The Five Ws of Funding, by Sahar Ansary, Partner, R&D Partners
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"The Five Ws of Funding" By Sahar Ansary, Partner, R&D Partners Abstract: An overview of the who, what, when, where, and why of funding. I will present the types of funding available throughout a business’s lifespan (ideation, growth, and expansions) as well as some of the best practices when looking for funding and approaching funders, lenders and investors.
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The Five Ws of Funding, by Sahar Ansary, Partner, R&D Partners
- 1. PREPARED FOR Sahar Ansary, M.Eng. sansary@rdpartners.com 514-476-0938 The “W”s of Funding
- 2. Sahar Ansary, M.Eng. PARTNER AT R&D PARTNERS CO-FOUNDER OF FUNDICA 2000+ PROJECTS FILED $200M CLAIMED 15 YEARS IN BUSINESS
- 3. Agenda FUNDING TYPES AND WHO PROVIDES THEM01 02 03 04 05 06 HOW TO GET FUNDED AND WHY WHO PROVIDES FUNDING AND WHY DIFFERENT SOURCES OF FUNDING - Grants - Tax Credits BEST PRACTICES WHEN APPROACHING FUNDING WHERE TO FIND FUNDING
- 4. M IRACLE 4 Funding Types TIMING OF FUNDING EXAMPLE TAX CREDIT After costs are incurred SR&ED GRANT Prior or during costs are incurred IRAP - NRC LOAN Prior to incurring costs BDC start-up financing LOAN GUARANTEE Prior to being accepted for a loan IC Canada Small Business Financing Program EQUITY After PMF is established Real Ventures, iNovia, etc. OTHER Any time Crowdfunding, ICOs, etc.
- 5. M IRACLE 5 Who Provides Funding and Why? FINANCIAL MOTIVATION EXPECTED RETURN EXPECTED REVENUE BUSINESS MODEL KEY CONSIDERATIONS TAX CREDITS Pre-defined n/a n/a n/a Tax Law GRANTS Societal n/a >$0 Reasonable Best In Line PUBLIC LOANS Societal 5 – 10% >$0 Reasonable All factors PRIVATE LOANS ROI 5 – 20% >$30k Security Assets & CF ANGEL INVESTORS ROI >20% <$100M Believe it! Cash to CF+ VENTURE CAPITAL ROI >25% >$100M Traction Time to Exit
- 6. M IRACLE 6 How to Get Funded
- 7. M IRACLE 7 WORKFORCE PRODUCT DEVELOPMENT MARKETING CAPITAL EXPENDITURES Grant and Tax Credit Funding Wage subsidies for tech and commercial positions, as well as, training initiatives Research and development initiatives, as well as, collaborative development with universities Out-of-province/ country business development or marketing missions in new markets Property, plant and equipment purchase, as well as any leasehold improvements.
- 8. M IRACLE 8 TAX CREDITS Tax Credit for Scientific Research and Experimental DevelopmentSR&ED E-BUSINESS CO-OP STUDENTS Tax Credit for the Development of E-Business Tax Credit for Practicums in the Workplace
- 9. M IRACLE 9 GRANTS Industrial Research Assistance Program by the National Research Council (NRC) IRAP GRANT+ ACCELERATE EXCELLENCE GRANTS FOR QUÉBEC WOMEN ENTREPRENEURS Fondation Montreal Inc. Mitacs Fondation J. Armand Bombardier (Deadline Dec 1st ) – 10k IVADO LABSINVEST-AI
- 10. M IRACLE 10 Where to Find Funding? Entrepreneurs Dedicated ResearchersInternet Bots Traditional Funders Advisors
- 11. Tailored Results Ordered by relevance and types of funding
- 12. M IRACLE 12 Best Practices - Always move from gov’t to banks to VCs - Really understand and target each funder - Put together a killer applicaton / pitch - Develop a win-win relationship
- 13. MAXIMIZE YOUR GOVERNMENT R&D FUNDING SIMPLIFY YOUR LIFE Sahar Ansary, M.Eng. sansary@rdpartners.com 514-476-0938