing would be guaranteed by the farmer's agricultural passbook and hypothecation of the crop. The document aims to customize Islamic financing structures to match the specific needs of agricultural production cycles.
Dickson Consulting provides professional services to support merger and acquisition activity. Founder Bob Dickson has over 40 years of experience as a CFO for both smaller and publicly traded companies. Dickson Consulting's services include serving on an M&A advisory board, managing the office of the CFO, addressing capital formation issues, supporting transaction execution, providing investment banking for exits, searching for acquisition candidates, and providing HR and risk management advisory services. The document discusses these services and provides examples of Dickson Consulting's experience. It also provides information on working with a community of professional partners including legal counsel, investment bankers, and firms that specialize in acquisition searches.
Entrepreneurs obtain funding from four main sources:
1. Their own money through personal contributions as owners' equity or loans.
2. Debt financing such as bank loans that provide cash upfront in exchange for later repayment with interest.
3. Equity financing whereby investors provide cash in exchange for ownership of the business, including angel investors, venture capital, or public stock offerings.
4. Bootstrapping, which involves piecing together financing from numerous small sources without outside investment, such as leveraging personal savings, customer payments, and strategic partnerships.
This presentation discusses what entrepreneurs need to do to prepare their Company for investment by angel investors and venture capitalists. For legal counsel in this area, contact Attorney Robert Adelson at rob@attorneyadelson.com. Visit https://executiveemploymentattorney.com for more publications by Attorney Robert Adelson.
So you want to start a business and need funding. Here are more than a dozen ways to finance your new business, from using your own assets all the way to an initial public offering, just like Facebook.
Wakabayashi Fund LLC is a private equity firm that provides capital and consulting services to small and mid-sized companies. It invests directly and helps clients raise capital from institutional investors. The firm focuses on providing liquidity solutions for business owners while allowing them to maintain leadership roles and participate in future growth. Wakabayashi Fund targets profitable companies with at least $500,000 in revenue and $100,000 in operating cash flow and aims to help clients achieve their financial and operational goals through strategic planning, management support, and access to its network of investors and advisors.
11.24.20 how to Raise Seed Funding for Your Startup: Convertible Notes and ...ideatoipo
The document provides an overview of a presentation on raising seed funding for startups through convertible notes and SAFEs (simple agreements for future equity). It discusses important caveats, the presenter's background, structural considerations for startups, financing options like convertible debt/equity and venture rounds, key terms for convertible securities, common valuation and dilution concepts, potential pitfalls, and answers questions. The presentation aims to help entrepreneurs understand how to structure early-stage financing and what to consider when negotiating convertible notes or SAFEs.
The document discusses 16 different types and sources of financing available for start-up businesses, including personal savings, friends and family, venture capital, angel investors, government grants and programs, equity offerings, IPOs, warrants, banks and commercial lenders, commercial finance companies, bonds, leases, commercial paper, bank overdrafts, asset-based financing, and private placements. Each type is briefly described in 1-2 sentences.
N1 SME Lending Fund investors performance report v. May2020Ren H Wong
N1 Holdings group of businesses provide strategic advice on businesses, corporations, project developers and property investors seeking new equity capital/debt, refinancing or refinancing existing debt. We assist companies and individuals through the complex processes of Australian major banks, private funds, and offshore debt capital providers. With the growth in alternative lending, N1 overseas strategic alliances are perfectly placed to advise businesses through this changing lending environment and debt market.
Incorporation Stage Issues and Seed Financings Overview w/ Kristine Di BaccoStanford Venture Studio
Which legal entity is best for your startup company? How should you deal with founder stock and other incorporation issues? How should you structure a seed investment? Kristine Di Bacco, Partner at Fenwick & West, will help you answer these important questions, and others, as you think about the process of incorporating and raising seed financing.
Non-Executive Directors (NEDs): Adding Value in Construction & InfrastructureNigel Brindley
Investors in infrastructure project companies are experiencing an unprecedented assault on their value whilst facing the looming and increasingly risky challenges of concession expiries.
Similarly, construction and services SMEs are facing complex challenges of lock-down induced corporate debt, supply chain volatility, post-Brexit labour shortages, the trend to off-site fabrication and, despite expectations of rising construction demand, increasingly unpredictable workload forecasting.
