This document provides guidance on obtaining startup funding through angel investors and venture capital firms. It outlines the typical funding sources for startups at different stages, from friends and family to angels to VCs. It emphasizes building relationships with potential investors over time and setting clear fundraising milestones and metrics. The key steps are finding an interested lead investor to validate the opportunity and terms, building buzz around the startup, and closing the round with the appropriate legal documents and ownership terms negotiated.
Venture Lane Studio - Fundraising ABC's - Jan 2022David Chang
Fundraising ABC’s: How to raise a seed round for B2B SaaS
Overview of fundraising basics, a 3-step how-to guide on seed round raising tactics, and pitch tips/resources
Startup Investing 101 - Learn how to invest in startups.
As one of the leading online startup investing marketplaces, Onevest's vision is to make investing in privately held companies easy by providing a gold standard in deal flow that matches your specific areas of interest. You tell us what you like, and we deliver just that.
Webinar Agenda
Top four most asked questions by newbie startup investors.
1. How do I compare startups to determine most attractive opportunity?
2. What type of due diligence should I do before making an investment?
3. What happens after I invest in the startup?
4. What type of return on investment can I expect?
Pitch deck Core Capital Venture IndonesiaBoby Mihing
Core Capital Venture Indonesia is Startup company is a investment firm base on property.
We developing House of subsidy, and we give facility to pay a home loan installment to our costumer.
We have 3 kind of business to support our Real estate busines; Gas station, Venture Capital, And stock brokerage.
The core of business is on Real Estate.
We invite the investor to investing into our business.
terms and condition***
Venture Lane Studio - Fundraising ABC's - Jan 2022David Chang
Fundraising ABC’s: How to raise a seed round for B2B SaaS
Overview of fundraising basics, a 3-step how-to guide on seed round raising tactics, and pitch tips/resources
Startup Investing 101 - Learn how to invest in startups.
As one of the leading online startup investing marketplaces, Onevest's vision is to make investing in privately held companies easy by providing a gold standard in deal flow that matches your specific areas of interest. You tell us what you like, and we deliver just that.
Webinar Agenda
Top four most asked questions by newbie startup investors.
1. How do I compare startups to determine most attractive opportunity?
2. What type of due diligence should I do before making an investment?
3. What happens after I invest in the startup?
4. What type of return on investment can I expect?
Pitch deck Core Capital Venture IndonesiaBoby Mihing
Core Capital Venture Indonesia is Startup company is a investment firm base on property.
We developing House of subsidy, and we give facility to pay a home loan installment to our costumer.
We have 3 kind of business to support our Real estate busines; Gas station, Venture Capital, And stock brokerage.
The core of business is on Real Estate.
We invite the investor to investing into our business.
terms and condition***
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/
Babson How2Tuesdays - How to Raise a Seed Round - Nov 2017David Chang
David Chang, entrepreneur, angel investor, and director of the Babson Summer Venture Program, leads a practical session on how to pitch and land your first investors. David shares his experiences, talks about fundraising basics, walks through a 5-step “how-to” series of tactics to raise from angels/VCs, and finishes with pitch tips.
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.
HBS Field Y: Fundraising 101 - Feb 2019David Chang
For this semester's HBS Field Y class, we’ll cover the basics of raising money from angel investors and VCs, walk through a 5-step “how-to” series of tactics, talk about the unique perspective of student entrepreneurs, and finish with pitch tips.
Angel investing is a great way to participate in the growing trend of entrepreneurship. Responsible investing is very important for the health of your portfolio and for your relationships with founders. Don't invest without understanding a few simple things. Equity investments are long term relationships. Investors must do their part to be good investment partners.
Have you ever considered becoming an Angel Investor? Wondered why people join angel groups as opposed to going it alone? Then this session is for you.
Join MLA Chair and Angel Investor Gerard Buckley as he leads a session that will answer the following:
What is Angel Investing?
Why would someone be an Angel Investor?
Who are Angel Investors?
What types of companies do Angels invest in?
What is Maple Leaf Angels and what are the benefits of joining?
