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A detailed set of tips on how to improve your odds and a worked example of how it worked in practice

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Investment & Management of Technology Companies

I did it! How I convinced them to give me $Real Money

Ian SmithFounder

The Portfolio Partnership

Ian.Smith@portfoliopartnership.com

Positioning – Spotted a gap in high end placement of surgeons and specialist nursesNot Price sensitive – rarity of finding health professionals at 24 hour noticeAmazing database of world expertsBoard members – well connected in the National Health care systemManagement - combo of Nursing Director and SalesmenBuilt sales commission around team performance

Helping Management Create Remarkable Businesses

# 1 History – Quality Locums

Investment & Management of Technology Companies

# 2 Financials

Helping Management Create Remarkable Businesses

# 3 Deal Struck

Status of your industry

Value Proposition – who, why, benefit

Why now

Why are the management credible

Validation of ideas

Business model – how will you make money

Investment & Management of Technology Companies

# 4 Story Telling

What itch are you scratching?What business are you in?Blue Ocean?Volume and YieldKey facts memorizedOn top of the detailBusiness Plan to run the businessExecutive SummaryCash flow – how much money do you need?

Helping Management Create Remarkable Businesses

# 5 Preparation Part 1

Portfolio companies – presentPortfolio companies - soldWhich partnerStyle sheetsInvestment criteriaPress releases, blogs, linkedInKnow your audience!

# 5 Preparation Part 2

How much money are you seekingHow will you spend itWhat is your valuation rangeWhy do customers love youBusiness modelFinancialsManagement teamCompetitive advantageLandscape the market, trends and competitorsBarriers, IPR

Investment & Management of Technology Companies

# 6 What’s in the Business Plan

PowerPoint

First 60 seconds

Roles of the team

Pace & Passion

Last 60 seconds

Helping Management Create Remarkable Businesses

# 7 Delivery

Investment & Management of Technology Companies

Web site: http://portfoliopartnership.com/

Ping me an email atIan.Smith@portfoliopartnership.com

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