These are creating the most challenging business environments for construction and infrastructure investors for a generation.
The appointment of independent Non-Executive Directors (NEDs) to Project Company and SME boards can help to preserve shareholder value, improve operational oversight and contribute broad experience and perspective to board business. So why is such a cost-effective solution not more widely adopted?
This presentation explores the pros and cons of appointing independent NEDs to infrastructure project companies and SMEs in the construction sector.
This webinar provides information on basic financial requirements that impact nonprofit operations. Participants will learn best practices in board fiduciary duties, budgeting basics, and yearly financial reporting requirements.
Fund raising for real estate posiview 10_sep14_sims edpreddvise
The document discusses various options for real estate developers to raise funds, including debt financing and equity financing. It explains the differences between debt financing such as bank loans and construction finance, and equity financing such as private equity investments at the project level or company level. Private equity has grown in importance for fund raising and offers advantages like risk sharing but comes with higher costs and investor expectations. Special purpose vehicles (SPVs) are often used for private equity investments in specific projects. The impacts of different funding avenues like their costs, terms, and effects on industry perception are also compared.
The document discusses various aspects of mergers and acquisitions including:
1. It outlines the typical M&A process including preparing due diligence materials, negotiating letters of intent, conducting detailed due diligence, finalizing agreements, and integrating post-closing.
2. It describes two common M&A transaction structures - a stock purchase where the buyer acquires ownership of all assets and liabilities, and an asset purchase where the buyer purchases specific assets and assumes agreed upon liabilities.
3. The advantages and disadvantages of each structure are summarized, such as a stock purchase being quicker but requiring shareholder consent, while an asset purchase allows selective asset and liability assumption but requires more third party consents.
Otan Property Funds Management Ltd was established to capitalize on opportunities in the Western Australian property market. It has a retail AFSL license and will provide investors exposure to residential and commercial property developments and acquisitions primarily in Western Australia. Key types of developments include apartments, housing subdivisions, and commercial projects. Otan aims to maximize returns for investors using economic cycles while managing risk through strategies like pre-sales and non-recourse debt. It is backed by experienced directors and a partnership with Pindan Constructions. Current and upcoming Otan fund investments are outlined.
The document provides an overview of the key considerations for starting a business, including researching the market, choosing an ownership structure, registering the business, and preparing a business plan. It discusses sole proprietorships, partnerships, and corporations as potential ownership structures. It also outlines how to finance a business through equity financing like personal savings or investors, and debt financing like lines of credit, term loans, or government programs. The document concludes with common reasons why businesses fail like being undercapitalized, poor management, or failing to adapt.
This document discusses the process of small and medium-sized enterprises (SMEs) entering into joint ventures. It defines a joint venture as the creation of a new legal entity by two or more parties to undertake an activity together. SMEs may enter joint ventures to increase capacity, access new technology, enter new markets, improve distribution or develop new products. The stages of forming a successful joint venture are to assess suitability, identify and research potential partners, discuss structures and agreements, and draw up legal agreements. Thorough due diligence and clear communication between partners are important.
New venture financing, 2003,Ziya BoyacigillerZiya-B
This presentation provides an overview of new venture financing and was originally created and presented by Ziya Boyacigiller, a leading angel investor in Turkey. The presentation covers topics such as the high-risk nature of new venture investing, venture capital fund structures and returns, factors for success like industry selection and team execution, and considerations for entrepreneurs seeking funding like valuation and term sheet negotiations. It aims to educate entrepreneurs on understanding venture capital and making good funding decisions.
Venture capital is money invested in small businesses or new initiatives with potential for growth. Venture capitalists buy shares in these companies and become financial partners. There are four phases to venture capital funding: idea generation, start-up, ramp up, and exit. The funding process involves submitting a business plan, introductory meetings, due diligence by the venture capitalists, and term sheets being offered if due diligence is satisfactory, leading to funding. Venture capital brings expertise and resources to companies but founders lose some autonomy, and it is a complex process with uncertain returns realized in the long run.
This document discusses Islamic financing modes for agricultural production. It outlines the typical stages of a crop production cycle and then describes various modes that can be used to provide working capital and term financing at different stages. For wheat crop production specifically, it proposes using salam to finance the purchase of inputs upfront and murabahah to finance liquidity needs for land preparation, harvesting, and marketing. Financing would be guaranteed by the farmer's agricultural passbook and hypothecation of the crop. The document aims to customize Islamic financing structures to match the specific needs of agricultural production cycles.
