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Capital Planning Deep Dive – Four Session Series

April 27, 2023 @ 3:00 pm 4:30 pm

In this four-session Deep Dive module, clients work with our team and a group of their peers to:

-Better understand their business funding needs

-Get to know various sources of capital that might help their business start or grow

-Learn to plan for financial success as an entrepreneur

-Identify information required to get the capital you need

Companies selected for this program will have a working prototype of their product, or a clear definition of the product and their customer. Most companies will have raised little or any outside capital before participating.

Session 1 – April 18:

Identify Your Capital Need. Identify long-term and short-term business goals for each participant. Understand how capital investment supports the achievement of these goals. Discuss creative strategies for getting early results with minimal investment.

Session 2 – April 20:

What Kind of Capital Should You Raise? Discuss various types of capital (debt, venture capital, seed investment, customer bootstrapping, crowdfunding), and the pros/cons of each. Identify the right types of funding for each participating business.

Session 3 – April 25:

How to Get the Capital You Need. Prepare a financial plan and other required information to start capital search. Participants fill out templates and create their own specific to-do lists depending on their capital mix.

Session 4 – April 27:

How to Manage your Funding. Discuss strategies for maximizing the impact of funding, stretching capital input, continuous capital search to fund early losses.

Hosted by:

Jonathan Salsman – Startup & Small Business Finance

Tatyana Brown – Port Labs Community Manager

Free

(510) 488-5020

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