Seven Important Rules for Prospecting for Capital Sources

The lifeblood of all companies is capital. Whether it is money from sales, bank loans, or equity from investors, a business cannot do anything without the money that it takes to build its products and establish distribution. Acquiring capital is often the most challenging aspect of a business. Very few... Read More →

Tactics to Avoid Telling an Investor “I Don’t Know”

In the securities business, if a customer refutes a stock trade, they can come back to the stockbroker and claim they Don’t Know “DK” and the broker has to eat the trade. DKs famously annihilate trust. Don’t DK a potential investor! DKs are penalty points in building trust! When I was in a... Read More →

Top Four Reasons Investors Write Checks

1. Trust 2. Affinity (Connections to people and/or industry) 3. Comfort (Understanding of the business opportunity) 4. Potential Return Yes, potential return is on the bottom of the list! Most people naturally want to disagree with this. Your instincts tell you that investors’ top concern is potential... Read More →

Raising Capital. Increase Your Probability of Success.

Most start-ups fail, and most people, especially investors, are well aware of this risk. There are many things you can do to make sure that your company gets the proper funding in place. The trouble is, to do it right, raising capital takes more time and effort than you can imagine. This is a real problem... Read More →

Seven Steps to a Successful Capital Raise

These steps assume that you and your business are prepared with why you need an investment and what you need! ☺ Preparation 1) Know the investor “industry” 2) Learn what motivates different types of investors 3) Identify affinities – i.e. – the ties that your business may have with them Execution 4)... Read More →

Online Tools for Capital Formation and Deal Execution

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Trends in Investment Banking Q1 2011

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Capital Markets Update March 23, 2011

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DealPen: International Capital Formation

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Social Media tips for Busy Executives

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Social Media for Financial Services Professionals

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Irish Humor & Wit

Happy St. Patrick’s Day 2011! Here are a few jokes, wit and prayers to start your day. Share your own below! An American lawyer asked, “Paddy, why is it that whenever you ask an Irishman a question, he answers with another question? “Who told you that?” asked Paddy. ….. A... Read More →