This document provides an overview of a presentation on pitching plans to investors. The agenda includes discussing the fundraising process, planning marketing materials, presentation skills, interacting with investors, and a question and answer session. Experts will provide perspectives on balancing detail and the big picture when presenting to investors. They will also discuss how to determine the optimal amount of capital to raise initially and in subsequent rounds, and tips for creating strategic financing plans, identifying and qualifying investors, and optimizing the fundraising sales process.
Raising startup capital - fundraising as a process general assembly sf oct 4...VentureArchetypes LLC
How-to guide on raising startup capital (VC, angel, seed) as a structured process. Part of a 3-part lecture series given at General Assembly in San Francisco by Nathan Beckord, Founder of www.venturearchetypes.com
Raising startup capital pitch hacks class at general assembly sf september ...VentureArchetypes LLC
How to build a killer investor presentation (aka "VC pitch deck") for raising venture capital. Part of a 3-part lecture series given at General Assembly in San Francisco by Nathan Beckord, Founder of VentureArchetypes and FounderSuite.com. Contains pitch hacks, pitch deck examples, pitch archetypes, and minimal viable pitch, as well as numerous tips and tricks.
Raising startup capital - fundraising as a process general assembly sf oct 4...VentureArchetypes LLC
How-to guide on raising startup capital (VC, angel, seed) as a structured process. Part of a 3-part lecture series given at General Assembly in San Francisco by Nathan Beckord, Founder of www.venturearchetypes.com
Raising startup capital pitch hacks class at general assembly sf september ...VentureArchetypes LLC
How to build a killer investor presentation (aka "VC pitch deck") for raising venture capital. Part of a 3-part lecture series given at General Assembly in San Francisco by Nathan Beckord, Founder of VentureArchetypes and FounderSuite.com. Contains pitch hacks, pitch deck examples, pitch archetypes, and minimal viable pitch, as well as numerous tips and tricks.
Venture Builder / Start-up Factory Model One-slider Infographic Floyd DCosta
Deploying a venture builder / start-up factory model to smartly develop and scale a set of innovative ventures.
A structured, experimental, iterative approach to craft value and generate returns
Startup financial modeling class - general assembly sf -- septemer 27VentureArchetypes LLC
Financial modeling for startups workshop given at General Assembly class in San Francisco by Nathan Beckord, CFA, Founder of www.VentureArchetypes.com. Part of a 3-part series on raising startup capital.
My presentation from the BVCA (British Venture Capital Association) conference talking about why we have seen the rise of the Micro VC. It's a natural outcome from a changing startup world.
Finding your way through the Venture Capital gauntletDigital Ignition
Learn about about Finding Your Way Through the Venture Capital Gauntlet with Steve Schilling, President of Convergent. In this one hour session Steve explores: The various types and sources of capital, how to determine when (and if) to raise capital, how to prepare, how the Venture Capitalist’s world works, the ins and outs of valuation and the importance of managing your Cap Table.
This presentation will introduce you to the fundamentals of raising capital for venture builders, startup studios. Compared to raising capital for a single startup, the fundraising process is more challenging. Because you are raising money for an organization that will be active participant in building up an entire batch or batches of startups. So you have to show to your investors that you have:
+ A studio leadership team with the power to build an entire portfolio of ventures;
+ The right financial-organizational structure that matches the goals;
+ A coherent vision and venture building thesis;
+ Viability of your approach supported by benchmarks;
+ Strong portfolio of startups and ideas in your pipeline.
This presentation will help you understand the basics of how to build up your fundraising approach.
If you need more help, reach out and I will guide you in:
+ Structuring your venture builder and fundraising strategy;
+ Assess your current material and identify gaps and risks;
+ Preparing for a successful investor meeting;
Attila Szigeti
https://www.attilaszigeti.com/
Gorilla Labs is a Venture builder (startup studio) designed to internalize ideation, rapidly iterate MVPs, and deploy accelerated go-to-market strategies for commercialization using Lean Startup methodology.
Co-founded by 2 INSEAD MBAs (Class of 2015)
Nikhil Jacob
Rubens Nigoghossian
More about venture builders:
http://venturebeat.com/2015/01/18/how-venture-builders-are-changing-the-startup-model/
What is a startup studio?
http://upstart.bizjournals.com/multimedia/interactives/2015/04/what-the-heck-is-a-startup-factory.html
Author's blog on experience in the Southeast Asia venture capital ecosystem
http://theventurevault.com/
Organisational Best Practices of Startup Studios Tobi Gutmann
Based upon two reserach papers, I share some high-level organisational best practices of startup studios (also called company builders, venture studios, startup foundry, etc.)
This is based on the Executive Summary Workshop I have been conducting in the past two months for NTU Ideas Inc. It also focus on the following topics: (1) Identification of Idea and Opportunity, (2) How to write an executive summary and (3) Resources required for setup in Singapore.
