Resources

Best Practices & Tools

Key Ingredients of a great first pitch:

  • What does your company do
  • How big is the market
  • How much traction do you have
  • Unique insight/ Secret Sauce
  • How does your business make money
  • Team member and how does each contribute
  • How much money do you need and for what purpose?

Building a business/Financial Plan – common errors or missing aspects

  • Market segmentation or your value proposition to the identified customer groups
  • Show assumptions behind revenue projections
  • Separate fixed and variable costs so breakeven revenue can be calculated
  • Team member and how does each contribute
  • How much money do you need and for what
  • Working capital requirements
  • Cash Flow statement
  • Usage of funds and time period before next funding required

Tools

Building an Investor pitch Building an investor presentation Building a sales presentation Small business tools Productivity enhancement tools for small businesses Choose your team right: Mean people fail The 11 Risks VC’s evaluate How to avoid closing package hell

Process

Term sheet to cash in bank a/c:

  • Sign Term sheet
  • Hire a lawyer familiar with company law to draft a Shareholder agreement
  • Hiring a CA / CA firm with Company secretary (CS) associates to handle ROC filings to process investment
  • Get agreement with investors on Shareholder Agreement. Convening a Board meeting for authorizing the execution of shareholder agreement
  • Execution of shareholder agreement
  • Issuing form PAS-4 (offer letter ) to the investors along with share application forms serially numbered
  • Filling of Form PAS-4 (offer letter) with the ROC within 30 days from the circulation of Form PAS 4
  • Completion of all Conditions Precedent (if any in the shareholders agreement)
  • Investors shall notify their approval, on which the Investors shall subscribe to shares
  • Convening a Board Meeting for issue and allotment of shares to the investors, alteration of the articles of association
  • Appointment of nominee director (if mentioned as part of the agreement) on the board
  • Receiving the nominee director’s consent in Form DIR-2
  • Filling of Form PAS 3 with the RoC (within 30 days from the date of the allotment of shares)
  • Filling of Form MGT 14 (declaration of key resolutions) with the RoC, after enclosing the closing board resolution and the shareholders’ resolution
  • Filling of Form DIR -12 (after attaching Form DIR – 2, providing for consent to hold the office of a director) with the RoC for appointment of nominee director (if mentioned as part of agreement)

Books

The Advisor Playbook

Regain Liberation and Order in your Personal and Professional Life by Duncan MacPherson, Chris Jeppesen

Algorithms to Live By

The Computer Science of Human Decisions by Brian Christian, Griffiths

Badass

Making Users Awesome by Kathy Sierra

Barking Up the Wrong Tree

The Surprising Science Behind Why Everything You Know About Success Is (Mostly) Wrong by Eric Barker

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FAQ's