Basics on the startup process, raising capital, and thinking about valuation, especially for first-time entrepreneurs. Read my article at VentureBeat for details on this slide deck:
http://venturebeat.com/2016/09/05/startup-fundraising-101-revisited/
Brandeis & Babson - Fundraising 101: How to raise a seed roundDavid Chang
Brandeis Innovation Speaker Series: Overview of tech/startup fundraising basics, some how-to tactics on raising a seed round, and general pitch tips/lessons learned for entrepreneurs who are current students and recent grads.
Angel 101 - The Fundamentals of Angel Investing. Is Angel Investing right for you. This is a presentation given by Gerard Buckley to a group of Angel Investors at Maple Leaf Angels a Toronto based angel group
Sharing my entrepreneurial experience in IOT and tech startup with Talenti per le Imprese students in Turin on 12 September 2015 at Scuola di Amministrazione Aziendale .
See Your Box is the real-time monitoring logistics service for goods shipped around the world.
Fondazione CRT project "Talenti per l’Impresa" offers the managerial skills and tools to launch entrepreneurial projects or manage them at best.
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/
Babson How2Tuesdays - How to Raise a Seed Round - Nov 2017David Chang
David Chang, entrepreneur, angel investor, and director of the Babson Summer Venture Program, leads a practical session on how to pitch and land your first investors. David shares his experiences, talks about fundraising basics, walks through a 5-step “how-to” series of tactics to raise from angels/VCs, and finishes with pitch tips.
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.
HBS Field Y: Fundraising 101 - Feb 2019David Chang
For this semester's HBS Field Y class, we’ll cover the basics of raising money from angel investors and VCs, walk through a 5-step “how-to” series of tactics, talk about the unique perspective of student entrepreneurs, and finish with pitch tips.
Angel investing is a great way to participate in the growing trend of entrepreneurship. Responsible investing is very important for the health of your portfolio and for your relationships with founders. Don't invest without understanding a few simple things. Equity investments are long term relationships. Investors must do their part to be good investment partners.
Have you ever considered becoming an Angel Investor? Wondered why people join angel groups as opposed to going it alone? Then this session is for you.
Join MLA Chair and Angel Investor Gerard Buckley as he leads a session that will answer the following:
What is Angel Investing?
Why would someone be an Angel Investor?
Who are Angel Investors?
What types of companies do Angels invest in?
What is Maple Leaf Angels and what are the benefits of joining?
Basics on the startup process, raising capital, and thinking about valuation, especially for first-time entrepreneurs. Read my article at VentureBeat for details on this slide deck:
http://venturebeat.com/2016/09/05/startup-fundraising-101-revisited/
Brandeis & Babson - Fundraising 101: How to raise a seed roundDavid Chang
Brandeis Innovation Speaker Series: Overview of tech/startup fundraising basics, some how-to tactics on raising a seed round, and general pitch tips/lessons learned for entrepreneurs who are current students and recent grads.
Angel 101 - The Fundamentals of Angel Investing. Is Angel Investing right for you. This is a presentation given by Gerard Buckley to a group of Angel Investors at Maple Leaf Angels a Toronto based angel group
Sharing my entrepreneurial experience in IOT and tech startup with Talenti per le Imprese students in Turin on 12 September 2015 at Scuola di Amministrazione Aziendale .
See Your Box is the real-time monitoring logistics service for goods shipped around the world.
Fondazione CRT project "Talenti per l’Impresa" offers the managerial skills and tools to launch entrepreneurial projects or manage them at best.
Are you ready to make that leap from bootstrapping to investment capital? If you're ready to accelerate the growth of your startup, check out this presentation from Kristine Di Bacco, Associate with Fenwick and West, LLP (www.fenwick.com) and Sirk Roh, COO for Early Growth Financial Services (www.earlygrowthfinancialservices.com), which covers how to take your startup to the next level of financing -- including an in-depth look at convertible promissory notes and term sheets.
The deck we used to raise $270k for our startup Castleentercastle
Castle (entercastle.com) is a Detroit-based real estate startup that lets rental owners put their properties on autopilot. In April 2015, we closed a $270,000 angel round using this deck.
Questions? Comments? I'd love to hear from you. Email me at max@entercastle.com.
AppVirality - Plug & Play growth hacking toolkit for Mobile apps.
