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‘ THE FINANCIAL WALTZ’: CONNECTING INVESTORS, INVESTOR RELATIONS AND FINANCIAL EXECUTIVES VIA SOCIAL MEDIA SCOTT LICHTMAN, PRESIDENT VITAL  ACCESS [email_address] 203-321-8641
Vital Access ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],© 2009 Vital Access LLC & Teten Advisors LLC. www.vitalaccess.net  & www.teten.com
Social Media is becoming more useful ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],© 2009 Vital Access LLC & Teten Advisors LLC. www.vitalaccess.net  & www.teten.com
Communities for Investors ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],© 2009 Vital Access LLC & Teten Advisors LLC. www.vitalaccess.net  & www.teten.com
LinkedIn to Connect Personally ,[object Object],[object Object],[object Object],[object Object],© 2009 Vital Access LLC & Teten Advisors LLC. www.vitalaccess.net  & www.teten.com
Evolution of Business Blogging ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],© 2009 Vital Access LLC & Teten Advisors LLC. www.vitalaccess.net  & www.teten.com
Emerging Social Media for Business ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],From StockTwits © 2009 Vital Access LLC & Teten Advisors LLC. www.vitalaccess.net  & www.teten.com
Alternatives for Executive Engagement with Investors Fund Commit- ment Senior Advisor Serve on fund panel. Side income, influence. Executive’s Involvement Expert Network  Hourly/daily advisor. Lucrative for a few, “stay in the loop” value for many. Deal Executive Bring deals to the table Exec. salary, upside, management. © 2009 Vital Access LLC & Teten Advisors LLC. www.vitalaccess.net  & www.teten.com
Senior Advisors & Deal Executives ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],© 2009 Vital Access LLC & Teten Advisors LLC. www.vitalaccess.net  & www.teten.com
Using Social Media to Source Deals Distressed Web 2.0 Research Method Opportunity Identifier Resumes on job boards, departure news Quality Opportunity / Fit Growth-Strapped / Seeking Exit Look for family businesses (same names) Review PE portfolios from databases (VentureOne, SDC) looking for older investments and no recent news Leverage social network for contacts familiar with company / management Track startups & CEO’s track record XBRL / financial data mining TheVault and TheFunded for company and investor culture discussions © 2009 Vital Access LLC & Teten Advisors LLC. www.vitalaccess.net  & www.teten.com
Preparing for Expert Network Consultations ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],© 2009 Vital Access LLC & Teten Advisors LLC. www.vitalaccess.net  & www.teten.com
Prominent Expert Networks ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],© 2009 Vital Access LLC & Teten Advisors LLC. www.vitalaccess.net  & www.teten.com
Marketing Oneself Online is Different for  Expert Network Consulting ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],© 2009 Vital Access LLC & Teten Advisors LLC. www.vitalaccess.net  & www.teten.com
The Future of Social Media? News flash, 2012:  Social media users, tired of LOL msgs to BFFs, launch  Ku-witter™ , where all messages must be composed in Haiku.  Slich says:  Power lunched with Sue, Going to the Stones tonight,  First, the earnings call. © 2009 Vital Access LLC & Teten Advisors LLC. www.vitalaccess.net  & www.teten.com
Use of Content This presentation is copyrighted material of Vital Access, LLC and Teten Advisors, LLC, 2009.  You may link to versions of the content posted by these firms on the Internet, however for permission to publish directly, distribute, or repurpose some or all of the content, please contact  [email_address] .  We welcome opportunities to work with other firms and individuals on producing collaborative materials.
‘ THE FINANCIAL WALTZ’: CONNECTING IR DEPARTMENTS, FINANCIAL EXECUTIVES AND INVESTORS VIA SOCIAL MEDIA SCOTT LICHTMAN, PRESIDENT VITAL  ACCESS [email_address] 203-321-8641

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Social Media & Expert Networks for Financial Exec\'s, Investor Relations and Funds

  • 1. ‘ THE FINANCIAL WALTZ’: CONNECTING INVESTORS, INVESTOR RELATIONS AND FINANCIAL EXECUTIVES VIA SOCIAL MEDIA SCOTT LICHTMAN, PRESIDENT VITAL ACCESS [email_address] 203-321-8641
  • 2.
  • 3.
  • 4.
  • 5.
  • 6.
  • 7.
  • 8. Alternatives for Executive Engagement with Investors Fund Commit- ment Senior Advisor Serve on fund panel. Side income, influence. Executive’s Involvement Expert Network Hourly/daily advisor. Lucrative for a few, “stay in the loop” value for many. Deal Executive Bring deals to the table Exec. salary, upside, management. © 2009 Vital Access LLC & Teten Advisors LLC. www.vitalaccess.net & www.teten.com
  • 9.
  • 10. Using Social Media to Source Deals Distressed Web 2.0 Research Method Opportunity Identifier Resumes on job boards, departure news Quality Opportunity / Fit Growth-Strapped / Seeking Exit Look for family businesses (same names) Review PE portfolios from databases (VentureOne, SDC) looking for older investments and no recent news Leverage social network for contacts familiar with company / management Track startups & CEO’s track record XBRL / financial data mining TheVault and TheFunded for company and investor culture discussions © 2009 Vital Access LLC & Teten Advisors LLC. www.vitalaccess.net & www.teten.com
  • 11.
  • 12.
  • 13.
  • 14. The Future of Social Media? News flash, 2012: Social media users, tired of LOL msgs to BFFs, launch Ku-witter™ , where all messages must be composed in Haiku. Slich says: Power lunched with Sue, Going to the Stones tonight, First, the earnings call. © 2009 Vital Access LLC & Teten Advisors LLC. www.vitalaccess.net & www.teten.com
  • 15. Use of Content This presentation is copyrighted material of Vital Access, LLC and Teten Advisors, LLC, 2009. You may link to versions of the content posted by these firms on the Internet, however for permission to publish directly, distribute, or repurpose some or all of the content, please contact [email_address] . We welcome opportunities to work with other firms and individuals on producing collaborative materials.
  • 16. ‘ THE FINANCIAL WALTZ’: CONNECTING IR DEPARTMENTS, FINANCIAL EXECUTIVES AND INVESTORS VIA SOCIAL MEDIA SCOTT LICHTMAN, PRESIDENT VITAL ACCESS [email_address] 203-321-8641

Notas del editor

  1. 10/09/09
  2. Facebook quotes 266m active users, LinkedIn had 45m in August, and over 1bn total visits. Twitter had 7m.
  3. Angelsoft lets you accept new deal opportunities over the web, by email or through a customizable application process integrate into your own web site. A secure Deal Room is automatically created for each deal. Fine-tuned access-controls allow you to permission the deal room at the individual level.
  4. Come with a concept driven approach – industry rollup, outdated business models, competition from low cost countries. Our opportunistic approach is throgh former employers, suppliers, financial colleagues. In Deal-Driven company management, CFOs typically get $125-275K, plus 40-50% bonus, plus 1;.5% equity. CEOs get 150-300, 50-75%, 5%. Plus 5-10% enterprise value option pool for management.
  5. SDC is Securities Data company, from Thomsonj, thousands of acquisitions.
  6. InTota – technologists and scientists Primary Insight was bought back by owners from JPMorgan (Hidary Group and DeRose thomas are the buyers) DeMatteo deal with LinkedIn
  7. 10/09/09