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Capital Formation Strategies and Trends | |
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Understanding the Natural Tension Between Investor and Entrepreneur | |
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Understanding the Private Equity Markets | |
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Understanding the Different Types of Investors | |
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Understanding the Different Sources of Capital | |
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Common Mistakes Entrepreneurs Make in the Search for Capital | |
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How Much Money Do You Really Need? | |
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Consider Staged Investment | |
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Capital-Formation Strategies | |
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The Due Diligence Process | |
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Key Best Practices Affecting Capital Formation in the New Millennium | |
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Are You Really, Really Ready to Raise Capital? | |
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Selecting the Best Legal Structure for Growth | |
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Proprietorship | |
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Partnership | |
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Corporation | |
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Limited Liability Company | |
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Evaluating Your Selected Legal Structure | |
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Establishing Effective Boards of Directors and Advisory Boards | |
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The Role Your Business Plan Plays | |
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The Mechanics of Preparing a Business Plan | |
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Some Final Thoughts on Business Planning | |
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Start-Up Financing | |
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Financing the Business with Your Own Resources | |
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Heaven on Earth-Finding an Angel Investor | |
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Other Sources of Seed and Early-Stage Capital | |
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Additional Resources | |
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The Art and Science of Bootstrapping | |
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Twelve Proven Bootstrapping Techniques and Strategies | |
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Bootstrapping: The Dark Side | |
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Private Placements | |
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Federal Securities Laws Applicable to Private Placements | |
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State Securities Laws Applicable to Private Placements | |
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Preparing the Private Placement Memorandum | |
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Subscription Materials | |
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Compliance Issues | |
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Accepting Subscriptions | |
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Changing or Updating the PPM Before Completion of the Offering | |
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After the Closing | |
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The Rise of Secondary-Market Private Placements and the Story of Second Market | |
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Practical Tips for Ensuring a Successful PPM Offering | |
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Commercial Lending | |
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The Basics of Commercial Lending | |
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Preparing for Debt Financing | |
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Understanding the Legal Documents | |
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Periodic Assessment of Banking Relationships | |
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Leasing, Factoring, and Government Programs | |
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Leasing | |
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Factoring | |
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SBA Programs | |
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Venture Capital | |
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Venture Capital Investing Trends | |
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Primary Types of Venture Capitalists | |
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Preparing to Meet with Venture Capitalists | |
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Central Components of the Venture Capitalist's Investment Decision | |
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Due Diligence Is a Two-Way Street | |
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Balancing Your Needs and the Venture Capitalist's Wants | |
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Understanding the Venture Capitalist's Decision Process | |
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Anatomy of a Venture Capital Transaction | |
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Evolution of Venture Capital Deal Terms | |
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Negotiating and Structuring the Deal | |
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Aligning Business-Plan Analysis and Investor Concerns with Term Sheet Provisions | |
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Understanding the Legal Documents | |
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Getting Ready for the Next Round | |
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2002 and 2003: The "Down-Round" Dilemma | |
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The Pre- and Post-2010 Market: The Big Chill and the Slow Thaw | |
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Preparing for an Initial Public Offering | |
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Recent History | |
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The Present and Future | |
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Advantages and Disadvantages of an IPO | |
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The Hidden Legal Costs | |
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Preparing for the Underwriter's Due Diligence | |
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Selecting an Underwriter | |
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Selecting an Exchange | |
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Alternatives to Using a Traditional IPO | |
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The Mechanics of an Initial Public Offering | |
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An Overview of the Registration Process | |
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The Registration Statement | |
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The Road Show | |
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The Waiting Period | |
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Valuation and Pricing | |
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The Closing and Beyond | |
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Ongoing Reporting and Disclosure Requirements | |
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Resources on IPOs and the Public Securities Markets | |
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Franchising, Joint Ventures, Co-Branding and Licensing | |
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Business-Format Franchising | |
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Joint Ventures | |
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Co-Branding | |
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Licensing | |
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Mergers and Acquisitions | |
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Current Trends Affecting Mergers and Acquisitions in a Turbulent Environment | |
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Develop an Acquisition Plan | |
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Analyzing Target Companies | |
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Selecting the Target Company | |
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Conducting Due Diligence | |
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Valuation, Pricing, and Sources of Acquisition Financing | |
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Financing the Acquisition | |
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Structuring the Deal | |
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Preparing the Definitive Legal Documents | |
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Postclosing Matters | |
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Capital-Formation and Business Growth Resources Directory | |
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Federal Agencies | |
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Business Growth Resources on the Web | |
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Internet Resources to Learn More About Private Placements, Angel Investors, Venture Capital Networks, Accelerator Programs, and Other Alternative Sources of Funding | |
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International Finance Institutions on the Web | |
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Guidebooks, Publications, and Networks (Including Computer Software) | |
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High-Tech Exporting Assistance | |
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Appendix | |
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Index | |