Types of investments from CPA wayne lippmanWayne Lippman
Overview of the general types of different investments people can make in today's society, presented by Wayne Lippman CPA http://www.yelp.com/biz/wayne-lippman-lippman-and-associates-cpas-walnut-creek-2
Types of investments from CPA wayne lippmanWayne Lippman
Overview of the general types of different investments people can make in today's society, presented by Wayne Lippman CPA http://www.yelp.com/biz/wayne-lippman-lippman-and-associates-cpas-walnut-creek-2
http://profitableinvestingtips.com/stock-investing/designing-an-investment-portfolio
Designing an Investment Portfolio
Designing an investment portfolio may be the most important thing you do in investing. There are tips and insights to make you money but over the long haul profitable investing hinges on hedging investment risk as well as picking winners. Here are a few insights into designing an investment portfolio.
Matching Portfolio Risk to the Investor
We have often noted that as an investor ages he or she will commonly want to move to dividend stocks instead of riskier investment. Business Insider gives an example of analyzing the portfolio of a retiree for risk.
What’s one trademark of a poorly designed investment portfolio? The answer is a portfolio whose risk character is incompatible with the risk character of its owner.
Frequently, these risk incompatibilities are camouflaged by a hot stock market. But when the market reverses and begins to fall like it has lately, the problems of investment portfolios with unsuitable risk levels becomes apparent.
Factors to consider are cost, diversification, risk, tax efficiency and long term performance. You may be invested in a fund that pays good returns but those returns are largely eaten up by fees and commissions. If you were invested heavily in big oil you lost heavily when the price of oil fell. Diversification across various market sectors is good. Tax free or tax advantaged investments are good if you are still in your earning years but less important as you retire. Risk and long term performance are closely related. As the author says when the market is hot all stocks look good but when it falls only strong companies hold their value. If you would like to sleep well at night load up on long term strong performers.
Unexpected Outcomes
Sometimes strategies for designing an investment portfolio do not work out as expected. The New York Times writes about investment strategies mean to lessen volatility and how they may not have worked as expected.
An easy to understand guide to investing in securities like stocks, bonds and mutual funds for your financial future. This is material taken from chapter two of my book, "Figuring Out Wall Street".
Startup Valuation: from early to mature stagesTatiana Siyanko
Methods and approached to startup and company valuations.
Please be free to send me any additions/correction proposals.
Prepared for Startup&co lecture in Freud cafe, Kyiv, April 30, 2014
Are you looking to set your business up for a successful capital raise?
In this presentation, you’ll learn:
How to build your business’ reputation before a capital raise.
Effective strategies for the ‘who’ and ‘what’ of fundraising communications.
The best tools for getting your message out (and how to choose the right one).
What investors are looking for from founders and startups seeking venture capital.
Legal tips to make sure you’re poised for fundraising success.
If you have any questions about capital raising, give us a call on 1300 544 755, we'd be happy to help.
Craig Blair is a co-founder and partner at AirTree Ventures which invests in world-class Australian entrepreneurs building the iconic companies of tomorrow. With over 15 years experience running 2 of Australia’s most successful tech investment funds with partner Daniel Petre and backing businesses such as eBay, Beamly and Ninemsn, Craig is keen to share his insights on how to get a VC's attention. This presentation includes:
- The Start Up journey - what you can expect
- The key steps to approaching a VC
- What to do (and what not to do) when pitching to your business
- How to avoid the pre/post money traps
- How to choose your funding partner (remember VCs and investors are an employee you can't fire!)
Slides which accompanied the Q1 2019 Quarterly Investment Briefing on 6th March. The event saw presentations on Bristol Private Equity Club, the Regional Angel Investment Accelerator and University of Bristol Enterprise Fund. Slides 50 - 52 include information about those companies that have recently raised investment or are actively doing so in Q1 2019. Check out the disclaimer - these aren't recommendations, just information.
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.
Buy Verified PayPal Account | Buy Google 5 Star Reviewsusawebmarket
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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.
