Want to know the secret to getting investment capital? Getting investors to believe… in you, in your company, in your vision, and in your ability to execute. In this presentation, Gadiel Morantes, Partner with Early Growth Financial Services, and Ryan Azlein, Partner with Stubbs, Alderton, & Markile, will explore how to successfully target VCs, pitch deck essentials, top tips for telling your story, and more.

1. 10 Simple Tips for Raising Venture Capital
How to Make Investors Believe in Your Startup
#VCBelieve

2. 2
Gadiel Morantes
Partner
Early Growth Financial Services
Ryan Azlein
Partner
Stubbs, Alderton, & Markiles, LLP

3. 3
Insider tips you need to
present well and get
investors to believe in –
and support – your vision.

4. 1. Create a fundraising game plan
• How much money do you need to raise?
• What’s that money going to be used for?
• At what cost and with what terms and conditions?
• What type of capital is the best fit for your company, and why?
• Where do you find the type of financing you need?
• Milestone financing
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5. 2. Understand capital types: convertible debt
vs equity
• From valuation and dilution perspective, CD is cheaper & quicker
• Current marketplace: less CD
• Typical terms
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Entrepreneurial advantage: CD Investors often push for equity
#VCBelieve

6. 3. Approach VC fundraising like a business
development opportunity
• Timing – 6 months out
• Determine your funding
round
• Build your value proposition
• Rely on your ecosystem for
investor intros
• Evaluate and select key
service providers
accordingly
#VCBelieve 6

7. 4. Thoughtfully target VCs
#VCBelieve 3

8. 5. Work your network
• Target key players
• Networking game – build targeting list of all VCs in your
region, stage, industry. How are you connected to them?
• Introductions are strongest access point. Cold = bad.
• Network with other entrepreneurs
• Co-los and incubators = good!
#VCBelieve 8

9. 6. Prepare for “the meet”
• Set goals – meeting by meeting
• Do your homework
• Prepare for investor questions:
– Business model – users or
revenue?
– Why you fit their portfolio?
– How much do you need?
9#VCBelieve

10. 7. Create your executive summary
• Problem – solution – opportunity
• Speak in your voice
• End goal
#VCBelieve 10

11. 8. Perfect your pitch deck
#VCBelieve
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12. 12#VCBelieve
9. Tell your story…
Vision
Passion
Milestones
Know your numbers / patterns
Address competition
Be bold – but believable
Defend assumptions
One idea only
Don’t over-focus on exit
Honest & open-minded
LISTEN

13. 10. Follow-up
• Read the signs
• Stay on investor’s radar
13#VCBelieve

14. Thank You and Q&A!
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Ryan Azlein
razlein@stubbsalderton.com
@StubbsAlderton
Gadiel Morantes
415-343-5084
gadiel@egfs.co
@EarlyGrowthFS