Investor Connect Podcast

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Hello, this is Hall T. Martin with the Startup Funding Espresso -- your daily shot of startup funding and investing. Startups raising funding should keep track of their cap table which shows who has ownership in the business. If you have one, make sure to keep it up to date.   If you don’t have one, then here are the steps to set up your cap table. Identify all the founders and equity owners in the company. Include anyone who has stock options or warrants. Keep track of any special agreements you have with the founders, partners, or investors. For each person or entity on the cap table,  list the class of stock, price paid for it, and how much of that stock they own. Calculate the total amount of shares and the money paid for it.  To create a fully diluted cap table, include all options and warrants even if they are not yet vested. Also, track all convertible notes and SAFE notes that could convert into equity in the future. During the fundraise, investors will want to see your cap table so they know who owns what and who they are investing with. Thank you for joining us for the Startup Funding Espresso where we help startups and investors connect for funding.Let’s go startup something today.-----For more episodes from Investor Connect, please visit the site at: Check out our other podcasts here: For Investors check out: For Startups check out: For eGuides check out: For upcoming Events, check out For Feedback please contact info@tencapital.group
Hello, this is Hall T. Martin with the Startup Funding Espresso -- your daily shot of startup funding and investing. Depreciation represents the reduced value of assets. Each asset in your business has its own useful lifetime.   Based on that useful lifetime, one can expense a portion of the value each year over the life of that asset.   Depreciation goes on the profit and loss statement and also impacts the value of the asset listed on the balance sheet. Computers for example are often depreciated over a four-year timeframe. If you spent $16,000 on computers and they last four years, then a straight-line depreciation will expense $4,000 per year.  You’ll need to set up a separate worksheet for each asset to calculate and track the depreciation.   You then place the expense on the profit and loss statement and show the reduced value of the asset on the balance sheet. Based on the type of asset, you may be able to use other depreciation methods aside from straight-line depreciation.   You’ll need to check the IRS rules for each asset as they have stated requirements for how you depreciate each type. Thank you for joining us for the Startup Funding Espresso where we help startups and investors connect for funding.Let’s go startup something today.-----For more episodes from Investor Connect, please visit the site at: Check out our other podcasts here: For Investors check out: For Startups check out: For eGuides check out: For upcoming Events, check out For Feedback please contact info@tencapital.group
In today's show, you'll hear investor perspectives on the COVID-19 impact on the chronic pain market. This is Investor Perspectives, I'm the host of Investor Connect, Hall T Martin, where we connect startups and investors for funding. It's the time of COVID-19. The healthcare industry is overwhelmed with patients from the pandemic. Medical conditions such as chronic pain continue to grow due to the opioid crisis. We recently held an interview with experts and investors in the area of chronic pain. Our host is Ashley Matthysse. Our featured guests are: Brian Carrico, CEO with Innovative Health Solutions: Michio Painter, Pain Specialist, Investor with Joyance Partners: ; Steve Shapiro, Partner eHealthVentures: I hope you enjoy this episode. ————————————————————————————————————————————————————— For more episodes from Investor Connect, please visit the site at:       Check out our other podcasts here: For Investors check out: For Startups check out: For eGuides check out: For upcoming Events, check out    For Feedback please contact info@tencapital.group
Hello, this is Hall T. Martin with the Startup Funding Espresso -- your daily shot of startup funding and investing. Your financial projections will be important for your fundraise. Banks will want to see your projections when you apply for a loan.  And investors will want to see them as well when you raise equity funding.  There are two basic forms of capital:  debt and equity. Debt is in the form of a loan with specific terms, including interest rate and payback plans.  Debt has some advantages: You maintain ownership over your business. Interest is tax-deductible. Debt can keep management focused on the core business, in particular cash flow and profits. Equity has advantages: You don’t have to pay it back immediately, only when you sell the business or go public. Your financial projections will help you decide how much funding you should take from debt and equity. Thank you for joining us for the Startup Funding Espresso where we help startups and investors connect for funding.Let’s go startup something today.-----For more episodes from Investor Connect, please visit the site at: Check out our other podcasts here: For Investors check out: For Startups check out: For eGuides check out: For upcoming Events, check out For Feedback please contact info@tencapital.group
