Presenting to The InvestIN Forum of Angel Investors

The Application Process

1. The company completes an online application and submits it to the local community where you wish to present. ( If you do not receive an automatic response then please contact us by email).
2. Submitted deals are pre-screened once a month around the middle of the third week of the month (slightly different per community).
3. Those deals that are not accepted are notified by email.
4. Those deals that are accepted for screening are notified by email with an invitation to attend and present to the screening committee

The Screening Committee

1. The screening committee of each community meets once a month and reviews 7 to 10 presentations.
2. The screening committee consists of a small number of the membership who decide collectively which companies go through to present to the members at the next monthly forum.
3. In some cases we will recommend a mentor to the company and ask them to reapply at a later date after certain milestones have been reached.
4. At the screening committee, presenters are given 15 minutes to make their presentation and answer questions.
5. Presenters typically use power point. We provide a laptop and projector for this.
6. Deals that are thought likely to be of interest to the group as a whole are invited to present to the following forum.
   tips to presenters for the screening committee

The Forum

1. The forum is a more formal meeting with a lot more angel investors present to hear your pitch.
2. Typically four presenters make a 20 minute pitch each.
3. The presentation consists of a 3 page handout ( your application form), your power point and questions and answers. You may also distribute marketing materials and articles of interest.
4. After your presentation, an interest list is distributed and parties that have an interest sign up.
5. After all presenations have been completed, the group reviews the presentations and makes comments. These comments are all noted. Duirng this review we also try to identify a lead investor to lead due diligence.
6. After the forum you are informed of the details of those interested parties and all of the comments - the good, the bad and the ugly!
7. Very often a member will call you directly to provide feedback.
8. There is a fee to present at the forum - please contact your local community. tips for Presenters at the forum

Post Forum

1. You wll be notified by email with contact details of those members that have shown an interest and would like to perform due diligence on your company.
2. It is up to you to follow up dilgently with these investors, arrange follow on meetings and provide answers to the questions posed during the due diligence process.
3. The InvestIN forum is not a broker dealer and cannot follow up with potential investors or arrange meetings or closings for you.

Due Diligence

1. The due diligence process typically takes from 6 to 8 weeks.
2. Due diligence will include reviewing business plans, talking to other investors, customers and meeting with key personnel.
3. We ask our members that decide to withdraw at any time to respectfully inform you.
4. Once due dilgence has been completed then typically the leader will propose a term sheet. You may also propose your own.
5. In most cases there are mutiple closings - it is up to you to coordinate these with those members that decide to invest.
   tips for preparing for Due Dilgence

Post Investment

1. An investee member should be appointed to act as liaison if there is no member on the board of directors.
2. We strongly recommend that you keep your investors informed of your progress on a regular basis.
3. Investee companies are invited to return to future forums to give a brief update to the membership as a whole.

Tips to presenters at the screening committee

1. Remember that you are trying to get through to the forum - the objective here is not to get an investment
2. Take time to stop and breathe - do not talk non stop. We need time to assimilate the points you are making
3. Make sure your presentation covers the essentials:
   The business you are in
   The market opportunity
   Your intellectual property
   The management team ( including Board and advisors)
   How you plan to make money
   The value propostion for an investor
4. We recommend you listen to Guy Kawasaki’s presentation on Pitching: http://blog.guykawasaki.com/files/pitching.mp3
   

Tips for Presenters at the Forum

1. Your objective at the forum is to generate enough interest from members for them to want to perform due dilgence on you. It is after due diligence that the final decision is made to invest.
2. Save the detail for due diligence. Focus on the essentials (see screening committee tips).
3. Stop and breathe - give members time to assimilate what you are saying.
4. Do not read the power point.
5. Power points should be highlights not short novels.
6. Use your best sales person to make the pitch.
7. Do not go into technical detail - save it for due diligence - it is sufficient to show that you know what you are talking about.
8. Make sure you have an interesting value proposition for investors. There are many opportunities out there seeking investor capital
9. Show that you are open to listening to advice. No one knows it all!
10. Ask for other resources you need. Members have great rolodexes and experience.

Tips for Preparing for Due Diligence

1. Be prepared with a deck of all your information.
2. Be available.
3. Make sure potential investors have your cell phone and that you answer it.
4. Follow up diligently with answers to questions.
5. Follow up with all interested parties as quickly as possible.
6. Be sure to have a good corporate securities attorney ready and engaged to preare the documentation ( subscription agreements).