Show Me The Money London 2014 - Presentation by John Spindler Ceo of Capital ...TechMeetups
John Spindler is the CEO of Capital Enterprise. John has had over 15 years’experience as an entrepreneur and business advisor/consultant and as well as being responsible for the day to day management of Capital Enterprise is also a director and co-owner of audio designer and manufacturer Ferguson Hill.
Stanford 2012: Building the Entrepreneurial UniversityJack Brittain
Stanford panel focused on how universities are leveraging scholarship to make a difference in the world and the communities in which they are located. This presentation describes the "Utah model" and the changes the University of Utah made to become one of the top public university commercialization programs in the nation.
No offense, but we’ve heard that angels and venture capitalists find as much, if not more, value in your team than they do in your ideas and technologies.
This workshop will provide investors’ perspectives on what they look for in a fundable team and an entrepreneur’s point of view along her path to funding. Other team-related topics and your specific questions will be answered including:
- What is a founder’s role on the management team?
- Is the current team complete enough for the stage of the company?
- Does the current team need someone to play an interim role to fill in a critical need?
- At what stage of the company growth would it be appropriate to have a management reorg?
Speakers:
Jessica McLear – Launchpad Venture Group
Jim Woodward – Serial Entrepreneur and Investor
Beth Marcus – Founder and CEO, Playrific Inc.
Venture Builder / Start-up Factory Model One-slider Infographic Floyd DCosta
Deploying a venture builder / start-up factory model to smartly develop and scale a set of innovative ventures.
A structured, experimental, iterative approach to craft value and generate returns
Startup financial modeling class - general assembly sf -- septemer 27VentureArchetypes LLC
Financial modeling for startups workshop given at General Assembly class in San Francisco by Nathan Beckord, CFA, Founder of www.VentureArchetypes.com. Part of a 3-part series on raising startup capital.
My presentation from the BVCA (British Venture Capital Association) conference talking about why we have seen the rise of the Micro VC. It's a natural outcome from a changing startup world.
Finding your way through the Venture Capital gauntletDigital Ignition
Learn about about Finding Your Way Through the Venture Capital Gauntlet with Steve Schilling, President of Convergent. In this one hour session Steve explores: The various types and sources of capital, how to determine when (and if) to raise capital, how to prepare, how the Venture Capitalist’s world works, the ins and outs of valuation and the importance of managing your Cap Table.
This presentation will introduce you to the fundamentals of raising capital for venture builders, startup studios. Compared to raising capital for a single startup, the fundraising process is more challenging. Because you are raising money for an organization that will be active participant in building up an entire batch or batches of startups. So you have to show to your investors that you have:
+ A studio leadership team with the power to build an entire portfolio of ventures;
+ The right financial-organizational structure that matches the goals;
+ A coherent vision and venture building thesis;
+ Viability of your approach supported by benchmarks;
+ Strong portfolio of startups and ideas in your pipeline.
This presentation will help you understand the basics of how to build up your fundraising approach.
If you need more help, reach out and I will guide you in:
+ Structuring your venture builder and fundraising strategy;
+ Assess your current material and identify gaps and risks;
+ Preparing for a successful investor meeting;
Attila Szigeti
https://www.attilaszigeti.com/
Gorilla Labs is a Venture builder (startup studio) designed to internalize ideation, rapidly iterate MVPs, and deploy accelerated go-to-market strategies for commercialization using Lean Startup methodology.
Co-founded by 2 INSEAD MBAs (Class of 2015)
Nikhil Jacob
Rubens Nigoghossian
More about venture builders:
http://venturebeat.com/2015/01/18/how-venture-builders-are-changing-the-startup-model/
What is a startup studio?
http://upstart.bizjournals.com/multimedia/interactives/2015/04/what-the-heck-is-a-startup-factory.html
Author's blog on experience in the Southeast Asia venture capital ecosystem
http://theventurevault.com/
Organisational Best Practices of Startup Studios Tobi Gutmann
Based upon two reserach papers, I share some high-level organisational best practices of startup studios (also called company builders, venture studios, startup foundry, etc.)
This is based on the Executive Summary Workshop I have been conducting in the past two months for NTU Ideas Inc. It also focus on the following topics: (1) Identification of Idea and Opportunity, (2) How to write an executive summary and (3) Resources required for setup in Singapore.
Show Me The Money London 2014 - Presentation by John Spindler Ceo of Capital ...TechMeetups
John Spindler is the CEO of Capital Enterprise. John has had over 15 years’experience as an entrepreneur and business advisor/consultant and as well as being responsible for the day to day management of Capital Enterprise is also a director and co-owner of audio designer and manufacturer Ferguson Hill.
Stanford 2012: Building the Entrepreneurial UniversityJack Brittain
Stanford panel focused on how universities are leveraging scholarship to make a difference in the world and the communities in which they are located. This presentation describes the "Utah model" and the changes the University of Utah made to become one of the top public university commercialization programs in the nation.
