Slides review basic rules of venture finance and considerations when thinking about how to raise money and from whom. Includes overview of crowdfunding.
Wordpress duo teamed up to form financial planning groupstanleycorners
The Hulburd/Tyler Group typically has two categories of clients, energy or technology executives and business owners, Tyler said. For C-suite executives, the group can deal with concentrated stock issues, help them create liquidity and perform other wealth advisory functions. For closely held businesses, the duo helps them through a process to understand whether they can sell their business or walks them through a process that teaches them what it means to run the business with longer-term investment goals in mind.
Wordpress duo teamed up to form financial planning groupstanleycorners
The Hulburd/Tyler Group typically has two categories of clients, energy or technology executives and business owners, Tyler said. For C-suite executives, the group can deal with concentrated stock issues, help them create liquidity and perform other wealth advisory functions. For closely held businesses, the duo helps them through a process to understand whether they can sell their business or walks them through a process that teaches them what it means to run the business with longer-term investment goals in mind.
Recipe for Retail Sector Success: Q&A with Andrew Heyer, Jamba Juice Investor...OurCrowd
What's the recipe for success investing in the retail and consumer sectors? Join us for a live discussion and Q&A session with Andrew Heyer, whose investment portfolio includes brands like Jamba Juice, Celestial Seasonings and XpresSpa. He will join OurCrowd's Principal David Stark and Head of Investment Community Zack Miller for a lively discussion and Q&A session.
Blend instinct and solid data for overseas investment decisions Grant Thornton LLP
Soft power and instinct are driving overseas real estate investments, say the specialists interviewed and data analyzed for Grant Thornton International Ltd’s new report, Uncovering Opportunities for Overseas Investment and Growth. However, relying on instinct alone — without the assistance of hard evidence and on-the-ground advice — can lead investors away from emerging areas of opportunity.
Crowdfunding for social enterprises - By Retired Not Outgothip
The highlights from the slides we shared last night as we discussed how social enterprises can raise funding, especially via crowdfunding in Hong Kong.
Disclaimer: The views expressed in this document are the authors own and don't claim to be those of anyone else. The document may be open to interpretation. The author is not liable for any actions / mis-actions taken as a result of the content of this document.
Crack the Crowd, Title 3 Crowdfunding & JOBS Act OverviewDan Baird
An overview of crowdfunding, the JOBS act, Title II and Title III. What this latest legislation means, and how small businesses can use it to raise capital.
SiG@MaRS hosted a recap of the inaugural Social Capital (SoCap) Markets Conference held in October 2008 in San Francisco. Kerri Golden, Karim Harji, Michael Lewkowitz and Allyson Hewitt discussed the event, recent developments in the Social Finance marketspace, and the relevance of SoCap for Ontario and Canada.
The Changing Relationship Between Investors and Investments OurCrowd
Take this opportunity to meet OurCrowd’s new president, Anthony DeChellis, who brings to the discussion his extensive experience in the private banking and institutional finance world. Anthony previously served as CEO of Private Banking Americas at Credit Suisse, headed Private Wealth Management at UBS, and held a range of leadership positions at Merrill Lynch, including Manager of the European Private Banking Business.
THE IMPACT INVESTOR’S HANDBOOK Lessons from the World of MicrofinanceIDIS
A CAF Venturesome: Market Insight Series Publication
February 2011, First Edition
The UK social investment market has now reached a critical juncture. Although there is some evidence of coordinated market-building efforts, the market remains
fragile. By reviewing the development of the global microfinance industry, this handbook aims to equip practitioners in the social investment market with some of
the analytical tools and insights for making the tactical and strategic decisions which may systematically advance our sector.
An insider look of a venture capital fund. What it takes to successfully raise funds Knowledge learned over years of working for one of the top tier VC funds
21st Century Strategies for Financial InclusionJon Gosier
The wealth of black american households was decimated in 2008. This white paper outlines a strategy on how to structure new instruments for investment for black americans and other minority communities.