Towards the pursuance of our goal to promote Islamic banking and finance all over the globe, AlHuda Centre of Islamic Banking and Economics is working diligently since its existence 10 years ago. AlHuda CIBE has been acknowledged as a distinguished service provider due to our notable services, team of dedicated professionals and one stop solutions of Islamic banking and finance. Our aim is to provide state-of-the-art services of Islamic banking and finance. We are proud to be prominent for our following quality services all over the world.
Advisory & Consultancy
Research & Development
Education & Capacity Building
Shariah Advisory
Publications & Events
The document announces an upcoming training from March 5-6, 2017 at the Dusit Thani Hotel in Dubai on Islamic microfinance. It provides details on the event organizers, AlHuda Center of Islamic Banking and Economics, which has over 11 years of experience in Islamic banking and finance education and services. The training will cover fundamentals and products of Islamic micro and rural finance like Murabaha, Bai Salam, Istisna, Mudaraba, Musharaka and more. It will include lectures, discussions, and individual/group work. The target attendees are Islamic banks, microfinance institutions, universities and students. The training aims to provide quality and Shariah-compliant
Slides from Abu Dhabi Prroject Financing Conference (2002) on "Negotiating the Terms & Conditions of the Project Debt and Achieving Financial Close"
The document provides an overview of startup financing options and the investment process. It discusses self-financing, debt financing, equity financing sources like angels and venture capital. It covers how VCs and angels make money, what investors look for, engaging with investors through the deal process, typical deal terms, and important factors to consider when choosing investors beyond just valuation.
This document provides an overview of various project financing methods, including equity methods like common stock and preferred stock, debt methods like bonds and loans, and discusses their advantages and disadvantages. It also categorizes the major worldwide segments of project financing as infrastructure like power, transportation, oil and gas. Motivations for project financing include reducing risks, making use of tax benefits, and ensuring projects are completed on time. The document discusses the definitions of projects and project financing and provides a history of project financing dating back to the 13th century.
This document provides guidance on raising seed capital from venture capital firms and other investors. It discusses the basics of venture capital and seed stage funding. Key points include:
- Seed funding ranges from $50k-$1.5M and is used to build an initial product and validate the business idea. It discusses various sources of seed capital including angels, accelerators, seed funds, and some VCs.
- Preparing for a fundraise involves launching a minimum viable product to prove traction, finding experienced advisors, crafting an investor pitch deck, and networking within the startup community.
- When pitching investors, the goals are to excite them about the opportunity and make them fear missing out. The pitch should
The Essential Handbook For Raising Capital Part III & IV: Term Sheets, Due Di...Sankalp Forum
Investors analyze businesses through a rigorous due diligence process. This presentation explains how investment bankers go through business and legal & accounting due diligence before starting negotiations. It explains what entrepreneurs and startup companies should expect: extensive field visits, in depth evaluation of financial plans, and explains what goes into a Term Sheet.
Presented by leading social advisory firm Intellecap, this slide deck was prepared for Sankalp Forum. The Forum is an enabler of socially oriented early-stage businesses, and catalyzes investments, mentors and international networks to do so.
Read more about Sankalp at www.sankalpforum.com
Preparing For The Process of Raising Capital - Anthony MillinStonly Baptiste
The document provides information about preparing for raising capital. It discusses conducting due diligence on potential investors to understand their expertise, track record, and value beyond financial investment. Investors typically focus on particular company stages and market verticals, so it's important to understand where a company fits within an investor's preferred "sweet spot". The document also outlines the typical stages of a company - seed, early, and growth - and the common investors and objectives at each stage.
The Essential Handbook For Raising Capital Part II: How To Approach An InvestorSankalp Forum
Now that you are armed with the all the salient details about your business that investors look for, you are ready to meet investors. This presentation presents as 4-step process on how to do so, explains impact investment for socially relevant businesses, and assessment in the pre due-diligence stage. It delves into how investors analyze your business model, market research, financial attractiveness and scalability.
Presented by leading social advisory firm Intellecap, this slide deck was prepared for Sankalp Forum. The Forum is an enabler of socially oriented early-stage businesses, and catalyzes investments, mentors and international networks to do so.