No offense, but we’ve heard that angels and venture capitalists find as much, if not more, value in your team than they do in your ideas and technologies.
This workshop will provide investors’ perspectives on what they look for in a fundable team and an entrepreneur’s point of view along her path to funding. Other team-related topics and your specific questions will be answered including:
- What is a founder’s role on the management team?
- Is the current team complete enough for the stage of the company?
- Does the current team need someone to play an interim role to fill in a critical need?
- At what stage of the company growth would it be appropriate to have a management reorg?
Speakers:
Jessica McLear – Launchpad Venture Group
Jim Woodward – Serial Entrepreneur and Investor
Beth Marcus – Founder and CEO, Playrific Inc.
Part of the all day Venture Fast Track: http://www.thecapitalnetwork.org/programs/venture-fast-track/
Plan for funding: What Stage Is Your Business and What Are Your Options
Is your business an idea, in the midst of formation, or ready to raise capital? The first step to identifying what comes next is understanding the stage of your business.
Join our fundraising experts for an in-depth discussion of what options you have for funding and how to decide which ones are right for you and for 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.
Experts:
- Ben Littauer – Boston Harbor Angels & Walnut Venture Associates
- Panos Panay – Sonicbids
Entrepreneurs love it, investors claim to hate it, but it’s still being used. Why? We’ll tell you, in this interactive Google hangout.
Hear from the expert on the pros and cons of convertible debt.
Expert:
Bob Bishop - Goodwin Procter
Know Your Valuation for Equity Compensation (And Avoid the Perils of 409A)The Capital Network
If you are planning to offer anyone stock options - including employees and consultants - then you NEED to understand how to value your company correctly. If you run afoul of the 409A rules, you and your employees could have a very unpleasant tax surprise.
In this workshop, we will cover:
The difference between valuation for 409A and valuation for raising money
The difference between ISOs and non-ISOs
General valuation concepts and approaches that the IRS has outlined, especially as they apply to early-stage companies
If and when you need to engage an outside expert to assist with a valuation
Everything You Were Told about How to Build a Board was WrongThe Capital Network
Your Board is one of the most valuable parts of your company. They help you steer, make decisions, and could get you that first investment. Or they can push you off a cliff, vote incorrectly, and cost you your company. We will help you get to Plan A.
The revered Professor Les Charm will talk you through how to know who to put on (and keep off) of your Boards, and much more.
Expert -
Les Charm, Babson University
How to Build a Cap Table and Understand the Dilution Impact of Early-Stage In...The Capital Network
In today’s difficult investment climate, entrepreneurs should have the maximum understanding of the impact of proposed financing – before they talk to investors.
This session will not only explain terms such as:
pre-money
fully diluted equity
option pool
percentage ownership
weighted average anti-dilution
full ratchet anti-dilution
per share price
but will show you the exact numerical consequences of these difficult negotiating points.
Also in this workshop lunch, you will learn how to build your own capitalization table in a simple, but powerful spreadsheet. BYOL – Bring your own laptop
Once you have your basic cap table built, we will discuss in detail, how to use this tool to understand the dilutive impact of various investment decisions such as:
stock options
restricted stock
early stage angel or venture capital investment
down-rounds
anti-dilution provisions
and more…
Funding options early stage companies april30 v2-lsn.pptx
Are you thinking about what you need to fund your company? Where do you start?
Funding is not one size fits all. Every company has to approach their pathway to funding with a unique approach. Join our fundraising experts for an in depth discussion of what options you have for funding and how to decide which paths are right for you and your company.
Topics covered will include investment criteria, time to closing, investment range, success rates, control features, compliance requirements and the overall costs of capital from each such source.
www.thecapitalnetwork.org
Building an Entire Investable Team - Boards vs Advisory Boards
It is an oft repeated truism that angels and venture capital firms invest in teams more than they invest in ideas and technologies. The team, Board, and Advisory Board are extremely valuable. This roundtable will provide investors’ perspectives on this dilemma, along with a discussion of other team-related topics, Board and Advisory Board building strategies and management.
www.thecapitalnetwork.org
Not all angel groups are created equal. Hear from the leaders of the top angel groups in Boston on where to begin when you are approaching angel groups. Learn what to expect when you approach angel groups and how to make your application and pitch stand out.
Questions answered will include:
How do you approach angel groups?
What are the most important parts of the application?
What is the best way to prepare for your pitch to an angel group?
What about the JOBs act and the new solicitation rules, how does that change the landscape?
Experts:
Ben Littauer, Walnut Venture Associates
Christopher Mirabile, Launchpad Venture Group
Many emerging companies make the mistake of putting all of their resources into immediate needs, and often neglect longterm regulatory strategy concerns when it comes to submissions and approvals. Don’t neglect the strategy piece in your planning! This lunch will provide a deep-dive foundation of how to develop a regulatory strategy. Topics to be addressed include:
What are different types of regulatory submissions for devices?