Hello, this is Hall T. Martin with the Startup Funding Espresso -- your daily shot of startup funding and investing. Operating expenses are the day to day expenses a business incurs. They support the operational side of the business covering sales, marketing, product development, and administration. These expenses include legal, digital marketing, payroll for employees, accounting, rent, insurance, IT costs, office supplies, bookkeeping services, phones, computers, and more.  Recurring expenses, such as sales and marketing expenses, are often defined as a percent of revenue.  These include software subscriptions, advertisements, promotional material, and dues. Build an operating expense budget with a bottoms-up approach by costing out the individual components such as employee cost, administration, and IT, as each expense will be specific to your business.  Over time, these costs will grow at a lesser rate than sales, which will increase the profit of the business.  Thank you for joining us for the Startup Funding Espresso where we help startups and investors connect for funding.Let’s go startup something today.-----For more episodes from Investor Connect, please visit the site at: Check out our other podcasts here: For Investors check out: For Startups check out: For eGuides check out: For upcoming Events, check out For Feedback please contact info@tencapital.group
Hello, this is Hall T. Martin with the Startup Funding Espresso -- your daily shot of startup funding and investing. I often hear investors say if the company just had revenue then the risk would be gone. But once the startup achieves revenue, the next stage of risk comes up - will they be able to grow that revenue? There’s a risk for the investor at each stage of startup funding.   At the seed stage, the question is, can you sell the product? At the Series-A stage, the question is, can you grow the product revenue? At the Series B-stage, the question is, can you scale the product revenue? At the Series-C/D stage, the question is, can you become a market leader? Each stage brings a new risk. For investing, the old risk is replaced with a new risk. Thank you for joining us for the Startup Funding Espresso where we help startups and investors connect for funding.Let’s go startup something today.-----For more episodes from Investor Connect, please visit the site at: Check out our other podcasts here: For Investors check out: For Startups check out: For eGuides check out: For upcoming Events, check out For Feedback please contact info@tencapital.group
Hello, this is Hall T. Martin with the Startup Funding Espresso -- your daily shot of startup funding and investing. For later-stage startups with revenue, one can use the financial projections to estimate the company’s valuation for fundraising purposes.  Discounted cash flows, called the DCF method, values the company based on future cash flow projections.  This weights the value of the company on future revenues rather than today’s revenues. The DCF method is purely a financial valuation method and does not take into account other factors such as the team, intellectual property, or sales activities that have not yet been realized with cash flows. Your financial projections should have the key elements including projected cash flows, a chosen discount factor, and a net present valuation of the free cash flows to generate the DCF valuation. It’s just one more valuation tool. Predicting cash flows in the future can be difficult given the sales process is not fully in your control. Thank you for joining us for the Startup Funding Espresso where we help startups and investors connect for funding.Let’s go startup something today.-----For more episodes from Investor Connect, please visit the site at: Check out our other podcasts here: For Investors check out: For Startups check out: For eGuides check out: For upcoming Events, check out For Feedback please contact info@tencapital.group
In this episode, Hall welcomes Shawn Singh, Chief Executive Officer & Director at VistaGen Therapeutics, Inc. Located in South San Francisco, California, known as the “Birthplace of Biotech”, VistaGen Therapeutics is a clinical-stage biopharmaceutical company developing new-generation medications for anxiety, depression, and other central nervous system, or “CNS,” diseases and disorders where current treatments are inadequate to address high, unmet needs. Their CNS portfolio includes three differentiated CNS drug candidates, PH94B, PH10, and AV-101, each with a novel mechanism of action, an exceptional safety profile, and therapeutic potential for multiple indications.  Shawn has over 25 years of experience working with private and public biotechnology, medical device, and pharmaceutical companies, a venture capital firm, and a profitable contract research and development organization (CRO), serving in numerous senior management roles. Prior to joining VistaGen, he served as President of Artemis Neuroscience, and prior to VistaGen’s acquisition of that company, Managing Principal of Cato BioVentures, a healthcare-focused venture capital firm.   Earlier, Shawn assisted with the IPO of SciClone Pharmaceuticals, a revenue-generating, China-focused specialty pharmaceutical company, and served as its Chief Business Officer before departing to form Cato BioVentures with the founders of Cato Research. He began his career as a corporate finance attorney in the Silicon Valley offices of Morrison & Foerster LLP, with a transaction-focused practice involving both emerging biotechnology and high technology companies. Shawn earned a B.A. degree, with honors, from the University of California, Berkeley, and a J.D. degree from the University of Maryland School of Law. He is a member of the State Bar of California. Shawn explains this domain in great detail and the work he and his team do, which is focusing on medications that address both neuropsychiatric and neurological disorders. He describes the current standard of care in this industry and how it can be improved. Shawn also shares with Hall a benefit of the COVID-19 pandemic, in that it has helped lessen the stigma attached to mental health illnesses. You can visit VistaGen Therapeutics at , or via their LinkedIn page at , or on Twitter at .   Shawn can be contacted via LinkedIn at , and via email at or .
