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Roadmap Investing
Roadmap Investing In funding startups, it’s important to look at not just the current product, but the roadmap overall. Some technology markets have a long, rich future ahead while other markets do not. Look for the technologies that have a broad future with a clear trajectory. Startups propose products to take to market. While that […]
Best Practices for Startups Raising Funding
Best Practices for Startups Raising Funding Raising funding is difficult. Here are some best practices for startups raising their next round: Investors are busy, so organize your fundraise around their schedule, not yours. Focus on investors who fund your stage and type of startup. Provide updates about your business and progress, and be proactive about […]
Investor Connect: Regula Schegg of Circulate Capital
On this episode of Investor Connect, Hall welcomes Regula Schegg, Managing Director, Asia, at Circulate Capital. Headquartered in Singapore and founded in 2018, Circulate Capital is an investment management firm dedicated to the development of a circular economy to combat plastic pollution through investments in high-growth opportunities at the nexus of climate-tech and plastics recycling […]
How to Become an Accredited Investor
How to Become an Accredited Investor To invest in startups directly, one must be an accredited investor. The Securities and Exchange Commission sets the criteria for who is accredited. Here’s a list of those who meet the criteria: Individuals who have a net worth exceeding $1M. Individuals who have earned income exceeding $200K per year […]
Everything You Need to Know About Aerospace Investing
This is the Investor Connect KiwiTech 2022 podcast series. In this series, we discuss trends and topics in the startup world. I hope you enjoy this episode. For a full transcript, click here. Thank you for joining us for the Investor Connect KiwiTech 2022 podcast series. For more episodes, please visit the site at: http://investorconnect.org […]
How Investors Can Help Their Companies
How Investors Can Help Their Companies In funding startups, it’s important to choose companies you can help. If you only write a check and nothing more, then the investing experience will be minimal. It’s only a return and nothing more. It’s best to choose startups that you can help by adding value. Here are some […]
After You Write the Check
After You Write the Check After you write the check, it’s important to remain engaged. Here are some key steps to follow: Stay in touch with the CEO and keep up-to-date on their status. Track the progress of the company to determine if it’s worth a follow-on investment. Review the financials regularly to stay up […]
Investor Connect: Pete Mohr of Simplifying Entrepreneurship
On this episode of Investor Connect, Hall welcomes Pete Mohr, Founder of Simplifying Entrepreneurship and host of the Simplifying Entrepreneurship Podcast. Headquartered in Elora, Ontario, Pete helps entrepreneurs transform their frustrations into freedoms by using a variety of frameworks that help them cut through the chaos of running a business. Being a business owner isn’t […]
Asset Allocation
Asset Allocation In angel investing, it’s important to set aside funds for startup investments. In most cases, investors dedicate 5%-15% of their discretionary funds to angel investing. There are several issues with asset allocation for angel investing compared to publicly-traded stocks, bonds, and mutual funds. Startup investments are illiquid as there’s no market for reselling. […]
State Tax Credits
State Tax Credits Many states offer tax credits for startup investments. Those states with a state income tax will reduce your capital gains tax burden. The typical requirements are as follows: 1. The business must be a C-Corp or an LLC entity. 2. The entity was organized no more than 3 years before the investment. […]
Investor Connect: Lawrence Chavez of EveryDay Contacts
On this episode of Investor Connect, Hall welcomes Lawrence Chavez, CEO at EveryDay Contacts. EveryDay Contacts is a premium daily disposable contact lens, doctor-enabled, subscription-based, direct-to-consumer company designed for both patients and eye care professionals. Built around a unique technology that enhances the wettability of the silicone hydrogel daily disposable lenses, EveryDay Contacts is coming […]
Stock Options
Stock Options Stock options are a key part of the compensation of employees. These are called Incentive Stock Options or ISOs. If you exercise and sell the shares immediately, the proceeds will be taxed at the ordinary tax rates for the difference between the exercise price and the fair market value. For ISOs, your options […]
Investor Connect: David Narrow of Sonavex
In this our 700th episode of Investor Connect, Hall welcomes David Narrow, CEO at Sonavex. Sonavex is a venture-backed clinical stage Medtech company spun out from Johns Hopkins with two FDA clearances. The company’s technology uses deep learning to improve arteriovenous fistula (AVF) maturation times for patients with end-stage renal disease. Despite the fact that […]