Discover the innovative and creative projects that highlight my journey throu...dylandmeas
Discover the innovative and creative projects that highlight my journey through Full Sail University. Below, you’ll find a collection of my work showcasing my skills and expertise in digital marketing, event planning, and media production.
Understanding User Needs and Satisfying ThemAggregage
https://www.productmanagementtoday.com/frs/26903918/understanding-user-needs-and-satisfying-them
We know we want to create products which our customers find to be valuable. Whether we label it as customer-centric or product-led depends on how long we've been doing product management. There are three challenges we face when doing this. The obvious challenge is figuring out what our users need; the non-obvious challenges are in creating a shared understanding of those needs and in sensing if what we're doing is meeting those needs.
In this webinar, we won't focus on the research methods for discovering user-needs. We will focus on synthesis of the needs we discover, communication and alignment tools, and how we operationalize addressing those needs.
Industry expert Scott Sehlhorst will:
• Introduce a taxonomy for user goals with real world examples
• Present the Onion Diagram, a tool for contextualizing task-level goals
• Illustrate how customer journey maps capture activity-level and task-level goals
• Demonstrate the best approach to selection and prioritization of user-goals to address
• Highlight the crucial benchmarks, observable changes, in ensuring fulfillment of customer needs
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.
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/
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.
Event Report - SAP Sapphire 2024 Orlando - lots of innovation and old challengesHolger Mueller
Holger Mueller of Constellation Research shares his key takeaways from SAP's Sapphire confernece, held in Orlando, June 3rd till 5th 2024, in the Orange Convention Center.
Building Your Employer Brand with Social MediaLuanWise
Presented at The Global HR Summit, 6th June 2024
In this keynote, Luan Wise will provide invaluable insights to elevate your employer brand on social media platforms including LinkedIn, Facebook, Instagram, X (formerly Twitter) and TikTok. You'll learn how compelling content can authentically showcase your company culture, values, and employee experiences to support your talent acquisition and retention objectives. Additionally, you'll understand the power of employee advocacy to amplify reach and engagement – helping to position your organization as an employer of choice in today's competitive talent landscape.
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/
VAT Registration Outlined In UAE: Benefits and Requirements
Startnowhow - The Investment Process
1. THE INVESTMENT PROCESS – PITCHING, NEGOTIATIONS AND
TERMSHEET
Dr. Joachim Behrendt / Ebru Gürses
2. INTRODUCTION
StartNowHow
• Open seminar series for active and prospective entrepreneurs
• 10 sessions on monthly basis until summer 2015
• Covers relevant theoretical and practical aspects of entrepreneurship
• Based on lecture „entrepreneurship“ @Bogazici University
• Based on experiences of entrepreneurs, investors, mentors and consultants
• Each session with guest speaker (entrepreneurs, investors, mentors, etc.)
• Seminar materials can be downloaded after the event
• Thursdays 17.15h – 19.30h
• Next session:
• ALT 1: Thu, July 9th, 2015
• Award ceremony will take place at 9.7. as well
• TOPIC: Success and Failure as an Entrepreneur
• SPEAKER: tbd
• Certificate provided for participants joining at least 7/10 sessions
BIC Angels Investments01.06.2015 2
3. INTRODUCTION
StartNowHow - Seminar Topics (preliminary)
1. Mon, 20.10.: The entrepreneurial ecosystem in Turkey
2. Mon, 10.11.: Entrepreneurship as a profession
3. Mon, 8.12.: Opportunity recognition and evaluation
4. Mon, 12.1.: Planning, testing and developing a business model
5. Thu, 19.2. – lot of snow but no seminar -
6. Thu, 19.3.: Market and competitor research
7. Thu, 16.4.: Financial planning for startups
8. CANC: Marketing planning and control – the role of key performance indicators
9. Thu, 14.5.: Funding the startup – stage financing for ventures
10. Thu, 1.6.: The investment process – pitching, negotiations and termsheet
11. Thu, 9.7.: Success and failure as an entrepreneur / Graduation
BIC Angels Investments01.06.2015 3
5. 12 slides is all you need
Cover Page/Introduction
Overview
Problem
Market
Team
Technology/Solution
Customers/Revenue Model
Go to Market
Competition
Financials
Milestones
Summary
PITCHINGPROCESS
01.06.2015 BIC Angels Investments 5
10. Presentation Delivery
• Know your deck – own your deck
• Be flexible – know where your slides are
• Don’t read the bullet points – have a conversation
• Use visuals / logos /graphics
• Preparation: Do your homework and know your audience
• Ask questions (e.g. any competing deals they are looking at?)
