Senor

Keys to Raising
Financial Capital

Overview
• There is no secret for raising financial
capital
• Requires effective articulation of your
vision and how you will achieve it
• Typically communicated through a
compelling business plan and investor
presentation




Hello and welcome to our discussion on

keys to raising financial capital.

I'd like to start by letting you know,that there's not a secret to raising

financial capital, it certainly requires

an effective articulation of your vision,

how you'll achieve that, and how you'll

build your business.

And what you do, to effectively

communicate the path that you see, and how

you can materialize it.

This is typically communicated through the

business plan and the investor

presentation,and so that will be the

focus of what we're doing in the coming

days.

Of evaluating and building the financial

statements, as they would fit within the

business plan and the investor

presentation.



No single “right” format for investor
presentations
• Although they tend to cover the same
topics
• Always check to see if there is a
preferred format for a given audience(competition, grants, investors, etc.)
So with regards to the investor

presentation, there's no single right

format.

And in that way, we certainly want to

understand from our audiences what their

expectations are.

If they do have certain norms, or

templates, or guidelines, we should follow

those.


1. Introduction
− Define the company/business in a single declarativesentence
2. Opportunity/Problem
– Describe the problem/opportunity of the customer
– Outline how the customer addresses the issue today
3. Your Solution
– Demonstrate your company’s value proposition to
make the customer’s life better (your product/service)
– Provide use cases (scenario of how your product or
service will be used by customers)
Sample investor presentation format

Butthere are certain elements that are

common within many investor presentation's

formats, there's some introduction of the

company or business, there's a description

of the problem or opportunity, and there

is a definition of your solution, how it

fits within the market.

You may provide some use cases, or

scenarios, or stories of how you contured,

services is used.

So inthat way, it does encompass many of

the same elements that you would have

within the business plan.

But the format is delivered, typically in

person, typically orally, with perhaps

some presentation slides or videos or

other things to supplement, the

discussion.



4. Market Analysis
– Identify the current and expected customers
– 4Ps
5. Competitive Advantage
– Listcompetitors
– List your competitive advantages
Sample investor presentation format


You'll also have, many details in the

market analysis, including the four Ps, a

discuss of your competitors, both planned

and expected.


6. Team
– Founders and management
– Board of advisors
7. Financials
– Abbreviated income statement for at 3-5 years
– Funds requested, timeline, and proposeduse
8. Closing
– Exciting summary slide of the investment
opportunity
Sample investor presentation format

You'll talk about your team, the founding

team as well as advisors, and you'll talk

about financials, typically of three to

five years.

And this will includ a discussion of what

funding you need, for what purpose, on

what timeline and what the expected

outcomes ofthat are.

And you'll have a closing to your

presentation as well, that's somewhat

summative of what's been discussed.



So a sample template, for what you may see

within an investor presentation and as for

the financials as illustrated in here.

Your top line are your revenues, and then

within that, you'll highlight specific

product lines or product categories, that...