Gains and Losses
Gains and Losses There’s an old saying, it’s not how much you make, it’s how much you keep that counts. Tax management is an important topic for angel investors. There are specific laws that give tax breaks to investors for startup investments. The first is called Section 1244 which gives the investor the ability to […]
When to Follow On
When to Follow On In most startup funding, there will be a need for additional rounds of funding. Here are some questions to ask before making that follow-on investment: 1. Does the team demonstrate integrity? 2. Do they have traction in the market yet? 3. Do they hit milestones and are they good to work […]
Investor Connect: Luis Rivera of HEXA Global Ventures
On this episode of Investor Connect, Hall welcomes Luis Rivera, Managing Director at HEXA Global Ventures. Founded in 2019 and headquartered in Richardson, Texas, HEXA Global Ventures is a seed capital investment firm that brings more than just capital. They have created an ecosystem consisting of resources, experience, talent, and specific service companies to help […]
Apply Your Investment Thesis to a Startup
Apply Your Investment Thesis to a Startup Before investing in a startup, apply your investment thesis to it to see if it makes sense. Write out the company’s strategy and how it fits into the overall market. Review their position relative to the competition. For the target company, look for a material event that recently […]
Building Your Investment Thesis — View of the Future
Building Your Investment Thesis — View of the Future For investing in a startup, consider the future and what will be needed then. Don’t just look at the world as it is today. It takes several years to build a business and what you see now will inevitably change. Map the trends and extrapolate out […]
Investor Connect: Gustaf Brandberg of Gullspång Re:food
On this episode of Investor Connect, Hall welcomes Gustaf Brandberg, General Partner at Gullspång Re:food. Founded in 2020 and headquartered in Stockholm, Sweden, Gullspång Re:food makes enduring investments in entrepreneurs solving the food system’s structural problems for generations to come. Portfolio companies such as Oatly, NICK’S, Planted, Motatos, and Stockeld Dreamery are all driving sustainability […]
Invest Early-Stage or Late-Stage – What’s the Challenge?
Invest Early-Stage or Late-Stage – What’s the Challenge? Venture capital has two choices in funding startups. They can go for early-stage companies or late-stage companies. So, which stage to focus on? The risks are higher for early-stage companies, but the valuations are lower. Any meaningful acquisition typically leads to a successful investment outcome. Later-stage companies […]
Investor Connect: Gregory Dewerpe of A/O Proptech
On this episode of Investor Connect, Hall welcomes Gregory Dewerpe, Founder at A/O Proptech. Headquartered in London, England, A/O Proptech is Europe’s largest proptech VC firm. They are stage agnostic, investing permanent capital to support entrepreneurs and companies from Series A to later-stage growth and they enable founders to create, iterate and scale disruptive products […]
Diligencing the Exit
Diligencing the Exit In diligencing the startup’s exit strategy, check the following: – Do they have a list of potential buyers? – What companies are on the list? – What milestones must be met to qualify for a buyout? – What price is the going rate for buyouts in this sector? – Will the acquirer […]
Diligencing the Use of Funds
Diligencing the Use of Funds In diligencing the startup’s use of funds, check the following points: – How much is spent on compensation? – Is it appropriate for an early-stage company? – How much is spent on sales, and does it align with the company’s sales strategies? – How much is spent on marketing, and […]
Investor Connect: Donna Harris of Builders + Backers
On this episode of Investor Connect, Hall welcomes Donna Harris, Founder and CEO at Builders + Backers. Founded in 2020 and headquartered in Arlington, Virginia, Builders + Backers invests in exceptional entrepreneurs who are building global-scale ventures to power an entirely different future – one where technology creates value for many instead of capturing it […]
Diligencing the Terms
Diligencing the Terms In diligencing the startup’s term sheet, check the following points: Is the valuation or cap rate appropriate for the stage of the company? If it’s out of line, then other terms such as liquidation preferences may be needed. What dilution will the investors go through, such as options pools and follow-on funding? […]
Diligencing the Legal Issues
Diligencing the Legal Issues In diligencing the startup’s legal documents, ask the following questions: For the intellectual property, ask what was filed and when? Did they file a provisional patent or a utility patent? It takes three years from the date of filing for the patent to be approved, so it most likely will not […]