• Take notes
• No more than two of you should present
Practice, practice, practice and let your enthusiasm and passion
show!
PITCHINGPROCESS
01.06.2015 BIC Angels Investments 10
11. How To Get To Investors
• Develop a strategy for fundraising
• Find a connection through someone the investor trusts
• via exec of the investors portfolio company
• Banker
• Lawyer
• Accountant
• Networking events
PITCHINGPROCESS
01.06.2015 BIC Angels Investments 11
12. INVESTMENT:CLOSINGTHEDEAL
Investment Process
12BIC Angels Investments01.06.2015
• Standardized termsheet / legal
documents based on
international benchmarks
• Legal support Moroglu &
Arseven
• Post investment process
(mentoring etc.) starts
immediately after termsheet
• Startup has to set up AS and
provide full initial funding
• If not already established
• Asset deal with old startups‘
company at arm‘s length
principle possible
• Short due diligence
• Financials if established
• Legal
• Personnel / reference check
• Definitve legal agreements
standardized
• Articles of Association, Share
Purchasing Agreement
• Employment / Noncompete
• Techncal Service Agreement
• Full capital payments
immediately after signing
Target: 6 / year
Ratio: 50%
= 3.13% total
Target: 1 / month
INVESTMENTPROCESS
13. BEFOREıNVESTMENT
LEGAL STEPS BEFORE INVESTMENT
01.06.2015 BIC Angels Investments
• Establishing company
• AoA should be ready;
• Taken notary and trade registry approval;
• 2-3 weeks period.
• All previous legal and tax issues should be clarified.
• BKS approval – (1 -1,5 month)
13
14. DURıNGıNVESTMENTPROCESS
LEGAL STEPS OF INVESTMENT
01.06.2015 BIC Angels Investments
• Term sheet
• Company’s business description;
• Closing conditions;
• Dividends;
• Liquidation preferences;
• Right to Participate in Future Rounds;
• Anti-dilution rights;
• Right of first Refusal/ Co-sale (tag-along) rights;
• What about drag along right?
• Lock-up;
• Voting rights;
• BOD;
• Protective provisions;
• Non-Competition and Non-Solicitation Agreements;
• No Shop/Confidentiality.
14
15. DURıNGıNVESTMENTPROCESS
LEGAL STEPS OF INVESTMENT
01.06.2015 BIC Angels Investments
• SHA
• BOD minutes
• Updated AoA
• General assembly minutes
- 1-2 months
15
16. AFTERSıGNATURES
LEGAL STEPS AFTER SIGNATURES
01.06.2015 BIC Angels Investments
• Bank letter
• Trade registry office approvals
• Release money !!!
• 1 week
Full investment process can be finalized in 2-3
months!!
16
25. OUTLOOK
StartNowHow - Outlook
• Today‘s materials will be made available to participants for downloading
• Next Seminar: „Success and Failure as an Entrepreneur“
• Guest Speaker: tbd
• Thursday, 9.7.2015, 17.15 – 19.30h
• Award Ceremony will take place at Thu 9.7. as well
• Don‘t forget to register early (eventbrite) - capacity 50 people!
• Priority for participants / registrants from today‘s session
• General rule: Allocation of seats according to participation
• Regular participation = certificate (70% participation)
BIC Angels Investments01.06.2015 25