Read more about Sankalp at www.sankalpforum.com
The deal is complete, and the parties have finished the hard work. Or have they? Integration planning turns to execution as people, process, and technology are combined once the deal is legally closed. The buyer will need to consider the purchased business or assets from the standpoint of employees, IT, customers, suppliers, and a multitude of other areas. In addition, numerous post-closing legal issues may arise, including purchase price adjustments, breaches of representations and warranties, enforcement of key negative employment-related covenants and restrictive covenants, collection of pre-closing accounts receivable, and true-ups of final financials. This episode guides listeners through the process, timing, and issues which most commonly arise after the closing of deals.
Part of the webinar series:
M&A BOOT CAMP - 2022
See more at https://www.financialpoise.com/webinars/
The document provides an overview of pitching for startup investment, including common reasons entrepreneurs seek funding, typical sources of funding at different stages, and key expectations of angel investors. It also cautions that most startups fail and the most common exit is through acquisition rather than IPO. The workshop will focus on helping aspiring founders create effective investor pitch presentations to fuel their business ideas.
How to Structure Venture Capital Term Sheets for a Win-Win Deal ideatoipo
T 4/13/21 How to Structure Venture Capital Term Sheets for a Win-Win Deal
7 PM to 8:30 PM Pacific Time (Online)
https://www.meetup.com/Silicon-Valley-Startup-Idea-to-IPO/events/276787604/
Turning an Idea or Product into a Business (Series: Business Advice - From St...Financial Poise
This webinar provides an overview of key considerations for turning an idea or product into a business, including selecting a business structure, creating a business plan, building a team, financing options, protecting intellectual property, and hiring and compensating employees. The webinar is part of a series on business advice from start-up to sale. It features a panel of experts including an attorney, business professor, and intellectual property consultant who discuss topics like the advantages and limitations of different business entities and financing strategies for new ventures.
Forming a Company: How to Start a Business (SERIES: One Hour Law School 2018)Financial Poise
To view the accompanying webinar, go to: https://www.financialpoise.com/financialpoisewebinars/view-webinar/?id=266157173&slides=Zexv5CoEVKZsN
Starting a business can be an exciting time but requires careful planning to avoid foreseeable pitfalls. Careful drafting of formation documents can provide stability as the business launches and can also prevent many future issues. However, there is no one-size-fits-all entity that works for all businesses.
Be it a corporation, limited liability company, partnership, or solo proprietorship, numerous factors must be considered to ensure as the correct entity is chosen for your new company. Chief among these considerations are tax implications (pass-through vs. corporate taxation), personal liability (limited vs. unlimited), and the ability to maintain control of the business. Additionally, founders should be educated on the rules regarding capital raising, as well as what, if any, fiduciary duties they owe and to whom. This webinar provides guidance on each of these considerations.
Raising the next round of funding oct 2015ideatoipo
This document provides guidance on raising the next round of funding for a company. It discusses determining how much money is needed and creating financial projections. An exit strategy should be developed and considered. Different types of investors are described, and it is recommended to research specific investors to find the best fit. Key aspects of the investment process are outlined such as determining valuation, terms, and conditions. The document stresses being prepared with relevant materials and having a customized presentation for each investor while managing the due diligence process. Fundraising is positioned as an ongoing sales process requiring relationship building and handling rejection.
Raising the next round of funding oct 2015ideatoipo
This document provides guidance on raising the next round of funding for a company. It discusses determining how much money is needed and creating financial projections. An exit strategy should be established. The types of investors to target are described, such as angels, VCs, and corporations. Thorough research on potential investors must be done. Key terms of an investment like valuation and conditions should be understood. An invitation deck and customized presentation for investors should be prepared. Proper documentation is essential for due diligence. A detailed timeline and plan for engaging investors is important. Fundraising requires treating it as a sales process to find support and close deals.
The deal is complete, and the parties have finished the hard work. Or have they? Integration planning turns to execution as people, process, and technology are combined once the deal is legally closed. The buyer will need to consider the purchased business or assets from the standpoint of employees, IT, customers, suppliers, and a multitude of other areas. In addition, numerous post-closing legal issues may arise, including purchase price adjustments, breaches of representations and warranties, enforcement of key negative employment-related covenants and restrictive covenants, collection of pre-closing accounts receivable, and true-ups of final financials. This episode guides listeners through the process, timing, and issues which most commonly arise after the closing of deals.
