2. WELCOME
Mike Vanderlee
Meet Up # 12
Facilitator
Silicon Peel
'Being Fundable & How To Position Your
Company For Investment'

3. Agenda
• Welcome
• Silicon Peel - Programs
• Being Fundable & How To Position
Your Company For Investment
– Lizard’s Lair
• Steven Cox (Strategic Innovation Works)
• Andrew McDowall (KPMG/Funding Portal)
• T.J. Machado (Angel ONE)
– How Not To Pitch
– Pitch “Fund- amentals”
– How To Pitch
• Panel Speakers & Discussion
• “Demo Me” & My “Find The
Funding” Experience
– Edward Curran (Shift Automotive Apps)
• Closing Remarks & Networking

4. www.SiliconPeel.co
LinkedIN/SiliconPee
@SiliconPeel
https://www.facebo

5. www.SiliconPeel.com

6. Want to Join Our Team?
Contact Jason Lavigne!
Jason@SiliconPeel.com

7. Lizard’s Lair
Steven Cox
Founder & Managing Director
Strategic Innovation Works
TJ Machado
Board of Directors
Angel ONE
Andrew McDowall
Senior Manager in the R&D Tax Incentives
KPMG

8. Investment Fundamentals
Steven Cox
Managing Director
Strategic Innovation Works
February 27, 2014
Silicon Peel Meetup #12
© Copyright Strategic Innovation Works 2014
8

9. Investment Fundamentals
• Investment is a big topic!
• This is an overview of the process.
• By understanding the investment process, you can
be much better prepared.
© Copyright Strategic Innovation Works 2014
9

10. Sources of Investment
• Friends and Family
• Angels
• Non-diluting vehicles
– Government Grants & Programs
•
•
•
•
•
Venture Capital
Investment Banks
Banks
Pension Funds
Equity Funds
© Copyright Strategic Innovation Works 2014
10

11. Make investment easy…
Get sales revenue
first!
© Copyright Strategic Innovation Works 2014
11

12. Investor Questions
•
•
•
•
What have you got (your thing/technology)?
Why should I care or listen?
How do I make money?
Could I work with this person?
© Copyright Strategic Innovation Works 2014
12

13. What have you got?
Is your Product or Service a good way
to make money…
•
•
•
•
•
A strong solution to a clear problem?
Big market?
Differentiated? Safe from competition?
Gaining adoption?
What are the risks in your business?
Do your homework!
If you don’t find the problems and weaknesses in your
model, your investors and customers will.
© Copyright Strategic Innovation Works 2014
13

14. Why should I care or listen?
Investors hear many hundreds of
pitches. Get their attention with a
great story…
• Sales and other evidence there is money to
be made
• Disciplined track record, above average
results with limited resources
• Solid go-to-market strategy
• Solid Founders/Team/Advisors/Strategic
connections
© Copyright Strategic Innovation Works 2014
14

15. How do I make money?
•
•
•
•
The Ask
Use of funds? Future need for funds?
Basis for profits, investor returns and value growth?
Who else is looking to invest? Now and in the
future?
To investors, your company is a potential way to make
money. Don’t make investors do the work to figure
out how this will happen!
© Copyright Strategic Innovation Works 2014
15

16. Could I work with this person?
•
•
•
•
•
Rapport?
Do they listen? Learn? Are they coachable?
Will they deliver?
Are they thinking about my interests?
Trust?
Investment is a relationship, not an event
- Steven Cox
© Copyright Strategic Innovation Works 2014
16

17. Pitching
• Is about what the investor wants to know, not about
what you want to say.
• Include the bare minimum of technology
• Practice, practice, practice and listen to feedback
• Keep it brief
• Do not argue with investors!
Stand out as a good investment by
speaking to the investor’s needs
and interests.
© Copyright Strategic Innovation Works 2014
17

18. Preparation
Investment Strategy
• What is end goal? – How much $, what will
$ be used for? How will it accelerate
business growth? Key differentiators, WIFM
for investor?
• How/When? - Existing investors vs. new,
expand sales/revenues, timing relative to
company milestones
• Cost of investment? – Is your valuation
defensible? How much of company will you
give up?
© Copyright Strategic Innovation Works 2014
18

20. TJ Machado
• 15 year IT practitioner – enterprise software sales
• 4 years as an Angel investor
• Smell Test:
•
•
•
•
•
Market
Team
Solution (IP, Competition, Traction)
Use of Funds and Milestones
Term Sheet

21. Andrew McDowall
How to use the Portal to secure
financing for your business
21
© 2014 The Funding Portal Inc.

22. About The Funding Portal
• Made-in-Ontario venture
corporation
• One-window gateway to all
sources of government funding &
private financing
• 7,000+ funds: 4,500 government
& 2,500 private
• Designed for use by business,
hospitals & universities, and
charities & non-profits
• Backed by some of Canada's top
organizations, including KPMG &
OCE
© 2014 The Funding Portal Inc.
22

23. Why government funding is important
• Government funding successes can assist in
identifying investment-grade companies and
readying them for private sector investment
• Many government programs require matching
investor funds, such that public and private
sector investment processes need to proceed
in tandem
The Funding Portal increases the
efficiency of government funding
processes and improves outcomes.
© 2014 The Funding Portal Inc.
23

24. Services for your business
2500+ sources of private
financing: Angel Networks,
Bank Financing, VCs,
Foundations, SR&ED
Search Widget
Work with our Experts
© 2014 The Funding Portal Inc.
24

25. Search Widget
Go TheFundingPortal.com or kpmg.ca/Funding to try
the free Search Widget and instantly rank the top
funding programs for your business
The Funding Portal finds your top matches according to 14 key
variables
© 2014 The Funding Portal Inc.
25

26. Data Products: FundingSources
 In-depth quarterly report on
funding for your business
 Program details
 Disbursement history
 Unique data, info-graphics and
analysis
 Customizable
 Special post-Budget report
© 2014 The Funding Portal Inc.
26

27. Connect with the Portal
Join us online:
• TheFundingPortal.com
• info@thefundingportal.com
• Free FundingReport weekly newsletter
• LinkedIn
• Twitter
• RSS Alerts
The Funding Portal Inc.
1 Yonge, Ste. 1801
Toronto, ON M5E 1W7
© 2014 The Funding Portal Inc.
27

28. Angel One Investor Network
www.angelonenetwork.ca

30. Break…

31. “Demo Me” & My “Find The
Funding” Experience
Edward Curran
Principle & Creative
Director
Shift Automotive Apps

33. Closing Remarks
Mike Vanderlee
Meet Up # 12
Facilitator
Silicon Peel
'Being Fundable & How To Position Your
Company For Investment'

34. Next Meetup
Meetup #13
You're invited to Meetup #13 to discuss the topic:
"International Talent - How Foreign Trained Professionals Can
Help Bridge the Gap in IT"
Date: Thursday March, 27th
Time: 7:00PM-9:30PM
Location: Xerox Research Centre of Canada (Pake Auditorium)
Address: 2660 Speakman Drive, Mississauga, ON L5K 2L1
Registration via Eventbrite or Meetup.com

35. www.SiliconPeel.com
LinkedIn/SiliconPeel
@SiliconPeel