In this episode, Hall welcomes back Shawn Flynn, Head of Incubation and Managing Director of Business Development at TechCode Accelerator - U.S. Shawn is also the host of The Silicon Valley Podcast. Located in Sunnyvale, California, TechCode Accelerator - U.S. is a global innovation service operator focusing on helping technology startups scale up, and integrating global innovation resources. Shawn spent over 4 years living and conducting business in Beijing, China. After successfully founding and growing a profitable education company, he has since moved back to San Francisco to invest his experience, connections, and resources back into the startup ecosystem. He regularly works with incubators, accelerators, angel groups, VCs, local governments, and institutions to promote economic growth. Shawn has helped several companies through his work with TechCode Accelerator and has set up operations in Silicon Valley. He has also set up offices, partnerships, and funding relationships overseas. Shawn is the founder of Silicon Valley Successes a television show that features entrepreneurs and the people that work with them and is the host of The Silicon Valley Podcast where he has interviewed some of the biggest names in tech. He is passionate about building a bridge that connects Silicon Valley and the rest of the world. Shawn lives in San Francisco and practices Brazilian Jujitsu, Salsa Dancing, and has a passion for learning about languages and cultures. Shawn updates Hall on what he’s been doing since they last spoke. He shares his thoughts on the impact of COVID-19 on healthcare and EdTech, what the future of manufacturing looks like, new opportunities for entrepreneurs, and the multiple facets of the growing cannabis market. You can visit TechCode Accelerator - U.S. at .  Check out The Silicon Valley Podcast at .  Shawn can be contacted via LinkedIn at , via Twitter at , and via email at shawnpflynn@gmail.com.
Hello, this is Hall T. Martin with the Startup Funding Espresso -- your daily shot of startup funding and investing. Your financial statements will generate a wealth of metrics on your business. Investors want to know these metrics - also called KPIs - which stands for Key Performance Indicators. You can use the metrics to also manage the business and identify new opportunities for growing your sales and reducing costs. Metrics also help you focus your efforts on the important things.  Key metrics for the overall health of the business include sales growth, gross margin, and profitability. For cash flow, you’ll find burn rate, runway, and fundraise requirements will be useful. For recurring revenue, businesses measure cost of customer acquisition and track lifetime value of a customer, as well as churn rate.  Thank you for joining us for the Startup Funding Espresso where we help startups and investors connect for funding.Let’s go startup something today.-----For more episodes from Investor Connect, please visit the site at: Check out our other podcasts here: For Investors check out: For Startups check out: For eGuides check out: For upcoming Events, check out For Feedback please contact info@tencapital.group
Hello, this is Hall T. Martin with the Startup Funding Espresso -- your daily shot of startup funding and investing. In preparing your financial projections, you’ll need to account for investments into assets, also called capital expenditures. These include real estate, intellectual property, equipment, facilities, and buildings.  Assets also include computers, servers, and office equipment. Assets are listed separately, as you depreciate the cost over a period of time in the profit and loss statement. The IRS has specific rules as to how you can depreciate each type of asset so you’ll need to check to see how to list the equipment in your financial projections.  Thank you for joining us for the Startup Funding Espresso where we help startups and investors connect for funding.Let’s go startup something today.-----For more episodes from Investor Connect, please visit the site at: Check out our other podcasts here: For Investors check out: For Startups check out: For eGuides check out: For upcoming Events, check out For Feedback please contact info@tencapital.group
In this episode, Hall welcomes back Jef Sharp, CEO of Qnect. Located in Hadley, Massachusetts, Qnect is an intelligent, cloud-based connection app that gives fabricators, detailers, and engineers fast and flexible connections with significant cost and schedule savings. In minutes, users can connect most steel buildings without capital cost and with minimal initial training. Two important benefits of Qnect include Preference Optimization and Bolt Optimization. Jef has over 35 years of experience leading and growing tech companies. He has a passion for value creation. Jef is a serial entrepreneur and has co-founded and led many innovative businesses: Qnect (SAAS), Panève (Big Data), Qteros (bio-fuels), Xfinit, (intrusion detection software), XSCapacity (online exchange for excess capacity), TechCavalry (IT service), and Gravity Graphics (Inc. 500 co) Jef served on the Qteros Board for 5 years, the Panève BoD for 4 years, and is an advisor to PeopleHedge and 5 yr. advisor to Oakridge National Lab. Jef updates Hall on the company's growth since they last spoke to include a few of their new projects. He explains Qnect’s technology and some of the exciting plans in the pipeline.  You can visit Qnect at .   Qnect currently has financing that is closing soon and Jef welcomes persons to contact him via LinkedIn at , via email at , and via telephone at (413) 896-1367.  