Investor Connect: Alexander Borschow of Semillero Partners
On this episode of Investor Connect, Hall welcomes Alexander Borschow, Managing Partner at Semillero Partners. Founded in 2015, and located in San Juan, Puerto Rico, Semillero Partners is an early-stage venture capital firm investing in purpose-driven sustainable food and food tech companies. Investing in these sectors will empower a new generation of entrepreneurs working to […]
Diligencing the Team for Skills
Diligencing the Team for Skills In diligencing the team, here are some key areas to check: Sales skills — the CEO and others must be able to sell their product or service. In the early stages of a startup, there won’t be a dedicated sales force, and everyone on the team must be able to […]
Investor Connect: James Wagoner of Joule Case
On this episode of Investor Connect, Hall welcomes James Wagoner, CEO at Joule Case. Joule Case is a portable power station that replaces gas generators and provides power wherever the power grid is unavailable or unreliable. Joule Case has developed a patented alternative energy technology solution that will make it the standard oil of the […]
Diligencing the Financials
Diligencing the Financials In diligencing the startup’s financials, ask the following questions: What is the key assumption behind the financials? Does it assume a product will reach the market at a specific time? Does it assume we’ll have hired new team members by a certain date? What funding does the plan assume? What price and […]
Diligencing the Customers in the Market
Diligencing the Customers in the Market In diligencing the customers in the market, check for the following: 1. Who is the target customer? 2. What is the ideal customer profile? 3. What is the customer acquisition strategy and cost? 4. Do they have a standard process for acquiring customers? 5. For pre-revenue companies, what is […]
Diligencing the Competition
Diligencing the Competition In diligencing the competition, check to see how well the startup knows its competitors. Do they know what the competitors offer, how they price it, and what their advantage is over that competitor? Even if the startup tells you there’s no competition, rest assured there is. Sometimes competition is for the customer […]
Diligencing the Demand
Diligencing the Demand In diligencing the demand for a startup’s product, here are some key points to check: Is the product a nice to have or a must-have? For customers buying the product, assess their budgets. Do they have deep pockets, or do they have average pockets? Assess their place on the technology curve. Do […]
Investor Connect: Olivia Kim of GingerBread Capital
On this episode of Investor Connect, Hall welcomes Olivia Kim, Principal at GingerBread Capital. GingerBread Capital invests in the next generation of female founders leading high-growth businesses and aims to encourage and support other women in doing the same. They invest across a variety of industries and business models and are generally stage-agnostic, typically investing […]
Diligencing the Technology
Diligencing the Technology In diligencing the technology in a startup, here are some key questions to ask: How many of the tech modules have been completed and how many more must be completed before going to market? Does the technology provide a substantial advantage over the competition? One way to check this is to see […]
Investor Connect: Gerald Gallagher of Healthworx
On this episode of Investor Connect, Hall welcomes Gerald Gallagher, Venture Capital Manager at Healthworx. Healthworx is a $100M healthcare fund that operates at the intersection of healthcare and innovation by creating, co-creating, and investing in Series A and B startups to improve healthcare quality, accessibility, and affordability. As the innovation and investment arm of […]
Diligencing the Team
Diligencing the Team In diligencing a startup for investment, the team is one of the most critical factors and the one that is most often overlooked by investors. I see investors focus on the product, the market, and the competition and ignore the team assuming every skill is at the ready. The first and most […]
Sizing the Market
Sizing the Market In diligencing the market, look for a market that is large and has strong growth potential. If a new technology has spurred the growth of the market, then this may be a good time to invest. Markets that are behind on the latest technology are ripe for growth. The Total Available Market […]
Investor Connect: Nasir Ali of StartFast Ventures
On this episode of Investor Connect, Hall welcomes Nasir Ali, Managing Partner at StartFast Ventures. StartFast is an early-stage venture capital firm that invests in recurring revenue software businesses outside the major start-up hubs. StartFast Fund II invests at the Seed/A Round stages in B2B SaaS companies. Their geographic focus enables them to invest at […]
The A Team With the B Plan
