"The Five Documents Needed When Seeking Angel Investor Money and How Investors Conduct the Screening Process"
Entrepreneurs can search the web and easily discover what content is required for a typical business plan. Content alone, however, does not guarantee success in stimulating an investor's interest. An entrepreneur must know how to frame their opportunity in very few words and, equally important, to effectively present the opportunity when they have stimulated interest. This year we are expanding our annual Business Plan 101 Program with a Guest Speaker. We will continue to explore the elements of the written plan but will now also focus on the essential components of winning pitches and presentations. Our Guest Speaker will go beyond the basics by sharing the inside perspective of those who have the capital and are looking for projects that satisfy specific objectives by providing the elements and mechanism that Angel Investors and Ventur Capitalists use to score during the screening process. Developing a comprehensive business plan documents whether a business has the potential to make a profit and generate a satisfactory return. The plan requires a realistic look at every aspect of the business and demonstrates that an entrepreneur knows the risks and has decided on a strategic program before actually launching the business. A greater skill is creating a short Executive Summary that in a quick read will stir the investor to make a follow-up call. The greatest skill is artfully crafting the presentation that convinces the investor that the deal makes sense and you, the entrepreneur, are the one to back.
Guest Speaker
Jack Karabees
Principle, GroundWork Equity
Mr. Jack Karabees, Principal at Groundwork Equity and CP Capital Securities, based in Los Angeles and Miami, has spent the past 20 years successfully establishing development capital and debt for early-stage and sub-mid-market companies, as well as developing, organizing and executing high-growth sales and marketing plans for start-up, early-stage and turn-around operations. Prior to joining Groundwork Equity and CP Capital Securities, Mr. Karabees, as Executive Vice President of Sales for Hudson Capital a $1B+ real estate development firm based in Miami, FL, was responsible for all domestic and international sales and funding relationships for the company. Mr. Karabees came to Hudson Capital from Katalyst Securities in Philadelphia, PA where he held the position of Senior Vice President / Investment Banking and where he remains on the board. Mr. Karabees is a member and serves on the Board of Directors of New World Angels, an angel investment fund. Mr. Karabees is also a contributor to and Board Member of the Enterprise Development Corporation of Florida and remains active within the high-tech investment community.
Presenting Companies:
BlueTree Marketing is the cost effective leader in online auction fundraising. We have designed an online auction solution specifically designed to meet the fundraising needs of schools and nonprofit organizations. The company’s online auctions create opportunities to increase revenue and awareness by reaching out to new donors and opening up fundraisers to a wider audience. Brian Rechtman, President and Tyler Gales will present.
One additional company will present.
AGENDA:
5:15 PM Networking
6:15 PM Self-Introductions & Dinner
7:00 PM Presentation of the Gold Coast Venture Forum
7:25 PM Guest Speaker
