Agenda of the workshop

DAY ONE: Monday 21st March 2011 - Preparing for the Process

08:45 - 09:15

 

Registration and Welcome Coffee and Pastries

09:15 - 09:30

 

Introduction and Overview: Desired Outcomes of this Workshop

09:30 – 10:15

 

The Importance of the Financing Process and Responsibility for its Execution

  • Why the financing process is important
  • What is the proper perspective on financing and its timing
  • Who has the roles and responsibilities for financing

10:15 – 11:00

 

Getting Yourself into the Right Mind Set to Raise Money

  • How to approach the process - The right frame of mind
11:00 – 11:15   Break

11:15 – 11:45

 

Overview of the Financing Status of Companies in this Workshop

  • A situational analysis of the current state of the companies in the group
  • Description of the financing plans for the companies in the workshop

11:45 – 12:15

 

Sources of Financing

  • Potential sources of financing for new ventures
  • Advantages and disadvantages of each

12:15 – 13:30

 

Lunch in "Birds of a Feather" Format

  • Tables arranged by common interests (e.g., "Customer Financing," "Family & Friends Financing," "Angel Financing," "Venture Financing," etc.)

13:30 – 14:15

 

Estimating the Timing and Size of a Potential Financing

  • The imperative for absolute clarity in goals
  • Calculating your basic needs with cash flow statements

14:15 – 15:00

 

What International Investors Look For: Business Plans that Generate Success and Raise Money

  • Fundamentals of business plans – the role and the elements
  • Critical Success Factors
  • The Dynamic Business Plan

15:00 – 15:45

  What Makes an Outstanding Investor Presentation

15:45 – 16:00

  Break

16:00 – 17:30

  Panel Discussion with Special Invited Guests from UK and beyond
17:30 – 18:00  

Companies Work Individually to Script an Elevator Pitch to Investors, followed by Coaching and Practicing of Investor Elevator Presentations with the Instructor

18:00 – 20:00  

Networking Reception and Live Graded Elevator Presentations to Guest Investors

DAY TWO: Tuesday 22nd March 2011 - Executing the Process

08:00 – 08:15   Welcome Coffee and Pastries

08:15 – 09:15

 

Raising the Next Round

  • The steps in the process and what is the most important and what is of lesser importance
  • How to determine important variables such as valuation and expected IRR in the real world
  • Understanding the tradeoffs that can and may need to be made

09:15 – 10:00

 

Driving the Process versus Being Driven by the Process

  • Understand the mating dance and everyone‟s interests
  • Be prepared; generate options and alternatives
  • Take control as much as possible

10:00 – 10:15

  Break

10:15 – 11:00

 

"From 1st Round to 4th Round: The Entrepreneur's and Investor's‟ perspective

  • Local entrepreneurs and Venture Capitalists talking about their fundraising experience

11:00 – 11:45

 

Multiple Rounds of Financing Considerations

  • Key considerations when raising multiple rounds of financing

11:45 – 12:15

 

What to do Once You Have Raised the Money

  • Now the real work starts
  • Sending a clear message to all stakeholders
  • Maintaining focus and controls on cash
  • Managing investors‟ expectations
12:15 – 12:45  

Attendees Work Individually on Investor Presentations

  • Apply lessons learned to develop presentations
  • Coaching and Critiquing by BA & potentially others
12:45 – 13:45  

Lunch, with Presentations and Coaching at the Tables

  • Attendees make investor presentations
  • Instant feedback from instructor and participants
  • At end of lunch, 2-3 ideas per table are presented
13:45 – 13:55  

Observations

  • Based on attendees‟ issues in developing good quality investor presentations
13:55 – 14:45  

Startup.com and Brontes Technologies: Case Studies in Financing

  • The "Crossing the Chasm" challenge in high technology and its
    relationship to financing
  • Considerations at each stage of the fund raising process
  • The importance of stages of growth for a new venture & the importance of exit strategies
14:45 – 15:30   Wrap Up, the Way Forward from Here, and Presentation of Certificates