The A Team With the B Plan In funding startups, look for the A team working on the B plan. In this situation, the team can clearly accomplish the task at hand because they’ve done it before and the task is not that hard. The opposite of this is the team that has little experience […]
Financial Analysis
Financial Analysis In diligencing a startup, analyze the financial statements to understand the business better. Here are key items to check: – Where does the revenue come from? – What could stop or halt the revenue? – How far is the company from profitability? – How much cash is on hand and, given the burn […]
Future of Funding Series: Investor Acquisition Marketing for Crowdfunding Campaigns with Jason Fishman of Digital Niche Agency
This is the Investor Connect Crowdfunding Launch Program. I’m Hall T Martin, the host of the show, in which we take questions from startups and investors on crowdfunding topics. I hope you enjoy this episode. For a full transcript, click here. Thank you for joining us for the Investor Connect Crowdfunding Launch Program where we […]
Business Model Analysis
Business Model Analysis The business model shows where the company incurs costs in order to generate revenue. In diligencing a startup, spend some time analyzing the business model to determine how robust and profitable it is. Check the revenue to see how much is recurring, repeating, or one-off. The more revenue that is recurring based […]
Investor Connect: Michael G. Hiles of 10XTS
On this episode of Investor Connect, Hall welcomes Michael G. Hiles, Founder, and CEO at 10XTS. 10XTS helps capital markets participants leverage the emerging global decentralized capital market infrastructure. Their solutions are built upon XDEX, an institutional-grade asset tokenization platform and network that puts the power of holistic data ownership back into the hands of […]
Due Diligence Mistakes
Due Diligence Mistakes There are several mistakes one can make in the due diligence process. Here are a few points to check: Focusing on every potential risk in the deal and not the primary risks. In this case, diligence turns into a never-ending slog with no endpoint. Many CEOs are successful entrepreneurs who did well […]
The Risks in the Deal
The Risks in the Deal In diligencing a startup, focus on the key risks. Here’s a short list to review: The team — do they have the skills and will they remain committed to the company? The market — will the market continue to grow? The competition — will there be new competitors that come […]
Investor Connect: Stefano Gurciullo of Redstone VC
On this episode of Investor Connect, Hall welcomes Stefano Gurciullo, Partner at Redstone VC. Redstone is a Berlin-based venture capital firm managing multiple VC funds and working with corporate venture funds. They reinvented corporate venture capital through their VC-as-a-Service model, which connects industry leaders with ambitious founders. Together with their industry partners, they activate corporate […]
Risks and Assumptions
Risks and Assumptions In diligencing a startup, it’s important to articulate the risks and the assumptions you have about the startup. Start by identifying the risks in the deal. The team, product, market, technology, and competition are key sources of risk. List out each one and what risks the company faces. Prioritize the most important […]
Key Factors in Diligence
Key Factors in Diligence There are several factors to achieve success in running a due diligence process. First, dedicate at least 20 hours to due diligence. Many investors dedicate less than 20 minutes. Share your diligence findings with other investor groups in return for their findings. Apply your skills and network to the process where […]
TEN Capital Presents AMA: Finding Product-Market Fit featuring Jeff Eversmann of Long View Technology Ventures
This is the TEN Capital AMA show. I’m Hall T. Martin, the host of the show in which we interview investors and founders on current topics. Our guest is: Jeff Eversmann of Long View Technology Ventures I hope you enjoy this episode. For a full transcript, click here. For more episodes from Investor Connect, please […]
Form C Disclosures for Crowdfunding
Form C Disclosures for Crowdfunding Equity crowdfunding is a regulated fundraise by FINRA, the Financial Industry Regulatory Authority. A company can raise up to $5M on equity crowdfunding. Anyone can invest. Those who are not accredited investors are limited to $2,200 per year per company. Those raising funding must file a Form C with the […]
Investor Connect: Bill Flynn of Catalyst Growth Advisors
On this episode of Investor Connect, Hall welcomes Bill Flynn, CEO, and Chief Catalyst at Catalyst Growth Advisors. Started in 2016, Catalyst Growth Advisors is based in Boston, MA, and serves leaders worldwide by predicting the future through deliberately creating it, leveraging, and teaching a growth framework largely influenced by the greatest thought leaders in […]
What Is Reg CF Crowdfunding?