We help app developers implement Uber/Lyft like in-app referrals under 30 minutes. No coding required.
Checkout - http://appvirality.com
The 10 most interesting slides that helped our SaaS company raise 9 millionGoCanvas
Have you ever wondered what goes into a pitch deck? Or what slides matter? Here are the 10 slides that seemed to resonate most with VCs we met with our our journey to raising our latest $9 million in funding. Be sure to check the notes for explanations of each slide.
Here is what Square uses for their Pitch Deck, it has several good pointers on what should go in a startup pitch deck: Sourced from http://www.noise.re/duction/squares-pitch-deck/
Mapme Investor Deck.
The deck we originally used to raise our seed round of $1M. See the progress we've made at www.mapme.com. Welcome to try it out and create a map.
Any questions? I'm at ben@mapme.com
The investor presentation we used to raise 2 million dollarsMikael Cho
The investor presentation we used to raise 2 million dollars for ooomf.com (now pickcrew.com)
View the online version here: https://pickcrew.com/investors/
Strategies for Accessing the US Market (Feb 1-2, 2016)Gil Ben-Artzy
In this talk, I try to offer practical advice for you to implement based on real case studies from the past 10 years of working with and investing in dozens of Israeli startups that have successfully brought their companies to the US.
Some of the topics covered include:
* Plans for creating momentum in the US, even while you are based in Israel
* Considerations and best practices for establishing your US office
* If, when and how to begin fundraising in the US
Beginner's Guide: How to raise Seed and Series A Funding for Your Tech StartupsRakesh Soni
This is a short beginners' guide to learn about startup fundraising particularly Seed and Series A round.
CONTENT:
Introduction
Startup Funding 101:
What is funding and why do you need it?
Types of funding
When to raise and how much to raise
Understanding exit
Key players in fundraising
What matters to founders?
Understanding dilution
How to determine the valuation
Understanding controlling terms
How do VCs work?
Seed and Series A Funding:
Are you ready for funding?
Preparation
How to raise: processes, tips & tricks
Recommended Reading
Q&A
Have a great idea, but not sure how to get funding to turn it into a business? This presentation highlights the many ways to find funding and focuses on the pros & cons of using venture capital to launch.
Employee Share Schemes & Capital Raising | Wednesdays with Redchip AugustRedchip
Our experts look at two interacting strategies for businesses experiencing, or striving for, high growth:
1. Employee Share Schemes (also known as Employee Share Option Plans) - how do they work and what are the benefits for employers and employees?
2. Capital Raising - how to prepare your business to approach investors and issues to consider in relation to Employee Share Schemes.
Affordable Stationery Printing Services in Jaipur | Navpack n PrintNavpack & Print
Looking for professional printing services in Jaipur? Navpack n Print offers high-quality and affordable stationery printing for all your business needs. Stand out with custom stationery designs and fast turnaround times. Contact us today for a quote!
Enterprise Excellence is Inclusive Excellence.pdfKaiNexus
Enterprise excellence and inclusive excellence are closely linked, and real-world challenges have shown that both are essential to the success of any organization. To achieve enterprise excellence, organizations must focus on improving their operations and processes while creating an inclusive environment that engages everyone. In this interactive session, the facilitator will highlight commonly established business practices and how they limit our ability to engage everyone every day. More importantly, though, participants will likely gain increased awareness of what we can do differently to maximize enterprise excellence through deliberate inclusion.
What is Enterprise Excellence?
Enterprise Excellence is a holistic approach that's aimed at achieving world-class performance across all aspects of the organization.
What might I learn?
A way to engage all in creating Inclusive Excellence. Lessons from the US military and their parallels to the story of Harry Potter. How belt systems and CI teams can destroy inclusive practices. How leadership language invites people to the party. There are three things leaders can do to engage everyone every day: maximizing psychological safety to create environments where folks learn, contribute, and challenge the status quo.
Who might benefit? Anyone and everyone leading folks from the shop floor to top floor.
Dr. William Harvey is a seasoned Operations Leader with extensive experience in chemical processing, manufacturing, and operations management. At Michelman, he currently oversees multiple sites, leading teams in strategic planning and coaching/practicing continuous improvement. William is set to start his eighth year of teaching at the University of Cincinnati where he teaches marketing, finance, and management. William holds various certifications in change management, quality, leadership, operational excellence, team building, and DiSC, among others.