What are current trends in regulatory agencies?
What regulations around devices affect your organization?
Attendees will have the opportunity to ask questions with their company’s needs in mind.
Join us and Halloran Consulting at M2D2 for this expert lunch. Food will be served.
So you have built an amazing early stage life science company. Now you need to explain it. This panel will cover how to concisely communicate a company’s value proposition to investors in a variety of formats including the elevator pitch, an angel presentation and a VC meeting.
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
Ecosystem Environment for Starting a Semiconductor CompanySteve Szirom
Management presentation on the complex ecosystem necessary for a successful semiconductor startup. Covers key issues: marketing, finacial, legal, PR, funding, and technology.
We originally created the 'OWN YOUR RAISE' Fellowship for Female Founders to solve some of the unique issues women founders face when it comes to raising money: lack of access to knowledge and investor networks and a need for greater confidence and executive leadership growth in scenarios where they are often the only woman in the room. But this program is now so much more: it's a safe space where Fellows can be inspired by and champion each other, connect and build on their leadership & fundraising strategy, and execute & celebrate their many milestones together.
The pressures of running a business while looking for funding causes many founders to underestimate the importance of creating a clear fundraising strategy. You don’t want to waste your time seeking capital without a clear timeline and plan. In this workshop, the experienced investors and entrepreneurs will guide you on how to best prepare, plan and execute a strategy that’s best suited to your business.
This workshop will also address the specifics of what it means to raise capital as a female founder and provide practical tips, checklists, templates and interactive exercises so you can start applying these to your company and Own Your Raise.
Key topics addressed include:
What’s the landscape of raising money for female founders?
What does raising capital mean for me and for my business?
Is my company ready to raise?
How much should I raise?
What’s the process and timeline of raising from angels/VCs?
How can I best prepare to raise my first outside capital?
How do I figure out and understand who the right investors are for my company?
How can I best align running my company and running a fundraising round?
What are the resources out there that can help me fundraise?
By attending this workshop, you will:
Understand what raising outside capital means for you and your business
Have a clear understanding of how to create a fundraising strategy that makes sense for you and for your company
Learn about resources to help you fundraise
Get checklists and templates for planning and executing your raise
Get access to the slides & recording
Please note that this is a woman-only event. Use of “women” & “female” is inclusive of and welcomes trans women, nonbinary folks, and anyone who identifies with womxnhood in any way that is significant to them.
Tcn investment & inclusion series - emerging fund managers opportunities and ...The Capital Network
Emerging Fund Managers, or those managers who generally have less than $100M under management, are managing fewer than three institutional funds, and focused on early or seed-stage ventures, have become one of the fastest-growing segments in the venture capital industry. Many of these managers come from diverse backgrounds and/or are interested in investing in diverse founders. Our conversation will highlight the opportunities and challenges faced by emerging fund managers as they aim to diversify the venture capital funding landscape.
Back in 2016, we created our 'OWN YOUR RAISE' program to solve some of the unique issues women founders face when it comes to raising money: lack of access to knowledge and investor networks and a need for greater confidence and executive leadership growth in scenarios where they are often the only woman in the room. We have created a safe space where fellows can be inspired by and champion each other, where they can connect and build on their leadership and fundraising strategy, and where they can ultimately OWN. THEIR. RAISE.
Crowdfunding has become an increasingly popular funding strategy for early stage entrepreneurs — but it’s not a guaranteed success. We’re partnering with IFundWomen, a crowdfunding platform for women-led businesses to bring you this workshop. Whether you are creating a campaign for funding or for market validation, we’ll help you create an enticing campaign that will resonate with your audience and provide your business with the capital it needs to keep growing. Our crowdfunding experts will walk you through practical ways to hone your pitch, map your network, strategically estimate your fundraising goal, market to your target audience, and design rewards that sell. We’ll also provide useful resources, playbooks, toolkits, etc that you will need to rock your crowdfunding campaign.
Cash flow is the lifeblood of a startup. Effective cash flow management is fundamental to a business’s success.
As a founder, understanding your cash position is super important and you must have a firm grasp of cash flow mechanics to keep your business operating smoothly. To help you stay on top of it, in this webinar, we’ll break down the basics of cash flow management and provide tips so you can guarantee a healthy cash flow for your business.
With a clear understanding of your company’s cash flow, you can get through downturns and be in a strong position to grow in a new post-COVID environment.
In 2016 we created the Fellowship For Female Founders, a 6 month+ program to support women from the New England area looking for their 1st outside capital to get the support they deserve.
This fellowship helps them Own Their Story, Own Their Numbers and Own Their Network so they can confidently OWN THEIR RAISE.
Tcn investment & inclusion panel - dei & vc firms- structural barriers to eq...The Capital Network
Recent conversations around DEI in VC firms have centered on diversifying portfolios and hiring. But what happens if the very organizational processes and governance of these firms are actively creating barriers to achieving DEI initiatives? In this conversation, we discuss Pledges, Riders, Board Placements and more to understand what works and doesn’t, and what VC firms can do differently to create structural change.
