A CAPITAL COACH’S PERSPECTIVE – PART 2

A CAPITAL COACH’S PERSPECTIVE – PART 2


CONTENTS

?·?????? Quick Calendar

·?????? Funding Point

·?????? SuperCrowd Chicago

·?????? Top Fundraising Voice

·?????? Successful Funding

·?????? Don Cohen

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?QUICK CALENDAR

?June 18Successful Funding – Ron Yeager – Evaluating Investment Opportunities

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FUNDING POINT – ?A CAPITAL COACH’S PERSPECTIVE – PART 2

?As a Capital Coach I receive many investment opportunities in different stages of development from just a concept to a complete capital campaign with a fully developed plan, a set of promotional materials, back office ready to manage communications and a starting group of investor candidates standing ready to make an investment in the offer.

?When a small business contacts me about raising funding, they rarely have expended any time in the identification of investor candidates that are most likely to invest. Anyone with a bank account is treated as an investor candidate with a level of equality that any democracy would envy.

?I am producing a series on my Successful Funding show where I am inviting investors, coaches, and scouts to share their approaches to reviewing investment pitches. This week, Eric Hanson was my guest. Next week Ron Yeager will be my guest. You are invited to participate in these live streamed events where the audience can comment and ask questions.

?With an understanding of the business case, I first consider the major question, “Who would invest in this opportunity? I start this analysis with a guess at who might be a ‘funding soulmate’ who is the most likely to invest because they need the small business to succeed in order for them to successfully achieve their goals.

?A funding soulmate is actively searching for the small business as the missing ingredient in their recipe for success. In some cases, what small business fits this need is clear, and in other cases, it remains undefined. The funding soulmate is the ultimate stakeholder who may expect to benefit more outside of the investment than any return on investment dollars distributed within the investment.

?In my first look at an investment opportunity, if no single investor candidate or group of investor candidates stands out as a funding soulmate, then I consider the common stakeholder groups of suppliers, resellers, customers, the team, local community, and social causes as investor candidates. If, again, no one stands out as a high-priority candidate, I will pass by informing the small business that I do not see how I can help and do not know anyone who would do so.

?I do not subscribe to the fundraising approach of knocking on every door, turning over every rock, and spamming the world with an investment pitch. Most small businesses do not have the budget to conduct such an approach to raising capital. Worse yet, small businesses that engage in such a style of campaigning most often fail to attain their capital goal.

?Yes, there may be an investor candidate who may invest. However, the time and energy to engage in a search for that candidate will likely require extensive time and money to find a match.

?In my consideration of an investment opportunity, I have identified several reasons why I would reject a particular investment:

·?????? The opportunity does not meet my preferences

·?????? The opportunity is not comprehensible

·?????? The opportunity does not have a reasonably obvious high-probability investor candidate

?On my Successful Funding show on Tuesday, Eric Hanson stated he would reject an investment offer immediately if:

·?????? The opportunity failed to demonstrate an understanding of the securities laws and regulations that govern the investment

·?????? The opportunity pitch is lacking in spelling, grammar, or other elements of professional communications

?To this point, an opportunity may be rejected before considering the products and services of the small business, market acceptance, the management team or the potential return on investment. There remain many more reasons why an investment opportunity may be rejected. All of these reasons should be considered when contemplating a funding campaign, targeting investor candidates, and crafting an investment offer.

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SUPERCROWD CHICAGO

?YESTERDAY, I presented at SuperCrowd Chicago with over 20 speakers on the topic of investment crowdfunding, impact investment, community support, capital markets, and small business with past, live, and future investment crowdfunding projects and campaigns.

?My presentation was on the topic of ‘Crafting Crowdfunding Offers to Customer’ where I shared my work and thoughts on framing an investment crowdfunding campaign to match with the needs and capability of a customer of a small business.

?The event was live-streamed. You can see the entire recording of the event on YouTube at:

?https://www.dhirubhai.net/pulse/supercrowdchicago-live-thesupercrowd-8h2yc/

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TOP FUNDRAISING VOICE

?LinkedIn recognized my work over the last six months in publishing this Instant Funding newsletter, the production of my Successful Funding show live streamed on LinkedIn, and through answering questions on funding topics with the issuance of a badge to me for “Top Fundraising Voice.”

?SUCCESSFUL FUNDING

TUESDAY, JUNE 11, my guest on the Successful Funding show was Eric Hanson. We discussed Viable Investment Opportunities.

You can see a recording of this show at:

https://www.dhirubhai.net/events/successfulfunding-erichanson-vi7206065144995483648/comments/

Eric A. Hanson

You can see all of my shows at the time of broadcast or recordings of past shows at my profile on LinkedIn.

https://www.dhirubhai.net/in/karldakin/


?DON COHEN SHOW

MONDAY, JUNE 10, I was a guest on Don Cohen’s show with Todd Dewett. We discussed leadership which focused on balancing one’s business and personal life.

You can see a recording at:

https://www.dhirubhai.net/events/7204870182769500161/comments/

Donald Cohen

Todd Dewett, PhD

I enjoy being a guest and engaging in conversations with other guests and with Don on building communities and using LinkedIn as a communication channel. Every show is its own adventure as we start with a word of the day and then see where the conversation goes from there.

Don is an expert on LinkedIn, particularly on the use of Live streaming to build brands and communities. We will discuss using LinkedIn as a social media platform for building communities that support raising funding.

All shows where I have been a guest can be viewed on Don Cohen's LinkedIn page under Posts.

https://www.dhirubhai.net/in/doncohen/

?

Karl Dakin, the Capital Coach

Dakin Capital LLC

[email protected]

?

?

Karl Dakin

I help you overcome challenges to raising capital. Take advantage of my Motivated Money Method to identify those investor candidates that are most likely to invest. Top expert in fundraising.

5 个月

Do you have a readily identifiable high probability investor candidate?

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