Taurus Zodiac Sign_ Personality Traits and Sign Dates.pptxmy Pandit
Explore the world of the Taurus zodiac sign. Learn about their stability, determination, and appreciation for beauty. Discover how Taureans' grounded nature and hardworking mindset define their unique personality.
As a business owner in Delaware, staying on top of your tax obligations is paramount, especially with the annual deadline for Delaware Franchise Tax looming on March 1. One such obligation is the annual Delaware Franchise Tax, which serves as a crucial requirement for maintaining your company’s legal standing within the state. While the prospect of handling tax matters may seem daunting, rest assured that the process can be straightforward with the right guidance. In this comprehensive guide, we’ll walk you through the steps of filing your Delaware Franchise Tax and provide insights to help you navigate the process effectively.
Attending a job Interview for B1 and B2 Englsih learnersErika906060
It is a sample of an interview for a business english class for pre-intermediate and intermediate english students with emphasis on the speking ability.
Memorandum Of Association Constitution of Company.pptseri bangash
www.seribangash.com
A Memorandum of Association (MOA) is a legal document that outlines the fundamental principles and objectives upon which a company operates. It serves as the company's charter or constitution and defines the scope of its activities. Here's a detailed note on the MOA:
Contents of Memorandum of Association:
Name Clause: This clause states the name of the company, which should end with words like "Limited" or "Ltd." for a public limited company and "Private Limited" or "Pvt. Ltd." for a private limited company.
https://seribangash.com/article-of-association-is-legal-doc-of-company/
Registered Office Clause: It specifies the location where the company's registered office is situated. This office is where all official communications and notices are sent.
Objective Clause: This clause delineates the main objectives for which the company is formed. It's important to define these objectives clearly, as the company cannot undertake activities beyond those mentioned in this clause.
www.seribangash.com
Liability Clause: It outlines the extent of liability of the company's members. In the case of companies limited by shares, the liability of members is limited to the amount unpaid on their shares. For companies limited by guarantee, members' liability is limited to the amount they undertake to contribute if the company is wound up.
https://seribangash.com/promotors-is-person-conceived-formation-company/
Capital Clause: This clause specifies the authorized capital of the company, i.e., the maximum amount of share capital the company is authorized to issue. It also mentions the division of this capital into shares and their respective nominal value.
Association Clause: It simply states that the subscribers wish to form a company and agree to become members of it, in accordance with the terms of the MOA.
Importance of Memorandum of Association:
Legal Requirement: The MOA is a legal requirement for the formation of a company. It must be filed with the Registrar of Companies during the incorporation process.
Constitutional Document: It serves as the company's constitutional document, defining its scope, powers, and limitations.
Protection of Members: It protects the interests of the company's members by clearly defining the objectives and limiting their liability.
External Communication: It provides clarity to external parties, such as investors, creditors, and regulatory authorities, regarding the company's objectives and powers.
https://seribangash.com/difference-public-and-private-company-law/
Binding Authority: The company and its members are bound by the provisions of the MOA. Any action taken beyond its scope may be considered ultra vires (beyond the powers) of the company and therefore void.
Amendment of MOA:
While the MOA lays down the company's fundamental principles, it is not entirely immutable. It can be amended, but only under specific circumstances and in compliance with legal procedures. Amendments typically require shareholder
Remote sensing and monitoring are changing the mining industry for the better. These are providing innovative solutions to long-standing challenges. Those related to exploration, extraction, and overall environmental management by mining technology companies Odisha. These technologies make use of satellite imaging, aerial photography and sensors to collect data that might be inaccessible or from hazardous locations. With the use of this technology, mining operations are becoming increasingly efficient. Let us gain more insight into the key aspects associated with remote sensing and monitoring when it comes to mining.
What is the TDS Return Filing Due Date for FY 2024-25.pdfseoforlegalpillers
It is crucial for the taxpayers to understand about the TDS Return Filing Due Date, so that they can fulfill your TDS obligations efficiently. Taxpayers can avoid penalties by sticking to the deadlines and by accurate filing of TDS. Timely filing of TDS will make sure about the availability of tax credits. You can also seek the professional guidance of experts like Legal Pillers for timely filing of the TDS Return.