What Is Reg CF Crowdfunding? Reg CF refers to the SEC regulation for equity crowdfunding. This form of crowdfunding offers the investor an equity stake in the company. By contrast, rewards platforms provide the product to those who provide funding. In equity crowdfunding, the investor must hold the stock for at least twelve months. Anyone […]
How Equity Crowdfunding Is Different From Traditional Fundraises
How Equity Crowdfunding Is Different From Traditional Fundraises Equity crowdfunding is different from traditional fundraises. Here is a list of differences to consider: Traditional fundraises expose your company to accredited investors which is a much smaller group. Equity crowdfunding exposes your company to the general public which brings greater branding and awareness. This helps promote […]
Lessons Learned Using a Product-Led Growth Strategy in a SaaS Business
This is the Investor Connect KiwiTech 2022 podcast series. In this series, we discuss trends and topics in the startup world. I hope you enjoy this episode. For a full transcript, click here. Thank you for joining us for the Investor Connect KiwiTech 2022 podcast series. For more episodes, please visit the site at: http://investorconnect.org […]
Legal Issues in Equity Crowdfunding
Legal Issues in Equity Crowdfunding There are specific legal issues regarding equity crowdfunding campaigns. Here’s a list to keep in mind: The regulations for fundraising are as follows: Reg CF — SEC designation for an equity crowdfunding raise that lets anyone invest in a startup for equity up to $5M. Reg A+ — SEC designation […]
How Long Does It Take to Run an Equity Crowdfunding Campaign?
How Long Does It Take to Run an Equity Crowdfunding Campaign? In running an equity crowdfunding campaign you’ll need to budget time to prepare for the campaign as well as run it. Preparations include applying to launch a fundraise campaign. This requires completing a Form C and setting up your campaign on a crowdfunding portal […]
Investor Connect: Jeremy Miller of Health-E Commerce
On this episode of Investor Connect, Hall welcomes Jeremy Miller, Chairman, and Founder of Health-E Commerce. Health-E Commerce is the parent brand of a portfolio of brands that consists of its brand FSA Store, HSA Store, WellDeserved Health, and Caring Mill. Health-E Commerce’s mission is to make it simple and convenient for the 35 million […]
Equity Crowdfunding Checklist
Equity Crowdfunding Checklist There are several key elements to running a successful equity crowdfunding campaign. Here’s a checklist to consider: Create a campaign plan — list of what you will promote and when. This includes updates, events, and other activities to promote your fundraise. Build the campaign documents — the pitch deck, video, and talking […]
Investor Connect: Benjamin Grubbs of Next 10 Ventures
On this episode of Investor Connect, Hall welcomes Benjamin Grubbs, Founder of Next 10 Ventures. Next 10 Ventures is an operating and investment company focused on incubating and accelerating new businesses, content, products, and services within the global creator economy. Its mission is to enrich, inspire, and entertain kids and young adults via the investments […]
How to Find More Investors for Crowdfunding Campaigns
How to Find More Investors for Crowdfunding Campaigns In running a crowdfunding campaign, you may need to find additional investor groups for your fundraise. These investors include those who are interested in your industry category, or have a passion for the cause, or share the same affinity for the product or service you are promoting. […]
What to Do for a Successful Crowdfunding Launch
What to Do for a Successful Crowdfunding Launch Before launching your crowdfunding campaign, make sure you do the following: Create high-quality images and videos for the campaign page. Poor visuals reflect poorly on the company. Create a well-organized and compelling story about your fundraise. Focusing solely on the product and nothing else will leave the […]
How to Spot the Best MedTech & Healthcare Deals in a Changing World
This is the Investor Connect KiwiTech 2022 podcast series. In this series, we discuss trends and topics in the startup world. I hope you enjoy this episode. For a full transcript, click here. Thank you for joining us for the Investor Connect KiwiTech 2022 podcast series. For more episodes, please visit the site at: http://investorconnect.org […]
Telling Your Story in a Crowdfunding Campaign
Telling Your Story in a Crowdfunding Campaign Storytelling is an effective tool in a fundraise. Here are some key points on how to tell your story in a crowdfunding campaign: Start with your overall cause, such as helping students graduate or improving people’s wellness. Call out your value proposition upfront — for example, “we help […]
Testing Your Deal for a Crowdfunding Raise
Testing Your Deal for a Crowdfunding Raise Crowdfunding works well with certain types of products and businesses. Consider these points in determining if crowdfunding is a good fit for your campaign: 1. Is the value proposition immediately clear when someone sees it? 2. Does it solve a specific need rather than a general tool? 3. […]
Investor Connect: Patrick Polak of Newion Partners
