SYNOPSIS
Early-stage businesses often need to raise capital in order to scale, or simply get things off the ground. These fresh funds enable them to invest in market expansion, fund product development, or employ more talent. While some businesses are content with using their profits and internally-generated cash to fund such projects and ongoing operations, most will require some form of external funding from lending institutions or equity investors to accelerate growth.
Fundamentals of Fundraising is designed specifically for entrepreneurs and startup founders who are trying to raise funds for their business. This intensive one-day workshop will cover essential concepts, strategies, and techniques related to fundraising, providing participants with the knowledge and skills they need to attract investors and raise capital. It is designed as a workshop, not as a class. Meaning, the main goal is to uncover applications through real life examples by real practitioners who will share their experiences with the attendees, while allowing attendees to share their experiences with the facilitators. The workshop aims to foster an environment of collaboration.
DATE & TIME
January 27 , 2024. From 8:00am to 4:00pm.
VENUE
Philippine Innovation Hub
Ground Floor, NDC Building, 116 Tordesillas, Salcedo Village, Makati City
APPROACH & METHODOLOGY
Through interactive sessions, case studies, and practical exercises, participants will gain insights into various fund-raising methods, learn how to create a compelling pitch, and develop a customized fundraising plan. Participants will also benefit from online consultation sessions post the workshop.
WORKSHOP OBJECTIVES
- To equip participants with practical knowledge and skills necessary to effectively raise funds for their businesses
- To enable participants to develop creative fundraising strategies tailored to their specific business needs based on real life examples
- To provide an opportunity for participants to receive feedback and guidance from real world practitioners on their fundraising plans
EXPECTED OUTCOMES
By the end of this workshop, participants will be able to:
- Understand the key principles and concepts of fundraising
- Identify different sources of funding and appropriate strategies for approaching each one
- Create a compelling pitch and effectively communicate their business value proposition to potential investors
- Develop a comprehensive fundraising plan tailored to their specific business needs
- Apply best practices for building relationships with investors and managing the fund-raising process
- Receive valuable feedback from industry experts on their fundraising plans
PARTICIPANT FEEDBACK
Here’s what our participants of the first Fundamentals of Fundraising workshop held in September 2023 had to say:
“There’s an opportunity to have an honest open discussion with our guest speakers and other participants.”
“Gave clarity on how to think about metrics and funding goals.”
“Actual true to life experiences of the speakers and them being an authority to their respective fields of expertise.”
“What I appreciated about the workshop was cultivating knowledge from industry experts with ‘skin in the game’ specific to the Philippines.”
AGENDA
| 8:00AM – 8:30AM | Registration |
| 8:30AM – 10:00AM | Session 1: Introduction to Fundraising · Welcome and course overview · Company life cycle, funding stages, and options · Importance of fundraising for startups · Qualities of a successful business |
| 10:00AM – 10:15 AM | Break |
| 10:15AM – 12:00PM | Session 2: A Closer Look Into Different Types of Fundraising · Overview of different funding sources (angel investors, venture capitalists, private equity, crowdfunding, bootstrapping, etc.) · Pros and cons of each funding source · Strategies for approaching investors · Popular fundraising options · Creative fundraising options |
| 12:00PM – 12:45PM | Lunch |
| 12:45PM – 2:15PM | Session 3: Understanding Your Business Better · Crafting a compelling story and value proposition · Market sizing and the Total Addressable Market (TAM) · Unit economics · Creating a Founding Team · Dos and don’ts of pitching to investors |
| 2:15PM – 3:45PM | Case Studies/ Open Discussion |
| 3:45PM – 4:00PM | Wrap Up |
of the participants.
WORKSHOP FACILITATORS
JUAN CARLOS “AYO” CAMARA
Vice President of Origination,
Navegar
Ayo is Vice President of Origination focused on the consumer and business services industries. Prior to joining Navegar, he worked in investment banking, management consulting, corporate strategy, and business development at companies such as Primer Group of Companies, Bain & Company, Keefe, Bruyette & Woods, and the Department of Transportation. Ayo is also an observer and advisor to various boards, including Bistro, Dali, and MDI Novare.
Ayo graduated from UC Berkeley with a degree in Business Administration and received his MBA from the London Business School.
KEENAN UGARTE
Managing Partner, DayOne Capital Ventures
Co-Founder and CFO, Cocopan
Keenan Ugarte is an investor and entrepreneur. He is Managing Partner of DayOne Capital Ventures, an independent Philippine-based private holding company that partners with entrepreneurs across a wide range of industries, with a preference for early-stage ventures focused on the mass market. He is also Co-Founder of Cocopan, an investor-backed neighborhood-bakery concept serving the Philippine market. As an investor and entrepreneur, Keenan values the importance of large and scalable markets, strong unit economics, and effective leadership. He is a firm believer in value-investing principles.
He graduated with a degree in Finance from University of San Francisco and has passed the CFA level 2 exam.
SPONSORS
For queries, contact: roncastro@theindependentinvestor.ph
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