Hello, this is Hall T. Martin with the Startup Funding Espresso -- your daily shot of startup funding and investing. Working capital is the capital you need to run the daily operations of the business and includes anything that can be converted to cash.   This includes cash, accounts receivables, and inventory.   Accounts payable reduces your working capital as you must pay it out each month. Payment terms and timing of cash inflows and outflows impact your working capital. There’s typically a delay between the time you build and deliver a product/service and when payment of funds arrive. As we discussed before, cash is king, and running out of cash can shut down a business. It’s important to know your working capital position at all times. Working capital is calculated as the number of days your sales and payables are outstanding.   To calculate your current working capital, take your annual revenue and divide by your payment terms. Place this on the balance sheet.  Also include the number of days you hold inventory before using it.  If your working capital is insufficient, there are numerous financing options to fill the gap. Thank you for joining us for the Startup Funding Espresso where we help startups and investors connect for funding.Let’s go startup something today.-----For more episodes from Investor Connect, please visit the site at: Check out our other podcasts here: For Investors check out: For Startups check out: For eGuides check out: For upcoming Events, check out For Feedback please contact info@tencapital.group
In today’s show, you’ll hear investor perspectives on the COVID-19 impact on the chronic pain market. This is Investor Perspectives, I’m the host of Investor Connect, Hall T Martin, where we connect startups and investors for funding. It’s the time of COVID-19. The healthcare industry is overwhelmed with patients from the pandemic. Medical conditions such as chronic pain continue to grow due to the opioid crisis. We recently held an interview with experts and investors in the area of chronic pain. Our host is Ashley Matthysse. Our featured guests are: Brett Lanuti, CEO & President of Nocimed: Michio Painter, Pain Specialist, Investor with Joyance Partners: ;   Steve Shapiro, Partner eHealthVentures: I hope you enjoy this episode. ————————————————————————————————————————————————————— For more episodes from Investor Connect, please visit the site at:       Check out our other podcasts here:   For Investors check out:   For Startups check out:   For eGuides check out:   For upcoming Events, check out    For Feedback please contact info@tencapital.group
In this episode, Hall welcomes Dr. Amit Mehta, Partner at Builders VC. With headquarters in both the U.S.A. and Canada, Builders VC believes it takes more than great technology to fix an antiquated industry. To truly make lasting and impactful change, Builders VC backs entrepreneurs who combine courage, technical acumen, and operational expertise. Builders VC is looking to work with founders focused on the intersection of great technology, antiquated industries, and operational excellence. Amit strives to modernize the world around him by guiding founders of antiquated industries through growth challenges and seed to series B funding opportunities. He combines practical knowledge across the value-chain with entrepreneurial experience to lead the health-IT investment practice as Partner at Builders VC. Additionally, he has led Intrinsic Imaging to operate clinical trials in 64 countries globally for both pharma and biotech sponsors as Founder and Chief Medical Officer. Amit’s successful strategies in go-to-market launches and interest in market validation of new technologies have led to his global influence in areas of venture capitalism, clinical trials, imaging, device development, artificial intelligence, real estate, and sports marketing. His passion for leadership excellence has led to his service to various start-up boards and non-profits. Amit is the previous recipient of the George Brown Radiological Society of North America award, the Joseph E Whitley award, and was named on the “40 under 40” list by the San Antonio Business Journal.  Amit shares with Hall how he sees the healthcare industry evolving in these COVID times. He discusses Builder’s investment thesis and their $200-million fund, and also identifies some of the challenges entrepreneurs and investors face. You can visit Builders VC at and via Twitter at .    Amit can be reached via LinkedIn at and via email at .  
