Investment ABCs for SMEs

Thu Sep 12 2024 at 09:30 am to 12:00 pm UTC+01:00

The Common Room | Newcastle upon Tyne

Innovation SuperNetwork
Publisher/HostInnovation SuperNetwork
Investment ABCs for SMEs
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Join us for a deep dive into the funding options available to help you grow your North of Tyne business.
About this Event

Overview:

This Demystifying Investment Jargon event will help founders adopt investor lingo so you can discuss your fundraising strategy and approach investors with confidence.


Content:

In this workshop, we'll walk through common fundraising terms, unpacking increasingly important (and frankly, ridiculous) jargon. We'll begin by providing a quick recap on types on investor and wrap up with a quick game of Buzzword Bingo to test who among us is investor (conversation) ready.


What will you learn?

We'll cover specific terms around:

  • What an investor's "investment thesis" is
  • Your target market
  • Discussing your financial model
  • Talking about your business bottom line
  • What is a CAP table and shareholder terms you need to know
  • Specific deal terminology
  • Legal documents
  • Bonus terms


Structure:

9:30 - Arrival and networking with refreshments and pastries

9:50 - Event introduction, welcome & agenda

10:05 - Introduction - Recap of Types of Investor

10:20 - Workshop 1 includes:


  • Approaching an investor (Investment thesis, JV, SEIS/EIS, Ticket size, (pre) Series A/B, lead/syndicating investor)
  • Market terminology (CAGR, TAM/SAM/SOM, B2B/D2C/B2D2C...)
  • Financial model (ARR/MRR, churn and burn rates, Year-on-Year growth, and runway)
  • Business bottom line (Balance sheet, EBITDA)


10:50 - Coffee break

11:05 - Workshop 2 includes:


  • Shareholding (CAP table, ROI, dilution, pre/post money valuation, exit multiples)
  • Deal mechanisms (Convertible Loan Notes, SAFE notes, ASAs, tranches)
  • Legals (Term sheets, LOIs, MOUs and SHAs)


11:35 - Buzzword Bingo

11:50 - Networking

12:30 - Event End


<h4>Get your spot booked now and we will look forward to meeting you!</h4>
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Event Venue & Nearby Stays

The Common Room, Neville Hall, Newcastle upon Tyne, United Kingdom

Tickets

GBP 0.00

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