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.
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.
[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
"𝑩𝑬𝑮𝑼𝑵 𝑾𝑰𝑻𝑯 𝑻𝑱 𝑰𝑺 𝑯𝑨𝑳𝑭 𝑫𝑶𝑵𝑬"
𝐓𝐉 𝐂𝐨𝐦𝐬 (𝐓𝐉 𝐂𝐨𝐦𝐦𝐮𝐧𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬) is a professional event agency that includes experts in the event-organizing market in Vietnam, Korea, and ASEAN countries. We provide unlimited types of events from Music concerts, Fan meetings, and Culture festivals to Corporate events, Internal company events, Golf tournaments, MICE events, and Exhibitions.
𝐓𝐉 𝐂𝐨𝐦𝐬 provides unlimited package services including such as Event organizing, Event planning, Event production, Manpower, PR marketing, Design 2D/3D, VIP protocols, Interpreter agency, etc.
Sports events - Golf competitions/billiards competitions/company sports events: dynamic and challenging
⭐ 𝐅𝐞𝐚𝐭𝐮𝐫𝐞𝐝 𝐩𝐫𝐨𝐣𝐞𝐜𝐭𝐬:
➢ 2024 BAEKHYUN [Lonsdaleite] IN HO CHI MINH
➢ SUPER JUNIOR-L.S.S. THE SHOW : Th3ee Guys in HO CHI MINH
➢FreenBecky 1st Fan Meeting in Vietnam
➢CHILDREN ART EXHIBITION 2024: BEYOND BARRIERS
➢ WOW K-Music Festival 2023
➢ Winner [CROSS] Tour in HCM
➢ Super Show 9 in HCM with Super Junior
➢ HCMC - Gyeongsangbuk-do Culture and Tourism Festival
➢ Korean Vietnam Partnership - Fair with LG
➢ Korean President visits Samsung Electronics R&D Center
➢ Vietnam Food Expo with Lotte Wellfood
"𝐄𝐯𝐞𝐫𝐲 𝐞𝐯𝐞𝐧𝐭 𝐢𝐬 𝐚 𝐬𝐭𝐨𝐫𝐲, 𝐚 𝐬𝐩𝐞𝐜𝐢𝐚𝐥 𝐣𝐨𝐮𝐫𝐧𝐞𝐲. 𝐖𝐞 𝐚𝐥𝐰𝐚𝐲𝐬 𝐛𝐞𝐥𝐢𝐞𝐯𝐞 𝐭𝐡𝐚𝐭 𝐬𝐡𝐨𝐫𝐭𝐥𝐲 𝐲𝐨𝐮 𝐰𝐢𝐥𝐥 𝐛𝐞 𝐚 𝐩𝐚𝐫𝐭 𝐨𝐟 𝐨𝐮𝐫 𝐬𝐭𝐨𝐫𝐢𝐞𝐬."
RMD24 | Retail media: hoe zet je dit in als je geen AH of Unilever bent? Heid...BBPMedia1
Grote partijen zijn al een tijdje onderweg met retail media. Ondertussen worden in dit domein ook de kansen zichtbaar voor andere spelers in de markt. Maar met die kansen ontstaan ook vragen: Zelf retail media worden of erop adverteren? In welke fase van de funnel past het en hoe integreer je het in een mediaplan? Wat is nu precies het verschil met marketplaces en Programmatic ads? In dit half uur beslechten we de dilemma's en krijg je antwoorden op wanneer het voor jou tijd is om de volgende stap te zetten.
2. Meet Today’s Moderator
Shahab Kaviani
Co-Founder | CMO, Onevest
• 10+ years as a startup founder
• Previously co-founded
CoFoundersLab and
HyperOffice (exited)
• Raised over $800k – including
a portion via equity
crowdfunding
3. Disclaimer
Securities offered through WealthForge, LLC. Member FINRA/SIPC Onevest
Corporation ("Onevest") is not a registered broker-dealer and does not give
investment advice with respect to any securities. All the startup offerings
listed are offered by the applicable Issuer. Onevest has not taken any steps to
verify the accuracy of the information provided on the offerings that are
listed. Onevest takes no part in the negotiation of the transaction and no
securities are executed through Onevest's platform. Onevest receives no
compensation in connection with the purchase or sale of securities.
