As you develop a financing strategy for your company do not get insight on how to stand outside of the box, expand your vision and reach your financial goals.

1. A
SanPete
Financial
Group
FYNB
Production
Building Block 1:
Developing a Financing
Strategy for Your
Company
Atlanta Black Chambers
Women's League
2021 Virtual Retreat
March 26, 2021
Presented by: Yvonne Gamble CEO
SanPete Financial Group

2. 02
Developing a Financing Roadmap
1. The Execution Plan
2. The Task List
3. The Financial Plan
4. The Financing Strategy Roadmap
Getting
To Where You NEED to Be

3. 1. The Execution Plan
Record the key product, sales and human resources milestones for your company
Group each of these milestones into four to six stepping stones
Milestone 1
Stepping Stone 1 -- Stepping Stone 2
Milestone 2
Stepping Stone 3 -- Stepping Stone 4
Milestone 3
Stepping Stone 5 -- Stepping Stone 6
Record the stepping stones, and milestones for each set of stepping stones

4. MILESTONES
Milestones are the goals that must be successfully accomplished to build
the business. They typically relate to product, management, market and
customers.
STEPPING STONES
Stepping stones provide a structure to your plan, allowing it to
be financed. A stepping stone comprises an integrated group of
milestones that address the product, the market, the customers and the
management team. They also may be referred to as key milestones.
The execution plan is the “how to” for your business. It covers the
stepping stones or key milestones, tasks and resources required for your
business.

5. CASH-FLOW FORECAST
The financial plan includes a cash-flow forecast, a high-level income
statement and a balance sheet. It establishes the amount of cash you’ll
require over a set period of time.
FINANCING STRATEGY ROADMAP
The financing strategy roadmap details your plan to finance your
business over the next five to seven years. The financing roadmap is
broken down into a set of stepping stones. You’ll give the timing for each
stepping stone, and quantify them in dollars, outlining the amount of
resources (headcount and other expenses) required.

6. Good
Habits
03
10 Things
Self Made
Billionaires
Do
EVERYDAY
Simplify purpose
Simplify plans
Limit what they tolerate
Absolute reliance on people
Absolute dedication to people
Rely on Communications systems
Require PUSH Communications
Be intentional with what you consume
Make decisions based on data and narrative
Be proactively transparent
1.
2.
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5.
6.
7.
8.
9.
10.

7. 2. The Task List
Record the tasks you need to complete in the table below> Task Responsibility (Name)
Estimated cost ($) Due date Internal & External
Incorporating your business or project
Renting/purchasing office space
Finding and engaging key vendors
Upgrading accounting and payroll systems
Securing employment agreements and key personnel
Filing legal and taxation documents
Purchasing key-man insurance policies
Updating your website
My Task List

8. 04
$.01 penny at a time
How
Money
is Made
Banks - 80% Risk -
Qualified Borrower
Commercial Lender - 65%
Risk - Assets held
Venture Capital - 100% Risk
- 30% Equity - 3x-5x ROI.

9. 3. The Financial Plan
Record the key financial assumptions for your business
4 Key Considerations:
What Investors want in place before they invest
FICO-680+ PAYDEX 90+
Types of industries that are a BEST fit
High Volume, High Income, Future Forward
What investors look for in technology industries
Disruptive, Collaborative, Adaptive
Are you ready for an investor?
Can you provide a 3x, 5x or 10x ROI?
My
Financial Plan

10. 05
1.Pay Attention To It.
2.Prioritize It.
3.Recognize Difference Between Want
and Need.
4.Keep A Sense of Humor.
5. Don’t Manipulate It or Try Power Plays.
6. Seek To Understand.
7. Have Faith In Long Term Vision.
7 Ways To Make Money Work For
"You"

11. 4. The Financing Strategy Roadmap
Determine the financing requirements
for each of the stepping stones
and record them in the financing
roadmap.
Business Valuation
Pre-Seed Funding
Seed Funding
Series A Funding
Series B Funding
Series C Funding
Series D - IPO Funding
Before any round of funding begins,
analysts undertake a valuation of the
company in question. Valuations [Due
Diligence] are derived from many different
factors, including management, proven
track record, market size and risk. One of
the key distinctions between funding
rounds has to do with the valuation of the
business, as well as its maturity level and
growth prospects. In turn, these factors
impact the types of investors likely to get
involved and the reasons why the
company is seeking new capital.

