14 Rules for a Successful Investor Meeting -- McAdory Lipscomb

Having a great idea isn't enough.  Having a prototype is not enough.

If you want your great idea to become a company and need to get investment, you need to be prepared to successfully convince investors that you really know how you will spend their money in such a way that they get a positive return on their investment.  In this interview with McAdory Lipscomb from CEOCoach.net you'll get a great explanation of the recipe for a successful Investor meeting.




McAdory Lipscomb has worked in TV (Showtime), Consulting (Accenture), Venture Capital and a bunch of other gigs in between.  He's now a CEO Coach for Start-ups at CEOCoach.Net.

Here are Mac's 14 Critical Charts for your Investor Meeting Success.

1. Company Title Page with the $Dollar Amount  of the Round

2. Overview/Roadmap of presentation - what will be said

3. Financial Overview - top line revenues and expenses, 3 years out

4. Product - what is the business in simple terms

5. Market - what is the environment, and how big are the segments

6. Customers (Strategy)-- how many, distribution process, attracted, retained

7. Revenue Streams- who pays, how much and from where, annualized

8. Competition - who and how threatening, what are differentiation factors

9. Barriers to Competitive Entry - how will other competitors be kept at bay

10. Potential for Business/Use of Proceeds - where will money take you

11. Goals and Performance Objectives - what are the success metrics

12. Management Team/Strategic Relationships -- talent &experience

13. Valuation - how do you come to the number & current investors

14. Review - summary of what you said, same order, narrowed to 6 points

...but you'll get a lot more out of the content if you listen to the video.

If you'd like to work with McAdory Lipscomb, send him an e-mail.

Collaborative Innovation and Audacious Challenges with FIDO

Image by theonlyone via FlickrJohn Englehart is an executive with a fantastic track record, including years at Ogilvy and Mather (including senior management jobs in Thailand, Indochina, Singapore and London), Lowe and Partners (he was GM for Europe and Asia), and Arnell Group (President).  Check John Englehart's LinkedIn Profile here.

John has now turned his considerable talents to the important area of Innovation, with a start-up called FIDO, which stands for Fearless Innovation Designed Online.  As one of the founders of FIDO, John gets a front row seat as FIDO creates teams of "Dogs" to solve big corporate problems (each problem is called a "Doghouse").

Collaborative Innovation is not a new concept.  But many providers in the space attempt to solve problems with smart volunteers (who may not have any relevant expertise), or internal resources (who may be too close to a problem to come up with a breakthrough solution).  In FIDO's model, the upfront work of defining an "Audacious Challenge" and casting the "Dogs" is an important effort that is a critical part of FIDOs service.  And if they can't find the experts from the short list of invite-only experts, they will recruit until they find someone with the requisite skills.    And they also assign a professional moderator to make sure the project gets to the desired end-state.

Enjoy the interview with John Englehart of FIDO (Fearless Innovation Designed Online)








Click here for more information on FIDO (Fearless Innovation Designed Online).

Event Networking: What Worked at SXSW?

Media strategy consultant Dan Weingrod sat down with Peter Propp and me to talk about how social media tools worked - and didn't - before, during and after SXSW to help his networking. Has SXSW "jumped the shark?" It's likely to double in scope next year by some estimates from its current draw of about 20,000 people, but even at that level it's a sprawling event that often lacks focus. But social media helps attendees to get the most out of the right crowds in the right contexts and to plan for a successful event regardless of what the whole crowd is doing..