In 2016 we created the Fellowship For Female Founders, a 6 month+ program to support women from the New England area looking for their 1st outside capital to get the support they deserve.
This fellowship helps them Own Their Story, Own Their Numbers and Own Their Network so they can confidently OWN THEIR RAISE.
The Fellowship For Female Founders - Applications & What You Receive As A Fel...The Capital Network
In 2016 we created the Fellowship For Female Founders, a 6 month+ program to support women from the New England area looking for their 1st outside capital to get the support they deserve.
This fellowship helps them Own Their Story, Own Their Numbers and Own Their Network so they can confidently OWN THEIR RAISE.
The $2 trillion federal coronavirus relief package signed recently, officially known as the CARES Act, includes the nearly $350 Paycheck Protection Program to help small businesses affected by the Coronavirus Pandemic. The new loan program is designed to help small businesses with their payroll and other business operating expenses. The Small Business Administration (SBA) will forgive the portion of the loan proceeds that are used to cover the first eight weeks of payroll costs, rent, utilities, and mortgage interest.
The SBA and the Department of Treasury have released the information that will guide the programs. To help entrepreneurs better understand how can they benefit from the program, we created the webinar in partnership with the SBA, Cambridge Trust and the law firm Nutter to answer questions including:
Who are eligible for a Paycheck Protection Program loan?
How do businesses apply? What information is needed?
How much money can a business receive through the loan program?
When will the loans be available?
What’s the interest rate?
What does the payment schedule look like?
How does the Affiliation Rules affect VC-backed startup’s eligibility?
Can the loan eventually be forgiven? What’s the eligibility for loan forgiveness?
What if the PPP Loan does not cover a business’s needs? What are the other options under the CARES Act?
Unfamiliar with the SBIR program and don’t know where to start? Here are some tips from The Isis Group on how to prepare your company for your first SBIR/STTR submission.
You might be interested in getting your startup into an accelerator – and rest assured Boston has no shortage of options – but it’s hard to know exactly what the best options for your stage and industry are.
From business support, mentorship and desk space, to equity vs non-equity, marketing, and even prize money – accelerators offer a whole lot and can really help you develop your product, brand, and network.
Calculate Financial Projections for Investment PresentationsThe Capital Network
Financial Projections are key in all aspects of the fundraising process: Pitching, Valuation, Due Diligence, and in the long term planning of your company. Join our experts in an overview discussion of financial projections and learn the key metrics that will get investors to notice you, as well as those that will get you rejected. With the expert advice of serial Startup CFOs and VC Analysts we’ll walk you though the process of what you need to know. If you have no or little idea where to begin with your financial projections, this program is for you.
Understanding Angel & Venture Term Sheets: A Play In 3 Acts. An re-enactment of negotiations between entrepreneurs, engineers and investors. For early stage entrepreneurs and startups.
Company Valuation webinar series - Tuesday, 4 June 2024FelixPerez547899
This session provided an update as to the latest valuation data in the UK and then delved into a discussion on the upcoming election and the impacts on valuation. We finished, as always with a Q&A
3.0 Project 2_ Developing My Brand Identity Kit.pptxtanyjahb
A personal brand exploration presentation summarizes an individual's unique qualities and goals, covering strengths, values, passions, and target audience. It helps individuals understand what makes them stand out, their desired image, and how they aim to achieve it.
Personal Brand Statement:
As an Army veteran dedicated to lifelong learning, I bring a disciplined, strategic mindset to my pursuits. I am constantly expanding my knowledge to innovate and lead effectively. My journey is driven by a commitment to excellence, and to make a meaningful impact in the world.
Putting the SPARK into Virtual Training.pptxCynthia Clay
This 60-minute webinar, sponsored by Adobe, was delivered for the Training Mag Network. It explored the five elements of SPARK: Storytelling, Purpose, Action, Relationships, and Kudos. Knowing how to tell a well-structured story is key to building long-term memory. Stating a clear purpose that doesn't take away from the discovery learning process is critical. Ensuring that people move from theory to practical application is imperative. Creating strong social learning is the key to commitment and engagement. Validating and affirming participants' comments is the way to create a positive learning environment.
VAT Registration Outlined In UAE: Benefits and Requirementsuae taxgpt
Vat Registration is a legal obligation for businesses meeting the threshold requirement, helping companies avoid fines and ramifications. Contact now!
https://viralsocialtrends.com/vat-registration-outlined-in-uae/
An introduction to the cryptocurrency investment platform Binance Savings.Any kyc Account
Learn how to use Binance Savings to expand your bitcoin holdings. Discover how to maximize your earnings on one of the most reliable cryptocurrency exchange platforms, as well as how to earn interest on your cryptocurrency holdings and the various savings choices available.