12. The most common "pre-seed" funders are the founders
themselves, as well as close friends, supporters and family.
Depending upon the nature of the company and the initial costs
set up with developing the business idea, this funding stage can
happen very quickly or may take a long time.
Where are you in the funding cycle? Knowing
will determine your funding audience.
Pre-Seed

13. There are many potential investors in a seed funding situation: founders, friends, family,
incubators, venture capital companies and more. One of the most common types of investors
participating in seed funding is a so-called "angel investor." Angel investors tend to appreciate
riskier ventures (such as startups with little by way of a proven track record so far) and expect an
equity stake in the company in exchange for their investment.
While seed funding rounds vary significantly in terms of the amount of capital they generate for a
new company, it's not uncommon for these rounds to produce anywhere from $10,000 up to $2
million for the startup in question. For some startups, a seed funding round is all that the founders
feel is necessary in order to successfully get their company off the ground; these companies may
never engage in a Series A round of funding. Most companies raising seed funding are valued at
somewhere between $3 million and $6 million.
Seed Funding

14. Once a business has developed a track record (an established user base, consistent revenue figures, or
some other key performance indicator), that company may opt for Series A funding in order to further
optimize its user base and product offerings. Opportunities may be taken to scale the product across
different markets. In this round, it’s important to have a plan for developing a business model that will
generate long-term profit. Often times, seed startups have great ideas that generate a substantial
amount of enthusiastic users, but the company doesn’t know how it will monetize the business.
Typically, Series A rounds raise approximately $2 million to $15 million, but this number has increased
on average due to high tech industry valuations, or unicorns.
The average Series A funding as of 2020 is $15.6 million.
In Series A funding, investors are not just looking for great ideas. Rather, they are looking for companies
with great ideas as well as a strong strategy for turning that idea into a successful, money-making
business. For this reason, it's common for firms going through Series A funding rounds to be
valued at up to $23 million
Series A Funding

15. Series B Funding
Series B rounds are all about taking businesses to the next level, past the development stage.
Investors help startups get there by expanding market reach. Companies that have gone through
seed and Series A funding rounds have already developed substantial user bases and have proven
to investors that they are prepared for success on a larger scale. Series B funding is used to grow
the company so that it can meet these levels of demand.
Building a winning product and growing a team requires quality talent acquisition. Bulking up on
business development, sales, advertising, tech, support, and employees costs a firm a few
pennies. The average estimated capital raised in a Series B round is $33 million. Companies
undergoing a Series B funding round are well-established, and their valuations tend to reflect that;
most Series B companies have valuations between around $30 million and $60 million,
with an average of $58 million
Series B Funding

16. As the operation gets less risky, more investors come to play. In Series C, groups such as hedge funds,
investment banks, private equity firms, and large secondary market groups accompany the type of
investors mentioned above. The reason for this is that the company has already proven itself to have a
successful business model; these new investors come to the table expecting to invest significant sums of
money into companies that are already thriving as a means of helping to
secure their own position as business leaders.
Most commonly, a company will end its external equity funding with Series C. However, some companies
can go on to Series D and even Series E rounds of funding as well. For the most part, though, companies
gaining up to hundreds of millions of dollars in funding through Series C rounds are prepared to continue
to develop on a global scale. Many of these companies utilize Series C funding to help boost their valuation
in anticipation of an IPO. At this point, companies enjoy valuations in the area of $118 million most often,
although some companies going through Series C funding may have valuations much higher. These
valuations are also founded increasingly on hard data rather than on expectations for future success.
Companies engaging in Series C funding should have established, strong customer bases,
revenue streams, and proven histories of growth.
Series C Funding

17. Companies that do continue with Series D funding tend to either do so because they are in
search of a final push before an IPO or, alternatively, because they have not yet been able to
achieve the goals they set out to accomplish during Series C funding.
IPO Push - Series D Funding

18. 06
Technical
Brand Strategy
Systems
Who are the
10 People that
represent 20% liquidity
for your business?
WHAT IS YOUR LIQUIDITY
LEVEL?

19. Name Your 10 People

20. 06
BELIEVING
NAYSAYERS
NOT TRUSTING
THE LONG
GAME
ANALAYSIS
PARALYSIS
Your Biggest
Impediment
to Financial Gain

21. The Financial
Strength of Your
CORPORATION

22. Relationships

23. Partnerships

24. Joint Ventures

25. Optimizable

26. GET Your Book TODAY!
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FinancingYourNextBillion-Book
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"Financial Strength is like a Mountain, it will always
stand" ~~Yvonne Gamble
https://www.linkedin.com/in/yvonnegamble/
www.sanpetefinancialgroup.com
Yvonne Gamble CEO SanPete Financial Group