This document provides tips on maximizing the benefits of recent legal changes that allow for general solicitation when raising funds from investors. The Jumpstart Our Business Startups (JOBS) Act now permits businesses to openly market private investment opportunities to accredited investors. Key points covered include how to effectively create and share an investment pitch online, establishing credibility, building an initial customer base through reward/demo crowdfunding, and differentiating your business from competitors. Access to the Wazgo platform and consulting services is also offered to help optimize investment offerings before seeking crowdfunding or private investors.

1. How to Win with the
New SEC Changes
Accelerate Your
Success with Investors
Karla De Leon
President – Wazgo

2. Game Time:
Is it Legal?

3. Is it Legal?

4. Is it Legal?

5. Is it Legal?

6. Last week…
All these things were illegal.

7. Today, it’s legal!*
*All information about your business must be true and accurate,
like truth in advertising.

8. What happened in
the last week that
made this all legal?

9. JOBS Act!
•Biggest change to investor law in our
lifetime.
•Market your investment, Get
accredited investor for your business.
(AKA “General Solicitation”)

10. Goal for Today:
Learn How You Can Maximize
the Benefits of the New Legal
Changes for Getting Investors for
your business or cause.

11. BONUS:
I’ll give you access to free tools
to help you succeed when you
are ready
Wazgo.com

12. Says Who?

13. Karla De Leon, President- Wazgo
UC Berkeley
US Dept of State
Masters:
Cornell
University
United
Nations: FAO
Business
Finance
Store
JOBS Act
Crowdfunding
Consultant
Wazgo
The Great Timeline of De Leon

14. What is Crowdfunding?
•Debt: (Prosper.com)
•Reward: (Kickstarter, Indiegogo)
•Equity: (Title III coming soon, Title II
Crowdfunding for Accredited Investors)

15. The Old Way to
Get Investors

16. Shark Tank

17. Shark Tank is NOT Real Life
•Venture Capital: Everyone wants VCs but…
•Only invest is mega-growth companies.
•$50 million in 5 years.
•They turn down 99% of the pitches they see.
•Typically require extensive previous success.
•Can take your business away at any moment.

18. You Want Private Investors
•Fund 30 times as many deals as VC’s each year
•Great private investors as individuals “Whales”
•Can be more difficult in groups “Killer Whales”

19. The Old Private Placement
• You sell partial ownership of your business via a PPM
(Private Placement Memorandum)
• Typically costs over $20,000 to create
• Mostly “accredited investors” (35 non-accredited)
• No Marketing Your Investment Offering
• Must have a previous substantive business
relationship with investors

20. Accredited Investors
• Over $1 million
net worth
• $200k per year,
$300k for a
couple

21. What was wrong with
the old way?

22. What percent of
traditional
investment dollars
go to women-
owned businesses?

23. New Opportunities…

24. JOBS Act: The NEW Private Placement
•You still need a PPM to get investors BUT
•You can reach more people
•You won’t be blocked by a group of
cronies
•You can market your offering
•Great opportunities for social business

25. The NEW Private Placement
•You can market your investment
offering to everyone
•All your investors MUST be accredited
investors
•You must take steps to verify they are
accredited
•Proposed Regulations…

26. What does this mean
for your business?

27. You can go viral!
•The internet lets you reach more people
•Get Creative
•Use all your marketing resources

28. You have to be awesome!
•Investors aren’t sitting there waiting to
throw money at you
•Trust through visuals
•Get a step ahead of the competition with
Wazgo

29. Don’t Forget Crowdfunding
•Crowdfunding is a great stepping stone
to getting private investors.
•Proof people want your business. No
one wants to be the first one on the
dance floor!

31. Reward Crowdfunding is a great 1st step!
•Great way to test your market and get
proof of concept
•Money you don’t have to pay back
•Don’t worry about legal issues
•Show future investors other people
believe in you

32. One Thing is True…
• Getting crowdfunded and getting private
investors is hard work.
• There’s a lot of competition. Have you seen
Kickstarter lately? Angelist?
• Make sure your pitch is AMAZING.

33. Wazgo
•Practice Your Pitch
•Find The Right Goal
•Test Your Rewards

34. Ready… Aim… Fire?
Don’t mess with the fire code…

35. Pitch Fire Code #1
•Have A Clear Goal & Purpose
“Do I Understand It?”
•Have an Elevator Pitch
•Practice & Get Feedback
•Example: Who Gives a Crap

37. Pitch Fire Code #2
•Establish Your Credibility
“Do I Believe It?”
•Sell Yourself First
•Show Social Proof
•Facebook, Blogs, Fans
•Example: Holidazed Cookbook

39. Pitch Fire Code #3
•Build Something…
“Do I Want It?”
•Samples, Demos, Mockups, Test Users…
•The More You Have The More You’ll Get
•Example: Brownies

41. Pitch Fire Code #4
•Be Different – Clearly Show How
“Can I Get It Anywhere Else?”
•You can’t be everything to everyone
•Show what you DO and what you DON’T do
•Example: Activyst

43. Pitch Fire Code Recap
1. Have A Clear Goal & Purpose
2. Establish Your Credibility
3. Build Something
4. Be Different and Show How

44. The Bonus!

45. Wazgo.com
• Free platform - helps you coordinate with
investors and tune your offering before going
live with crowdfunding or private investors
• We also offer consulting services to assist you:
• Phone-A-Friend: Phone consultation
• 50 / 50 : We split the work
• Full Service: We do almost everything

46. Learn to Fish
•Forget the 45 Day Faceplant
•Most sites have you flame out in 30 days
•Make your 1 year plan where you succeed!
•People listen when you’re not asking for money
•You can always launch sooner
•Delays reduce your credibility

48. Thank you!
Follow Me on Twitter for More Tips:
@WazgoFunding