How to make a pitch.ppt

1、Show Me The Money: Preparing Client Companies for Investment Funding,Association of Small Business Development Centers Annual Conference San Antonio, TX September _, 2010 Presented by Sandra Cochrane, Technology Business Consultant MI Small Business _% if an item doesnt apply, mark it “N/A” Be subtl

2、e in asking about timeframe. Okay to ask: “When do you anticipate completing due diligence?” vs. “We really need the money; can you complete due diligence in 2 weeks?” Understand that other companies are in the pipeline. Remember due diligence is augmented w/valuation negotiations.,Getting Through t

3、he Checklist,Decide on disposition of documents upon conclusion of due diligence. Fully disclose checklist items to avoid surprises. Begin addressing problems Ask for investors help and resources to solve problems Remember investor will likely assume a board seat upon investment If in doubt, check w

4、ith company legal counsel about whether to disclose.,Getting Through the Checklist,Examples of well-managed disclosures: Disclosure of license agreement in default Disclosure of chief scientist leaving university Disclosure of need to replace current CEO Examples of non-disclosures that backfired: CEO use binders or data room. Have a “clean” IP position Select a point person to assemble documents and answer business questions Submit documents thoroughly and quickly Work w/company legal counsel Substantiate value proposition as