In this episode, Hall welcomes Nathan Beckord, Founder & CEO of Foundersuite. Foundersuite is a collection of tools, wizards, and templates that help startup founders execute more efficiently and effectively. Their goal is to streamline corporate housekeeping, finance, hiring, planning, and investor tasks so persons can focus more on product, sales, and team activities. Their core product line includes: i) a searchable database of 120k+ investors for building your funnel; ii) a "kanban style"​ CRM for managing your investor pipeline; iii) pitch deck hosting with view tracking; iv) a collection of templates such as pitch decks, models, cap tables, term sheets, etc;  and, v) an Investor Update tool for reporting and relations. Foundersuite also contains over 80 docs and templates and over 25 deals and discounts on other great products. Since launching in 2016, users have raised over $2 Bln in seed and venture capital. Prior to starting Foundersuite, Nathan spent ten years working with over 150 startups as interim CFO, Business Developer, and Advisor. Nathan has an MBA in Entrepreneurship, a BSC in Finance, and is a Chartered Financial Analyst (CFA). In his free time, he enjoys sailing, traveling, and riding motorcycles. Nathan shares with Hall what excites him, how he sees the industry evolving, and some of the challenges startups and investors face. You can visit Foundersuite at .   Nathan can be reached via LinkedIn at and via email at .  
In this episode, Hall welcomes Ziad Moukheiber, President & CEO of Boston Harbor Angels. Founded around 2005, Boston Harbor Angels, like a lighthouse, helps entrepreneurs navigate and grow their startup businesses through the treacherous waters of an increasingly competitive environment in our global economy. Boston Harbor Angels is a group of proven business leaders interested in investing a portion of their assets in high-growth, early-stage companies. Since 2004, they have made investments in companies in medical devices, IT, consumer products, business products, specialty materials, Internet, aviation, etc. They believe they contribute more than money to the companies they fund and welcome the opportunity to work with entrepreneurs who are open to taking advice, yet have the smarts and determination to make their company successful. Ziad is the President and CEO of Boston Harbor Angels and is also Managing Partner at EQX Fund LLC, an angel and early-stage investment fund based in Boston, Massachusetts, focusing on Life Sciences and IT. A business leader with over two decades of experience in building scalable organizations and advising companies in sales, marketing, operations, IT, service delivery, and customer service, Ziad founded SilverSword in 1998. He and his team built SilverSword into a leading IT consulting company that provides an outstanding customer service experience for their New England area clients. Silversword was acquired in 2015 by NSK Inc. Ziad is an active angel investor and is on the board of businesses and nonprofit organizations with a special interest in technology. Ziad is also a mentor with BUILD, a nonprofit organization using entrepreneurship to help at-risk students in the Boston area. Ziad earned his BA at the American University of Beirut (1992) and his Master's degree at the Interactive Telecommunications Program at the Tisch School of the Arts at New York University (1996). Founded in 1979 as the first graduate education program in alternative media, ITP is internationally recognized as a unique and vital contributor of new ideas and talented individuals to the professional world of multimedia and interactivity. Ziad speaks with Hall about how he sees the industry evolving for angel groups and angel networks, the biggest challenge he faces, and he shares some beneficial criteria for entrepreneurs. He explains the investment thesis of Boston Harbor Angels and cites some companies which fit their thesis. You can visit Boston Harbor Angels at .   Ziad can be reached via LinkedIn at and via email at . 
