In this event attendees will gain insight into how to position their efforts and business model to be aligned with the best Capital pool. They will also receive tips on where to go and how to access Capital successfully.
2. Agenda Background Define Capital New Venture Cycle Stages in Cycle Cash Flow Forecast Business Opportunity Capital Ladder Puzzle Top 10 traps to avoid
3. 1) Background Finance / Capital Markets Intrapreneur 25 Years B.S. Finance / MBA Rotman Argentari Group Buy Side advisor opportunity assessment Manage investment early stage ventures Independent financial valuations Angel Investor Chairperson Ryerson Angel Network NOT SELLING OR BUYING
26. 3i) Stages Stage 1: Mind to Money The first Aha moment Research Business Plan The Real Aha Moment Real Business Plan In Depth Research Detailed Plan / Budget
27. 3i) Business Cycle Stage2: Proof of Concept Detailed Budget Prototype Specs Prototype Built External Hurdles Overcome Start of First Cycle One Cycle Completed
28. 3i) Business Cycle Stage3: Sell, Adapt Detailed Marketing Plan Sales Tracking CMO Stumble Fall Get up
29. 3i) Business Cycle Stage 4: Sell, Profit, EXIT CFO Cost control Leadership Business acumen Management ability Shareholder relations
30. 3ii) Cash Flow Stage 1: Mind to Money Stage2: Proof of Concept Stage3: Sell, Adapt Stage 4: Profit, EXIT CASH FLOW
31. 3ii) Cash Flow Stage 1: Mind to Money Stage2: Proof of Concept Stage3: Sell, Adapt Stage 4: Profit, EXIT CASH FLOW
32. 3ii) Cash Flow Stage 1: Mind to Money Stage2: Proof of Concept Stage3: Sell, Adapt Stage 4: Profit, EXIT CASH FLOW
33. 3iii) Classify Opportunity Also ran New and Improved Marriage Play Medium Change Industry Transplant Category / Segment Killer Technology leap Model Disruption R&D, Proof of Concept, Sales
37. 3ii) Cost of Capital VENTURE RISK Stage 1: Mind to Money Stage2: Proof of Concept Stage3: Sell, Adapt Stage 4: Profit, EXIT CASH FLOW Hi Cost Capital Lo Cost Capital
38. 3ii) Cost of Capital VENTURE RISK Stage 1: Mind to Money Stage2: Proof of Concept Stage3: Sell, Adapt Stage 4: Profit, EXIT CASH FLOW Hi Cost Capital Lo Cost Capital
189. Top TEN Traps to Avoid Unrealistic Valuation Overstate Market Potential Assume a Linear Progression Allocate Equity too soon Hold on to Equity too long Misunderstand the role of Capital No serious skin in the game Discount Bootstrapping Miss Grant / SRED / forgivable loan opportunities Gain all education through Experience vs. Academics