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INVESTMENT CO-OPS
- www.acca.coop
- sleon@acca.coop
- 587-216-2144
INVESTMENT CO-OPS www.acca.coop sleon@acca.coop 587-216-2144 - - PowerPoint PPT Presentation
INVESTMENT CO-OPS www.acca.coop sleon@acca.coop 587-216-2144 - - PowerPoint PPT Presentation
INVESTMENT CO-OPS www.acca.coop sleon@acca.coop 587-216-2144 BATTLE RIVER RAILWAY An autonomous association of persons united voluntarily to meet their common economic, social, and cultural needs and aspirations through a jointly-
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Member Centric
- ROI/SROI
- Access to
renewable energy Long-term Planning
- New technology
- Innovation
Change markets structure
- Transparency
- Market Power
- Choice
Ownership in action!
An autonomous association of persons united voluntarily to meet their common economic, social, and cultural needs and aspirations through a jointly-
- wned and democratically-controlled enterprise.
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Co-operatives
Incorporated under the Alberta Co-operatives Act or the Canada Co-operatives Act Limited Liability Corporation Member owned and democratically controlled For profit or not for profit Purpose driven
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Opportunity Development Co-operatives
Leadership Capital Local focus Long term benefit
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Opportunity Development Co-operatives
- To support and facilitate the development of businesses
and undertakings which, in the opinion of the Cooperative, will enhance the social and/or economic well-being of “Capitaltown” and/or neighbouring communities in accordance with the principles set out in the Bylaws of the Cooperative.
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Opportunity Development Co-operatives
- Volunteer Boards
- Exempt Market Shares
- Alberta Securities Commission regulations
- Canadian Revenue Agency
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PHASE 1 PHASE 2 PHASE 3 PHASE 4
- UNDERSTAND
NEEDS
- EXPLORE OPTIONS
- BUILD SKILLS
- ASSEMBLE
CHAMPION TEAM
- INVESTMENT
CRITERIA
- MISSION
- STRATEGY
- FEASIBILITY
INCORPORATE ODC
- DEAL FLOW
- CONFIRM
OPPORTUNITY
- CEDC
- RRSP/TFSAs
- TRUSTEE
- MAILBOX
OFFERING MEMORANDUM
- MARKETING AND
OUTREACH
- MEMBER ENGAGEMENT
- OUTREACH
- AGM
- CELEBRATE
CAPITAL IS RAISED
Development Process
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PHASE 1
- Today’s workshop!
- Guide for Community Leaders
- Research and Contact investment co-operatives
- https://localinvestingyyc.ca/
- https://www.cuttingedgecapital.com/
- https://www.iinvestlocal.com/
- http://www.neic.coop/
- https://www.cooperativefund.org/
- Michael Shuman (Local Dollars, Local Sense,) http://michaelhshuman.com
- Community Economic Development Corporations
- CWCF RRSP and
TFSA Program
HOW TO SAFELY INVEST OTHER PEOPLE’S MONEY!
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LOCAL INVESTING YYC
Local Investing YYC wrapped up our winter 2019 round, raising our goal of $520k to support these great local. www.localinvestingyyc.ca
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https://localinvestingyyc.ca/
We invest in for-profit Calgary-based companies that, beyond generating financial returns, are addressing a need in our community by doing business differently. Local Investing YYC looks for the following criteria in our investments:
- Have a strong business plan
- Have revenue visibility or other evidence of the viability of the business model
- Have skin in the game and/or other financing
- Are fully committed to the business and the cause – the venture is not a side gig
- Can secure our investment and/or provide preferential creditor treatment
- Meet our financial health criteria
Interested? Fill out the survey and form below to help us determine whether we are the right fit for your Organization and you are the right fit for us.