Testimonials may not be representative of the experience of all clients.
Testimonials are not a guarantee of future performance or success.
4. CAPABILITIES
STATISTICS
50,000 Entrepreneurs and
Investors
7,000 introductions per month
Companies who have worked
with Onevest have collectively
raised over $100M in funding
Equity crowdfunding
Founder-matching via website
and events
Connecting investors with
promising startups
Free live educational webinars
5. SUCCESSFUL MATCH
SUCCESSFULLY RAISED
Boulder,
CO
Built
their
team
on
Onevest
Techstars
Alumni
AusCn,
TX
Raised
$750K
w/
the
help
of
Onevest
Capital
Factory
Alumni
7. 3 Sources of Capital
Start Here
ITEM FOOLS ANGELS VCS
Full-time Team or Founders - 1 > 2
Proven Domain Expertise - PARTIAL YES
Functioning Prototype - YES YES
Initial Customer Adoption - YES STRONG
Finished Product - - YES
Proven Customer Use Cases - - YES
Monthly Growth >20% - - YES
AMOUNT $25-50K $250-750K $1.5-3.0 MM
8. What to Expect
• 1 Full-time CEO Founder
• 20 Hours per Week
• During All Hours
• 3 to 6 Months
• $5,000 - $15,000 in Legal
• Economics
– Time Invested = 240 Hours
– Earning per Hour = > $1,000
11. The Role of the Lead
• Complete diligence on your company
• Provide credibility to other angel investors
• Set financial terms of the investment
• Provide operating expertise and advice
12. 1. Interest in Your Segment
2. Financial Resources
3. Time & Risk Readiness
25. “Would you be interested in
being an advisor
and leading the round?”
26. Compensate the Lead
• Offer an Advisor Position
– Only AFTER agreement to lead
– Start with off the Board, but Board Possible
• Offer Advisory Shares
– 0.5% to 2.5% in options that vest over 2 year
27. Propose the Terms
• Outline Terms to Lead
– Start with a friendly Convertible Debt Round
• Have Company Counsel Draft Term Sheet
– Reduce the costs of lead’s legal
• Produce the Final Agreements
– Simplify time required to lead
28. Build Buzz
• Plan a Series of Company Internal Milestones
– Ensure updates in a monthly newsletter
• Organize One Public Announcement before Close
– External validation is key, such as partnerships
• Ensure Metrics are Moving Up and to the Right
– Bad performance during fundraising can kill a deal
30. Needed to Close
• Strong company counsel engaged
• Agreed upon Term Sheet
• Minimum closing amount
• Minimum investment amount
• Initial closing date
• Maximum amount with a rolling close
31. The Round Composition
ITEM NUMBER TARGET MIN MIX
Lead Investor 1 1 $50,000 $500,000 +
Large Angels 0 - 5 1 $50,000 $250,000 +
Small Angels 0 - 10 3 $10,000 $25,000
Friends 0 - 3 0 $5,000 $10,000
TOTAL - 5 - 6 $250,000 $500,000
32. Equity or Convertible
ITEM EQUITY CONVERTIBLE
Term Sheet 3 Pages 1 Page
Closing Costs $15 - $25,000 $5 - $15,000
Position Preferred Owner Option
Control Board and Operations Requiring Capital
Negative Hard to Price Equity New
Positive Clear Ownership Easy and Fast
33. Valuation
ITEM LOW HIGH
Pre Money 1,000,000 5,000,000
Raise 150,000 1,000,000
Post Money 1,150,000 6,000,000
Option Pool 10% 20%
Ownership 13.0% 23.1%
Fully Dilluted 12.7% 19.6%
36. Tips
• Be patient and build the relationship
• Don’t ask for investment if “no” is likely
• Investors will say “yes,” but will not fund you
• Practice and refine the pitch constantly
• Don’t give benefits until the deal is done
• Stick to the facts
• Don’t overpromise