On this episode of Investor Connect, Hall welcomes Patrick Polak, Managing Partner at Newion Partners. Founded in December 2000, Newion Partners is an Amsterdam-based venture capital firm investing in B2B cloud, SaaS, and software companies. Newion is a highly dedicated and involved investor that is actively engaged with its portfolio companies and keeps in close […]
How to Choose a Crowdfunding Platform
How to Choose a Crowdfunding Platform There are many platforms available for crowdfunding. Consider these points in choosing one for your fundraise: Set your fundraising goals so you know how much money you need to raise. Do you want a general platform with broad coverage or a niche platform with deeper relationships? In addition to […]
Investor Connect: Jessica Karr of Coyote Ventures
On this episode of Investor Connect, Hall welcomes Jessica Karr, Founding General Partner at Coyote Ventures. Coyote Ventures is a venture capital fund investing in early-stage startups that are innovating in women’s health and wellness, founded by Jessica Karr and Dr. Brittany Barreto, who are scientists turned entrepreneurs turned investors. Women’s health is a $1T+ […]
More Mistakes in Crowdfunding Campaigns
More Mistakes in Crowdfunding Campaigns Fundraising requires preparation and execution. Avoid these additional mistakes in running your crowdfunding campaign: Not building your crowd before launching your campaign. It’s important to identify your crowd and raise awareness about your upcoming campaign. Not developing relationships with influencers and networkers who can extend the reach of your campaign. […]
Mistakes in Crowdfunding Campaigns
Mistakes in Crowdfunding Campaigns Fundraising requires preparation and execution. Avoid these mistakes in running your crowdfunding campaign: Not understanding the rules and regulations around crowdfunding, including what you can and cannot do. Launching without market validation or product validation. You must prove to the investor that customers will pay for the product, and it works. […]
Investor Connect: Edward Ismawan Chamdani of Ideosource Venture Capital, Gayo Capital and StarCamp
On this episode of Investor Connect, Hall welcomes Edward Ismawan Chamdani, Managing Partner at Ideosource VC, Gayo Capital, and StarCamp. Ideosource Venture Capital started in 2011 investing in more than 30+ tech startups with a combined valuation of multiples of billions of US dollars in 2021. Ideosource VC was set up as a two GP […]
Benefits of Crowdfunding
Benefits of Crowdfunding Crowdfunding brings many benefits to the startup raising funding. Here are some key points to note: It gives the startup a whole new network of potential investors to pursue. Instead of raising only from accredited investors, crowdfunding raises from everyone. It gives the startup a way to raise money for reasons beyond […]
Best Practices for Crowdfunding Campaigns
Best Practices for Crowdfunding Campaigns In running an equity crowdfunding campaign, include these best practices: 1. Tell a story — show how you came up with the idea for the product and how customers and partners validate it. 2. Prepare your investor network — build a list of potential investors who you can pursue. 3. […]
Future of Funding Series: Tips for a Successful Crowdfund Raise with Jonny Price of Wefunder
Future of Funding Series: Tips for a Successful Crowdfund Raise This is the Investor Connect Crowdfunding Launch Program. I’m Hall T Martin, the host of the show, in which we take questions from startups and investors on crowdfunding topics. I hope you enjoy this episode. For a full transcript, click here. Thank you for joining […]
Key Components of a Crowdfunding Campaign
Key Components of a Crowdfunding Campaign There are several key components of a crowdfunding campaign. Consider how to include these in your fundraise: Goals — set goals for the campaign including mailers sent, investors contacted, and funds raised. Draw from the experience of other crowdfunders to set realistic goals. Platforms — research the various platforms […]
How to Set Your Crowdfunding Goal
How to Set Your Crowdfunding Goal In setting your crowdfunding goal, create a list of needs for growing your business. From this list, create an overall fundraise goal. Break the goal into three stages. Set the first stage relatively low, as the initial funding is the most difficult. Focus on family and friends to fund […]
Investor Connect: Joe Raczka of York IE
On this episode of Investor Connect, Hall welcomes Joe Raczka, Co-founder, COO, and Managing Partner at York IE. Headquartered in New Hampshire, USA, York IE is a vertically integrated strategic growth and investment firm helping reshape the way companies are built, scaled, and monetized. Through Fuel™, its SaaS platform, hands-on advisory services, and selective early-stage […]
Key Elements of a Crowdfunding Campaign
Key Elements of a Crowdfunding Campaign Successful crowdfunding campaigns share several key elements. Here are some key points to include in your fundraise campaign: Clear value proposition — make clear what your product does and the value it brings. Story — tell what problem it solves and the background on how the product came to […]
What Is Crowdfunding?