To view the accompanying webinar, go to: https://www.financialpoise.com/financial-poise-webinars/post-closing-issues-integration-potential-buyer-seller-disputes-2021/
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
The document discusses shareholder activism, which has increased in recent years. There are three main types of activism: economic, governance, and social issue. Activists target companies to enact changes like selling assets, increasing dividends, or improving environmental policies. Companies can prepare by engaging with shareholders, regularly evaluating their performance, and reviewing defenses like classified boards. While proxy fights are common, most disputes end in negotiated settlements. Overall, companies must work to maximize shareholder value and do what is in the best interests of the company and investors.
The document summarizes recent awards and growth at Lawler Partners accounting firm. It discusses the firm winning two national awards for best accounting and professional services firm. It highlights the firm's commitment to exceeding client expectations and understanding their businesses. It also notes the firm's continued growth in the Sydney market and transition from a regional to mid-tier national firm.
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/
Raising Capital: Negotiating with Potential InvestorsFinancial 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.
Part of the webinar series: The Start-Up/Small Business Advisor 2022
See more at https://www.financialpoise.com/webinars/
How to prepare for investment and run a successful process Sam Riley CEO, Ans...Ansarada
This document provides guidance on how to prepare for investment and run a successful capital raising process. It discusses aligning all aspects of the business with what investors will judge, such as vision, strategy, plans, and measures. Key steps outlined include knowing the problem being solved, understanding investor criteria, preparing materials, connecting with investors, clearly asking for funding needs, and proving the business concept with actions and results. The document emphasizes starting with the end in mind, telling a clear and aligned story, and maintaining momentum throughout the process to close investments swiftly.
This document provides guidance on negotiating with potential investors. It outlines the typical investment process timeline of 3-6 months and factors that can cause delays, such as an investor's schedule or lack of due diligence materials. It recommends being prepared with documents, exceeding expectations, and disclosing potential issues. The document also discusses confidentiality agreements, investment committees, financial models, and conducting thorough due diligence by providing all requested documents and materials. Overall, it advises finding the right investor fit and having open communication throughout the process.
Building the infrastructure of a business around a product or service requires detailed focus upon items that are not intuitive.
An early decision which founders must make is the selection of a legal entity (LLC, Partnership, S Corp, C Corp, Non-Profit) for the business. Another critical action item is to consider steps to protect turf by keeping copycats away, to the extent possible (i.e. with copyrights, trademarks, patents, non-disclosure agreements, among other things). Hiring and incentivizing employees and finding a way to finance the business are examples of other key areas that founders need to get right. This webinar provides an overview of these topics and shares some best practices with regard to them.
Part of the webinar series: THE START-UP / SMALL BUSINESS ADVISOR 2022
See more at https://www.financialpoise.com/webinars/
Knowing Your Funding Source - Presented by Jeevan Padiyar and Eric BaumJeevan Padiyar
This document provides an overview of different funding sources for startups, including friends and family (FFF), angels, venture capital (VC), and strategic partners. It discusses the key characteristics of each type of investor, including typical investment amounts, diligence requirements, ownership stakes, and more. The presentation emphasizes the importance of understanding investor types, managing expectations, and maintaining ongoing communication with backers over the long term. A guest speaker then discusses legal issues founders should consider when negotiating term sheets.
Similar to Preparing for Early Stage Financing - Pedley, Millin & Gordinier - June 11, 2013 (20)
In a tight labour market, job-seekers gain bargaining power and leverage it into greater job quality—at least, that’s the conventional wisdom.
Michael, LMIC Economist, presented findings that reveal a weakened relationship between labour market tightness and job quality indicators following the pandemic. Labour market tightness coincided with growth in real wages for only a portion of workers: those in low-wage jobs requiring little education. Several factors—including labour market composition, worker and employer behaviour, and labour market practices—have contributed to the absence of worker benefits. These will be investigated further in future work.
A toxic combination of 15 years of low growth, and four decades of high inequality, has left Britain poorer and falling behind its peers. Productivity growth is weak and public investment is low, while wages today are no higher than they were before the financial crisis. Britain needs a new economic strategy to lift itself out of stagnation.