Crowdfinance: The Path to Economic Democracy 43015Dara Albright
We’re living in a remarkable moment in history where due to technological achievement & legislative overhaul, we are witnessing a reconstitution of our entire finance system. Because these changes are essentially democratizing finance by drawing in the crowds, this reformation is being referred to as “crowdfinance”. Crowdfinance will cause Wall Street & Banking to be unrecognizable in a few short years. But, with great change comes great opportunity. This presentation illustrates how modern investors, businesses and underwriters can capitalize on this financial transformation.
Recipe for Retail Sector Success: Q&A with Andrew Heyer, Jamba Juice Investor...OurCrowd
What's the recipe for success investing in the retail and consumer sectors? Join us for a live discussion and Q&A session with Andrew Heyer, whose investment portfolio includes brands like Jamba Juice, Celestial Seasonings and XpresSpa. He will join OurCrowd's Principal David Stark and Head of Investment Community Zack Miller for a lively discussion and Q&A session.
Blend instinct and solid data for overseas investment decisions Grant Thornton LLP
Soft power and instinct are driving overseas real estate investments, say the specialists interviewed and data analyzed for Grant Thornton International Ltd’s new report, Uncovering Opportunities for Overseas Investment and Growth. However, relying on instinct alone — without the assistance of hard evidence and on-the-ground advice — can lead investors away from emerging areas of opportunity.
Crowdfunding for social enterprises - By Retired Not Outgothip
The highlights from the slides we shared last night as we discussed how social enterprises can raise funding, especially via crowdfunding in Hong Kong.
Disclaimer: The views expressed in this document are the authors own and don't claim to be those of anyone else. The document may be open to interpretation. The author is not liable for any actions / mis-actions taken as a result of the content of this document.
Crack the Crowd, Title 3 Crowdfunding & JOBS Act OverviewDan Baird
An overview of crowdfunding, the JOBS act, Title II and Title III. What this latest legislation means, and how small businesses can use it to raise capital.
SiG@MaRS hosted a recap of the inaugural Social Capital (SoCap) Markets Conference held in October 2008 in San Francisco. Kerri Golden, Karim Harji, Michael Lewkowitz and Allyson Hewitt discussed the event, recent developments in the Social Finance marketspace, and the relevance of SoCap for Ontario and Canada.
The Changing Relationship Between Investors and Investments OurCrowd
Take this opportunity to meet OurCrowd’s new president, Anthony DeChellis, who brings to the discussion his extensive experience in the private banking and institutional finance world. Anthony previously served as CEO of Private Banking Americas at Credit Suisse, headed Private Wealth Management at UBS, and held a range of leadership positions at Merrill Lynch, including Manager of the European Private Banking Business.
THE IMPACT INVESTOR’S HANDBOOK Lessons from the World of MicrofinanceIDIS
A CAF Venturesome: Market Insight Series Publication
February 2011, First Edition
The UK social investment market has now reached a critical juncture. Although there is some evidence of coordinated market-building efforts, the market remains
fragile. By reviewing the development of the global microfinance industry, this handbook aims to equip practitioners in the social investment market with some of
the analytical tools and insights for making the tactical and strategic decisions which may systematically advance our sector.
An insider look of a venture capital fund. What it takes to successfully raise funds Knowledge learned over years of working for one of the top tier VC funds
21st Century Strategies for Financial InclusionJon Gosier
The wealth of black american households was decimated in 2008. This white paper outlines a strategy on how to structure new instruments for investment for black americans and other minority communities.
Crowdfinance: The Path to Economic Democracy 43015Dara Albright
We’re living in a remarkable moment in history where due to technological achievement & legislative overhaul, we are witnessing a reconstitution of our entire finance system. Because these changes are essentially democratizing finance by drawing in the crowds, this reformation is being referred to as “crowdfinance”. Crowdfinance will cause Wall Street & Banking to be unrecognizable in a few short years. But, with great change comes great opportunity. This presentation illustrates how modern investors, businesses and underwriters can capitalize on this financial transformation.
