Raising Private Equity The Cf Os Perspective

Private Equity The CFO’s Perspective

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Product Your Company Four P’s of Marketing Placement Investment Banker Promotion The Road Show Successful Capital Raise Price Valuation

AGENDA Private Equity Firm Process & Methods Internal Process Lessons Learned 1 2 3

Angels Private Equity Firms Institutional Investors Strategic Partner Friends & Family SBIC’s Title Sources of Capital

  Institutional Investors  Buy Out   Expansion    Early Stage    Seed Strategic Partner Private Equity Firms SBIC’s Angels Friends & Family Development Stage

Right Private Equity Investor Industry Location $ Amount Stage

Methods for Finding Private Equity Networking Investment Banker Internet ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Advantages of Private Equity Investor ,[object Object],[object Object],[object Object],[object Object],[object Object]

Private Equity Firm Process ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

2 Internal Process What’s The First Step? Internal Process

Develop Solid Business Plan ,[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],[object Object]

Develop Solid Financial Model ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Develop Solid Financial Model ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Define Your Capital Needs Sources of Capital Company Strategy Type/Timing Financial Strategy Capital Structure

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Assemble Your Team

Assemble Historical Financial Information ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Sales Compile Due Diligence Documents Operating Legal Financial HR

Develop Deal Book & Presentation ,[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],Time to Hit the Road (Show)

Time Is Money ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Control Investment Type Value of Company Negotiation-An Iterative Process

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[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],3 Lessons Learned

Thank You! Raymond B. Gallegos Cell: 303.929.1600 Information Resources: Privateequity.com, Privateequityinfo.com, Regdresources.com, NVST.com, GobigNetwork.com, nasbic.org (National Association of Small Business Investment Companies), naicvc.com (National Association of Investment Companies), perfectbusiness.com, vcfv.com, raisecapital.com, mycapital.com Copyright Raymond B. Gallegos 2008 – All Rights Reserved

Raising Private Equity The Cf Os Perspective

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