Recruiting in the Digital Age: A Social Media MasterclassLuanWise
In this masterclass, presented at the Global HR Summit on 5th June 2024, Luan Wise explored the essential features of social media platforms that support talent acquisition, including LinkedIn, Facebook, Instagram, X (formerly Twitter) and TikTok.
The world of search engine optimization (SEO) is buzzing with discussions after Google confirmed that around 2,500 leaked internal documents related to its Search feature are indeed authentic. The revelation has sparked significant concerns within the SEO community. The leaked documents were initially reported by SEO experts Rand Fishkin and Mike King, igniting widespread analysis and discourse. For More Info:- https://news.arihantwebtech.com/search-disrupted-googles-leaked-documents-rock-the-seo-world/
B2B payments are rapidly changing. Find out the 5 key questions you need to be asking yourself to be sure you are mastering B2B payments today. Learn more at www.BlueSnap.com.
Digital Transformation and IT Strategy Toolkit and TemplatesAurelien Domont, MBA
This Digital Transformation and IT Strategy Toolkit was created by ex-McKinsey, Deloitte and BCG Management Consultants, after more than 5,000 hours of work. It is considered the world's best & most comprehensive Digital Transformation and IT Strategy Toolkit. It includes all the Frameworks, Best Practices & Templates required to successfully undertake the Digital Transformation of your organization and define a robust IT Strategy.
Editable Toolkit to help you reuse our content: 700 Powerpoint slides | 35 Excel sheets | 84 minutes of Video training
This PowerPoint presentation is only a small preview of our Toolkits. For more details, visit www.domontconsulting.com
Kseniya Leshchenko: Shared development support service model as the way to ma...Lviv Startup Club
Kseniya Leshchenko: Shared development support service model as the way to make small projects with small budgets profitable for the company (UA)
Kyiv PMDay 2024 Summer
Website – www.pmday.org
Youtube – https://www.youtube.com/startuplviv
FB – https://www.facebook.com/pmdayconference
[Note: This is a partial preview. To download this presentation, visit:
https://www.oeconsulting.com.sg/training-presentations]
Sustainability has become an increasingly critical topic as the world recognizes the need to protect our planet and its resources for future generations. Sustainability means meeting our current needs without compromising the ability of future generations to meet theirs. It involves long-term planning and consideration of the consequences of our actions. The goal is to create strategies that ensure the long-term viability of People, Planet, and Profit.
Leading companies such as Nike, Toyota, and Siemens are prioritizing sustainable innovation in their business models, setting an example for others to follow. In this Sustainability training presentation, you will learn key concepts, principles, and practices of sustainability applicable across industries. This training aims to create awareness and educate employees, senior executives, consultants, and other key stakeholders, including investors, policymakers, and supply chain partners, on the importance and implementation of sustainability.
LEARNING OBJECTIVES
1. Develop a comprehensive understanding of the fundamental principles and concepts that form the foundation of sustainability within corporate environments.
2. Explore the sustainability implementation model, focusing on effective measures and reporting strategies to track and communicate sustainability efforts.
3. Identify and define best practices and critical success factors essential for achieving sustainability goals within organizations.
CONTENTS
1. Introduction and Key Concepts of Sustainability
2. Principles and Practices of Sustainability
3. Measures and Reporting in Sustainability
4. Sustainability Implementation & Best Practices
To download the complete presentation, visit: https://www.oeconsulting.com.sg/training-presentations
3. Agenda
• PROCESS
• PLANNING
AND
MARKETING
MATERIALS
• PRESENTATION
SKILLS
• INTERACTING
WITH
INVESTORS
• Q&A
3
4. PerspecTve
• Map
Analogy:
Detail
and
Overview
Balance
• Watch
for
Zoom
In
vs.
Zoom
Out
moments
4
5. PLAN
-‐
Strategic
Financing
Plan
• How
much
outside
capital
should
you
raise
now?
• Generally
-‐
the
least
capital
you
need
to
get
to
next
major
valuaTon
milestone
(with
90-‐120
day
/
10-‐20%
cushion).
You
need
enough
cash
to:
• Hire
criTcal
team
members
at
(start-‐up)
market
compensaTon
• A<ract
Customers
/
Convert
beta
customers
to
paying
customers
• Acquire
criTcal
technologies,
systems
and
resources
• How
much
capital
will
you
need
later?
• ConTnued
R&D
• Sales
and
R&D
Development
Teams
• Sales
and
MarkeTng
Efforts
• Growth
and
Expansion
• Impact
on
valuaTon
and
diluTon
5
6. The
Fundraising
Sales
Process
• Financing
Plan
• IdenTfy
and
qualify
opTmal
and
backup
investors
• Gather
direct
and
indirect
contact
informaTon
and
prioriTze
• Contact
through
trusted
source
• OpTmizing
first
impressions
-‐
Don’t
Pitch!
Get
a
MeeTng!