In today’s show you’ll hear investor perspectives on the COVID-19 impact on the Future of Work. This is Investor Perspectives, I’m the host of Investor Connect, Hall T Martin, where we connect startups and investors for funding.  COVID-19 has changed the landscape for startups giving us a new normal. We have joining us today, Mireya Manigault of Foundation LLC/WeDemption, an investor in the future-of-work space talking about the impact. Mireya is an innovation and brand strategist who is passionate about corporate culture and executive team development. She has helped large organizations, nonprofits and start-ups define their strategic goals and optimize their people, processes and infrastructure for relevancy. You can visit Foundation LLC at and WeDemption at .  Mireya can be reached via LinkedIn at and via Twitter at .  For VCs wanting to identify and mitigate cultural risk in their portfolios, they can reach Mireya or her team at contact@bethefoundation.com.   For angels, would-be angels and those preparing for funding, they can reach Mireya or her team at hello@wedemption.co.
In this episode, Hall welcomes Robert Tushinsky, Founder and CEO of 2XL Swagger Brands. Founded in 2012, 2XL Swagger Brands is a spirit and lifestyle brand that produces herb-infused spirits for him and her with highly-differentiated branding. 2XL’s vodka-based liqueurs are infused with a blend of herbs with known benefits in the libido and mood-boosting department.  Robert is an innovative, high performance, serial entrepreneur with exceptional marketing, management, and communication skills. He has 30+ years of experience in marketing and executive management. Robert shares with Hall the rather amusing story of how, as a child, he used to steal sips of his father’s alcoholic “Fruitka” concoction, not knowing at the time what is was infused with, nor why his father was taking it. Fast forward to 2012, when Robert had his “a-ha” moment! He details how 2XL was born and the huge part his late father played. He advises fellow entrepreneurs and investors interested in the space and shares some of the challenges he has faced in the sector. You can visit 2XL Swagger Brands at . Robert can be reached via LinkedIn at and via email at .
In today’s show, you’ll hear investor perspectives on the COVID-19 impact on the cannabis market. This is Investor Perspectives, I’m the host of Investor Connect, Hall T Martin, where we connect startups and investors for funding.  It’s the time of COVID-19. Cannabis is currently gaining regulatory approval across the U.S. and is gaining rapid adoption. The lockdown has declared certain sectors, including cannabis, to be an essential service. Cannabis investors and startup founders describe their outlook on the cannabis market. Our featured guests are: Tiby Erdely - 0:42 - Scott Greiper - 6:19 - Ryan Hoggan - 15:00 - Ford Smith - 19:57 - I hope you enjoy this episode. ————————————————————————————————————————————————————— For more episodes from Investor Connect, please visit the site at:      Check out our other podcasts here:   For Investors check out:   For Startups check out: For eGuides check out:   For upcoming Events, check out   For Feedback please contact info@tencapital.group
Hello, this is Hall T. Martin with the Startup Funding Espresso -- your daily shot of startup funding and investing. All businesses must pay taxes, including startups. Taxes include payroll and social security taxes which are based on the salary of employees and paid monthly. Even if your business is not yet profitable you still must pay these taxes.  Contractors pay their own payroll taxes and receive a 1099 Form from you at the end of the year.  Income taxes are taken from the results on your profit and loss statement. You can check with the IRS on the current tax rates.  You can carry forward losses from one year to the next. You’ll need to set up a separate tab in your spreadsheet to track carryforwards.  Check with your accountant about setting up quarterly tax payments if you are running profits. If you file as an LLC and take an S-Corp designation, then your business taxes will be transferred to your personal taxes. Thank you for joining us for the Startup Funding Espresso where we help startups and investors connect for funding.Let’s go startup something today.-----For more episodes from Investor Connect, please visit the site at: Check out our other podcasts here: For Investors check out: For Startups check out: For eGuides check out: For upcoming Events, check out For Feedback please contact info@tencapital.group
Hello, this is Hall T. Martin with the Startup Funding Espresso -- your daily shot of startup funding and investing. Any financing you have must also be accounted for in the financial statements.   You’ll need to set up a tab in your spreadsheet to capture the details of a loan, or other types of financing such as accounts receivable financing. This includes the terms of the loan, the principal, and the interest to be paid.  Include in your profit and loss statement the payments of the loan under operating expenses. For revenue-based funding, set the payback calculation off of the monthly revenue.  For line of credit financing, calculate the amount needed from the profit and loss row and add that into your monthly payments. Equity investments will go into the cap table and will not show up on the profit and loss statement. It’s not unusual to have several forms of short-term debt financing and it’s important to review each to see which one fits your business needs. Thank you for joining us for the Startup Funding Espresso where we help startups and investors connect for funding.Let’s go startup something today.-----For more episodes from Investor Connect, please visit the site at: Check out our other podcasts here: For Investors check out: For Startups check out: For eGuides check out: For upcoming Events, check out For Feedback please contact info@tencapital.group
