Year End Fundraising Sprint Work Smarter Execute Crisply Your - - PowerPoint PPT Presentation

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Year End Fundraising Sprint Work Smarter Execute Crisply Your - - PowerPoint PPT Presentation

Nov 27, 2023 47 likes •562 views

Year End Fundraising Sprint Work Smarter Execute Crisply Your SmartMoney Team Luis Berga Jeff (J.D.) Davids Program Schedule Fundraising Sprint Mar 2017 Steve McCloskey Keita Funakawa Edgardo Leija Rich Goldman Surra Yanamadala Meena

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Year End Fundraising Sprint

Work Smarter Execute Crisply

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Jeff (J.D.) Davids Luis Berga

Your SmartMoney Team

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Program Schedule

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Fundraising Sprint Mar 2017

Steve McCloskey Keita Funakawa Edgardo Leija Rich Goldman Surra Yanamadala Meena Sankaran Tom Saftig Kevin Harris Chad Tytten Corey Taylor
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Mastermind Group Rules of Engagement

  • Safe place to share
  • No dumb questions
  • Confidentiality
  • Full transparency
  • Rigorously honest
  • Ask questions, suggest solutions/ideas
  • Don’t take it personally
  • Don’t mean it personally
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Primary Goal

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Ultimate Goal

Help Your Customers Have a lot of Customers Build a valuable, growing company Create value, extract value Need Resources

(Cash & Team)

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Pinnacle of Success

Product Invention

Value Creation

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Target SmartMoney Investors

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3 Approaches

Shotgun Approach Industry Approach Deal-Centric Approach Asking for intros Make a list by industries Identify “Been-There, Done-That” Investors & Executives

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The Goal

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Shortlist of Target Investors

Relevant, Active Investors LinkedIn Profile Connections

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The How: Reverse Engineering an Exit Event

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Reverse Engineering an Exit Event

  • 1. Start with the end in mind
  • 2. Identify future buyers
  • 3. Work backwards:
  • Identify acquisition deals already done
  • List company names, deal amount and date
  • List VC Investors in those companies
  • List Early Stage Investors / Angels in those companies
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Reverse Engineering an Exit Event

The SmartMoney Method

  • 1. Gorilla Buyers
  • 2. Companies Acquired
  • 3. Investors
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Target List Building Module 1

  • 1. Name Vertical Industries
  • 2. List Companies
  • Gorillas
  • Successful Exits
  • Rising Stars
  • Competitors
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Target List Building Module 2

  • 1. List Relevant Deals
  • Acquisition Deals
  • Venture Capital Deals
  • Early Stage / Angel Deals
  • 2. List Relevant Investor Names
  • 3. Scrub/Prioritize Investor Names
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Examp mple le Market Map Marketin ing Automa matio ion Vertic ical

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Successful Dealpath: IPO and then $879M Exit

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Tools to use

Crunchbase VentureDeal.com AngelList LinkedIn

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Live Example:

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Crunchbase

Cost: Free

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Crunchbase

Cost: Free

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Cost: $25 mo.

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VentureDea VentureDeal

Cost: $25 mo.

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VentureDea VentureDeal

Cost: $25 mo.

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Angel List

Cost: Free

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Angel List

Cost: Free

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Google Searches

“Top 10 ____Companies” Industry Research Reports Acquisition Analysis Articles

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Scrub Lots of Deals Skim Bios of Investors: PEOPLE more than FIRMS Rank them A, B, C Brief notes re: why Include hyperlinks to: LinkedIn Profiles AngelList Profiles Website Bios

(as appropriate)

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VERY IMPORTANT

This process requires a time investment. You WILL get an ROI on every hour you invest in research SmartMoney Pitch Meetings are MUCH MORE EFFICIENT

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Q Q & A A

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A Fresh Approach to Startup Fundraising

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Deal Centric Investor Searches

  • Identify Relevant Deals
  • Acquisitions
  • IPOs
  • Late Stage Investments
  • Venture Investments
  • Early Stage / Angel Investments
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Who are the WRONG Investors? No VERTICAL MARKET EXPERTISE No Exits in your Vertical No Investments in your vertical Not Actively writing checks

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Who are the RIGHT Investors?

VERTICAL MARKET EXPERTISE (company names & roles) Successful Exits - verify Prior Investments - verify Insider Relationships Insider Knowledge RECENT CHECKS WRITTEN

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SmartMoney Investors Bring:

  • Deep Industr

Deep Industry Relationships y Relationships

  • Ve

Vertical Industry Knowledge

  • Exp

Experie rience B Build ildin ing S Sale les V s Velo locit ity y

  • Ch

Channel Pa l Partn tners rs

  • Str

Strong

  • ng Co-Inv
  • -Inves

estor tor Networ Networks

  • Intr

Introducti

  • ductions
  • ns to

to Acqui cquirer ers

  • Indus

Industr try Anal nalyst t Intr Introducti

  • ductions
  • ns
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In Industr stry Conv Conver ergence gence

Industry 1 1 Industry 2 2 Industry 3 3 Industry 4 4

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Industry Convergence Example: Marketing Automation

CRM CRM Softw Software e Marketin ing Automa matio ion Ema mail il Tools ls Socia ial l Media ia

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Making your list

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Understand your environment Do your homework: Invest in the Research Scrub ~ 200 Names Note relevant strategic connections to YOUR deal Gain Deep Industry Knowledge

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Making your list

STEP 4 SIFT DOWN TO YOUR CUSTOM SHORTLIST

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Example Shortlist: eCommerce

Active eCommerce Investors: Do these people know that your company exists?

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Working your list

STEP 5 Ask for Warm Introductions from: Existing Investors Prior portfolio CEOs Advisory Board Mentors / Advisors

Smart Networking

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Start Your Research

Sample Research – Google Docs