Scotland is in many ways a microcosm of this challenge. It has become a hub for creative industries, is home to several world-class universities and a thriving community of businesses – strengths that need to be harness and leveraged. But it also has high levels of deprivation, with homelessness reaching a record high and nearly half a million people living in very deep poverty last year. Scotland won’t be truly thriving unless it finds ways to ensure that all its inhabitants benefit from growth and investment. This is the central challenge facing policy makers both in Holyrood and Westminster.
What should a new national economic strategy for Scotland include? What would the pursuit of stronger economic growth mean for local, national and UK-wide policy makers? How will economic change affect the jobs we do, the places we live and the businesses we work for? And what are the prospects for cities like Glasgow, and nations like Scotland, in rising to these challenges?
[4:55 p.m.] Bryan Oates
OJPs are becoming a critical resource for policy-makers and researchers who study the labour market. LMIC continues to work with Vicinity Jobs’ data on OJPs, which can be explored in our Canadian Job Trends Dashboard. Valuable insights have been gained through our analysis of OJP data, including LMIC research lead
Suzanne Spiteri’s recent report on improving the quality and accessibility of job postings to reduce employment barriers for neurodivergent people.
Decoding job postings: Improving accessibility for neurodivergent job seekers
Improving the quality and accessibility of job postings is one way to reduce employment barriers for neurodivergent people.
Dr. Alyce Su Cover Story - China's Investment Leadermsthrill
In World Expo 2010 Shanghai – the most visited Expo in the World History
https://www.britannica.com/event/Expo-Shanghai-2010
China’s official organizer of the Expo, CCPIT (China Council for the Promotion of International Trade https://en.ccpit.org/) has chosen Dr. Alyce Su as the Cover Person with Cover Story, in the Expo’s official magazine distributed throughout the Expo, showcasing China’s New Generation of Leaders to the World.
13 Jun 24 ILC Retirement Income Summit - slides.pptxILC- UK
ILC's Retirement Income Summit was hosted by M&G and supported by Canada Life. The event brought together key policymakers, influencers and experts to help identify policy priorities for the next Government and ensure more of us have access to a decent income in retirement.
Contributors included:
Jo Blanden, Professor in Economics, University of Surrey
Clive Bolton, CEO, Life Insurance M&G Plc
Jim Boyd, CEO, Equity Release Council
Molly Broome, Economist, Resolution Foundation
Nida Broughton, Co-Director of Economic Policy, Behavioural Insights Team
Jonathan Cribb, Associate Director and Head of Retirement, Savings, and Ageing, Institute for Fiscal Studies
Joanna Elson CBE, Chief Executive Officer, Independent Age
Tom Evans, Managing Director of Retirement, Canada Life
Steve Groves, Chair, Key Retirement Group
Tish Hanifan, Founder and Joint Chair of the Society of Later life Advisers
Sue Lewis, ILC Trustee
Siobhan Lough, Senior Consultant, Hymans Robertson
Mick McAteer, Co-Director, The Financial Inclusion Centre
Stuart McDonald MBE, Head of Longevity and Democratic Insights, LCP
Anusha Mittal, Managing Director, Individual Life and Pensions, M&G Life
Shelley Morris, Senior Project Manager, Living Pension, Living Wage Foundation
Sarah O'Grady, Journalist
Will Sherlock, Head of External Relations, M&G Plc
Daniela Silcock, Head of Policy Research, Pensions Policy Institute
David Sinclair, Chief Executive, ILC
Jordi Skilbeck, Senior Policy Advisor, Pensions and Lifetime Savings Association
Rt Hon Sir Stephen Timms, former Chair, Work & Pensions Committee
Nigel Waterson, ILC Trustee
Jackie Wells, Strategy and Policy Consultant, ILC Strategic Advisory Board
Monthly Market Risk Update: June 2024 [SlideShare]Commonwealth
Markets rallied in May, with all three major U.S. equity indices up for the month, said Sam Millette, director of fixed income, in his latest Market Risk Update.
For more market updates, subscribe to The Independent Market Observer at https://blog.commonwealth.com/independent-market-observer.
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.
An accounting information system (AIS) refers to tools and systems designed for the collection and display of accounting information so accountants and executives can make informed decisions.