Investor Management

Investor management includes:

  • The company perspective of raising capital from investors and communicating with both potential and current investors; and
  • The investor perspective of selecting companies and managing their investments.

How can a private company sell securities in Ontario?

Overview There are two ways for a private company to sell securities in Ontario: with or without a prospectus. A prospectus is always required unless the company meets specific exemption conditions. With these exemptions, the company has multiple potential sources of capital. With a prospectus, the company can raise capital from any investor, either through … Continue reading How can a private company sell securities in Ontario?

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How does a startup communicate with potential investors? V2

The purpose of this article is to outline the various types of messages and information a startup may communicate with potential investors. You may download a PDF of this article from:  How does a startup communicate with potential investors V2  Communications with potential investors is based on the information pyramid. The information pyramid outlines the … Continue reading How does a startup communicate with potential investors? V2

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How can portfolio companies update investors?

You may download a PDF of this article from: How can portfolio companies update investors  Why do existing investors want monthly updates? Meets any contractual requirements for specific reporting. Offers regular confirmation of investors’ confidence and trust in the CEO and management team. Ensures transparency from the CEO. No lies, misrepresentations, or embellishments.  Assess whether … Continue reading How can portfolio companies update investors?

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Finding new investors

The purpose of this article is to outline how a startup can find new investors. You can download a PDF of this article from: Finding new investors Building relationships with potential investors is the foundation for raising funds. What is the source of VC’s (Venture Capitalists) closed deals?1 12% of closed deals resulted from a … Continue reading Finding new investors

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Valuing a pre-revenue startup.

You can download a PDF of this article from: Valuing a pre-revenue startup The purpose of this article is to: Help investors value pre-revenue startups Help pre-revenue startups understand what makes a fundable pre-revenue startup and what they need to communicate to pre-revenue investors. There is very limited angel investment in pre-revenue companies.1 Only 3% … Continue reading Valuing a pre-revenue startup.

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Survey – When do startups get capital from outside investors? (V2)

This is an update to my 2019 Feb 22 survey, with additional findings and insights. I did a survey of founders and CEOs of  startup software companies.  I asked them the question: When did you get outside investors, excluding friends and family?  After you had some satisfied customers who provided some revenue?  Before?  At some … Continue reading Survey – When do startups get capital from outside investors? (V2)

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Startup investment memo

The purpose of this article. The two-fold purpose of this article is to: Provide an investment memo template for a startup investor, investment fund, or angel group. Enable early stage startups to understand how they will be assessed. This article is linked to “Due diligence questions for an early stage startup”1  You may download a … Continue reading Startup investment memo

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