What Is Crowdfunding? Crowdfunding refers to fundraising in which you can raise funding from anyone and not just accredited investors. Typically, these investors fund early-stage companies in various ways. Here’s a list of the different types of crowdfunding: 1. Equity-based crowdfunding — the investor receives an ownership stake in the company. 2. Reward-based crowdfunding — […]
Investor Perspectives: Show 8 – Faith-Based Investing in a Post-COVID World – Changes Expected in the Coming 12 Months
This is Investor Perspectives. I’m the host of Investor Connect, Hall T. Martin, where we connect startups and investors for funding. In our final Investor Perspectives episode entitled “Faith-Based Investing in a Post-COVID World”, you’ll hear about changes expected in the coming 12 months and our guests’ final thoughts. As the COVID pandemic passes, we […]
Mistakes to Avoid in Financial Modeling
Mistakes to Avoid in Financial Modeling Your financial model can be used not only for fundraising, but also for running your startup. Avoid these mistakes in setting up your financial model: Tying your revenue to a factor that doesn’t actually drive revenue. Figure out what actually drives sales and build your model around that. Trying […]
Investor Connect: Glib Buriak of HIFE VC
On this episode of Investor Connect, Hall welcomes Glib Buriak, Managing Partner at HIFE VC. HIFE is a venture arm of the Ukrainian investment company Adamant Capital, with 12 years in the market. HIFE searches for local talents or teams to build or develop businesses in areas of MedTech, FinTech, AgroTech, EdTech, and digital transformation. […]
Back of the Envelope Financial Model
Back of the Envelope Financial Model In setting up a fundraising plan at a high level, you set a revenue target five years out. You then draw a line from today to that five-year mark. Your fundraise and hiring plan will come from that. To calculate this quick and dirty version of the financial model, […]
How to Show Financials in a Pitch Deck
How to Show Financials in a Pitch Deck The financial projection is a key element in the presentation to investors. Many founders cut and paste cells from the financial model spreadsheet into a slide. This renders the information unreadable as the spreadsheet doesn’t fit with the presentation format. To show your financial projections, consider the […]
TEN Capital Fundraise Launch Program: Your Timeline for Raising Funding Q&A
Thank you for joining us today for our TEN Capital Fundraise Launch Program. In this program, we help startups prepare for a fundraise. We provide templates, tools, eGuides, and advice to founders who are working towards raising funding. We’ll kick off the session with a short overview on a fundraising topic, then we’ll answer questions […]
Assumptions and Drivers in the Financial Model
Assumptions and Drivers in the Financial Model In building out your financial model, make explicit the assumptions you are using and identify the drivers in your business. Create a tab on the spreadsheet for assumptions and drivers for the investor to review. As you build out the revenue forecast, capture the assumptions behind the growth […]
How Investors Use the Financial Model
How Investors Use the Financial Model Investors use the financial model to understand not only the business, but also to learn about the founder and their skills. Here are some key points investors look for: 1. Salaries — investors look to see how well the team is compensated and if it fits the stage of […]
Investor Perspectives: Show 7 – Faith-Based Investing in a Post-COVID World – Changes Expected in the Coming 12 Months
This is Investor Perspectives. I’m the host of Investor Connect, Hall T. Martin, where we connect startups and investors for funding. In our new Investor Perspectives series entitled “Faith-Based Investing in a Post-COVID World”, you’ll hear about changes expected in the coming 12 months and our guests’ final thoughts. As the COVID pandemic passes, we […]
Characteristics of a Good Financial Model
Characteristics of a Good Financial Model The purpose of the financial model is not to predict the future with great accuracy but rather to understand the business and how it works. Here are some characteristics of a good financial model: The model shows what drives the business, such as leads generated, products launched, or sales […]