• Be
prepared
for
diligence
• Contracts
and
paperwork
• IP
and
Market
Diligence
about
opportunity
(freedom)
to
operate
• Reference
customers
or
thought
leaders
• Close,
or
move
on
• Deal
syndicaTon
&
Investor
CoaliTon
PoliTcs
6
7. Deal Size, Funding Sources and the Company Lifecycle
Deal
Size
PE; II
VCs
Early VCs
Angels
FF
Idea Beta 1.0 2.0, Lifecycle
Alpha Commercial
Rollout expansion Stages
7
Source: The CONTeXO Group, Spring 2012
8. The “Right” Investors
Funds
available
Stage
Size
Geography
Create a shortlist No direct
- don’t use a shotgun approach competitors
in portfolio
Track
record
Relevant
portfolio
8
9. Fundraising Sales Process
Inform/
Pique
Interest
ValidaTon
Investment
Evaluate
Investor
Process 4-6 months
Due
Prepare
Engage
“Pitch”
Marriage
Diligence
Entrepreneur
6 months -1 year 9
Process
10. Investor Screening Process
• Who
is
the
referral
source?
Credible?
• Does
the
company
fit
my
criteria?
– Geography
– Sector
– Investment
size/Stage
• Is
the
team
credible?
(honest,
authenTc,
upfront,
confident,
humble,
passionate)
• Do
I
get
excited
about:
– CEO
–
Do
I
‘like’
him/her
– Target
Market
– Unmet
need/problem
being
solved
– Technology
being
developed
10
11. MARKETING
MATERIALS
• Matching
Materials
and
Process
to
Investor
Type
and
Seqng
• Pre-‐first
mee*ng/
Investor
Conferences
• The
1
Page
Summary
(the
“Teaser”)
• The
5
Page
“ExecuTve
Summary”
• The
15
–
20
page
“Slide
Deck”
-‐
foundaTon
• The
10
second
oral
presentaTon
pitch
(the
“Elevator
Pitch)
• The
30
sec
–
2:00
min
oral
presentaTon
(the
“Quick
ConversaTon”)
• One-‐on-‐one
VC
mee*ng
• The
full
Business
Plan
–
Formal
presentaTon
• Back
up
materials
• Financials
• Tailoring
the
emphasis
of
materials
for
the
specific
investor
(similar
to
tailoring
a
resume)
vs.
Consistency
across
all
iteraTons
• Tracking
distribuTon
of
materials
11
12. PresentaTon
and
Slide
Deck
1. Cover Slide OrganizaTon
2. Problem or Opportunity + Metrics + Core Customer
3. Company Value Proposition + Investment Rationale
4. Product/Service Solution
5. Product/service Value Proposition
6. Addressable Market
7. Business and Revenue Model
8. Sales and Distribution Model
9. Competitive Landscape/Competitive Advantage
10. Defensibility / Barriers to Entry/IP
11. Team
12. Current Status
13. Funding Requirements, Cash and Use of Proceeds
14. Risks and Plans
15. Exit Strategy and Options
16. Investment Rationale/Summary Slide
12
+ Appendices or backup slides
13. Improve Your Odds by Building a Great Team
Investors
bet
on
the
Jockey
A
Team
+
B
Idea
vs.
B
Team
+
A
Idea
• Balance skill sets –
complement
• Only people make things happen
• Aligned motivations
• Prior success
• Passionate
13
14. Management Team and Advisors
• List top executives and key advisors
– Include choice words about them
• Experience with startups, domain experience and customers
• Don’t put their whole resume on the slide
• Show current staffing gaps and strategy for filling
• Board of Directors
– Scientific Advisory Board
– Key Opinion Leaders
• Don’t list advisors unless they are actively involved
14
15. General PowerPoint Dos and Don’ts
“Presentation is a visual not a reference”
Do Don’t
• Use one topic per slide • Use sounds with slide transitions
• Limit text on each slide • Overdo the ALL CAPS, bolded,
• Use pictures, graphs, video’s italicized or underlined text
– Not all bullets • Use too many different fonts
• Choose fonts and colors that are • Overuse special effects – focus
easy to read on the content
• PowerPoint is the accessory to • Have technical difficulties – test
YOUR presentation before the meeting
• Spell Check
15
16. PRESENTATION
SKILLS:
Part
I
• Know
your
material
cold!
Don’t
wing
it.
• Use
note
cards
&
appendix
slides
for
easy
access
to
informaTon.
• DON’T
READ
your
presentaTon.
• You
should
have
answers
to
likely
quesTons,
even
if
you
don’t
intend
to
cover
such
material
in
your
core
presentaTon.
AnTcipate
the
quesTons
–
be
surprised
only
once!
• It’s
okay
to
not
know
everything
–
no
one
does.
Unless
someone
asks
you
something
that
you
clearly
should
know,
it
is
okay
to
directly
state
that
you
don’t
have
an
answer
and
that
you
will
get
back
to
someone.