Hello, this is Hall T. Martin with the Startup Funding Espresso -- your daily shot of startup funding and investing. For sales forecasting, begin with your current sales funnel and revenue history. The more you know about your sales process -- lead generation, conversion, and time in funnel, the more accurate the forecast will be.  Use your current sales process for the first two years and then switch to your growth initiatives in years three to five.  If you are in a space with competitors with similar businesses, you can look at the ramp rates for those businesses to find the ballpark of sales growth you may achieve. If your business has a core driver such as number of design-ins, then you can use this to drive the sales forecast.  If you have multiple products, you can list each product separately with its own revenue stream. If you have a recurring revenue business, then you can start with your current customer base and add new customers at your current growth rate and include the churn rate. Thank you for joining us for the Startup Funding Espresso where we help startups and investors connect for funding.Let’s go startup something today.-----For more episodes from Investor Connect, please visit the site at: Check out our other podcasts here: For Investors check out: For Startups check out: For eGuides check out: For upcoming Events, check out For Feedback please contact info@tencapital.group
Hello, this is Hall T. Martin with the Startup Funding Espresso -- your daily shot of startup funding and investing. In setting up for your financial projections model, personnel is straightforward to forecast. Each employee has a salary, benefits, and payroll taxes.   Payroll taxes are a calculation off of the salary.  Commissions need to be included but are variable expenses related to sales.   Benefits include things such as healthcare, retirement plans, and the like, and are defined by your providers. As you grow headcount, it’s clear how much the budget will increase.  Those related to the product production and delivery will go into the COGS section.  Those related to sales, marketing, research and development, and administration, will go into the operating expenses. You may want to divide the personnel into divisions such as sales, marketing, and product development.  You can keep the contractors in a separate category as well. For part-time employees, compile them into an FTE or full-time equivalent employee for the calculation.  A key metric is revenue to number of employees. Check your number against your industry standard. Thank you for joining us for the Startup Funding Espresso where we help startups and investors connect for funding.Let’s go startup something today.-----For more episodes from Investor Connect, please visit the site at: Check out our other podcasts here: For Investors check out: For Startups check out: For eGuides check out: For upcoming Events, check out For Feedback please contact info@tencapital.group
Hello, this is Hall T. Martin with the Startup Funding Espresso -- your daily shot of startup funding and investing. Cost of Goods Sold, called COGS forecasting, represents the cost to build and deliver your product or service. This includes the cost to build the product or hours to deliver the service.  In most cases, COGS is a function of sales. The more sales, the more COGS. If you have a unit that drives your sales forecasts such as a physical product or service program, then you can calculate what it costs to deliver on each one. An interesting KPI will be Gross Margin which is the amount of revenue left over after subtracting out the COGS. This is often expressed as a percentage. For recurring revenue businesses, there are hard costs such as hosting, customer support, online payment, and other related costs. These costs must be incurred to deliver the product or service.  For consumer product goods, a healthy gross margin is 40% or greater.  For recurring revenue, a healthy gross margin is 70% or greater. For businesses with multiple products, you may want to split out the COGS by product line. For businesses with one product, you may want to forecast COGS on the total revenue level. Thank you for joining us for the Startup Funding Espresso where we help startups and investors connect for funding.Let’s go startup something today.-----For more episodes from Investor Connect, please visit the site at: Check out our other podcasts here: For Investors check out: For Startups check out: For eGuides check out: For upcoming Events, check out For Feedback please contact info@tencapital.group
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Podcast Details

Created by
Hall T Martin
Podcast Status
Active
Started
Aug 27th, 2014
Latest Episode
Sep 23rd, 2020
Release Period
Daily
Episodes
724
Avg. Episode Length
13 minutes
Explicit
No
Order
Episodic

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