Once Upon a Time...
...Investing was fairly simple. You identified a company in the United States with solid management, a good product, rapidly growing sales, a storehouse of cash, and competitive advantages... and you bought that company’s stock and sat back to wait. With just a little bit of luck and a growing economy, it rose in price, giving you a profit for your efforts.
To quote Archie Bunker, “Those were the days...”
But those days are gone – and they are not coming back.
Today, companies with the highest-flying returns operate all around the globe. And thanks to unprecedented central bank meddling, trillions in derivatives, a complete loss of faith in Washington, global electronic markets, and high-frequency trading systems, years of buy-and-hold gains can be wiped out in seconds. Read more at http://Blogging.withDrDavid.tv
Par Chad Williams - Red Cloud Klondike Strike Inc. Redéfinir les investissements miniers – Le sociofinancement par actions, solution efficace de mobilisation de capitaux pour les petites sociétés minières
Kiplinger's Personal Finance - October 2023Lucky Gods
Leaves changing colors? Your finances can too!
Get ready for a financial foliage fiesta with Kiplinger's Personal Finance - October 2023! This issue is bursting with vibrant tips, golden guidance, and harvest-ready hacks to boost your bank account and make fall finances feel fabulous! ✨
Forget spooky money scares - we're all about financial fearlessness! Inside, you'll find:
Conquering market chills: Dive into fall investing trends and weatherproof your portfolio for a prosperous winter.
Budgeting bounty: Master the art of autumnal spending and rake in savings like fallen leaves!
Halloween hacks: Spooktacularly smart tips for a fun and affordable Halloween celebration.
Home sweet cozy: Fall décor on a budget! Transform your home into a financial haven without breaking the bank.
Plus! Bonus content: Delicious fall recipes, spooky-fun financial games, and expert tips for navigating holiday shopping madness. ️
Kiplinger's Personal Finance - your financial pumpkin patch for a bountiful and joyous October! Grab your apple cider, curl up with a good book (and this issue!), and let us guide you to a financially fruitful fall! ✨
The Brave 100: The Battle for Supremacy in Small Business LendingFrank Rotman
Banks vs. the Innovators. Who has the advantage and who will dominate the Small Business lending ecosystem?
More fintech blogs and papers at: www.fintechjunkie.com
Taurus Zodiac Sign: Unveiling the Traits, Dates, and Horoscope Insights of th...my Pandit
Dive into the steadfast world of the Taurus Zodiac Sign. Discover the grounded, stable, and logical nature of Taurus individuals, and explore their key personality traits, important dates, and horoscope insights. Learn how the determination and patience of the Taurus sign make them the rock-steady achievers and anchors of the zodiac.
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.
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.
buy old yahoo accounts buy yahoo accountsSusan Laney
As a business owner, I understand the importance of having a strong online presence and leveraging various digital platforms to reach and engage with your target audience. One often overlooked yet highly valuable asset in this regard is the humble Yahoo account. While many may perceive Yahoo as a relic of the past, the truth is that these accounts still hold immense potential for businesses of all sizes.
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.
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
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.
How to Implement a Real Estate CRM SoftwareSalesTown
To implement a CRM for real estate, set clear goals, choose a CRM with key real estate features, and customize it to your needs. Migrate your data, train your team, and use automation to save time. Monitor performance, ensure data security, and use the CRM to enhance marketing. Regularly check its effectiveness to improve your business.
LA HUG - Video Testimonials with Chynna Morgan - June 2024Lital Barkan
Have you ever heard that user-generated content or video testimonials can take your brand to the next level? We will explore how you can effectively use video testimonials to leverage and boost your sales, content strategy, and increase your CRM data.🤯
We will dig deeper into:
1. How to capture video testimonials that convert from your audience 🎥
2. How to leverage your testimonials to boost your sales 💲
3. How you can capture more CRM data to understand your audience better through video testimonials. 📊
At Techbox Square, in Singapore, we're not just creative web designers and developers, we're the driving force behind your brand identity. Contact us today.