This
builds
credibility
with
your
audience.
• When
possible,
know
the
room.
Arrive
early,
walk
around
the
speaking
area
and
pracTce
using
the
microphone
and
any
visual
aids.
• Wear
clothes
that
represent
you
and
which
reinforce
your
authority
and
confidence.
• Work
to
control
filler
words
such
as
“Um” “Ah”
Eh”
or
“Like”.
Try
to
limit
distracTng
repeTTve
hand
or
body
gestures.
• Realize
that
audiences
want
you
to
be
interesTng,
sTmulaTng,
informaTve
and
entertaining.
They’re
rooTng
for
you.
16
17. PRESENTATION
SKILLS:
Part
II
• PrioriTze
and
eliminate
less
criTcal
points.
• Be
flexible
–
be
prepared
to
be
interrupted.
• Understand
the
goal
of
your
presentaTon.
Is
it
to
inspire,
to
educate,
to
connect,
to
get
a<enTon,
to
get
a
second
more
personal
meeTng?
Your
focus
should
help
you
prioriTze.
• Modulate
your
pace,
pitch,
volume,
tone
and
enthusiasm
–
like
when
you
are
telling
a
story.
This
helps
keep
the
audience
focused.
• Use
humor,
personal
stories
and
conversaTonal
language
where
possible.
Your
use
of
easy
to
understand
analogies
can
help
you
draw
in
the
audience
and
create
tracTon.
• PracTce.
PracTce.
PracTce!
Rehearse
out
loud
with
all
equipment
and
with
a
Tmer.
Allow
Tme
for
the
unexpected.
GO
SEE
OTHER
PRESENTATIONS!
• Every
slide
should
be
consistent
with
your
corporate
image
–
each
should
bear
the
company
name
and
should
have
a
background
or
theme
consistent
with
the
company
type
or
culture.
• Slides
should
HELP
the
oral
presentaTon,
not
BE
the
presentaTon.
Avoid
wriTng
down
your
presentaTon
on
the
slides.
17
18. PRESENTATION
SKILLS:
Part
III
• Always
bring
a
backup
copy
of
the
presentaTon
with
you
in
paper
and
on
a
flash
drive
(it
is
also
useful
to
have
it
available
by
web
email).
• The
professionalism
of
the
powerpoint
may
convey
informaTon
to
the
audience
about
your
credibility.
If
it
looks
like
a
last-‐minute
effort,
it
probably
was.
• Without
minimizing
the
above
rule,
spend
more
Tme
building
a
great
business
and
less
building
a
great
presentaTon.
• The
deck
is
just
a
tool.
If
the
computer
or
projector
cease
working
–
you
should
be
able
to
carry
on
with
your
presentaTon
without
geqng
flustered.
Remember,
this
is
just
a
tool,
it
is
not
the
presentaTon.
• Stand
up
(unless
it
is
one-‐on-‐one)
• Leave
Tme
for
quesTons.
• RELAX,
BREATHE
and
SLOW
DOWN
18
19. Interacting with Investors
Basic Principles - Overview
DO
• Research the investor in advance
• Realize investors are thinking about exit strategy
• Pay attention to what you say during the presentation banter
• Communicate
• Be likeable
• State your value proposition up front
• Come prepared with sufficient data (including back up slides)
• Enjoy yourself and let it show
• Keep the presentation within allotted time
• Be realistic about valuations in the market
• Make due diligence easy
19
20. Interacting with Investors
DO NOT Cautionary Overview – Don’t do the following
• Give investors a reason to turn you down
• Bash the competition
• Hype
• Condescend, talk down or be arrogant
• Be vague about your technology
• Deluge investors with facts
• Act desperate for funding (even if you are)
• Act like you don’t need money
• List ‘the company is undervalued’ as a reason to invest
• Overprice your rounds so you can keep stepping up valuation
20
21. VC Glossary
What We/They say… and What We/They Really Mean…
Acquisition Strategy the current products have no market
Basically on plan revenue shortfall of 25 percent
Currently revisiting the budget financial plan is in total chaos
Cyclical industry posted a huge loss last year
Entrepreneurial CEO totally uncontrollable, bordering on maniacal
Funding Interruption investors tapped out; unwilling to fund again
Ingredients are there in two years we might find a workable strategy
Investing heavily in R&D trying desperately to catch the competition
Long-selling cycle yet to find a customer who likes the product
Possibility of a slight shortfall a revenue shortfall of 50 percent
Repositioning the business multimillion-dollar investment recently written off
Somewhat below the plan revenue shortfall of 75 percent
Too early to tell results to date have been grim
Turnaround opportunity lost cause
Unique no more than six competitors
Upgrading the management team the organization is in complete disarray
Window of opportunity without more money, the company is dead
21
Source: Eugene Hill, SV Life Sciences Advisers, LLC at HST921, Spring 2012