Investor Connect: Adam Judelson of mePrism
On this episode of Investor Connect, Hall welcomes Adam Judelson, President and COO at mePrism. Founded in 2019, mePrism believes that your online data is your property and that you have a natural right to privacy and the freedom to make choices without hidden influence. mePrism hopes to help its clients collect all of this […]
Best Practices for Building a Financial Model
Best Practices for Building a Financial Model Here are some best practices in building a financial model for your startup. Consider setting up the model to use for managing the business as well as the fundraise. Design the layout so you can test assumptions and scenarios. Capture your assumptions into the model so you can […]
Using Your Financial Model in a Pitch
Using Your Financial Model in a Pitch The financial model is a key component of your pitch. Use key financial numbers from the model to tell the story of how your business can scale up. Here are the steps: Start with your unit economics to show the business works. Show how the systems you have […]
Investor Connect: Patrick Michael Snyder of BizStarts
On this episode of Investor Connect, Hall welcomes Patrick Michael Snyder, Executive Director at BizStarts. BizStarts brings entrepreneurs together from all backgrounds, ethnicities, and beliefs to create a collaborative learning environment that embodies positivity, inspires confidence, and develops people’s capacity to achieve personal success and business growth. Working together, they are creating economic opportunity, communities […]
How to Use Your Financial Model
How to Use Your Financial Model After building your financial model, you can use it in several ways. Here is a list of use cases: Raising funding for the business by determining how much you need to raise and when. Generate financial forecasts and projections for managing the business. Project key financial statements such as […]
What to Include in Your Financial Model
What to Include in Your Financial Model In building your financial model, make sure you include the following: 1. Revenue projections — your estimate of revenue from all sources. 2. Cost of Goods sold — your estimate of how much it will cost to build and deliver the product or service. 3. Customer acquisition costs […]
Investor Perspectives: Show 6 – Faith-Based Investing in a Post-COVID World – Investment Thesis
This is Investor Perspectives. I’m the host of Investor Connect, Hall T. Martin, where we connect startups and investors for funding. In our new Investor Perspectives series entitled “Faith-Based Investing in a Post-COVID World”, you’ll hear our guests’ investment theses. As the COVID pandemic passes, we emerge into a new era. The faith-based investing space […]
How to Build a Bottoms-up Financial Model
How to Build a Bottoms-up Financial Model There are two approaches to building a financial model: top-down and bottoms-up. The bottoms-up approach uses specific data from your financials, such as historical revenue, specific expenses, working capital, etc. You apply assumptions to the historical numbers to build out the projections. To build a bottoms-up financial model, […]
Investor Connect: Hernan Haro of MrPink VC
On this episode of Investor Connect, Hall welcomes Hernan Haro, Founder and General Partner at MrPink VC. MrPink is a VC seed fund that invests in founders located in Colombia, Peru, Chile, Argentina, and Uruguay, that address large regional or global challenges. MrPink empowers entrepreneurs in CAPUC (Chile, Argentina, Peru, Uruguay and Colombia), by providing […]
How to Build a Top-Down Financial Model
How to Build a Top-Down Financial Model There are two approaches to building a financial model: top-down and bottoms-up. In general, you should use a bottoms-up approach for preparing the financial projections, which will be more detailed. To build a top-down financial model, consider the following: Start with the size of the market. Estimate the […]
Benefits of a Financial Model
Benefits of a Financial Model Many startups build a financial model to show the investors and then leave it alone ’til it’s out of date and no longer useful. The benefit of an up-to-date financial model is that it can actually help you make management decisions. Here are several ways to use a financial model […]