Basic rules of venture finance at Venture Out Moldova, Fall 2013
1. Acquiring
Resources:
Thinking
About
Growth
VentureOut
Moldova
#VOMoldova
October
28
–
November
1,
2013
Prof.
David
A.
Kirsch
Robert
H.
Smith
School
of
Business
University
of
Maryland,
College
Park
dkirsch@umd.edu
@darchivist
10. New Venture
Finance: Basic
Rules, redux
Rule 1:
Do Not Run Out of Cash
Rule 2:
Raise the Right Amount From the
Right Investor(s)
Rule 3:
Valuation as Negotiation
Rule 4:
11. New Venture
Finance: Basic
Rules, redux
Rule 1:
Do Not Run Out of Cash
Rule 2:
Raise the Right Amount From the
Right Investor(s)
Rule 3:
Valuation as Negotiation
Rule 4:
Remember Rule 1
12. New Venture
Finance:
Mental Models
New venture finance is different
because…
1. High uncertainty
Fundamental, irresolvable
2. Asymmetric information
Costly to overcome
3. Nature of assets
Specific, transformed
4. Nature of markets
Illiquid, high transaction costs
13. Venture
Finance:
Mental Models
“Splitting up the Pie”
“Build the Sandwich”
Traditional view
Positive sum model
Zero sum assumption
Longer sandwich = more
resources
Value extraction
17. Friends, Family,
Fools (and
Faculty?)
People who are close to you trust
you for other reasons
Family members
Friends (close to you)
Fools (who cannot judge you)
Faculty (4th “F”)?
Solves information asymmetry
problem
Reduces general uncertainty
Increases valuation
Mom won’t negotiate with you (but
she should!)
18. Crowdfunding
W/w, in 2012, more than 500 platforms
in operation
Expected to raise ~$5B USD in 2013,
with possibility to go much higher
Four basic models
Reward-based, Donation-based, Equitybased & Lending-based
Campaigns
Average 9 weeks, raise $7,000 USD
Fee structures vary, 10-35%
Converts social into financial capital,
but not always reversible or readily
replenished.
19. Fred Wilson,
Union Square
Ventures
Networks and markets are slowly
changing the global economy and the
creative sector is at the forefront of these
changes. Instead of going to Hollywood
studios for the funds to make their next
movie, directors are choosing to harness
the network of their fans. Instead of going
to the publishing industry for their book
advance, authors are choosing to
harness the network of their fans. Instead
of signing a deal with a record label,
musicians are harnessing the network of
their fans. The same thing is happening
with comic books, video games, theater
productions, and many other creative
endeavors. Kickstarter has changed the
way creative projects come to life.
http://bit.ly/1cmqVuS
24. Angels/Individual
Investors
High net-worth individuals who
invest in and support companies
in the early stages of growth
Invests his or her own money
Weak personal tie to
entrepreneur
Varying levels of sophistication
Rich & foolish
Rich & wise
AngelList syndication?
27. New Venture Finance:
Sources of Capital
Source
Self-financing
Credit cards
Friends / family / fools
Crowdfunding
Angel / individual investors
Venture capital
Large private equity
IPOs
Bank / other CP
Risk?
Return? Legit? Help? Control?
28. New Venture Finance:
Sources of Capital
Source
Risk?
Return? Legit? Help? Control?
Self-financing
+
+
+
-
n/a
Credit cards
++
++
+
-
n/a
Friends / family / fools
+++
+++
+
-
common
Crowdfunding
+++
+++
++
-
depends
Angel / individual investors
++++
++++
++
+ / ++
com/pref
Venture capital
+++++
+++++
+++
++++
pref+
Large private equity
++++
++++
+++
++
pref
IPOs
+++
+++
+++
+
public?
Bank / other CP
++
++
++
+
collateral